The Source

Your weekly dose of deal sourcing insights, market intelligence and data techniques.

Resources to prepare for what’s ahead

Though some GPs are ahead of pace in fundraising, LPs may take their time putting additional capital to work given the current market environment. And while the outlook for the coming quarters is uncertain, one thing is not: building during a downturn and delivering into the rebound is a recipe for success!

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Source Talks ep. 31

Source Talks is a series where we discuss deal origination with expert PE and M&A pros. In this interview, David Toll of chats with Ashley Kooyenga of McNally Capital on the firm’s value for investing in family-owned businesses and a recent deal in the icy hot HVAC sector.

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From New Legislation, a Battery of Opportunities

Among the provisions of newly minted legislation designed to fight climate change are billions of dollars in subsidies allocated for electric vehicle factories. Also included are tax credits for both U.S. produced battery cells and U.S produced battery modules. At the same time, the legislation allocates some $60 billion do help create domestic jobs making solar panels, wind turbines and other elements of a clean energy future. Those investments will lead to even more demand for makers of batteries to store all that intermittent power.

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A chart about deals closed

The Science of Deal Sourcing – 8th Edition

Each year, we publish an outlook on private equity deals in the quarters ahead through the lens of a proprietary analysis of historical activity – unique to SPS data alone. By all counts, 2021 was an unmatched year for PE deal activity. As firms turned out deals at a groundbreaking rate, our team was occupied with an unceasing volume of closed deals to track. Setting the stage for this perfect storm of 2021 deal activity were three key factors: A flurry of quality deals that stalled during the onset of the pandemic finally met a healthy investment environment. Due to that COVID-era lull, PE firms had an abundance of dry powder ready to deploy. And the threat of a proposed hike in capital gains tax triggered privately held companies’ motivation to sell before it was too late.

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