BizNexus Roundup

The provided document, "The Journey from Venture Capital to Private Equity: The 2025 Guide for Tech Startups," is a report by Clipperton, a European M&A advisor for technology buyouts. It analyzes the growing trend of venture capital (VC)-backed companies being acquired by private equity (PE) firms, a shift from traditional IPOs or strategic mergers. 

The report explores the reasons behind this rise, highlighting how P...

The provided text by Mckinsey and Company offers an overview of global private markets in 2024, highlighting their uneven recovery and resilience despite mixed conditions like tepid dealmaking and reduced fundraising. It notes a shift in focus from financial engineering to operational transformation and investors' increased allocation to private markets. 

The report examines specific asset classes, detailing the private equity ...

The source emphasizes that tax structuring and planning are critical to the success of Mergers & Acquisitions (M&A) deals, acting as a "silent deal maker or breaker." It explains why tax strategy is essential, covering potential consequences from deal structure to profit repatriation and the importance of minimizing risks while preserving value. 

The text also highlights various global tax laws and rules that influ...

This document provides an in-depth guide to Letters of Intent (LOIs) for acquiring founder-owned businesses, emphasizing their crucial role in deal success. It outlines the strategic purpose of LOIs, such as validating feasibility and securing exclusivity, and details essential components like deal structure and purchase price. 

The text clarifies the distinction between binding and non-binding clauses, highlighting common pitfalls ...

The provided text by Kison Patel introduces Buyer-Led M&A™, presenting it as a contemporary and adaptable strategy that empowers the buyer throughout the entire acquisition process. 

This approach is contrasted with traditional seller-led M&A, which is depicted as slow and advisor-driven. The document outlines five core pillars of Buyer-Led M&A™: emphasizing thoughtful sourcing with a clear thesis and cultural alignment,...

This quarterly perspective from Lincoln International examines the consumer health sector in Q1 2025, highlighting recent mergers and acquisitions (M&A) activities and providing insights into public market trends. It discusses the potential impact of new reciprocal tariffs, particularly on ingredients imported from China and India, and how these tariffs could encourage domestic manufacturing and reshape supply chains. 

The repor...

This source by DrugPatentWatch.com describes patent due diligence as a critical step in mergers and acquisitions (M&A) for understanding the value and risks of intellectual property. It outlines the systematic review process involved, covering objectives like verifying ownership and assessing validity. T

The source details the stages of due diligence, from preparation and inventory to ownership verification, validity assessment,...

This banking perspective explores the importance of speed in mergers and acquisitions (M&A) within the financial services sector. It highlights that while moving too slowly can damage deal value, integrating too rapidly can harm customer and employee experience. 

The document suggests that thoughtful planning and early decisions, especially regarding cultural integration, technology readiness, talent planning, and governance, ar...

This source by Nassau Street discusses the impact of Trump's tariffs on the lower middle market capital landscape, explaining the administration's rationale rooted in "America-First" trade policies and a desire to reindustrialize. It highlights the initial negative market reaction to the tariffs due to their surprising and broad implementation, leading to increased volatility. 

The source then details how the res...

This buy-side M&A playbook offers practical guidance for companies looking to acquire private businesses in the national security and critical manufacturing sectors. It addresses the unique regulatory and operational challenges inherent in such transactions, covering topics like statutory compliance (CFIUS, FOCI, export controls), protection of sensitive data, and government contract requirements. 

The document emphasizes the cr...

This document outlines key IT projects crucial for successful mergers and acquisitions (M&A), detailing the necessary steps for integrating or separating technology systems. It emphasizes the importance of initial IT due diligence and risk assessment to understand the existing landscape and potential challenges. 

The document then presents a structured roadmap covering areas like infrastructure integration, application consolida...

This collection of excerpts focuses on the US middle market's M&A and financing activity in 2024 and the outlook for 2025. Key themes covered include the decline in overall deal volume in 2024 but an improvement in the fourth quarter, particularly in the lower middle market, and a cautiously optimistic view for increased activity in 2025 driven by factors like significant private equity "dry powder" and supportiv...

The provided text, originating from graphitepartners.com, identifies eight crucial skills for effective M&A Managers based on feedback from clients who have hired them. These key competencies range from negotiation and stakeholder management to analytical abilities and leadership. 

The document also highlights the importance of project management, due diligence, attention to detail, and an entrepreneurial mindset for success in ...

Brent Mathews' article from February 2025 discusses the impact of technology, particularly AI and readily available coding resources, on acquisition prices in the lower middle market. Mathews, drawing on fifteen years of experience in acquisition financing, observes that buyers are increasingly projecting significant revenue and EBITDA growth based on planned technology implementations. He questions whether buyers with technol...

A recent article explores the growing trend of high-net-worth individuals (HNWs) becoming potential investors for emerging fund managers. Fundraising experts suggest that while lower mid-market firms currently rely on traditional institutional investors and placement agents, HNW capital is becoming increasingly accessible. 

This expansion is facilitated by new alternative retail structures and innovative fund structures that address...

Launching a first-time private equity fund presents ongoing challenges, yet increasing capital pools focused on emerging managers offer opportunities for those with strong track records. Investors prioritize demonstrable prior deal success and cohesive teams, often favoring managers specializing in the middle and lower-middle markets. 

The lower middle-market is particularly attractive due to abundant deal flow and the potential for...

PE Weekly reports on mergers and acquisitions within the tech-enabled services sector as the first quarter nears its end, highlighting investor interest across diverse areas like higher education, aerospace and defense, and financial consulting. 

The publication details various platform investments, add-on acquisitions, and exit strategies undertaken by private equity firms. Additionally, the source covers recent fundraising activit...

Launching a first-time private equity fund presents ongoing challenges, yet increasing capital pools focused on emerging managers offer opportunities for those with strong track records. Investors prioritize demonstrable prior deal success and cohesive teams, often favoring managers specializing in the middle and lower-middle markets. The lower middle-market is particularly attractive due to abundant deal flow and the potential for...

Patrick Galleher's Forbes Finance Council article argues that the lower middle market, characterized by M&A deals between $10 million and $500 million, presents significant investment advantages often overlooked in favor of larger transactions. 

These smaller companies offer agility, allowing them to adapt quickly to market changes, and frequently operate within specialized niches, providing a competitive edge. Furthermore,...