BizNexus Roundup

This document explores the technical process of Purchase Price Allocation (PPA) within merger and acquisition transactions to ensure financial transparency and regulatory compliance. It explains how a buyer must distribute the total cost of an acquisition among tangible assets, liabilities, and identifiable intangible assets like patents and brand reputation. A significant portion of the text focuses on intangible assets, defining ...

This source from ----outlines five essential financial models that are critical for modern finance professionals to master. It begins by explaining the Three Statement Model, which links income, assets, and cash flow to provide a comprehensive look at a company's health. The text also covers forecasting and operational models that help businesses project future growth and improve internal efficiency. 

Furthermore, it highlights...

This white paper by Lateral Investment Management examines the historical financial outperformance of technology-focused private equity compared to generalist investment strategies. The analysis highlights that smaller tech buyout funds, specifically those under $700 million, often achieve superior internal rates of return by targeting the lower middle market. 

These smaller funds benefit from a vast pool of opportunities and signif...

This Charter Capital Partners whitepaper provides a comprehensive guide to the sell-side mergers and acquisitions process, detailing how business owners can successfully navigate an exit. The text outlines a four-phase timeline that typically spans seven months, beginning with market preparation and the development of essential documents like the Confidential Information Memorandum. It emphasizes the value of hiring investment bank...

This guide from ClearThink Capital outlines the essential stages of buy-side mergers and acquisitions, a strategy companies use to drive growth through the purchase of other businesses. The text explains that successful transactions require thorough preparation, including the identification of strategic goals and the assembly of expert advisory teams. It details the methodologies used for valuation, such as comparable company and d...

The source provides a detailed, step-by-step guide to Precedent Transaction Analysis (PTA), which is a core corporate finance methodology used to value companies based on past merger and acquisition (M&A) deals. It defines PTA as answering the fundamental question, "What have similar businesses sold for in the past?", positioning it alongside Discounted Cash Flow (DCF) and Trading Comparables as an essential valuation...

This document is a weekly update on the lower middle market mergers and acquisitions (M&A) landscape, specifically dated for the week of August 6, 2025. It provides an overview of market conditions and exit preparation strategies for company founders. The market update highlights a significant drop in Q1 2025 deals compared to the previous quarter, attributing some valuation compression to uncertainty from trade policies, while...

The provided text, "Aerospace & Defense Industry Trends," offers an in-depth analysis of the major trends impacting the Aerospace & Defense (A&D) sector and its corresponding commercial real estate (CRE) implications for May 2025. 

Key industry themes include increasing defense spending, the growth of the private space industry, supply chain reshoring efforts, and significant labor constraints requiring strateg...

The provided text is an Annual Report from Aurora9, focused on the 2024 U.S. Private Equity middle-market, offering a comprehensive overview of deal activity, market conditions, and future outlook. The report details a resurgence in deal volume and value following a constrained 2023, driven primarily by easing inflation and Federal

Reserve interest rate cuts which improved the financing environment. A significant portion o...

The provided source from , is a special report from the 2025 M&A Deal Terms Study by SRS Acquiom, focusing specifically on Lower Middle-Market (LMM) deals, defined as transactions with values of $50 million or less. The report explores various aspects of these deals, including the continued focus of strategic buyers and Private Equity portfolio companies on the LMM space. 

Key findings indicate that LMM transactions are often ch...

The source material from Business Optix details the crucial need for clarity and control during the process of mergers and acquisitions integration. It explains that integration efforts often stall or fail when teams lack shared visibility and must contend with overlapping systems, conflicting workflows, and disparate governance models. 

This absence of alignment creates process blind spots that prevent organizations from achieving ...

This source material from Financial Edge presents a comprehensive, nine-phase ultimate guide to the Investment Banking Mergers and Acquisitions (M&A) process, created by Financial Edge. The initial phases focus on the company board establishing a long-term M&A strategy and collaborating with investment banks to execute a search for appropriate targets or buyers. A crucial intermediate step is the detailed business valuation...

This source material presents a comprehensive, nine-phase ultimate guide to the Investment Banking Mergers and Acquisitions (M&A) process, created by Financial Edge. The initial phases focus on the company board establishing a long-term M&A strategy and collaborating with investment banks to execute a search for appropriate targets or buyers. 

A crucial intermediate step is the detailed business valuation, where methods like...

This source presents a structured practical guide designed for the pre-screening of business acquisition opportunities, specifically addressing early-stage risk indicators and deal killers within the Entrepreneurship Through Acquisition (ETA) field. The framework employs three distinct tiers that mirror the progression of initial evaluation, ranging from Immediate Deal Killers that instantly disqualify a business to Likely Deal Kil...

The provided text consists of the Q3 2025 M&A Insider Report from The McLean Group, which focuses heavily on investment banking and strategic advisory services across multiple specialized sectors. The report offers detailed overviews of market commentary and M&A activity for the third quarter of 2025 in the fields of Defense, Government & Intelligence, Security, Critical Infrastructure, and Maritime Transport & Faci...

This document provides a detailed overview of the US middle market for mergers and acquisitions (M&A) and private equity (PE) activity during the first half of 2025, highlighting a general decline in deal volume, particularly in the lower middle market, due to macroeconomic instability and tariff uncertainty. Despite this contraction, certain sectors like industrials tied to the built environment and business services have show...

The provided source, titled "Swipe to Learn," is an online training resource focused on finance and banking, specifically addressing how to evaluate deal consideration in Mergers & Acquisitions (M&A). It breaks down three primary forms of payment: cash, stock, and mixed consideration, explaining the benefits and drawbacks of each in terms of liquidity, ownership, tax implications, and risk distribution. 

The docume...

This document from June 2025, titled "Middle Market Direct Lending: The Attractiveness of the Financial Services Sector," is a publication by Crescent Direct Lending, featuring insights from Managing Directors Jason Schryver and Clayton Bruce. The authors argue that industry specialization, particularly in financial services, offers a significant competitive advantage for direct lenders in the lower-middle market. 

They hi...

The provided source outlines the key stages and documents involved in a merger and acquisition (M&A) process. It begins with marketing materials like a teaser and a Non-Disclosure Agreement (NDA) to attract and secure potential buyers, followed by a Confidential Information Memorandum (CIM) for detailed insights. 

Next, the process moves to an Indication of Interest (IOI), a non-binding expression of buyer interest, and then to ...