Ep 30: Private Equity Trends in Lower Middle-Market Businesses

 Michael Cassata is a seasoned professional widely recognized for his extensive background in acquisition strategies, originally founded a successful healthcare software company in the Northeast. His perspective on acquisition strategies stems from his experiences as a business owner who has led numerous successful mergers and acquisitions, significantly growing his company's revenues along the way. Cassata believes that many companies are inadequately prepared for acquisitions, which led him to focus on helping business owners understand how potential acquirers might view their company and prepare for a smooth transition. Drawing from over two decades of experience in investment banking, he offers invaluable insights into what buyers are looking for, and how businesses can strategically position themselves for an acquisition. He emphasizes the significance of understanding working capital needs and maintaining accurate documentation to evade unnecessary financial losses during transactions, underscoring the essential role of preparation and knowledge in a successful acquisition strategy.   Here’s what to expect this episode: Business Transition Services are crucial for preparing businesses for acquisition. High customer concentration can greatly affect valuations and make the business difficult to sell. The increasing involvement of private equity companies and generational shifts are changing the dynamics of the M&A world. Understanding the working capital needs of a business is crucial in transactions.   Connect with Michael Cassata: https://www.rocklandtrust.com/wealth-and-investments/michael-cassata   Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices