INSIGHTS

The private equity and M&A profession is filled with specialty jargon that are routine to insiders, but perplexing to those new to interaction with these professionals. In this month's article we have outlined our top 50 private equity terms as a "Pocket Translator" for those in need.   

For any PE firm looking to deploy capital, it helps to how many deals need to be reviewed each year / month / week to achieve your goals, and how to align your origination strategy to make sure those goals are achieved. In this article, we share the formula-based approach our founding partner has utilized in his 20+ years of deal origination.  

The term "private equity" can used to describe many different types of capital pools. Some are institutions, some are family offices, some have finite hold periods and others want to hold for generations. In this month's article we breakdown the multiple types of "private equity" that a business owner might encounter during their transaction so they can assess which type is best for them.

How can business owners look beyond valuation and charm to evaluate who will be the best private equity partner for their transaction? In this article we outline four major questions that a business owner or their investment banker need to ask a potential Buyer before making a final decision. 

Despite the stereotype of just being cost-cutters and flippers, we discuss various ways in which a partnership with PE helps to propel a business forward and results in wins for the founders, employees and investors. In addition, we discuss some of the questions that every business owner contemplating a transaction should ask of their potential PE partner.