BizNexus

This grata blog post discusses strategies for private equity (PE) firms to improve their proprietary deal flow, focusing on proactive business development. It highlights the importance of proprietary deals for higher returns and competitive advantage, emphasizing the need to move beyond relying solely on personal connections and intermediaries. The article examines several channels for sourcing deals, including direct outreach to executives, collaboration with bankers and advisors, and leveraging relationships with other investors. Finally, it promotes Grata, a technology platform designed to streamline the entire process, from sourcing and managing deals to analyzing market data and leveraging CRM information. The platform offers AI-powered tools to enhance efficiency and effectiveness in building proprietary deal flow. Dive into the full article here: https://lnkd.in/e6fpte3c DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://lnkd.in/evzEYse5 Access our marketplace: https://lnkd.in/ex9Rm9ND Access our community: https://lnkd.in/ezb5Krxh Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://lnkd.in/eCBbYxr9 Get an acquisition loan: https://lnkd.in/emq_3pbc Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

💡 PE Success Factors 2025: What's driving deals today: Conservative capital structures Operational improvement focus Technology integration Strong sector expertise Clear value creation plans Smart money is patient money. #PrivateEquity #Investing

This article examines how middle-market private equity (PE) firms, focusing on companies valued between $50 and $500 million, source deals. It highlights the advantages of this market segment, including a higher volume of potential acquisitions compared to larger enterprises. The text then details various deal sourcing strategies, encompassing traditional methods like networking and conferences, as well as modern approaches such as online platforms and utilizing deal origination services. The importance of developing a strong investment thesis and adapting to market conditions is also stressed. Finally, the article emphasizes the role of technology in enhancing efficiency and decision-making within the deal sourcing process. Explore the full report here: https://lnkd.in/etv5_faU DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://lnkd.in/evzEYse5 Access our marketplace: https://lnkd.in/ex9Rm9ND Access our community: https://lnkd.in/ezb5Krxh Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://lnkd.in/eCBbYxr9 Get an acquisition loan: https://lnkd.in/emq_3pbc Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

About Russell Russell Cohen is President of South Florida M&A Advisors, Inc., bringing over 25 years of expertise in deal-making throughout Florida. With an impressive track record of over 700 business sales—more than any other advisor in the state—Russell leads a team of seasoned M&A professionals dedicated to delivering high-quality, personalized advisory services for lower middle-market companies. Russell and his team prioritize achieving clients’ financial goals while fostering long-lasting relationships. Connect with Russell: https://lnkd.in/eZRyzpsC https://lnkd.in/dZrAhm7 Learn More About BizNexus Schedule a Demo: https://lnkd.in/evzEYse5 Access our marketplace: https://lnkd.in/ex9Rm9ND Access our community: https://lnkd.in/ezb5Krxh Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://lnkd.in/eCBbYxr9

📋 Transaction Advisory Evolution: Modern deal support requires: Deep financial analysis Tech-enabled due diligence Post-close planning Working capital expertise Data-driven insights Quality of analysis drives quality of outcome. #TransactionAdvisory #MandA

This Biznexus article provides a strategic guide for sourcing deals in the lower middle market (LMM) for 2025. It highlights the significant opportunities presented by the LMM, including a large pool of private equity capital and business owners seeking transitions. Key challenges in LMM deal sourcing are discussed, such as market fragmentation, limited visibility of potential targets, and complex seller dynamics. The article emphasizes the importance of leveraging new technologies like AI-powered platforms, developing proprietary networks (especially on LinkedIn), and creating systematic outreach programs. Finally, it presents best practices for 2025, focusing on a blend of technological efficiency and relationship-building to achieve success in this competitive market. Find more information on Biznexus here: https://www.biznexus.com/ Learn more about Omnisource here: https://app.omnisource.ai/ Read the full article here: https://lnkd.in/ef4NR_Pi DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://lnkd.in/evzEYse5 Access our marketplace: https://lnkd.in/ex9Rm9ND Access our community: https://lnkd.in/ezb5Krxh Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://lnkd.in/eCBbYxr9 Get an acquisition loan: https://lnkd.in/emq_3pbc Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

About Omar Omar Garcia is the managing partner of VR Business Brokers – San Antonio (VRSA). He is an industry leader that has consistently achieved results while maintaining the highest levels of integrity and business ethics personally and throughout the entire organization. Connect with Omar on LinkedIn: https://lnkd.in/eTfHYfpq Learn More About BizNexus Schedule a Demo: https://lnkd.in/evzEYse5 Access our marketplace: https://lnkd.in/ex9Rm9ND Access our community: https://lnkd.in/ezb5Krxh Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://lnkd.in/eCBbYxr9

📈 Multi-Unit M&A Strategy: Why multi-unit deals are trending: Economies of scale Tech integration opportunities Geographic expansion Back-office optimization Customer base expansion The complexity premium is real. #MandA #BusinessStrategy

This document presents the performance of CalSTRS' private equity portfolio as of June 30, 2024. Data includes capital committed, contributed, distributed, and market value for numerous limited partnerships. A key metric is the internal rate of return (IRR), though the report cautions that IRR figures, especially those from early partnership years, are interim estimates and not directly comparable across investments due to variations in calculation methodologies and industry-standard reporting practices. The report highlights the complexities involved in calculating and comparing private equity returns. Several factors can impact the IRR calculation. Explore that full report here: https://lnkd.in/e9VzFj9w DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://lnkd.in/evzEYse5 Access our marketplace: https://lnkd.in/ex9Rm9ND Access our community: https://lnkd.in/ezb5Krxh Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://lnkd.in/eCBbYxr9 Get an acquisition loan: https://lnkd.in/emq_3pbc Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

About Russell Russell Cohen is President of South Florida M&A Advisors, Inc., bringing over 25 years of expertise in deal-making throughout Florida. With an impressive track record of over 700 business sales—more than any other advisor in the state—Russell leads a team of seasoned M&A professionals dedicated to delivering high-quality, personalized advisory services for lower middle-market companies. Russell and his team prioritize achieving clients’ financial goals while fostering long-lasting relationships. Connect with Russell: https://lnkd.in/eZRyzpsC https://lnkd.in/dZrAhm7 Learn More About BizNexus Schedule a Demo: https://lnkd.in/evzEYse5 Access our marketplace: https://lnkd.in/ex9Rm9ND Access our community: https://lnkd.in/ezb5Krxh Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://lnkd.in/eCBbYxr9