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BizNexus Roundup
AI breakdowns of key real-time business acquisition data and niche industry reports.
Real human interviews & tips from the trenches of business acquisition, growth & sale.
We aim for value, efficiency & fun, so you'll walk away with something useful to take with you along the journey of buying, growing & selling a business.
Episodes
56 episodes
Private Debt in the Lower Middle Market
This report from Brightside Partners argues that lower middle market private debt presents attractive investment opportunities. Key advantages highlighted include strong covenants and protections leading to lower default and higher recov...
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Episode 53
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14:24
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2025 M&A Outlook
Goldman Sachs' 2025 M&A Outlook report predicts a surge in mergers and acquisitions driven by several factors. Increased CEO confidence, stemming from clearer monetary policy and regulatory environments, will fuel corporate de...
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Episode 52
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12:57
How M&A Advisors Can Use a Tax Strategist To Win More Deals with Bob Fariss
Main Street business brokers are evolving to meet the demands of the Lower Middle Market, which involves larger and more complex deals than previously handled. This shift requires enhanced buyer outreach strategies,...
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Episode 51
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23:55
Q3 2024 Market Update: Business Transactions in the $1–5 Million Range
This text by Calder comprises several market updates on mergers and acquisitions (M&A) activity in 2024, categorized by business transaction value (under $1 million, $1–5 million, $5–10 million, $10–25 million, $25–50 million, and $50–100 m...
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Episode 50
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19:21
Agency Risk in the Lower Middle Market: A Guide for PE Professionals
This CFA Institute article examines agency risk in lower middle market private equity (PE) deals. Agency risk arises from conflicts of interest, primarily involving underqualified business brokers who often act as both marketers and fina...
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Episode 49
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15:16
Private Equity 2025 Outlook: Soft landings into dry powder
Schroders, a global investment management company, offers a wide range of investment products and services, including private assets, equities, fixed income, and sustainable investing options. They provide various investment funds and...
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Episode 48
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9:52
Global Investment Outlook 2025
Northern Trust Asset Management's 2025 Global Investment Outlook report analyzes the global economic landscape and offers investment strategies across various asset classes. The report examines the U.S., European, and Asian economies, predictin...
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Episode 46
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26:01
95% of Middle-Market CFOs Say They’re Unprepared for Future Regulatory Shifts
A PYMNTS Intelligence report reveals that 95% of middle-market CFOs feel unprepared for upcoming regulatory changes, particularly those in smaller firms. Increased compliance costs, legal risks, and operational disruptions are sig...
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Episode 45
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8:39
The Unseen Impact: How the Great Wealth Transfer Will Shape Lower-Middle Market M&A
The RedlineDCS article discusses the "Great Wealth Transfer," the massive inheritance of $84.4 trillion from Baby Boomers to younger generations over the next two decades. This transfer will significantly impact the lower-middle market mergers ...
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Episode 44
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17:14
Seven Ways Family Offices are Different from Other Buyers of Lower Middle Market Companies
This article from Akoya Capital discusses seven key differences between family offices and other investors in lower middle-market companies. Family offices possess a longer-term investment horizon, often stemming from their unique family...
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Episode 43
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18:49
Strategies for the Family Office Contemplating Direct Investments
This McGuireWoods article advises single-family offices (SFOs) considering direct private equity-style investments. It emphasizes five key strategies: partnering with experienced independent sponsors to access deal flow; prioritizing deal sourc...
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Episode 42
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22:27
Are Family Offices Different from Other Buyers of Middle Market Companies?
This article from Generational Equity discusses the increasing importance of family offices as buyers of middle-market companies. Family offices differ from other buyers due to their longer investment horizons and their active involvement in...
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Episode 41
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16:02
When structuring a deal, family offices invest for long-term value
This PwC report analyzes the mergers and acquisitions (M&A) activities of US family offices. Family offices are increasingly investing in smaller, growth-oriented companies, particularly in technology, biotechnology, and TMT sectors,...
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Episode 40
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23:45
How Lower Middle-Market Private Equity Firms Streamline Operations of Their Portfolio Companies
This blog post from Raincatcher, a firm advising on mergers and acquisitions, explains how private equity firms operate and boost portfolio company growth. Private equity firms invest in and manage privately held companies, aiming for hi...
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Episode 39
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31:18
Understanding Add-Backs When Selling a Business
This blog post from Business Appraisal FL|GA|HI explains "add-backs" in business valuations. Add-backs are adjustments made to a company's earnings (EBITDA) to reflect expenses a new owner wouldn't incur, like owner's personal expenses o...
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Episode 37
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17:15
Typical Terms and Conditions in Seller Note Agreements
The provided text comprehensively explains seller notes in mergers and acquisitions (M&A). Seller notes are financing arrangements where the seller acts as a lender, receiving part of the purchase price over time. The text de...
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Episode 26
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19:10
Lower Middle Market Direct Lending
This monroe capital article provides a strategic guide to sourcing deals in the lower middle market (LMM) for 2025. It highlights the opportunities presented by the LMM, including a large pool of capital seeking smaller investment...
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Episode 35
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19:29
Lower Middle Market Deal Sourcing: A Strategic Guide for 2025
This Biznexus article provides a strategic guide to sourcing deals in the lower middle market (LMM) for 2025. It highlights the opportunities presented by the LMM, including a large pool of capital seeking smaller investments and ...
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Episode 34
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19:29
The New M&A Landscape: Proprietary Deal Flow and Platform Acquisitions in the Lower Middle Market
This article by reag examines the current mergers and acquisitions (M&A) landscape in the lower middle market, focusing on the impact of recent interest rate cuts. It highlights the increasing importance of proprietary deal flow—accessing d...
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Episode 33
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16:01
Proprietary Deal Flow: What Is It, What Are the Challenges, and How Do You Overcome Them?
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 adv...
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Episode 32
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15:12
How Do Middle-Market PE Firms Source Deals?
This Sourcescrub 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 pot...
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15:12
Lower Middle Market Deal Sourcing: A Strategic Guide for 2025
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 busines...
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Episode 30
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11:53
CalSTRS Private Equity Portfolio Performance (2024)
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 th...
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Episode 29
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14:33
M&A Industry Trends & Outlook 2025
DFIN's report analyzes mergers and acquisitions (M&A) industry trends and provides a 2025 outlook. The report notes a recent decline in M&A activity in 2024, primarily due to high interest rates and global economic uncertainty. <...
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Episode 28
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44:22
Deloitte’s corporate development survey, fifth edition
This report, based on Deloitte's fifth annual corporate development survey of 357 professionals, examines the evolving landscape of mergers and acquisitions (M&A). It highlights the increasing importance of innovation in M&A strategies,...
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Episode 27
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15:56