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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
75 episodes
Taking a look inside Bruce Mark's Transaction Brain - LinkedIn
Here’s a condensed version under 1,700 characters:SBA Financing for Partial AcquisitionsThis post explores using SBA 7(a) loans to acquire 88% of a company, with the seller retaining a minority stake. Bruce Marks states, "So there...
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Episode 70
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12:03
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A conversation about email deliverability - Brigitta Ruha on Linkedin
Main Themes and Ideas:Deliverability is Paramount: The central theme is that landing in the inbox is the most crucial factor for successful email campaigns. As Ruha states, "You can’t get responses if you don’t land in...
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Episode 69
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11:36
"No-Money Down Stupidity" - Mike Finger on LinkedIn
Key Ideas and Facts:Critique of "No Money Down" Sales Pitches: Finger criticizes the proliferation of ads and programs that promote buying businesses with "little to no money down," calling it "stupidity." He warns asp...
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Episode 68
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14:01
Is dry powder really a thing? Charlotte Ashton on LinkedIn
Key Themes and Findings:Definition of Dry Powder: The document defines "dry powder" as the "Value of PE funds raised but not yet invested."Significant Volume of Dry Powder: Pitchbook data indicates that...
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Episode 67
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5:58
LinkedIn Deal Origination 101: How to start a conversation through DMs
Key Takeaways:Cold Email ≠ LinkedIn DM: The fundamental premise. As stated directly, "Cold Email ≠ LinkedIn DM (even great emails will look bad in DMs)."Brevity and Punchiness: DMs should be short, conc...
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Episode 66
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10:26
The AI Agent that will win the private equity race
The source discusses the development and implementation of AI agents in private equity firms, focusing on how these agents can aid in due diligence and save time for associates. It highlights compliance concerns related to using publi...
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Episode 65
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12:52
Executive Alignment in M&A
Rowland Chen's document from February 2025 highlights the critical need for executive alignment in acquisition integrations. It points out that a large percentage of acquisitions fail, costing trillions of dollars, due to issues like ina...
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Episode 64
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19:56
Mergers, Acquisitions & Divestures
This document from Delta Publishing Company serves as a comprehensive guide to mergers, acquisitions, and divestitures. It covers key aspects of M&A transactions, such as due diligence, valuation methods, financing options, and SEC f...
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Episode 63
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15:02
An Institutional Approach to Investing in the Lower Middle Market
Argosy Real Estate Partners specializes in real estate investments within the lower middle market, focusing on opportunistic, value-added, and core-plus strategies across various property types like multifamily and industrial. The compan...
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Episode 62
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16:44
Strategies for cultural Integration
Marci Caudle's guide outlines a seven-step process for cultural integration within a company. First, identify core cultural elements; second, assess compatibility and divergence between cultures; third, design...
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Episode 61
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18:07
Intrepid 2025 M&A Outlook
This market outlook report from Intrepid Investment Bankers analyzes five key factors influencing capital raising in 2025. Lower middle-market M&A activity is expected to increase, driven by pent-up demand. Lenders are adapting th...
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Episode 60
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18:07
M&A Guidebook
This PwC guide focuses on mergers and acquisitions (M&A), emphasizing the crucial role of supervisory boards in successful transactions. It examines M&A strategies, the acquisition and divestiture processes, public offers, post-deal int...
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28:42
Differentiated Private Credit Exposure
This document presents a discussion by two Crescent Capital managing directors on the lower-middle market segment of direct private lending. They highlight this niche's advantages, including less competition, higher yields, and lower default ra...
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Episode 59
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17:00
What does 2025 have in store for the app industry?
Experts at Business of Apps predict key trends shaping the mobile app market in 2025. These include the rise of AI, impacting personalization, advertising, and app functionality; diversification of user acquisition strategies
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Episode 58
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12:18
A blueprint for M&A success
This McKinsey article advocates for a strategic approach to mergers and acquisitions (M&A), emphasizing programmatic M&A for long-term value creation and resilience. It highlights the importance of an "M&A blueprint," a structured p...
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Episode 57
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18:26
Lower Middle Market Private Credit – A Golden Vintage
This document from Muzinich & Co. analyzes the impact of the current US banking crisis on lower middle-market businesses. Reduced bank lending, due to concerns about commercial real estate loans and deposit stability, is creating a <...
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Episode 56
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16:04
The Advantages of Disciplined Lower Middle Market Direct Lending
This analysis of direct lending markets by Trevor Clark of Twin Brook Capital Partners shows that the Lower Middle Market (LMM) consistently offers higher spreads and stronger lender protections than the Core Middle Market (CMM) and Upper Middl...
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Episode 55
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18:49
Introduction to M&A Valuation by KPMG
This KPMG Cambodia Ltd. presentation provides an introduction to mergers and acquisitions (M&A) and valuation. It covers the reasons for M&A, including synergies and eliminating competition, different types of mergers, and...
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20:28
When should private equity portfolio companies hire corporate development leaders?
This is an excerpt from a document from Charles Aris, a recruitment firm. It highlights the importance of strategic timing when hiring a corporate development leader.The excerpt emphasizes that well-timed hires contribute to better alig...
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Episode 54
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7:15
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
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