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BizNexus Roundup
BizNexus
121 episodes
1 week ago
The provided text is an Annual Report from Aurora9, focused on the 2024 U.S. Private Equity middle-market, offering a comprehensive overview of deal activity, market conditions, and future outlook. The report details a resurgence in deal volume and value following a constrained 2023, driven primarily by easing inflation and Federal Reserve interest rate cuts which improved the financing environment. A significant portion of the analysis is dedicated to sectoral performance, noting the streng...
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Entrepreneurship
Business
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The provided text is an Annual Report from Aurora9, focused on the 2024 U.S. Private Equity middle-market, offering a comprehensive overview of deal activity, market conditions, and future outlook. The report details a resurgence in deal volume and value following a constrained 2023, driven primarily by easing inflation and Federal Reserve interest rate cuts which improved the financing environment. A significant portion of the analysis is dedicated to sectoral performance, noting the streng...
Show more...
Entrepreneurship
Business
Episodes (20/121)
BizNexus Roundup
U.S. Private Equity Middle-Market Annual Report
The provided text is an Annual Report from Aurora9, focused on the 2024 U.S. Private Equity middle-market, offering a comprehensive overview of deal activity, market conditions, and future outlook. The report details a resurgence in deal volume and value following a constrained 2023, driven primarily by easing inflation and Federal Reserve interest rate cuts which improved the financing environment. A significant portion of the analysis is dedicated to sectoral performance, noting the streng...
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1 week ago
13 minutes

BizNexus Roundup
SRS Acquiom’s new 2025 Deal Terms Study
The provided source from , is a special report from the 2025 M&A Deal Terms Study by SRS Acquiom, focusing specifically on Lower Middle-Market (LMM) deals, defined as transactions with values of $50 million or less. The report explores various aspects of these deals, including the continued focus of strategic buyers and Private Equity portfolio companies on the LMM space. Key findings indicate that LMM transactions are often characterized by terms that protect buyers, such as the in...
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1 week ago
13 minutes

BizNexus Roundup
Fix the gaps that stall M&A Intregation success
The source material from Business Optix details the crucial need for clarity and control during the process of mergers and acquisitions integration. It explains that integration efforts often stall or fail when teams lack shared visibility and must contend with overlapping systems, conflicting workflows, and disparate governance models. This absence of alignment creates process blind spots that prevent organizations from achieving expected synergies and realizing value quickly. To resol...
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2 weeks ago
15 minutes

BizNexus Roundup
Investment Banking: The full M&A Process
This source material from Financial Edge presents a comprehensive, nine-phase ultimate guide to the Investment Banking Mergers and Acquisitions (M&A) process, created by Financial Edge. The initial phases focus on the company board establishing a long-term M&A strategy and collaborating with investment banks to execute a search for appropriate targets or buyers. A crucial intermediate step is the detailed business valuation, where methods like discounted cash flow and comparables are ...
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2 weeks ago
14 minutes

BizNexus Roundup
Investment Banking: The full M&A Process
This source material presents a comprehensive, nine-phase ultimate guide to the Investment Banking Mergers and Acquisitions (M&A) process, created by Financial Edge. The initial phases focus on the company board establishing a long-term M&A strategy and collaborating with investment banks to execute a search for appropriate targets or buyers. A crucial intermediate step is the detailed business valuation, where methods like discounted cash flow and comparables are utilized to ca...
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1 month ago
14 minutes

BizNexus Roundup
A Practical Guide to ETA Deal Pre-Screening
This source presents a structured practical guide designed for the pre-screening of business acquisition opportunities, specifically addressing early-stage risk indicators and deal killers within the Entrepreneurship Through Acquisition (ETA) field. The framework employs three distinct tiers that mirror the progression of initial evaluation, ranging from Immediate Deal Killers that instantly disqualify a business to Likely Deal Killers and necessary Due Diligence Flags. To ensure compre...
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1 month ago
16 minutes

BizNexus Roundup
The McLean Group’s Q3 2025 M&A Market Update
The provided text consists of the Q3 2025 M&A Insider Report from The McLean Group, which focuses heavily on investment banking and strategic advisory services across multiple specialized sectors. The report offers detailed overviews of market commentary and M&A activity for the third quarter of 2025 in the fields of Defense, Government & Intelligence, Security, Critical Infrastructure, and Maritime Transport & Facilities. It includes current public equity index charts, ...
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2 months ago
14 minutes

BizNexus Roundup
CIBC’s 3rd quarter US Middle Market Monitor
This document provides a detailed overview of the US middle market for mergers and acquisitions (M&A) and private equity (PE) activity during the first half of 2025, highlighting a general decline in deal volume, particularly in the lower middle market, due to macroeconomic instability and tariff uncertainty. Despite this contraction, certain sectors like industrials tied to the built environment and business services have shown resilience, with business services even experiencing an upli...
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2 months ago
15 minutes

BizNexus Roundup
How to evaluate deal consideration in M&A
The provided source, titled "Swipe to Learn," is an online training resource focused on finance and banking, specifically addressing how to evaluate deal consideration in Mergers & Acquisitions (M&A). It breaks down three primary forms of payment: cash, stock, and mixed consideration, explaining the benefits and drawbacks of each in terms of liquidity, ownership, tax implications, and risk distribution. The document highlights that cash offers speed and simplicity, stock promote...
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4 months ago
29 minutes

BizNexus Roundup
Middle Market Direct Lending
This document from June 2025, titled "Middle Market Direct Lending: The Attractiveness of the Financial Services Sector," is a publication by Crescent Direct Lending, featuring insights from Managing Directors Jason Schryver and Clayton Bruce. The authors argue that industry specialization, particularly in financial services, offers a significant competitive advantage for direct lenders in the lower-middle market. They highlight the resilience and attractive credit characteristics of fi...
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4 months ago
16 minutes

BizNexus Roundup
5 key milestones and documents in the M&A Process
The provided source outlines the key stages and documents involved in a merger and acquisition (M&A) process. It begins with marketing materials like a teaser and a Non-Disclosure Agreement (NDA) to attract and secure potential buyers, followed by a Confidential Information Memorandum (CIM) for detailed insights. Next, the process moves to an Indication of Interest (IOI), a non-binding expression of buyer interest, and then to Due Diligence, where buyers access detailed information ...
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4 months ago
16 minutes

BizNexus Roundup
Why corporate M&A is moving earlier and what that means for your strategy In 2025
The provided document outlines a significant shift in corporate Mergers & Acquisitions (M&A), highlighting a move towards earlier-stage transactions and emerging technologies. This trend is driven by a desire to gain access to new capabilities and a bottleneck in traditional M&A deals. The document explains that companies are increasingly using alliance deals, such as minority investments and commercial partnerships, to test emerging tech before full acquisition. It also add...
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4 months ago
15 minutes

BizNexus Roundup
𝐌&𝐀 𝐔𝐩𝐝𝐚𝐭𝐞 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐒𝐞𝐜𝐭𝐨𝐫 | 𝐐𝟐 𝟐𝟎𝟐𝟓
This source is a Quarterly Tech Mergers & Acquisitions (M&A) Update for Q2 2025 published by Oaklins, an advisory firm. It highlights a rebound in M&A activity within the European and German tech markets during this period, following a slowdown in Q1 2025. The report indicates that strategic investors were the primary drivers of these transactions, with over half of them being cross-border deals. Specifically, Application software and Systems software sectors experienced pos...
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5 months ago
12 minutes

BizNexus Roundup
M&A Guide: Sellers Roadmap to Successful Exit
This comprehensive guide, "M&A Guide: Seller's Roadmap to Successful Exit," outlines the multi-stage process of selling a business, from initial considerations to post-sale life. It emphasizes the importance of assembling a professional deal team and understanding business valuation beyond headline figures. The guide details critical phases such as preparing a Confidential Information Memorandum (CIM), executing strategic buyer outreach, and delivering impactful management presentat...
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5 months ago
23 minutes

BizNexus Roundup
The Future of Technology in Middle Market M&A
The provided article from Chiron Financial details how technology has become a critical element in middle-market mergers and acquisitions (M&A), shifting from a supplemental factor to a core determinant of enterprise value. It highlights a market trend where deal value is prioritized over deal volume, with buyers seeking companies demonstrating digital maturity, robust infrastructure, and resilience. T he piece also compares the M&A landscapes of the U.S. and the EU, noting their dist...
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5 months ago
17 minutes

BizNexus Roundup
Warren Buffets reflections on M&A
The provided text offers Warren Buffett's 2019 reflections on mergers and acquisitions (M&A), originally shared in a Berkshire Hathaway letter to shareholders. Buffett emphasizes that even initially promising deals can falter, likening acquisitions to marriages where pre-nuptial expectations often differ from reality. He advises rigorous evaluation over romanticized views during corporate courtships, as buyers frequently encounter unforeseen challenges. Finally, Buffett suggests that spre...
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5 months ago
12 minutes

BizNexus Roundup
Global M&A Trends and Risks 2025
This source, "Global M&A trends and risks 2025," is a report compiled by Mergermarket on behalf of Norton Rose Fulbright, analyzing the mergers and acquisitions (M&A) landscape for 2025. It presents findings from a Q1 2025 survey of 200 senior executives regarding M&A trends, risks, and strategies, with a follow-up conducted after new US tariff announcements. The report examines various aspects, including deal drivers amidst tariff uncertainty, the impact of AI on digital tr...
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5 months ago
18 minutes

BizNexus Roundup
M&A mid year intelligence
The provided texts from IT ExchangeNet offer an overview of the M&A landscape in the first half of 2025, emphasizing the resilience of the lower and middle markets amidst global volatility. They highlight private equity as a primary driver of deal flow, particularly through platform investments and add-on acquisitions, especially in IT services and digital marketing. A significant theme is the critical importance of demonstrable AI integration for commanding premium valuations, alon...
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5 months ago
16 minutes

BizNexus Roundup
Liquidity, AI and and Alpha in the lower middle market
This Finquest perspective document, "PE in 2025: Liquidity, AI & Alpha in the Lower Mid-Market," outlines key insights for the private equity sector in the second half of 2025. It highlights the growing liquidity conundrum due to slow M&A activity and maturing 2021 deals, suggesting a wave of exits in 2026-2027. The document emphasizes Artificial Intelligence (AI) as a transformative force, driving productivity gains and leading to the "Rule of 70," where AI-ready firms outperform.&nb...
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5 months ago
13 minutes

BizNexus Roundup
The Rise of Private Equity Exits for VC-Backed Tech Startups
The provided document, "The Journey from Venture Capital to Private Equity: The 2025 Guide for Tech Startups," is a report by Clipperton, a European M&A advisor for technology buyouts. It analyzes the growing trend of venture capital (VC)-backed companies being acquired by private equity (PE) firms, a shift from traditional IPOs or strategic mergers. The report explores the reasons behind this rise, highlighting how PE has become a compelling exit strategy due to its stability, flex...
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6 months ago
25 minutes

BizNexus Roundup
The provided text is an Annual Report from Aurora9, focused on the 2024 U.S. Private Equity middle-market, offering a comprehensive overview of deal activity, market conditions, and future outlook. The report details a resurgence in deal volume and value following a constrained 2023, driven primarily by easing inflation and Federal Reserve interest rate cuts which improved the financing environment. A significant portion of the analysis is dedicated to sectoral performance, noting the streng...