Private equity deal sourcing and M&A insights.
Practical research for private equity firms, acquisition teams, and intermediaries working through deal flow, initial diligence, and value creation after close.
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Start with a sharper deal screen.
One acquisition.
Six connected decisions.
The companion reading series for the Acquisition Playbook. Follow the sequence or start with the decision in front of you.
A starting point for the bigger picture.
Is the building part of the deal?
Before you price an acquisition, confirm whether the real estate is included, leased, or still under the seller's control.
Read the article → Customer relationshipsWhen a regular customer stops coming back
A practical guide to following up with a familiar customer and spotting service problems that may affect others too.
Read the article → Initial diligenceCreate diligence confidence before close
The evidence and operating context an investment team needs before moving a deal forward.
Read the article → Acquisition diligenceWhat is driving sales growth?
Separate customer volume, price, mix, and one-time work before carrying higher sales into a forecast.
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