CURRENT Pack vs Unlabeled Zips: Financial Hygiene Buyers Trust
Labeled SOURCE_OF_TRUTH and CURRENT files keep the CIM matched to the data room. Unlabeled zips create version chaos and buyer distrust.
Labeled SOURCE_OF_TRUTH and CURRENT files keep the CIM matched to the data room. Unlabeled zips create version chaos and buyer distrust.
Q3 saw roughly $462.9B of exits across about 1,009 sales while fundraising stayed harder. Here is what that split means for Icon-size sellers talking to strategics and crossover buyers.
Siblings, cousins, and building LLCs sink more family sales than soft EBITDA. Use this checklist to map equity, operators, and real estate owners before you go to market.
AI tools are compressing research, drafting, and outreach in lower middle market M&A without replacing the judgment that closes deals.
First-time SBA 7(a) buys at $3M+ increasingly need lender-ordered QoE. Here is what gets trimmed, how coverage fails, and how to fix the earnings story before the LOI.
What IT services, staffing, facilities, and professional services companies are worth to strategic and PE buyers in todays M&A market.
SOP 50 10 8.1 goes live October 1. Structure your Main Street sale the way 7(a) will fund it first.
What HVAC, plumbing, electrical, roofing, and specialty contractors are worth to PE and strategic buyers and what drives the multiple.
Fire and life safety is the quiet roll-up. Inspection books, licensed techs, and route density are why a Nashville or Southeast owner gets a letter before they feel ready.
The bank underwrites cash, not add-back stories. Officer pay on the return, 1.25 coverage as lender practice, a three-year view, and leftover after the note.
What healthcare services buyers want, how practices are valued, and what owners should fix before going to market.
On Main Street, mix is the multiple. Maintenance contracts at 60-70% of revenue sit at the top of 2-4x SDE. Project-heavy shops with the owner on every truck compress toward 2-2.5x.