Citizens M&A Advisory’s Post

🔍 Once an acquisition is complete, private equity firms take action to implement best practices, optimize processes, and adopt new technologies. These steps lead to significant cost reductions and efficiency gains. But what about the critical phase before the acquisition? A thorough health check, or business operations assessment, during the pre-acquisition stage is crucial. Many young professionals rush into closing deals, but conducting proper due diligence and understanding the target company's operational performance will provide a profound understanding and a clear roadmap for addressing post-acquisition challenges, preparing for a quick turnaround in improving business efficiency. 📊💼 #Deals #BusinessOperations #PreAcquisition #PrivateEquity💼

The end of the year, fiscal or calendar, is more than just a conclusion for our PE clients—it’s a launchpad for the year ahead; a time to evaluate portfolio performance, align strategies for growth, and maximize returns. ETONIEN project and interim CFOs help private equity firms transform year-end reviews into competitive advantages. From refining financial strategies to supporting M&A activities, leverage our deep bench of incredibly talented consultants to set assets up for success in 2025 and beyond. #ETONIEN #PrivateEquity #InterimCFO #FinancialLeadership #StrategicFinance #MergersandAcquisitions

In our report on The ABC's of Private Equity M&A, we examine the current M&A landscape, focusing on the unique perspectives and strategies employed by private equity firms and corporates. Based on our findings, industry colleagues are optimistic on a brighter future; the majority of respondents expect M&A activity to increase over the next 12 months. Read the full report here: https://aon.io/3Bf0nBY #BetterDecisions #Aon #mergersacquisitions

#volume42issue2 How are private equity investors driving growth? Through the ‘buy-and-build’ strategy. A recent study by Michele Lertora and Anna Gervasoni explores how private equity general partners (GPs) are increasingly leveraging the ‘buy-and-build’ (B&B) strategy, where a portfolio company serves as a platform for add-on acquisitions aimed at accelerating growth. The research, based on a survey of 77 PE investors, provides new insights into how this strategy works in practice, its benefits, and potential drawbacks. Discover more about the strategic decisions behind B&B and its outcomes in this comprehensive analysis: https://lnkd.in/dX7VD49K #PrivateEquity #BuyAndBuild #MergersAndAcquisitions #InvestmentStrategy #Research

Check-out our recent M&A report which examines the current M&A landscape, focusing on the unique perspectives and strategies employed by #privateequityfirms and #corporates. The report also explores the exit strategies employed by strategics and sponsors, highlighting the growing popularity of alternative routes such as #continuationfunds and other secondary transactions that have served as a critical liquidity lifeline in a notably slower exit environment. #mergersandacquisitions #transactionadvisory #transactionsolutions #aon

Practical Applications of A Private Equity Valuation Primer: https://lnkd.in/dJS7xBTE By Jeff Hooke Practical Applications - Four primary methods for valuing private companies: comparable public companies, comparable acquisitions, DCF, and LBOs. Combining methods is recommended - Comparable public company and acquisition approaches are favored, as DCF is often deemed too subjective due to uncertain projections and speculative inputs - 30–40% of private firms, including conglomerates, cyclical businesses, speculative firms, and natural resource enterprises, require valuation adjustments #PrivateEquity #PrivateMarkets #PortfolioManagement

Capstone Partners has launched a Buy-Side M&A Advisory Group—deepening its outsourced corporate development solutions for private equity and corporate clients seeking inorganic growth through proprietary acquisitions. Kaity Templin joins the firm's Sponsor Coverage Group as a Director to oversee the development of the function, which offers a unique approach to retained search services. Head of Sponsor Coverage Brendan Burke said, ”We see a huge opportunity to partner with our Sponsor and Corporate clients to scale their platform investments. Pairing the product expertise in Buy-Side outreach with the bench of vertical specialists that we have spent the last 20 years assembling is a compelling and differentiated offering in middle market investment banking.” Read more about The Buy-Side M&A Group: https://hubs.la/Q02-dHkX0 #investmentbanking #mergersacquisitionsdivestitures

BlackRock’s Strategic Move into Private Credit This month, BlackRock took a big step into the private credit market with its $12 billion acquisition of HPS Investment Partners, adding $148 billion in assets under management to its portfolio. This deal highlights the rising demand for private credit as an essential tool in modern finance. Private credit growth is projected to reach $4.5 trillion by 2030, demonstrating how businesses are shifting away from traditional financing methods to explore tailored, flexible capital solutions. At Equiturn, we understand the value of tailoring financial strategies to meet unique needs. Middle-market businesses often find themselves at a crossroads, seeking growth while navigating complex market conditions. That’s where our expertise in M&A advisory, strategic financial solutions, and management consulting comes into play. 📊 From structuring growth capital to facilitating transformative M&A deals, Equiturn’s approach ensures businesses have access to the right partners and resources. If you’re exploring strategic financing or growth opportunities, let’s connect and discuss how Equiturn can help. Check out how we enable companies to achieve their goals. #PrivateCredit #InvestmentBanking #MergersAndAcquisitions #CapitalMarkets #GrowthFinance

In our Risk as Opportunity series, we have launched four highly-focused independent market research studies. Each study has uncovered opportunities to transform specific risks into tangible benefits across Private Equity, Infrastructure, and Buy & Sell-side deals. This report delves into the current M&A landscape, spotlighting the distinctive perspectives and strategies implemented by private equity firms and corporates. In today's intricate M&A environment, only the most adaptable executives will thrive amidst the multitude of opportunities and challenges. Read the full report here: https://ow.ly/NpgP30sGPZb #BetterDecisions #Aon #MergersAcquisitions

Preparedness is key to a successful exit. #wealthbuilding #mergersandacquisitions #ceomindset #businessowners #businessstrategy https://lnkd.in/ghKcNJzJ