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The Outdated Sourcing Methods That Could Be Holding You Back

November 14, 2018

Follow the path of your portfolio companies (and every other business) and leverage technology more often.

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CAPTARGET Announces Improved Origination Service for Private Equity Dealmakers

October 25, 2018

Originally published via BusinessWire.

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M&A startup case study

September 18, 2018

A brand new firm, 3 professional’s, based in California, focused on distressed middle market transactions regionally.

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Broad Search vs. Narrow Targeted Search

August 26, 2018

What’s better? We recently ran the result metrics side by side for our clients, and broke it down below. Here’s what we found.

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Comparing the Best M&A Conferences & Trade Organizations

July 25, 2018

They can be great sources of information, deal flow and are often a fun time to boot. Here is our take on four trade groups in the M&A world.

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5 Reasons to Continue Sourcing Through the Summer (and the Holidays!)

July 23, 2018

While the slow months can shave a few sourcing days off the calendar, we believe there are a number of compelling reasons to keep sourcing diligently through summer and the Q4 holidays. Here is why:

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July 16, 2018

Business development, which has typically been conducted internally or through buy-side firms, is now being thought of and done in different, more efficient ways.

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Increasing Prospect List Hit Rate

July 9, 2018

Usually, this conversation focus on data sources and tools used to generate screens that eventually become buyers lists. While data sources are important, there is one way to drastically improve the hit rate of your buyer outreach – carefully vetting and testing emails.

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The Myth of Proprietary Deal Flow

June 25, 2018

‘Is there really such a thing as proprietary deal flow?’. The answer is imperfect to say the least.

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Corporate Development Origination Case Study

June 24, 2018

A private equity backed manufacturer of LED lighting components. Already growing fast from internal efforts, the firm was now looking to grow through acquisition.

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How Do You Stand Out from the Noise?

June 4, 2018

In a sea of noise with 15,000 active buyers out there trying to find the next deal, how do you compete with your messaging?

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Core Management Partners are Finding New Deals with CAPTARGET

May 29, 2018

CAPTARGET’s origination services are being used by investment groups and funds both large and small. Every so often, we like to highlight a partnership that tells a good story of success.

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Email Marketing Best Practices for M&A Firms – Part 3

May 15, 2018

This week, we explain: 1. How to manage your audience long term. 2. Content ideas to keep your message fresh over time.

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What are Business Sellers Thinking?

May 14, 2018

I’m not talking about physical pain. But the “pain points” that your messaging needs to tap into to get a response. I’m kind of a car guy so I took a car analogy here . . . let’s look at this extreme example.

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Comparing Corporate Development Origination Strategies

May 8, 2018

While no single strategy is necessarily ‘the best’, the pros and cons of each should be considered prior to investing heavily in your company’s acquisition strategy.

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Deal Origination Client Success: 5 Month “Check-in”

April 25, 2018

Five months into our partnership, San Diego-based Visual Communications Company, LLC (VCC) now enjoys a robust pipeline of potential acquisitions.

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Email marketing best practices for M&A firms – Part 2

April 10, 2018

This week, we explain: 1. Exactly what goes wrong with most firms’ email campaigns. 2. And what you can do to be different, so you succeed with email.

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M&A Firm Spotlight: Capstone Headwaters LLC

April 2, 2018

Every so often, we like to spotlight an M&A firm that we think deserves extra attention. The combined group at Capstone Headwaters is certainly worthy of a nod, given their industry depth, office coverage, and experience across 150 M&A professionals.

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Email marketing best practices for M&A firms – Part 1

April 2, 2018

Regardless of what email platform you use, or what your area of speciality is, there are a few key best practices that often make the difference between a lead generating initiative and a waste of time.

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Glen Street Capital Partners with Captarget for Deal Origination Services

March 26, 2018

Led by co-founders Asha Moran and Marty Moran, Glen Street is a family-owned investment partnership that is actively seeking acquisitions with $3M to $18M in Revenue and $1-2M in EBITDA.

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The easiest way for PE and Corp Dev professionals to build more intermediary relationships

March 23, 2018

Bankers, lawyers, deal platforms, deal auctions, listing websites, direct marketing . . . it’s impossible to stay active on every front.

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2018 M&A Research Cost Comparison

March 20, 2018

Let’s do a quick cost comparison of CAPTARGET’s research support services vs. internal fulfillment using a sample firm for reference below:

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Comparing Deal Origination Strategies

March 19, 2018

While no single strategy is necessarily ‘the best’, each option is most effective with different a buyer type.

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M&A Firm Spotlight: Saddle Creek LLC

March 5, 2018

Every so often, we meet a M&A firm really stands apart from the crowd.

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3 tips to build a recession proof M&A firm

March 5, 2018

Sooner or later, we will start seeing the M&A market contract as the economy softens. No one really knows when this will happen, but we all know deep down that it will.

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‘Internal’ outreach for maximum origination results

March 1, 2018

There are two major differences when comparing CAPTARGET’s deal origination service to that of a buy-side firm…

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Private Equity Deal Origination Best Practices

February 19, 2018

Below are a few recommendations to take into account when considering modernizing or augmenting your current deal origination process:

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What is M&A research anyway?

February 19, 2018

Although we work with hundreds of middle market M&A firms supporting their research and other needs I still talk to people every day who do not fully understand how we help middle market M&A firms.

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VCC Partners with Captarget for New Deal Origination Services

February 11, 2018

San Diego-based Visual Communications Company, LLC (VCC) has partnered with Captarget to help source new acquisitions. VCC is a leading supplier of LED components to industries that range from aerospace, to telecom and food service.

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Private Equity Deal Origination Survey Results

February 5, 2018

Is your private equity firm seeing enough deal flow to meet targets? Do you have the needed resources to stay competitive in today’s hyper competitive market?

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Symmetrical Investments and HD Ventures close CAPTARGET sourced deal

January 23, 2018

We are proud to announce that our clients Symmetrical Investments and HD ventures have partnered and closed on a CAPTARGET originated deal.

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Circle Square Capital Partners with Captarget for Deal Origination

January 15, 2018

We are proud to announce that La Jolla-based private equity firm Circle Square Capital has chosen Captarget to provide deal origination support in 2018.

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Small Private Equity Firm Origination Case Study

September 26, 2017

Formerly independent sponsors, this new, California based 2 MD private equity firm was looking to pivot towards investing their own capital into larger deals.

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Beyond origination – best practices consulting recap

August 31, 2017

Last week we had the pleasure of engaging with a group of private equity professionals based in Texas who had a unique request -

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Left Field M&A Project Updates

August 28, 2017

Ask any investment banker and they will tell you – no two deals are exactly alike. The diverse nature of the M&A fulfillment process means that there are times where M&A professionals need support in ways that are simply not on our menu.

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CIM Flexibility

April 3, 2017

While we publish our standard CIM (or CBR, pitchbook etc.) on our website – the reality is very few CIMs are identical in scope or format.

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Closing a CAPTARGET sourced deal

March 14, 2017

One question is asked by prospective private equity clients more than any other – what happens when we close a deal that you sourced?

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When origination campaigns underperform

February 27, 2017

Recently, we were meeting with a prospective private equity deal origination client who asked a poignant question – “When these engagements don’t produce the anticipated result, what is the cause of the underperformance?”.

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Boutique M&A firm – case study update

February 14, 2017

Boutique New York City based M&A firm with 3 staff analysts and 1 CAPTARGET analyst subscription.

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M&A Firms – Get Competitive In 2017

February 6, 2017

Yes, valuations were up, but middle market deal count has actually been dropping for more than 18 months particularly deals acquired by PE buyers. Below are a few stats that may be of interest:

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3 prospect list building mistakes to avoid in M&A

January 9, 2017

Ah, the prospect list. Nearly everyone at any M&A firm regardless of size has built a few prospect lists.

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Wholesale vs. Retail Deal Origination

January 3, 2017

We often call ourselves a wholesale provider of deal origination…but what does that mean?

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Announcing a new, more focused

November 28, 2016

Over the last 6 years, we have launched 8 websites. Looking back, it is still amazing to us how much our service, message and brand have evolved over the years.

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Boutique M&A firm – research case study

October 26, 2016

Boutique New York City based M&A firm with 3 staff analysts and 1 significant database subscription supporting 5 deal makers.

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Internal vs. External Origination Results

October 11, 2016

Prior to discussing the various methods and platforms private equity groups can use to support deal origination there is often debate over internal vs. external strategies.

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4 deal origination email mistakes Private Equity firms should avoid

September 22, 2016

Deal Origination online is tricky. You find a company that at face value could be a great acquisition candidate, so you cold email them…

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Deal Origination Case Study

August 16, 2016

Most private equity firms call us with similar stories. You see plenty of deals but do not see enough of the right type of deals. We publish our typical sourcing rates here on our website but we all know that no two firms or mandates are the same.

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Subject lines matter in Private Equity acquisition searches!

June 22, 2016

For such a sophisticated group of professionals, I am always amazed at how poor their email conversion strategies are.

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What happened to Web?

June 19, 2016

Frequent visitors may have noticed a change to the site – We are no longer offering web development services.

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4 simple ways M&A firms sign up more clients

June 14, 2016

What if I told you that you could easily catch up with your competition by making just a few small changes to your M&A firm?

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Do you wonder how many deals you don’t see?

June 7, 2016

With so many deal origination options and strategies out there, picking the right one can be hard. Most private equity buyers we work with can’t dedicate personnel to managing multiple deal origination channels full-time.

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Announcing Merger Labs!

May 23, 2016

Over the years we have added a number of services to our M&A research core offering. As we have grown our service scope and messaging have become so diverse that it's gotten a bit confusing.

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Deal origination announcement

May 10, 2016

For nearly 5 years we have been providing a broad business development service to M&A firms and Private Equity groups alike. Over the years we learned a lot about generating deal flow in the middle market.

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I wanted to give you a million dollars but…

February 1, 2016

I help a lot of M&A firms and private equity groups find new clients and develop their pipelines through my work with CAPTARGET.

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Big News

November 15, 2015

In the last four years we have worked with hundreds of M&A and Private Equity groups supporting tens of thousands of project requests. As we learned, the idea of an ‘unlimited’ analyst service was difficult to define and police in our initial iteration.

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Monthly Transactional Highlights October 2015

November 3, 2015

October highlights

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What happened to all the baby boomers?

October 20, 2015

Since the most recent economic downturn M&A professionals have been touting the exodus of Baby Boomer business owners as the driver of the next big wave of M&A activity in the U.S.

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Outbound email change

October 6, 2015

We have built a business on email marketing, but that doesn’t mean more email equals more business.

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Strategy > Design

July 9, 2015

This week I wanted to answer the big “Why?” question that differentiates CAPTARGET Web Strategies from other Web Development Agencies.

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CIM writing alternatives.

June 23, 2015

The cost of writing a Confidential Information Memorandum (CIM) in-house can be exponential.

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5 Common Mistakes In M&A and PE Marketing Campaigns

June 7, 2015

Don’t let industry-agnostic marketing firms tell you about customer acquisition in your space.

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How to generate leads from your M&A or Private Equity firm website

June 2, 2015

Until recently, many M&A and Private Equity firms viewed their websites as brand validators (experience, age, etc..).

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Google’s Search Algorithmn is changing

May 28, 2015

Curious why your M&A or Private Equity firm’s site might not show up in Google searches?

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Why Strategies? Part 2

May 19, 2015

We all know the story of how and why CAPTARGET was formed.

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Why ‘we make M&A better’

May 13, 2015

Over the last few years we have been rapidly evolving. Part of this evolution includes the roll out of new services very frequently. This quickly moved us away from our original identity of on-demand research analysts.

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Is The Middle Market M&A Recovery Real?

April 15, 2015

The industry wide theme for 2015 M&A seems to be ‘recovery’. There have been countless headlines touting the full recovery of domestic M&A (some of which have been authored by us).

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Why Strategies?

March 3, 2015

I spend a lot of time thinking about the M&A industry. Many of us have been deal makers in recent history and we all now work closely with many M&A firms on a day to day basis.

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Lean start up methodology in M&A

October 27, 2014

By now, many are familiar and actively applying Eric Ries’ The Lean Startup to their business decision-making.

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What is your CPA?

September 30, 2014

CPA isn’t just the title of your accountant, it also means Cost Per Acquisition.

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4 Traits of Successful M&A Advisors

September 23, 2014

M&A advisors and investment bankers are a diverse group. While each banker can bring a special skill or expertise set to their firm, these four common traits are shared amongst the most successful middle market M&A professionals.

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Effective Business Management

September 19, 2014

From time to time,CAPTARGET clients reach out to us to ask our opinion about operational norms in M&A.

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For Experts By Experts

July 24, 2014

Does price have a direct correlation with quality?

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The Business of Doing Business

June 26, 2014

Save money while making money

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Brand Management In Practice

June 13, 2014

We’ve now discussed the importance and the impact that brand management can have on your company.

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Brand Management Provides Substantial ROI

May 28, 2014

Successful transactions have typically been about finding the right deal, at the right time, with the right company.

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Big Changes In The Works

June 4, 2013

From new services, new tools and a new site, we are continuing to hone our services to best fit your needs. Take a look at what we are up to:

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Tools to improve the M&A ‘to market’ process

April 8, 2013

Each M&A firm we work with has a different take on how to take a project to market.

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Announcing New Valuation Research Support Services

January 7, 2013

As CapTarget users may have noticed, we have been making a lot of changes recently from implementing new internal tools to improve communication with our clients to a new buy-side service offering for private equity groups and buy side M&A shops.

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CAPTARGET Services: Did You Know? [webinar]

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