Full Stack Sourcing Tools and Resources
Discover more from The Lower Middle Market
Thanks to the 46 new subscribers who joined this last week. We’re the only news source tracking lower middle market M&A. Our goal is to keep you up to date on the latest information/transactions in the market and highlight market participants that are doing interesting things in the space.
This Week’s Feature
This week we’re featuring a number of resources and destinations that we think M&A professionals in the lower middle market will find useful. The list is not comprehensive but instead a collection of some of the services and solutions we’ve used and like.
CRM
DealCloud - built with deal-making in mind, it has all the capabilities a private equity firm needs including the ability to split up intermediary communication and deal flow vs. proprietary search
Salesforce - can be intimidating to work with due to all the features and flexibility it offers, however, its best in class security and integration capabilities more than make up for it
Pipedrive - a great solution for a price-conscious firm or professional
Virtual Data Room
Datasite - easy to use, cloud based VDR provider with all the features and functionality you need for the M&A lifecycle
SS&C Intralinks - Intralinks best in breed offers integrated redaction, buyer engagement, usage dashboards all in a frictionless setup
Origination Services
CapTarget - provides deal origination services to source direct to business owner opportunities all without any success fee payments
PrivSource - lower middle market M&A deal sourcing platform for private equity and strategic buyers
Industry Data
Prequin - focuses on data and intelligence for the alternatives asset industry with a focus on private equity
Pitchbook - data and research company that covers private equity and M&A transactions
Fintrx - family office focused data and research company
Capital IQ - great information about funds and their portfolios
Due Diligence
DueDilio - on demand due diligence that helps buyers access a vetted network of due diligence experts
Weaver - provides due diligence, asset valuation, and post-integration services for transactions in the $1m-$500m range
Guardian Due Diligence - due diligence solutions for PE deals in the $200k - $3m EBTIDA range
Lending
Cerebro Capital - find and close acquisition financing through a network of 1000+ lending institutions
Industry/Trade Associations
Alliance of Merger & Acquisition Advisors (AM&AA) - represents corporate and institutional sellers and buyers of businesses ranging from $5m-$500m in EV; hosts both a summer and winter conference each year
Association for Corporate Growth (ACG) - the largest community (>100,000 members) for middle market M&A professionals
Podcasts
Private Equity Funcast - weekly private equity show from the ParkerGale Capital team that covers all things PE and technology
Think Like an Owner - targets conversations with SMB investors with a focus on search funds, micro private equity, and permanent capital
The Private Equity Podcast - interviews leading experts working in the PE industry
This Week’s LMM Activity
Falfurrias Capital Partners announces investment in Chargeback Gurus, a leader in providing chargeback prevention and recovery services for eCommerce and CNP businesses Link
Tamarix Equity Partners and Pacific General invest in restaurant business, Playa Bowls Link
Atlantic Street Capital partners with dental imaging equipment provider, Renew Digital Link
Breakwater Management announces inaugural platform investment in British Columbia commercial contractor, Matcon Link
PennSpring Capital expands environmental services footprint with investment in ERFS Link
Parallel49 Equity completes sale of Kinetrex Energy to Kinder Morgan Link
Blue Sea Capital’s platform Beacon Oral Specialists, adds two oral surgery groups Link
Red Barn Equity Partners announces investment in cryostorage and fertility preservation company, ReproTech Limited Link
NexPhase Capital invests in cloud-based benefits administration and employee engagement software co., Selerix Systems Link
Hildred Capital Management’s platform, Crown Laboratories, scoops up skincare company, StriVectin with investment from L Catterton Link
Bertram Capital sells FDA compliance software co., Registrar Corp, to Paine Schwartz Partners Link
Praesidian Capital acquires leading testing business Link
Altos Partners Invests in infrastructure construction co., Allied Underground Link
Sverica Capital Management sells Women’s Health USA, a practice management provider to women’s health providers, to Altas Partners-backed platform, Unified Women’s Healthcare Link
Other Stuff
Tech-obsessed NYC renters are ditching brokers for cutting-edge apps Link
Blackstone, others, bet on housing for college students and seniors Link
Yale School of Management released a case study on search fund structures Link