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