LBO Modeling Process

In any private equity transaction, the financial models used to evaluate an opportunity will evolve with the flow of information between the parties involved. Most ...
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Examples of Multiple Arbitrage

One of the most exciting aspects of transacting in the lower middle market is the potential for multiple arbitrage. As a business scales above $10 million of EBTIDA...
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PE Portfolio Management

I work on a team that manages a portfolio of six to eight companies. We are control-only equity investors, and we believe that a lean team cannot manage much more t...
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Securing a Transaction Under LOI

The first step, as you might imagine, is to identify the business you wish to acquire. This is often referred to as “sourcing,” and can be enormously ti...
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Private Equity Fund Structure

Private equity funds are closed-end investment vehicles, which means that there is a limited window to raise funds and once this window has expired no further funds ...
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