The Private Equity Deal Process, Step by Step (With a Due Diligence Checklist)
What happens from the first call to closing in a private equity partnership, how long it takes and which documents founders should prepare for due diligence.
How Lower Middle Market Companies Are Valued: EBITDA, Add-Backs and Multiples
A plain-English guide to how private equity values founder-led companies: normalized EBITDA, add-backs, multiples and the factors that move them.
Majority Recapitalization Explained: Take Liquidity and Keep Building
How a majority recapitalization works, why founders choose it and what to ask a private equity partner before agreeing to one.
How to Prepare Your Company for a Private Equity Partner
A practical readiness checklist for founders preparing for a private equity partnership: financials, team, customers, legal and personal goals.