14min chapter

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield cover image

A Behind-the-Scenes Look at What a PE Firm Looks for in a B2B Company

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

CHAPTER

Private Equity Firm's Assessment and Investor Approach Strategies

The chapter delves into the process of a private equity firm assessing a company, focusing on revenue, retention, and operational improvements. It discusses advice for initial calls with potential investors, including the importance of transparency and highlighting the value the investor can offer. Additionally, strategies for approaching owners of software companies, such as tailoring communication and providing value, are highlighted.

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