Private Equity Firm's Assessment and Investor Approach Strategies

View the complete show notes for this episode.

What is it like to source M&A deals with a focus on B2B software technology companies? Mahmoud Hmouz answers this question and many more as he discusses what a PE firm looks for when sourcing companies to consider for acquisition. He offers insights into the metrics a PE firm first looks at, gives advice for entrepreneurs on preparing for a “first date” conversation with a potential investor, and the importance of being honest about what an owner wants and mapping that to what an investor has to offer.

• Success Stories: Discussion on how this PE firm impacts the companies they have acquired with examples of some of their platform and tuck-in acquisitions.
• Enticing Numbers: Details on some of the key metrics private equity looks for in businesses, including growth, retention, and profitability.
• Good First Impression: Tips on what common mistakes sellers make in initial conversations that can waste time or damage relationships and how to avoid them.
• Growth and Evolution: The importance of experimentation, open-mindedness, and addressing inertia to continuously improve growth strategies.

• Tech & Software M&A Dynamics
• Top 5 M&A Value Drivers for Tech & Software Companies
• How to Sell an Online Business: A Case Study

Additional Resources:

• Planning to sell your business? Schedule a free consultation today.
• Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
• Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal

• M&A for Virtual and Augmented Reality Companies with Jeff Meisner
• The Good, The Bad & The Ugly of Growth by Acquisition with Elizabeth Cholawsky and Taylor Viens
• Case Study – Lessons Learned From Selling Multiple Tech Companies with Ryan Buckley