BizNexus Roundup

BizNexus

AI breakdowns of key real-time business acquisition data and niche industry reports.Real human interviews & tips from the trenches of business acquisition, growth & sale.We aim for value, efficiency & fun, so you'll walk away with something useful to take with you along the journey of buying, growing & selling a business.

  1. JAN 28

    Why value creation should start before you close the deail

    This text highlights the strategic importance of pre-close planning within the private equity sector to maximize a company's future value. Rafael Telahun of Altaline Capital Management argues that firms should develop at least eighty percent of their operational roadmap before a deal is finalized to avoid initial periods of uncertainty. By establishing clear leadership alignment and specific execution goals regarding pricing and technology early on, investors can transform the first day of ownership into an active start rather than a mere kickoff.  The source emphasizes that addressing human capital challenges and capability gaps ahead of time significantly reduces overall execution risk. Ultimately, a thorough six-month roadmap prepared during the due diligence phase ensures that all parties are ready to implement meaningful changes immediately upon acquisition. You can find that full post here: https://www.linkedin.com/posts/activity-7397326124134916097-cTry?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCFollow How To SaaS: https://www.linkedin.com/company/how-to-saas/posts/?feedView=all DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://www.biznexus.com/demo Access our marketplace: https://www.biznexus.com/marketplace-home Access our community: https://community.biznexus.com/ Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://www.linkedin.com/company/biznexus Get an acquisition loan: https://biznexus.tech/acquisition-financing Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

    13 min
  2. JAN 23

    𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗣𝘂𝗿𝗰𝗵𝗮𝘀𝗲 𝗣𝗿𝗶𝗰𝗲 𝗔𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 (𝗣𝗣𝗔) 𝗶𝗻

    This document explores the technical process of Purchase Price Allocation (PPA) within merger and acquisition transactions to ensure financial transparency and regulatory compliance. It explains how a buyer must distribute the total cost of an acquisition among tangible assets, liabilities, and identifiable intangible assets like patents and brand reputation. A significant portion of the text focuses on intangible assets, defining them as non-physical resources that drive a company's competitive advantage and future earnings.  The material also details the calculation of goodwill, which represents the premium paid for synergies and market position beyond a firm's net value. Finally, it outlines the valuation methodologies and tax implications that professionals must consider when finalizing these complex financial reports. You can read the full post here: https://www.linkedin.com/posts/private-equity-bro_ma-transactions-goodwill-purchase-price-activity-7366152177674895362-1rHg?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 Follow Private Equity bro here: https://www.linkedin.com/company/private-equity-bro/posts/?feedView=all DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://www.biznexus.com/demo Access our marketplace: https://www.biznexus.com/marketplace-home Access our community: https://community.biznexus.com/ Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://www.linkedin.com/company/biznexus Get an acquisition loan: https://biznexus.tech/acquisition-financing Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

    16 min
  3. JAN 23

    5 Financial Models Every Finance Professional Should Master

    This source from ----outlines five essential financial models that are critical for modern finance professionals to master. It begins by explaining the Three Statement Model, which links income, assets, and cash flow to provide a comprehensive look at a company's health. The text also covers forecasting and operational models that help businesses project future growth and improve internal efficiency.  Furthermore, it highlights specialized tools like monthly cash flow tracking for liquidity management and M&A modeling for evaluating corporate mergers. Finally, the material promotes the FMVA certification from the Corporate Finance Institute as a pathway for experts to refine these valuation skills. You can read that full document here: https://www.linkedin.com/in/timvipond/ DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://www.biznexus.com/demo Access our marketplace: https://www.biznexus.com/marketplace-home Access our community: https://community.biznexus.com/ Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://www.linkedin.com/company/biznexus Get an acquisition loan: https://biznexus.tech/acquisition-financing Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

    13 min
  4. JAN 21

    M&A Sell Side Process Explained

    This Charter Capital Partners whitepaper provides a comprehensive guide to the sell-side mergers and acquisitions process, detailing how business owners can successfully navigate an exit. The text outlines a four-phase timeline that typically spans seven months, beginning with market preparation and the development of essential documents like the Confidential Information Memorandum. It emphasizes the value of hiring investment banking advisors to manage complex tasks such as vetting strategic and financial buyers while minimizing operational disruptions for management.  Throughout the journey, the authors explain how to handle initial bids, conduct management presentations, and organize virtual data rooms for scrutiny. The overview concludes with the final due diligence stage, where a definitive agreement is negotiated to reach a successful simultaneous sign and close. This resource serves as a roadmap to help shareholders maximize transaction value while ensuring a smooth transition of ownership. You can read that full post here: https://www.linkedin.com/posts/emily-davis-b853a92ab_mergers-acquisitions-activity-7319677466594234368-fQci?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 Follow the post author here: https://www.linkedin.com/in/emily-davis-b853a92ab/ DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://www.biznexus.com/demo Access our marketplace: https://www.biznexus.com/marketplace-home Access our community: https://community.biznexus.com/ Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://www.linkedin.com/company/biznexus Get an acquisition loan: https://biznexus.tech/acquisition-financing Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

    16 min
  5. JAN 21

    The Technology Buyout Advantage

    This white paper by Lateral Investment Management examines the historical financial outperformance of technology-focused private equity compared to generalist investment strategies. The analysis highlights that smaller tech buyout funds, specifically those under $700 million, often achieve superior internal rates of return by targeting the lower middle market.  These smaller funds benefit from a vast pool of opportunities and significantly less competition than mega-funds, which must chase a limited number of high-value deals. While large funds offer more stability, smaller specialized vehicles show a higher potential for significant multiples on invested capital despite greater performance variance. The document concludes that scaling too rapidly can actually diminish a fund’s edge by forcing it into more efficient, lower-yielding market segments. Ultimately, the data suggests that selective investing in smaller, founder-aligned tech companies remains a primary driver of elite private equity returns. You can read that full post here: https://www.linkedin.com/posts/rdesilva_the-technology-buyout-advantage-activity-7372300298129666049-Zn50?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 Follow Lateral here: https://www.linkedin.com/company/lateral-im/posts/?feedView=all DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://www.biznexus.com/demo Access our marketplace: https://www.biznexus.com/marketplace-home Access our community: https://community.biznexus.com/ Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://www.linkedin.com/company/biznexus Get an acquisition loan: https://biznexus.tech/acquisition-financing Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

    12 min
  6. JAN 16

    𝗧𝗵𝗲 𝗨𝗹𝘁𝗶𝗺𝗮𝘁𝗲 𝗕𝘂𝘆-𝗦𝗶𝗱𝗲 𝗠&𝗔 𝗛𝗮𝗻𝗱𝗯𝗼𝗼𝗸

    This guide from ClearThink Capital outlines the essential stages of buy-side mergers and acquisitions, a strategy companies use to drive growth through the purchase of other businesses. The text explains that successful transactions require thorough preparation, including the identification of strategic goals and the assembly of expert advisory teams. It details the methodologies used for valuation, such as comparable company and discounted cash flow analyses, to ensure a fair purchase price.  The handbook emphasizes the necessity of rigorous due diligence across financial, legal, and operational sectors to uncover potential risks before a deal is finalized. Finally, it addresses the complexities of negotiation and closing, while warning that post-deal integration is a primary reason why many acquisitions ultimately fail. You can find that full document here: https://www.linkedin.com/posts/the-dealmaker-newsletter_guide-to-buy-side-ma-activity-7361320676131028992-9U2f?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 Follow The Deal Maker newsletter here: https://www.linkedin.com/company/the-dealmaker-newsletter/posts/?feedView=all DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://www.biznexus.com/demo Access our marketplace: https://www.biznexus.com/marketplace-home Access our community: https://community.biznexus.com/ Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://www.linkedin.com/company/biznexus Get an acquisition loan: https://biznexus.tech/acquisition-financing Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

    13 min
  7. JAN 14

    Precedent Transaction Valuation

    The source provides a detailed, step-by-step guide to Precedent Transaction Analysis (PTA), which is a core corporate finance methodology used to value companies based on past merger and acquisition (M&A) deals. It defines PTA as answering the fundamental question, "What have similar businesses sold for in the past?", positioning it alongside Discounted Cash Flow (DCF) and Trading Comparables as an essential valuation tool.  The document outlines The Seven-Step PTA Process, including identifying relevant deals, calculating key multiples like EV/EBITDA, and applying the results to estimate a target company's value. Crucially, the analysis explains that PTA reflects a control premium and strategic synergies, making its multiples typically higher than public market valuations. A real-world case study of the Fortis Healthcare Acquisition in India is used to illustrate the application and calculation of deal multiples. You can read that entire document here:  https://www.linkedin.com/posts/himanshu-kandoi-17b4a533a_precedent-transaction-valuation-activity-7371820482804805632-7ccR?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 Follow Himanshu Kandoi: https://www.linkedin.com/in/himanshu-kandoi-17b4a533a/ DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://www.biznexus.com/demo Access our marketplace: https://www.biznexus.com/marketplace-home Access our community: https://community.biznexus.com/ Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://www.linkedin.com/company/biznexus Get an acquisition loan: https://biznexus.tech/acquisition-financing Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

    14 min
  8. JAN 9

    M&A Outlook: Key trends and exit readiness for founders

    This document is a weekly update on the lower middle market mergers and acquisitions (M&A) landscape, specifically dated for the week of August 6, 2025. It provides an overview of market conditions and exit preparation strategies for company founders. The market update highlights a significant drop in Q1 2025 deals compared to the previous quarter, attributing some valuation compression to uncertainty from trade policies, while noting that valuations remain high in certain resilient sectors.  Furthermore, the source discusses investor sentiment, detailing how large-cap private equity (PE) firms are expanding into this market and the positive outlook among many lower-mid players for the second half of 2025 due to high "dry powder" capital reserves. Finally, the text outlines the key drivers of M&A activity, such as aging business owners and the need for early and comprehensive exit planning over an extended timeframe to maximize value and ensure better outcomes. You can find that full document here: https://www.linkedin.com/posts/eddieriva_ma-outlook-key-trends-exit-readiness-activity-7358889518483005440-kRRa?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 About Eddie Riva: Eddie focuses on guiding family-owned and owner-operated businesses through complex M&A transactions and capital raises. With two decades of experience in finance, his expertise spans disciplined deal origination, rigorous due diligence, and strategic negotiation, delivering tailored growth and transition strategies with precision and integrity. Follow Eddie Riva here: https://www.linkedin.com/in/eddieriva/ DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom. Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence. For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story. Learn More About BizNexus Schedule a Demo: https://www.biznexus.com/demo Access our marketplace: https://www.biznexus.com/marketplace-home Access our community: https://community.biznexus.com/ Learn more about OmniSource™: https://omnisource.ai/ Follow us on LinkedIn: https://www.linkedin.com/company/biznexus Get an acquisition loan: https://biznexus.tech/acquisition-financing Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy

    15 min

Ratings & Reviews

5
out of 5
3 Ratings

About

AI breakdowns of key real-time business acquisition data and niche industry reports.Real human interviews & tips from the trenches of business acquisition, growth & sale.We aim for value, efficiency & fun, so you'll walk away with something useful to take with you along the journey of buying, growing & selling a business.