BizNexus Roundup

BizNexus
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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. 4D AGO

    Investment Banking: The full M&A Process

    This source material presents a comprehensive, nine-phase ultimate guide to the Investment Banking Mergers and Acquisitions (M&A) process, created by Financial Edge. The initial phases focus on the company board establishing a long-term M&A strategy and collaborating with investment banks to execute a search for appropriate targets or buyers. A crucial intermediate step is the detailed business valuation, where methods like discounted cash flow and comparables are utilized to calculate the share price range, often summarized using a "football field chart."  Following valuation, the process mandates signing confidentiality agreements and conducting thorough due diligence before engaging in complex deal negotiations concerning pricing and structure. The document concludes by detailing the necessary steps for public disclosure, including SEC filings for deal announcements, followed by regulatory clearance, final closing, and post-merger integration. You can find that full document here: https://www.linkedin.com/posts/andrea-ward-1a212b3_investment-banking-the-full-ma-process-activity-7361417316363812864-nzHM?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 About Andrea Ward: She began her career in investment banking on the M&A team at Lehman Brothers, working across private equity, media, and technology transactions before leaving the industry to pursue his passion for teaching. After managing AMT Training globally, he joined Financial Edge in 2018 as a Managing Director and instructor, where she has spent the past seven years training top investment banks across Wall Street and helping scale Felix, the firm’s e-learning platform, which now supports over 23,000 subscribers and more than 800 programs delivered worldwide. Follow her here: https://www.linkedin.com/in/andrea-ward-1a212b3/ 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

  2. DEC 12

    Investment Banking: The full M&A Process

    This source material presents a comprehensive, nine-phase ultimate guide to the Investment Banking Mergers and Acquisitions (M&A) process, created by Financial Edge. The initial phases focus on the company board establishing a long-term M&A strategy and collaborating with investment banks to execute a search for appropriate targets or buyers.  A crucial intermediate step is the detailed business valuation, where methods like discounted cash flow and comparables are utilized to calculate the share price range, often summarized using a "football field chart." Following valuation, the process mandates signing confidentiality agreements and conducting thorough due diligence before engaging in complex deal negotiations concerning pricing and structure.  The document concludes by detailing the necessary steps for public disclosure, including SEC filings for deal announcements, followed by regulatory clearance, final closing, and post-merger integration. You can read that full post here:  https://www.linkedin.com/posts/andrea-ward-1a212b3_investment-banking-the-full-ma-process-activity-7361417316363812864-nzHM?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 About Andrea Ward:  After launching his investment banking career in Lehman Brothers’ M&A group—working across private equity, media, and technology—he pivoted to his true passion: teaching. He first led global training at AMT before joining Financial Edge in 2018 as Managing Director and instructor. For the past seven years, he has trained top Wall Street banks worldwide, leveraging Financial Edge’s innovative e-learning platform, Felix. In the last year alone, his team delivered more than 800 programs globally and expanded Felix’s subscription base to over 23,000 users. Follow here: https://www.linkedin.com/in/andrea-ward-1a212b3/ 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

  3. DEC 10

    A Practical Guide to ETA Deal Pre-Screening

    This source presents a structured practical guide designed for the pre-screening of business acquisition opportunities, specifically addressing early-stage risk indicators and deal killers within the Entrepreneurship Through Acquisition (ETA) field. The framework employs three distinct tiers that mirror the progression of initial evaluation, ranging from Immediate Deal Killers that instantly disqualify a business to Likely Deal Killers and necessary Due Diligence Flags.  To ensure comprehensive coverage, the guide breaks down potential issues across four primary categories, including Structural & Operational, Regulatory & Legal, Financial & Market, and Owner-Related concerns. Each item is also assigned a specific severity level to aid in prioritization and comparison during the assessment phase. Ultimately, the document serves as an objective, pre-diligence filter intended to accelerate decision-making before committing resources to formal due diligence. You can read that full post here: https://www.linkedin.com/posts/eemaankhan_a-practical-guide-to-eta-deal-pre-screening-activity-7391474348567482368-8y21?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 About Eemaan Khan: Eemaan Khan is a graduate student at the University of Chicago, studying public policy with a focus on business and industrial strategy. He also advises private equity operators and investors on acquisitions, capital formation, and value-creation across Canada and the United States. Follow Eemaan here: https://www.linkedin.com/in/eemaankhan/ 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

  4. OCT 24

    The McLean Group’s Q3 2025 M&A Market Update

    The provided text consists of the Q3 2025 M&A Insider Report from The McLean Group, which focuses heavily on investment banking and strategic advisory services across multiple specialized sectors. The report offers detailed overviews of market commentary and M&A activity for the third quarter of 2025 in the fields of Defense, Government & Intelligence, Security, Critical Infrastructure, and Maritime Transport & Facilities.  It includes current public equity index charts, valuation multiples (TEV/EBITDA and TEV/Revenue), notable contract awards, and a list of select Q3 transactions within each industry segment. Furthermore, the report highlights major geopolitical and domestic news stories affecting these markets, such as a U.S. government shutdown, new tensions in Europe and the Caribbean, and strong global M&A activity. Finally, a section outlining The McLean Group's core business, firm overview, and contact information is also included. You can find that full post here: https://www.linkedin.com/posts/the-mclean-group_q3-2025-mergers-acquisitions-insider-report-activity-7381693112336715776-ihjz?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 About The McLean Group For over 30 years, I’ve led The McLean Group in delivering investment banking and financial services to defense, government, security, tech, and public safety sectors. Backed by 60+ experts, we fuse financial innovation with operational insight—whether advising on deals, valuations, or growth capital. Follow them here: https://www.linkedin.com/company/the-mclean-group/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

    15 min

  5. OCT 22

    CIBC’s 3rd quarter US Middle Market Monitor

    This document provides a detailed overview of the US middle market for mergers and acquisitions (M&A) and private equity (PE) activity during the first half of 2025, highlighting a general decline in deal volume, particularly in the lower middle market, due to macroeconomic instability and tariff uncertainty. Despite this contraction, certain sectors like industrials tied to the built environment and business services have shown resilience, with business services even experiencing an uplift in valuation multiples.  The report also notes a significant increase in the use of continuation vehicles by PE firms to generate liquidity amid a constrained exit environment, which has contributed to elevated PE hold periods. Overall, while deal volume is down, valuation multiples and debt availability remain stable, suggesting continued competition for high-quality assets. You can check out that document here: https://www.linkedin.com/posts/patrickaosborne_cibc-us-middle-market-monitor-q3-2025-activity-7380942490692018176-yCRE?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 About Patrick Osborne: Patrick is Managing Director & Market Lead at CIBC Bank USA, overseeing middle-market C&I banking in Illinois. He joined CIBC in 2018 after seven years at Northern Trust. A Winnetka, IL native, he holds a B.A. in Economics & Political Science from Indiana University and lives in Glenview with his wife and three children. He’s run the Chicago Marathon twice, skis, and enjoys TV, movies, comedy, and rock concerts. Follow Patrick Here: https://www.linkedin.com/in/patrickaosborne/ 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

  6. AUG 27

    How to evaluate deal consideration in M&A

    The provided source, titled "Swipe to Learn," is an online training resource focused on finance and banking, specifically addressing how to evaluate deal consideration in Mergers & Acquisitions (M&A). It breaks down three primary forms of payment: cash, stock, and mixed consideration, explaining the benefits and drawbacks of each in terms of liquidity, ownership, tax implications, and risk distribution.  The document highlights that cash offers speed and simplicity, stock promotes long-term alignment and shared valuation risk, while mixed consideration provides a balance of immediate value and future upside. Ultimately, the choice of consideration is influenced by market conditions, the acquirer's financial structure, and seller preferences, emphasizing that each M&A deal requires a tailored approach to achieve its strategic and financial objectives. You can check out that full post here: https://www.linkedin.com/posts/corporate-finance-institute-cfi_how-to-evaluate-deal-consideration-in-ma-activity-7338203352800837632-aLGH?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 About Corporate Finance Institute: They offer online courses, in-demand certifications, and productivity tools for finance and banking professionals. Follow them here: https://www.linkedin.com/school/corporate-finance-institute-cfi/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

    29 min

  7. AUG 25

    Middle Market Direct Lending

    This document from June 2025, titled "Middle Market Direct Lending: The Attractiveness of the Financial Services Sector," is a publication by Crescent Direct Lending, featuring insights from Managing Directors Jason Schryver and Clayton Bruce. The authors argue that industry specialization, particularly in financial services, offers a significant competitive advantage for direct lenders in the lower-middle market.  They highlight the resilience and attractive credit characteristics of financial services companies, even during economic downturns, and discuss specific segments they focus on while also outlining areas they avoid. The document emphasizes the value proposition of a sector-focused approach in direct lending, citing efficient diligence processes and the less correlated nature of the financial services sector to the broader economy. You can read that full post here: https://www.linkedin.com/posts/crescent-capital-group_mmdl-the-attractiveness-of-the-financial-activity-7338266042542030848-2jud?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 About Crescent Capital Group: Crescent Capital Group is an alternative asset manager with offices in Los Angeles, New York, Boston, Chicago, & London. Follow them here: https://www.linkedin.com/company/crescent-capital-group/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

    17 min

  8. AUG 20

    5 key milestones and documents in the M&A Process

    The provided source outlines the key stages and documents involved in a merger and acquisition (M&A) process. It begins with marketing materials like a teaser and a Non-Disclosure Agreement (NDA) to attract and secure potential buyers, followed by a Confidential Information Memorandum (CIM) for detailed insights.  Next, the process moves to an Indication of Interest (IOI), a non-binding expression of buyer interest, and then to Due Diligence, where buyers access detailed information through a data room and management presentations. This comprehensive review precedes the Letter of Intent (LOI), a more specific non-binding agreement outlining deal terms, culminating in the Purchase Agreement (PA), which is the final, legally binding contract. Each step is crucial for moving from initial interest to a finalized acquisition, ensuring confidentiality, thorough assessment, and legally binding commitments. You can read that full post here: https://www.linkedin.com/posts/cc-capital-advisors_5-key-milestones-documents-in-the-ma-process-activity-7338188254543867905-b_gU?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8 About CC Capital Advisors: CC Capital Advisors provides investment banking services to family and founder owned businesses. Follow them here: https://www.linkedin.com/company/cc-capital-advisors/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
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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.

Information

  • Creator
    BizNexus
  • Years Active
    2021 - 2025
  • Episodes
    118
  • Rating
    Clean
  • Copyright
    © 2025 BizNexus Inc.
  • Show Website
    BizNexus Roundup