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May 03, 2018 No Comments Author: Andy Jones

Finding PE Firms that Invest in Smaller Deals

We often get asked how to use our M&A Research Database to find private equity firms that invest in smaller deals. For example, companies with EBITDA in the $1 – $5 million range.

Because companies of this size are normally add-on investments to existing portfolio companies, the best method is to keyword search the portfolio company business descriptions to find those PE firms that already own similar companies. Watch our quick video demo on how to efficiently search portfolio companies to find the best fit for your company or client.

June 26, 2017 No Comments Author: Andy Jones

Search Tip: Finding the Right PE Firm for an Add-on Investment

The best method to find the right financial buyer for your client’s company is to keyword search the business descriptions of the portfolio companies to find a private equity firm that has already made a similar or related investment. This is the single best indicator of potential interest in a particular deal.

You could filter by industry categories and size parameters, but this is more of a shotgun approach. Finding portfolio companies similar to your client is more of a rifle shot. The PE firms from this search will be your A-list.

Once you establish a list of PE firms with relevant portfolio companies, make sure you connect with the right person at that firm. If you contact the wrong person at the right firm, you can still sometimes get the wrong answer. My advice is to connect with the person with the title “Business Development” or the person who holds a Board seat for the portfolio company of interest to you. You can often find who holds a seat on the Board by looking through the professional bios, which we also track.

January 07, 2009 No Comments Author: Andy Jones

Search Tip – use root word only

If you are keyword searching the private equity portfolio companies or the professional bios, it is usually best to leave off the suffixes in your search terms. This way, your search results will contain all occurrences of the root form of the word that is important to you.

For example, if you are interested in searching for “commercial printers”, it would be better to search for “commercial print”. This way your search results will also include:

  • commercial print
  • commercial printer
  • commercial printers
  • commercial printing
  • commercial prints

This approach allows you to still be targeted in your keyword choice, but broader in matching to the specific content within the database.

January 07, 2009 No Comments Author: Andy Jones

Keyword Search Tip – Root Word Searching

If you keyword search the private equity portfolio companies or the professional bios, it is usually best to leave off the suffixes in your search terms. This way, your search results will contain all occurrences of the root form of the word that is important to you.

For example, if you are interested in searching for commercial printers,  it would be better to search for commercial print. This way your search results will also include: print, printer, printers, printing, prints, etc.

This approach allows you to be targeted in your keyword choice, but broader in matching to the specific content within the database.