Hello Freinds!
In lieu of the M&A market blowing up with deal flow, I haven't had much writing time.
So here's a list of valuable tools from the trenches, mentors, and partners.
Bon appétit:
Wharton Accounting Course For M&A Entrepreneurs (No Affiliation):
https://accounting.wharton.upenn.edu/programs/mba/course-descriptions/
Accountants run the world so learn the rules of the game!
Investing Legacy: How the .001% Invest (No Affiliation):
Search Funder's Free Business Comps (My Link):
https://www.searchfunder.com/?refer=MjY5MjM=
Fiverr graphic designers for CIMs and Pitch Decks (No Affiliation):
Fiverr VA for financial models with 3 years TTM & 2 years proforma (No Affiliation):
IOI before you LOI to get your financial ducks in a row:
"An indication of interest (IOI) is a brief letter or notice that expresses a buyer's interest in buying a security in registration or a company's interest in acquiring another company. For investments, the IOI precedes the IPO, and in finance, it precedes the letter of intent (LOI)."
The market flat-lined at 3X SDE multiples!
Use DocuSign, and don’t send PDF's with no typing room!
Get the paid Zoom with Fireflies recorder!
Just In Time Knowledge Is The Best Knowledge, And CrunchBase has it! (No Affiliation):
SBA & Commercial Lender Cerebro Capital - No real estate financing available!
Submit your application through our link:
http://platform.cerebrocapital.com/Refer/ASE
What we do is connect investors and companies who need debt-based financing to our network of 800+ middle market lenders (commercial and non-bank – USA Only)
Deal Types: Debt transactions only (we do not facilitate equity deals although are often deployed alongside in M&A transactions). Corporate C&I loans for working capital, growth capital, business acquisition, recapitalizations, equipment financing, etc.
We do NOT work with investments real estate or project financing.
Loan sizes between $2MM - $200MM – To get started, all you have to do is access our FinTech platform and fill out the intake form.
It takes less than 15 minutes to complete. Once you do, our algorithm analyzes the numbers to determine if the deal is viable.
Then, we send it out to our network of lenders. If the deal submitted fits into their investment parameters, they'll send back term sheets, and you can decide what to do from there. An experienced Capital Markets team assists clients in deal structuring and complex processes.
Non-SBA funding Options under $5M (Deals over $5M are allowed too)
ASE's Business Funding Link:
Meme Of The Week
There's a plethora of ways to structure M&A transactions!
With hundreds of pre-close and post-close financing options, you'll be leaving money on the table by not leveraging creative M&A advisors that know all the options you have available to you.
And how to make them flow in a way that leads to possibly overfinancing a transaction! (Cough, cough, startups trying to raise less than $10M!)
Post Of The Week
We're feeling light and looking for fiber installation companies to partner with! (Pun Intended)
Deals Of The Week
Here are all of our off-market companies for sale and a list of vetted business buyers:
https://docs.google.com/document/d/1wU2ZctV_KZnNDPpS_NNpLNp2nhNMLxOn5YbVZIwlyQU/edit?usp=sharing
Best viewed on PC for a clickable table of contents on the left.
And bookmark the link. It's a live Rolodex!
*Disclaimer these deals are usually a better fit for a strategic buyer; because great deals don't last very long on here. At the same time, since it's not a public site, there isn't as much competition as public sites. So you ought to check the deal sheet weekly. Reach out to us for the NDA and full CIM on any of these deals*
Financial Architecting Tip Of The Week
The ASE Fleet's Financial Architecting Tool #12
Doctor Of Credit
This site is a priceless resource:
https://www.doctorofcredit.com/
Do you have a decrease in credit card churning?
Did your business inherit your financial habits?
Do you habitually check your FICO and DUNS scores?
Over the past 2 weeks have you come across a deal that you couldn't finance?
Haha, sorry I couldn't help myself!
And let's face it, business credit cards are basically Lines Of Credit (LOC).
So if you know what a business seller is going to spend their closing proceeds on, why not get it for them now to lower the asking price?
Deal Trophy Of The Week
Business Buyer Of The Week
Here is a list of all of our vetted buyers:
https://docs.google.com/spreadsheets/d/1oGisPRVIa2TsG4n_G8oNOrlLh2PoxiSObtJlRZISv7s/edit?usp=sharing