Insights
Process
What happens after the intro: verification, NDAs, CIMs, and telling a live deal from a dead one.
How to Tell Whether a Lower Middle Market Deal Is Real Before You Spend Partner Time
A listing being visible says nothing about whether it is available. Seven checks that separate a live deal from a dead one, in the order they cost you the least, and what a straight answer from an intermediary actually sounds like.
Sep 21, 2026 · 4 min read
ProcessWorking With Business Brokers as a PE Buyer Without Overpaying
Brokered processes are where most lower middle market deals actually are, and where institutional buyers most often pay for the wrong reasons. How to be the buyer a broker wants without bidding like one.
Sep 20, 2026 · 6 min read
ProcessTime to NDA, Time to CIM: What a Fast On-Market Process Looks Like
The days between a teaser landing and a CIM arriving decide more lower middle market deals than price does. What each step should take, where it actually stalls, and how to shorten the part you control.
Sep 20, 2026 · 6 min read
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