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.
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Top 10 BizNexus Roundup Episodes
Goodpods has curated a list of the 10 best BizNexus Roundup episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to BizNexus Roundup for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite BizNexus Roundup episode by adding your comments to the episode page.
04/21/25 • 9 min
This outlines the motivations behind M&A, such as reducing competition, acquiring technology and talent, and achieving faster growth through cost reduction.
Successful examples like Disney/Marvel, Google/Android, and Apple/Beats are highlighted alongside unsuccessful ventures like AOL/Time Warner and eBay/Skype to illustrate potential pitfalls. The text also briefly touches upon the stages of an M&A deal, emphasizing that successful integration is the most critical aspect.
About Sahil: Finance student pursuing the CFA designation with a hands-on approach to investing and business. Passionate about analyzing companies, exploring entrepreneurial ventures, and using finance as a tool for long-term value creation.
Connect to Sahil Patel here: https://www.linkedin.com/in/sahil-patel-ab9345288/
See that full post here: https://www.linkedin.com/posts/sahil-patel-ab9345288_mergers-acquisitions-ma-activity-7308344114012463104-1HGq?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8
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
About BizNexus
At BizNexus ,we're looking to partner with:
- Repeat acquirers with a clear goal to roll up or grow inorganically through acquisition.
- LMM-focused M&A advisors to handle our business owner referrals as a member of our Partner Network
- Business owners/mgmt. teams looking at exit options, so we can help you get matched with an M&A advisor, investor or majority ownership partner that fits your goals.
If this sounds like a fit, book a meeting and let's chat about overlap.
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 OmniSourceTM: 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
12/31/24 • 22 min
This McGuireWoods article advises single-family offices (SFOs) considering direct private equity-style investments. It emphasizes five key strategies: partnering with experienced independent sponsors to access deal flow; prioritizing deal sourcing and adhering to investment criteria; considering co-investing with experienced partners to learn and mitigate risk; leveraging existing industry knowledge; and hiring expert advisors across various fields for due diligence and beyond.
The article highlights the challenges and complexities of direct investing for SFOs and offers practical solutions to navigate these hurdles successfully. It features advice from several industry professionals.
Explore that full report here:
https://www.mcguirewoods.com/client-resources/alerts/2019/8/strategies-family-office-contemplating-direct-investments/
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 OmniSourceTM: 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
04/04/25 • 17 min
Key Ideas and Facts:
The AI breaks down a recent LinkedIn post by Ben Kelly (and the comments) about his zero-money down business acquisition process.
- Background: Ben Kelly acquired three businesses (SaaS, Nail Salon, and Web Design) while working as a W-2 employee. He claims to spend only 2 hours per week on one of them, and none on the other two.
- SaaS Company: Revenue - $1,318,163, Cash Flow - $150,000, Weekly Effort - 2 hours
- Nail Salon: Revenue - $1,124,889, Cash Flow - $30,000, Weekly Effort - None
- Web Design Company: Revenue - $256,667, Cash Flow - $10,000, Weekly Effort - None
- 8-Step Acquisition Strategy: The post outlines an 8-step strategy for acquiring a small business while employed:
- SBA Loan Application: Apply for an SBA loan at a bank, providing a business plan, W-2 pay stubs, tax returns, and a personal financial statement.
- Financial Audit: Audit Profit and Loss statements (P&Ls) and tax statements. Kelly suggests offering an accountant 2.5% equity in the business in exchange for their services.
- Seller Communication: Understand the seller's motivation, prioritizing retiring owners with well-built businesses. "I love buying from retiring boomers because I know their businesses are usually built well & the reason for selling isn't to do with a business flaw."
- Private Investor Search: Find a private investor, potentially through your network or LinkedIn.
- Financial Analysis and Offer: Analyze Seller's Discretionary Earnings (SDE), which Kelly equates to cash flow. Make an offer of 2.3x the SDE. "If SDE is $1M, make an offer of $2.3M."
- SBA 7a Program and Investor Equity: Use the SBA 7a program where a private investor covers the 10% down payment on the loan in exchange for a 15% equity stake (a 50% equity bonus on their 10% down payment). "Essentially, they get 15% equity for paying 10% down. You're $0 out of pocket."
- Business Management: Implement changes to run the business "passively" using employee bonus schemes, hiring a general manager, and building out systems. "Your staff are incentivized and able to run daily operations without you being there."
Find that full post here: https://www.linkedin.com/feed/update/urn:li:activity:7295804728960028672/
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
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 OmniSourceTM: 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
M&A Market Outlook from RKCA
BizNexus Roundup
04/02/25 • 16 min
RKCA, an investment bank focused on privately-held lower middle market businesses, presents its outlook for the 2025 M&A market. The firm anticipates a strong year driven by significant private equity dry powder and increasing activity from family offices and individual investors.
While senior lenders are cautious and the cost of capital has risen, "quality" companies with strong financials, documented processes, experienced management, and resilience will command premium valuations.
RKCA advises business owners considering a sale to begin preparation early, emphasizing that a proactive and well-managed process yields the best results. They offer services to evaluate businesses and guide owners through various transaction scenarios, aiming for client success.
Find information on RKCA Investment Banking here: https://www.linkedin.com/company/rkca/posts/?feedView=all
Find the full post here: https://www.linkedin.com/posts/rkca_rkca-2025-ma-market-outlook-activity-7298444358574358528-pBBO?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8
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 OmniSourceTM: 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
"Technology" and Lower Middle Market purchase prices
BizNexus Roundup
05/14/25 • 8 min
Brent Mathews' article from February 2025 discusses the impact of technology, particularly AI and readily available coding resources, on acquisition prices in the lower middle market. Mathews, drawing on fifteen years of experience in acquisition financing, observes that buyers are increasingly projecting significant revenue and EBITDA growth based on planned technology implementations. He questions whether buyers with technological expertise will inflate the prices of companies with outdated systems and lower margins.
The article also considers how traditional "value" investors might adapt to this changing landscape. Mathews reflects on the historical challenges and unpredictability of implementing technological changes in acquired businesses.
Check out that full research here: https://www.linkedin.com/pulse/technology-lower-middle-market-purchase-prices-brent-mathews-y8wue/?trackingId=0%2BiLnzCoTdeofUT4qhflKw%3D%3D
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 OmniSourceTM: 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
Seven Ways Family Offices are Different from Other Buyers of Lower Middle Market Companies
BizNexus Roundup
01/01/25 • 18 min
This article from Akoya Capital discusses seven key differences between family offices and other investors in lower middle-market companies. Family offices possess a longer-term investment horizon, often stemming from their unique family wealth creation experiences. Their internal structures are diverse and complex, reflecting varied family member goals and needs. Investment strategies vary widely, sometimes favoring industries connected to the family's original wealth and other times prioritizing diversification.
Active involvement in portfolio companies is common, alongside a desire to minimize fees. However, access to suitable deals can be challenging, often requiring leveraging networks and partnerships. Finally, co-investing with other entities is a common strategy to mitigate risk and gain expertise.
Dive into the full article here:
https://akoyacapital.com/articles/seven-ways-family-offices-are-different-from-other-buyers-of-lower-middle-market-companies/
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 OmniSourceTM: 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
04/08/25 • 17 min
According to Forbes, an increasing number of individual buyers are entering the business acquisition market, yet the supply of quality businesses for sale has not kept pace. Despite heightened demand, median sale prices have only modestly increased, partly because the anticipated wave of Baby Boomer-owned businesses hasn't fully materialized.
Social media trends promoting unrealistic acquisition strategies and the rise of inexperienced individuals mislabeling themselves as "Searchers" contribute to confusion and inefficiency. Furthermore, securing financing remains challenging for many individual buyers, and online communities of novice buyers often lack helpful expertise.
Ultimately, practical experience and targeted learning from established experts are crucial for successful business acquisition, outweighing formal education or self-proclaimed titles.
Read that full article here: https://www.forbes.com/sites/richardparker/2025/02/17/individual-business-buyers-are-flooding-and-messing-up-the-market/
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 OmniSourceTM: 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
04/16/25 • 14 min
The Small Business Administration (SBA) has announced a significant agency-wide reorganization, driven by Executive Order 14210, with the stated goals of eliminating wasteful spending, restoring the agency's core mission of empowering small businesses, and improving accountability to taxpayers.
The reorganization will involve a substantial workforce reduction of 43%, a return to pre-pandemic staffing levels and operational focus, and a strategic realignment of resources towards core functions like capital access, disaster relief, and support for veteran-owned businesses and American manufacturing.
The announcement explicitly frames the reorganization as a reversal of the "expansive social policy agenda" and "partisan programs" of the prior (Biden) administration, which it claims led to mission creep, financial mismanagement, and a deterioration of services. Key accountability offices (Advocacy and Inspector General) are exempt from the initial reductions.
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 OmniSourceTM: 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
SBA History
BizNexus Roundup
04/09/25 • 13 min
The SBA 7(a) loan program has undergone significant transformations over the past two decades, adapting to technological advancements, economic crises, and evolving policy priorities. While recent changes aimed at simplification and accessibility show promising early results, the program faces potential challenges related to its zero-subsidy funding model and rising default rates.
The future trajectory of the SBA 7(a) program remains uncertain, with stakeholders closely watching how these factors will shape its evolution and its ability to continue serving as a vital source of capital for small businesses. The concerns raised by Sterling Birdsong underscore the importance of ensuring the program remains accessible to a diverse range of entrepreneurs, particularly those who may face traditional barriers to financing.
Find more information on that here: https://x.com/SBA_Ray/status/1873416856394170440
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 OmniSourceTM: 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
Should Emerging Managers Chase HNWs?
BizNexus Roundup
05/12/25 • 6 min
A recent article explores the growing trend of high-net-worth individuals (HNWs) becoming potential investors for emerging fund managers. Fundraising experts suggest that while lower mid-market firms currently rely on traditional institutional investors and placement agents, HNW capital is becoming increasingly accessible.
This expansion is facilitated by new alternative retail structures and innovative fund structures that address liquidity concerns. Industry professionals anticipate this trend to continue, offering a stable, non-traditional source of capital for smaller and newer private equity firms.
Check out that full article here: https://www.themiddlemarket.com/news-analysis/should-emerging-managers-chase-hnws
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 OmniSourceTM: 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
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FAQ
How many episodes does BizNexus Roundup have?
BizNexus Roundup currently has 91 episodes available.
What topics does BizNexus Roundup cover?
The podcast is about Entrepreneurship, Private Equity, Podcasts, Business and M&A.
What is the most popular episode on BizNexus Roundup?
The episode title 'Due Diligence 101 - Virtual Data Room Overview, Tips and Tactics with Estelle Black' is the most popular.
What is the average episode length on BizNexus Roundup?
The average episode length on BizNexus Roundup is 18 minutes.
How often are episodes of BizNexus Roundup released?
Episodes of BizNexus Roundup are typically released every 2 days.
When was the first episode of BizNexus Roundup?
The first episode of BizNexus Roundup was released on Feb 25, 2021.
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