Resources

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Understanding the Search Fund ModelLaunching Your SearchUnderwriting & Closing DealsTransitioning to CEODirectory to Further Resources

Underwriting & Closing Deals

Screening Opportunities
Industry screening - Example
Deal screening - Example
Deal scoring – Example
Underwriting the seller
Searching efficiently
Getting a Deal Under LOI
Endurance overview of LOI's
IOI - Example
LOI - Example
LOI negotiation analysis - Example
Establishing trust with sellers
Making offers
Diligence Phase
Endurance overview of diligence
Yale SOM Overview of Due Diligence Process
Due diligence overview
Due diligence timeline - Example
Managing due diligence vendors
Overview of quality of earnings
Evaluating revenue strength
Churn analysis - Example
Getting to close
Investor Communication
Path to closing email - Example
Path to closing Gaant chart - Example
Projected cap table - Example
Business Planning
Endurance & Intrinsic Search Fund LBO Model V 2.0
Lender Engagement
Overview of bank financing process
Common borrowing provisions
Leveraged loan terms
Primer on equity cure rights
Overview of equity cure rights and excess cash flow sweep
Seller financing
Deal Negotiation
When your LOI falls apart
Why deals fall apart
Deal Structuring
Endurance tax considerations in structuring search deals
Analysis of deal terms in private equity deals
Reps and warranties insurance for search deals
Working capital overview
Demystifying the working capital adjustment mechanism
Additional thoughts on working capital
Sector Focused Observations
Software & Technology
2022 Search Software Survey
Valuation
Private Saas company valuation framework
Software valuation benchmarking
Mini-model based on SaaS capital guide
Detailed by company public SaaS valuations index (updated monthly)
Private SaaS company valuations (updated quarterly)
Migrating from Licensed On Premises Software to SaaS
Case Study: FieldEdge – Buy at 5x EBITDA, Sell at 8x Revenue
SaaS Migration Challenges
The Conflict Between Licensed Software and SaaS: Part One
The Conflict Between Licensed Software and SaaS: Part Two
Churn Rates
Cohort churn analysis
2020 B2B SaaS retention benchmarks
Retention benchmarks
Cash flow challenges in businesses with advance charge model
KPIs
Private SaaS Growth Rates Benchmarking Study
Private SaaS Growth Rates Benchmarking Study
The 8 KPIs that actually matter
By stage
2019 SaaS expansion benchmarks
Key Scaling Metrics for SaaS Businesses
Market Research & Sourcing Search Targets
Vertical market software overview and example sectors
Share of market calculation (TAM, SAM and SOM)
Categories
Category example: construction management software
Category example: maintenance management software
Category example: church management software
Category example: tree service management software
Categories of Vertical Industry Market Software
Other
Considerations Unique to Acquiring a Software Business
Determining when to sell
Capitalizing software development costs
Healthcare
Sector Insights
McKinsey on healthcare
Bain M&A report
Provident Healthcare Partners – healthcare services M&A report
Health insurance market study
Managed care overview
Medicare overview
Medicaid overview
Trends around physician practices in COVID era
Providers
PE Healthcare Provider M&A Overview
Addiction treatment
Autism services
Dentistry
Dermatology
Fertility clinics
Services to Healthcare Companies
Chronic care management
Information-driven services (e.g., data analytics)
Payer services
Remote patient monitoring management
Revenue cycle management

Stories

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