Serving Private Equity, Strategic Acquirers & Other Investors
Fractional M&A Leadership
Part-time or project-based support to clients for all stages of the buy-side M&A process including: deal sourcing, target evaluation, valuation, deal structuring, due diligence and negotiations.
Taking an efficient, risk-based approach to all areas of investment due diligence to help clients validate their investment thesis, understand and mitigate risk, and define their post-acquisition strategy.
Providing guidance and assistance to acquirers and consolidators in defining their investment strategy and enhancing key processes, including deal sourcing, evaluation, due diligence, and value creation.
“Anthony possesses a unique trait, not only is he an expert in end-to-end private equity investment cycle, including deal sourcing, M&A execution and value creation, but Anthony doesn't give 96% effort, he gives 100%. Further, he possesses an ownership mindset that is extremely rare among advisors and consultants. Anthony gave our team immense leverage during our engagements, and it is our hope to be fortunate enough to work with Anthony again. I recommend him without hesitation.”
About
Anthony Marotta
Anthony has been investing in private companies for over a decade. He approaches each engagement through the eyes of an investor, helping clients achieve desired investment outcomes.
Introduction In the Golden Rule of Private Equity Investing , we discussed how building and maintaining a sufficient pipeline was critical in exercising investment discipline. TL;DR - it's much harder to exercise discipline when there are limited investment opportunities. What is a deal sourcing process? Deal sourcing, or deal origination, is the process identifying and evaluating potential investment opportunities . It 's the crucial first step in the investment process. W
Intro This is a question that I get a lot. Especially in the context of a buyer looking to make an offer or bridge a valuation gap with a seller. While there is no right answer, there are best practices. I'll start with some common options that usually don't work. What (Usually) Doesn't Work Relying solely on market multiples: "let's pay the same multiple someone else did" While this data serves a purpose, it often requires adjustment (ie. to account for size differences) and
As discussed in The Golden Rule of Private Equity Investing , a well defined due diligence process is necessary to ensure successful investment outcomes. Due diligence serves as a critical step in the overall investment process, which we discussed in Formulating an Effective Investment Framework . What is due diligence? A due diligence processĀ is a structured and comprehensive investigation or review conducted before finalizing a business transaction, such as an investment, m
