Private Equity Social Media and Updates

16% of EasyPost Slated for Auction Amid Merger
SocialMar 30, 2026

16% of EasyPost Slated for Auction Amid Merger

16% of EasyPost going up for auction on April 22 according to a LI post from Ben Emmrich of Tusk Logistics. EasyPost is part of Auctane which was acquired by Thoma Romo and now in process of combining it with...

By Cathy Morrow Roberson
Regulators Let Private Equity Snap Up Failed Banks
SocialMar 30, 2026

Regulators Let Private Equity Snap Up Failed Banks

Trump bank regulators are ensuring that private equity firms can buy failed banks in a banking crisis. https://t.co/y7N6wWEt7w

By Matt Stoller
Steve Jobs Bought Lucasfilm Graphics, Birthing Pixar for $5M
SocialMar 30, 2026

Steve Jobs Bought Lucasfilm Graphics, Birthing Pixar for $5M

#MondayMemory. February 3, 1986. #SteveJobs purchased the computer graphics division of Lucasfilm, which became Pixar for $5 million. (Steve Jobs Archive) #JVGpost https://t.co/iaFrkTcado

By James Gingerich
Private Equity Smooths Portfolio Risk in Volatile Markets
SocialMar 30, 2026

Private Equity Smooths Portfolio Risk in Volatile Markets

“Private equity (PE) offers significant benefits during periods of market volatility by providing portfolio diversification & lower reported volatility, because PE investments are not publicly traded, they are less susceptible to daily market sentiment, offering a "smoothing" effect that reduces...

By David J. Doherty
Avoid Common Buyer Mistakes That Cost Millions
SocialMar 30, 2026

Avoid Common Buyer Mistakes That Cost Millions

21 Stupid Things (2016): "my quick book on the stupid things I’ve seen business buyers do... [that have] led to many poor outcomes: working 80 hours a week... losing hundreds of thousands of dollars or being trapped in an [unsellable]...

By David C. Barnett
Buy a $2M Business With Zero Down by Understanding Sellers
SocialMar 30, 2026

Buy a $2M Business With Zero Down by Understanding Sellers

Nobody teaches you this in school: You can buy a $2M business with $0 down if you understand how sellers think.

By Josh Li
Insiders Acquire Firm at 18% Premium in Privatization
SocialMar 30, 2026

Insiders Acquire Firm at 18% Premium in Privatization

Privatization with a wide ~18% spread. Insiders with majority control are buying out the company’s operations at a price slightly above its cash value. https://t.co/Pesdx9I3wK

By Dalius – Special Sits
Essential Tips Before Buying Any Business
SocialMar 30, 2026

Essential Tips Before Buying Any Business

Thinking about buying a business? Before you do, watch this. https://t.co/OXVqZ9Gl7L #BusinessBuying #Entrepreneurship #SmallBusiness #BusinessDeals https://t.co/CUEOFOdAds

By David C. Barnett
Government Funds Reject Sunway Bid, Deal Unlikely
SocialMar 30, 2026

Government Funds Reject Sunway Bid, Deal Unlikely

EPF’s abstention was a signal. Formal rejection is a verdict. The investment committee has turned down Sunway’s RM3.15 offer. Says the offer does not reflect IJM’s intrinsic value. EPF holding 20.52%, PNB at 13.3% already rejecting, together with other government-linked funds owning...

By David Chuah
Banks Triple PE Lending, Funds Now Highly Leveraged
SocialMar 29, 2026

Banks Triple PE Lending, Funds Now Highly Leveraged

Banks have tripled lending to private equity and credit since 2018 to over $300 billion. As a result, funds that invest in highly leveraged companies have themselves become leveraged. https://t.co/HbKAJUCFch https://t.co/RAeUMBVcKG

By Lisa Abramowicz
Versant Eyes Acquisition of Vox Media's Podcast Unit
SocialMar 29, 2026

Versant Eyes Acquisition of Vox Media's Podcast Unit

Galloway and Swisher on MSNow? Please, no. Versant Pursues a Deal for Vox Media’s Podcast Business https://t.co/ttTyJjAqXk

By Jeff Jarvis
Apollo Seeks Southern HQ as Private Capital Shifts South
SocialMar 29, 2026

Apollo Seeks Southern HQ as Private Capital Shifts South

Big FT scoop: Apollo looks to the south for a second HQ im the U.S. South, where most of the private capital giants future growth will be housed. @sindap @ft https://t.co/Sa4G3yXZnL

By Antoine Gara
Winning All the Time Creates Weak Acquirers
SocialMar 29, 2026

Winning All the Time Creates Weak Acquirers

While boarding my flight to New York City for a Serial Acquirers conference, I got a call from my non-entrepreneurial friend, who asked how on earth I was willing to travel all the way from Europe just to stay a...

By Mike Markus
AI Raises Stakes, Making Traditional PE Valuations Unsustainable
SocialMar 29, 2026

AI Raises Stakes, Making Traditional PE Valuations Unsustainable

AI is making the penalty for being mediocre massive. And that is why the profit-focused path (and PE’s traditional playbook) is broken. These company valuations will be crushed over time. Maybe <1.5x ARR…Fine if you are bootstrapped, but completely broken for any...

By OnlyCFO
Investors Pile Into Chinese Glove Maker Blue Sail
SocialMar 29, 2026

Investors Pile Into Chinese Glove Maker Blue Sail

A recent cluster buy in Chinese glove maker Blue Sail, according to Smart Insider https://t.co/cINzHSKOoq

By Michael Fritzell
Seattle Sports Empire Potentially Up for Sale
SocialMar 28, 2026

Seattle Sports Empire Potentially Up for Sale

Is there a Twofer Afoot? 🏈🏀 For Sale: A Seattle Sports Empire? https://t.co/f2DJxWfE1i via @sportico @novy_williams

By Scott Soshnick
AI-Driven Lettings Roll‑up Scales with $93M Fundraise
SocialMar 28, 2026

AI-Driven Lettings Roll‑up Scales with $93M Fundraise

. @DanLifshits, co-founder of Dwelly, explains how he and his partners are building an AI-enabled roll-up in the UK lettings market by acquiring independent agencies and modernizing them with software. After completing 9 acquisitions in just 24 months, Dwelly recently announced...

By Mike Markus
More Tools Lead to Better Products and Stronger Business
SocialMar 28, 2026

More Tools Lead to Better Products and Stronger Business

Although this example of increasing competitiveness comes from the public markets... I believe the same principle applies just as strongly to investing in and building companies in the $1-15M EBITDA range. "With more tools you are better equipped to understand the world...

By Mike Markus
Deal's Allure Fades when You Crunch the Numbers
SocialMar 28, 2026

Deal's Allure Fades when You Crunch the Numbers

Why some business deals look amazing—until you do the math properly. https://t.co/1vSKngieRj #SmallBusiness & Deal Making #SMB https://t.co/wb8AmKBfnA

By David C. Barnett
LVMH Balances Cycles by Pairing Stable Spirits with Fashion
SocialMar 28, 2026

LVMH Balances Cycles by Pairing Stable Spirits with Fashion

$LVMH laid out the strategy driving their acquisitions in 2002 Holding so many different luxury goods businesses would help to balance the cyclicality of each category. “Wines and spirits are stable businesses with long cycles” versus luxury fashion and ready-to-wear...

By Speedwell Research
EPF Abstains, Handing RM11b Deal to Minority Shareholders
SocialMar 28, 2026

EPF Abstains, Handing RM11b Deal to Minority Shareholders

The single largest shareholder in IJM just refused to vote on a RM3.15 per share takeover bid worth RM11b in total. That silence is not neutral — it is doing something specific. (Abstentions in public M&A rarely mean “no opinion.”) EPF, IJM’s...

By David Chuah
From Family Office Advisor to Founder: Raising $25M
SocialMar 27, 2026

From Family Office Advisor to Founder: Raising $25M

An important reminder if you work for a family office or just a HNWI and you've done a wonderful job allocating their capital across various asset classes: fixed income, real estate, public equities, PE, venture capital, private credit, commodities, and traditional...

By Mike Markus
Synergy Turns 4x Acquisitions Into 10x Value
SocialMar 27, 2026

Synergy Turns 4x Acquisitions Into 10x Value

the roll-up math: buy 8 businesses at 4x combined EBITDA: $4M Synergised platform value at 10x: $40M same earnings the multiple did all the work

By Josh Li
Quality‑of‑Earnings Review Triggers Price Cuts and Walk‑aways
SocialMar 27, 2026

Quality‑of‑Earnings Review Triggers Price Cuts and Walk‑aways

the quality of earnings review finds every time: – inflated owner salary – personal expenses in business – one-off revenue not repeating – related party transactions every finding: – a price reduction – a structure adjustment – a walk away signal never skip it

By Josh Li
From Billion‑Dollar Deals to Billion‑Dollar Turnarounds
SocialMar 27, 2026

From Billion‑Dollar Deals to Billion‑Dollar Turnarounds

IB at Goldman Sachs. PE at TPG. Then he pitched a $1B restaurant buyout at Paulson — now he’s fixing another $1B mess.

By rich_toad
Predictive Intelligence in Snowflake Accelerates Growth Signal Detection
SocialMar 27, 2026

Predictive Intelligence in Snowflake Accelerates Growth Signal Detection

Missed our webinar? See how Crunchbase’s predictive intelligence in @Snowflake helps teams use high-signal data to spot growth, funding, and acquisition signals earlier — and act faster. Get the recording. 🎥: https://t.co/iYm0Ow88gF https://t.co/pJk1MeZSf9

By Crunchbase News
Specialized Expertise Thrives Regardless of Market Conditions
SocialMar 27, 2026

Specialized Expertise Thrives Regardless of Market Conditions

I keep seeing and hearing that, in today’s market, many of the most seasoned people in finance are avoiding fundraises and choosing to go deal by deal... That said... I had a brief 30-minute conversation with a gentleman who has raised...

By Mike Markus
Google Quietly Hands Fiber to Subpar PE Provider
SocialMar 27, 2026

Google Quietly Hands Fiber to Subpar PE Provider

Google has flipped its “fiber” business to a really shitty PE-owned broadband provider. And they did it quietly. This is the worst outcome for Google Fiber customers. Tip @techmeme https://t.co/ieoQ0sDH4H

By Om Malik
Versant Joins Talks to Buy Vox Media's Podcast Unit
SocialMar 27, 2026

Versant Joins Talks to Buy Vox Media's Podcast Unit

scoop w/@jtes: CNBC and MS Now parent Versant is among the companies in talks to acquire Vox Media's podcast biz https://t.co/sWkoNWwPEH

By Ben Mullin
Novartis Acquires Excellergy to Secure Xolair Successor
SocialMar 27, 2026

Novartis Acquires Excellergy to Secure Xolair Successor

Novartis targets Xolair successor in buyout of startup Excellergy https://t.co/eGYQ2AxTd5 by @gwendolynawu $NVS $RHHBY #startups #biotech

By Ben Fidler
Fixed Costs Exist Whether You Buy or Start
SocialMar 27, 2026

Fixed Costs Exist Whether You Buy or Start

Most businesses feature fixed expenses that need to be paid whether or not they serve a customer. Buying vs Starting a Business https://t.co/W5E0qQGk0q https://t.co/aAKERkVobl

By David C. Barnett
Investors Prefer Repeat Sponsor Deals, Building Holding Companies
SocialMar 27, 2026

Investors Prefer Repeat Sponsor Deals, Building Holding Companies

Important to mention that most of their deals are independent sponsor deals, and most sponsors are not doing their first deal. So far, they’ve done ten deals, and many investors on the platform are building holding companies themselves. (For example, one of...

By Mike Markus
Profit From the EBITDA Multiple Spread in M&A
SocialMar 27, 2026

Profit From the EBITDA Multiple Spread in M&A

M&A basics nobody teaches you: – buy at 3–5x EBITDA – combine into platform – sell at 10–12x – personal capital: $0 the spread between those two multiples is the entire game

By Josh Li
Sunway's 387% Surge Beats IJM's 9% Loss
SocialMar 27, 2026

Sunway's 387% Surge Beats IJM's 9% Loss

Sunway is showing IJM how to actually make money. A 387% return vs a 9% loss? This isn't just a merger; it's a rescue mission for your portfolio. Let’s break this down: 1. Sunway's 387% dominance. 2. IJM's wealth destruction. 3. The national champion play. 🧵👇🏼

By David Chuah
No Asking Price? It’s Usually a Red Flag
SocialMar 27, 2026

No Asking Price? It’s Usually a Red Flag

What do I think about businesses for sale with NO asking price? You’ve probably seen them: “Make an offer.” Sounds intriguing… but it’s usually a red flag.

By David C. Barnett
Sunway's 99.27% Win Clears Path for RM11B Deal
SocialMar 27, 2026

Sunway's 99.27% Win Clears Path for RM11B Deal

Sunway just crushed the IJM vote with a massive 99.27% win and the MACC finally got off their back. Is this RM11 billion deal unstoppable now? (Save this for later) 1. Shareholders aren't blinking. 2. The MACC drama is over. 3. Take it...

By David Chuah
Vetted $16M HVAC Roll‑Up Offers 30% IRR
SocialMar 26, 2026

Vetted $16M HVAC Roll‑Up Offers 30% IRR

"I strongly believe there are many high net worth people in finance (IB, hedge fund, PE, etc) who have a desire to allocate some money to LMM deals/roll-ups but don't feel like they have access to vetted deals." How about an...

By Mike Markus
Pernod Ricard Mulls Buying Jack Daniel’s Owner Amid Downturn
SocialMar 26, 2026

Pernod Ricard Mulls Buying Jack Daniel’s Owner Amid Downturn

Bloomberg: "Pernod Ricard is exploring a potential acquisition of Brown-Forman, the owner of Jack Daniel’s whiskey, as alcoholic drink companies look at ways to consolidate amid an industry downturn, people familiar with the matter said. They have held some initial...

By Alex Morris (TSOH Investment Research)
Private Markets Igniting: Misconceptions Mask Looming Liquidity Risk
SocialMar 26, 2026

Private Markets Igniting: Misconceptions Mask Looming Liquidity Risk

Lloyd Blankfein to Bloomberg about "fire" risk in private markets: "At some point there needs to be a forcing function or a reckoning that causes you to come to grips with what your balance sheet really is worth...The analogy I...

By Trevor Noren
WBD Schedules Shareholder Vote on Paramount‑Skydance Merger
SocialMar 26, 2026

WBD Schedules Shareholder Vote on Paramount‑Skydance Merger

Warner Bros. Discovery Sets Date for Shareholder Vote on Paramount Skydance Merger https://t.co/V3ENTx7eTr via @variety

By Todd Spangler
Read This Acquisition Guide Early to Avoid Heartache
SocialMar 25, 2026

Read This Acquisition Guide Early to Avoid Heartache

This book has a few too many TLAs (three letter acronyms) but it also contains valuable street wisdom in thinking about selling your company. Read it now, years before you want to sell, and save yourself time and heartache. Magic...

By Dave Kellogg
Act First, Not Later: Predictive Intelligence Beats Delayed Data
SocialMar 25, 2026

Act First, Not Later: Predictive Intelligence Beats Delayed Data

The problem isn’t just data, it’s timing. By the time info surfaces, the opportunity has already shifted. Crunchbase defined predictive intelligence, powered by proprietary signals to help teams act first, not react later. What’s the biggest gap in your private market data?

By Crunchbase News
Low Retention, High Burn = No $50M Valuation
SocialMar 25, 2026

Low Retention, High Burn = No $50M Valuation

I talk to delusional Series A founders every day. So now, I just tell them this. If your company does under $10M ARR, burns over $200k/mo, and has low Gross Retention…you are not worth $50-100M to anyone. Doesn't matter what your...

By Adam Robinson
Lockdown Forces Closures; Giants Snap up Firms Cheap
SocialMar 25, 2026

Lockdown Forces Closures; Giants Snap up Firms Cheap

Govt announces a lockdown businesses start shutting down and then the big boys buy them out at a 90% discount. Happening?

By Basant Maheshwari
Use Non‑binding Term Sheets to Negotiate without Lawyers
SocialMar 25, 2026

Use Non‑binding Term Sheets to Negotiate without Lawyers

The whole point of using a non-binding offer or ‘term sheet’ is that during the negotiation process you may go back and forth several times and you don’t want to be doing this via a lawyer. - How to...

By David C. Barnett
Brookfield Leads $9B Deal as M&A Spree Continues
SocialMar 25, 2026

Brookfield Leads $9B Deal as M&A Spree Continues

Today's M&A notes $BLX.to to be acquired by Brookfield / La Caisse for $37.25 cash per share, 31.8% premium, $9.0 billion $TERN to be acquired by MRK for $53.00 cash per share, 6.0% premium, $5.7 billion $JHG / Trian bumped bid by 6.1%...

By Julian Klymochko
Corporate Mafia Hijacks NexG, Recovery Restores Control
SocialMar 25, 2026

Corporate Mafia Hijacks NexG, Recovery Restores Control

Deep-dive into PMX’s Proxy War 1. The Setup: Victor Chin joins NexG help diversify company that secures billions in govt contracts. 2. The Attack: Oct 2025, "Corporate Mafia" group raids NexG to hijack control. 3. The Tactic: "AMLA Code of Takeover" to freeze...

By David Chuah
Acquire Niche Market Leaders, Not Just Many Deals
SocialMar 25, 2026

Acquire Niche Market Leaders, Not Just Many Deals

One observation stood out from my notes on the Swedish event, where more than 35 serial acquirers shared their portfolio companies, capital allocation frameworks, and long-term acquisition strategies: The deepest edge in acquisition entrepreneurship is not buying a lot of companies. It...

By Mike Markus
Multiple Acquisitions Outpace Single‑business Grind for Massive Exits
SocialMar 25, 2026

Multiple Acquisitions Outpace Single‑business Grind for Massive Exits

while you’re spending 30 years grinding one business to sell it for 4x… someone else is acquiring 16 businesses in 7 years and exiting the entire platform at 10x.

By Josh Li