The Dealmaker’s Edge: How Founders Maximize Value in a Shifting Private Equity Market

Founders, PE operators, and advisors face a reality where deal multiples have reset and lenders have tightened selectivity. In this episode, Jonathan Kelemen of The Beekman Group shares strategies for lower middle market private equity and healthcare services acquisitions. With $1.2 billion in AUM, Kelemen reveals how professional investors filter deal flow and manage portfolio cost pressures. Master collaborative post-close playbooks and use earn outs to bridge valuation gaps for a successful exit. Watch now to sharpen your edge and visit MAAdvisor.com for more.

#MAAdvisor #LowerMiddleMarket #PEInvesting

Show Notes

[00:04:00] Managing $1.2B in services sectors

[00:05:00] $40M checks for roll-up strategies

[00:06:00] Distribution-focused fundraising environment

[00:08:00] Multiples returning to historical norms

[00:09:00] Prioritizing organic over inorganic growth

[00:10:00] Commercial vs. direct lending trade-offs

[00:11:00] Pushing buyers for premium assets

[00:12:00] Avoiding drag on "B assets"

[00:14:00] Selective deal flow filtering strategies

[00:16:00] Essential management rollover alignment

[00:17:00] Validating cash flow via QofE

[00:18:00] Mitigating portfolio health insurance costs

[00:20:00] Defining post-close growth playbooks

[00:21:00] Bridging gaps with earn out structures

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