Beyond the Checklist: How Smart Dealmakers Turn Diligence Into a Competitive Advantage

Beyond the Checklist: How Smart Dealmakers Turn Diligence Into a Competitive Advantage

Middle-market dealmakers now face aggressive 30-day sprints instead of 60-day windows. In this episode from the 2025 LID Summit, Dan Lee, Marc McCabe, Jeffrey Michelson, and Erika Highland reveal how to protect value under extreme time pressure. Learn how AI-driven Quality of Earnings (QofE) and Reps & Warranties insurance bridge the indemnity gap.

Discover why independent sponsors are the new power players in private equity. Turn your diligence into a strategic weapon and close with certainty. Watch now and sharpen your edge at www.maadvisor.com #MAAdvisor #MiddleMarketMA #DealExecution

Show Notes

  • Gladstone’s record platform investments despite market volatility

  • The structural death of the 60-day deal window

  • Why sellers demand diligence completion in one week

  • Detecting revenue adjustments through rigorous QofE standards

  • R&W insurance: Bridging the indemnity gap for smaller deals

  • The professionalization of the independent sponsor asset class

  • Leveraging AI to slash QofE timelines to seven days

  • Integrating cyber diligence into core financial assessments

  • Portfolio-wide insurance strategies to boost EBITDA

  • Managing margins through AI-driven headcount reductions

  • Market outlook: Why 2026 will be a year of exits

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Jaksot(80)

Current Trends in Restructuring : A fireside chat from the 2026 Distressed Investing Summit

Current Trends in Restructuring : A fireside chat from the 2026 Distressed Investing Summit

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Running the Business While Selling It: Preserving Value in a Distressed M&A Process

Running the Business While Selling It: Preserving Value in a Distressed M&A Process

A fireside chat from the 2026 Distressed Investing Summit (Deal Forum, Four Seasons Resort, Palm Beach, FL).When a business hits distress, the panic is immediate. Nobody knows how much cash is left, w...

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Protecting Private Credit Deals: Pre-Transaction Safeguards And Post-Transaction Recovery Strategies

Protecting Private Credit Deals: Pre-Transaction Safeguards And Post-Transaction Recovery Strategies

The private credit market has exploded — and so has the risk hiding inside it.12% of private credit loans are now PIK. 40% of borrowers have negative cash flow. And $700 billion was raised in just the...

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Risk & Returns: Creating Success in Business and Life

Risk & Returns: Creating Success in Business and Life

What does it take to win in the most complex deals on Wall Street — and in life?In this Fireside Chat from the M&A Advisor's 2026 Distressed Investing Summit, former U.S. Secretary of Commerce Wilbur ...

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Governance Under Pressure: Protecting Value in Complex M&A Transactions

Governance Under Pressure: Protecting Value in Complex M&A Transactions

Boards, founders, and deal teams are moving faster than ever—but speed without structure can derail even the strongest transaction. In this episode, Tonya Mitchem Grindon, Shareholder and Chairperson ...

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2026 M&A Boom? What Dealmakers Must Know

2026 M&A Boom? What Dealmakers Must Know

In this episode, we sit down with Brent Baxter, CEO of the Association for Corporate Growth (ACG), to break down what’s really happening in the middle market M&A landscape.From rising deal flow and ex...

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Whatever it Takes – How Relentless Strategy and Systematized Processes Secure the Certainty of Close

Whatever it Takes – How Relentless Strategy and Systematized Processes Secure the Certainty of Close

Closing a transaction in today's volatile market requires more than just a willing buyer and seller—it demands a relentless commitment to execution. In this episode, a panel of seasoned experts, inclu...

4 Huhti 40min

Intigration & Crisis: The Culture Gap with Shawn Whiteside & Corey Massella

Intigration & Crisis: The Culture Gap with Shawn Whiteside & Corey Massella

Before focusing solely on operational checkboxes and financial due diligence, dealmakers often found their integrations derailed by cultural friction and unforeseen crises; however, after adopting Sha...

1 Huhti 22min

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