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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