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

Subscribe to your definitive daily source for premium transaction news. https://maadvisor.com

Connect with our global community of dealmaking professionals. https://www.linkedin.com/company/the-m&a-advisor

Follow the latest trends and stories from the industry’s influential figures.

https://www.facebook.com/maadvisor

Watch master class strategies and exclusive interviews on our official channel. https://www.youtube.com/user/Maadvisor

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(80)

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

No industry is safe and no company is safe. In this candid panel, a real estate advisor, an investment banker, an independent director, and a restructuring attorney break down what is actually driving...

30 Juni 40min

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...

26 Juni 38min

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...

19 Juni 41min

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 ...

19 Juni 33min

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 ...

25 Apr 31min

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...

10 Apr 39min

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 Apr 40min

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 Apr 22min