Lower broker/banker deal flow in April - cause and tip to get ahead

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April 23, 2024

by a searcher from University of Pennsylvania - The Wharton School in Dallas, TX, USA

Are you seeing a lower amount of broker/banker deal flow in April?

Sell-side advisors just received the 2023 tax returns and are actively crunching numbers for new listings. If you have solid relationships with them you may be able to get a preview before these are listed.

Many advisors share deals with strategic buyers first, then their preferred financial buyers, and then only will they list.
It took me a while to figure this out...

After 12+months of searching I have built solid relationships with quite a few Texas brokers/bankers. I have a few ways to add value to their process (and also attend all the local M&A events). I have been under LOI 2x before, and have a Hubspot database with 1000 business owners who responded to my proprietary outreach. Quite a few of them were happy to consider selling their business in a few years. Too late for me, but very valuable to a broker with a long-term mindset...
-> If you can, built out a proprietary pipeline through interns early on and then use it to your advantage.




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