M&A Capital Brief

Sharp insights into the global mergers & acquisitions market

✦ From RJ’s Desk

Welcome to the M&A Capital Brief. Each week, I’ll share insider perspectives on the global M&A market — who’s buying, where capital is flowing, and what CEOs need to know to maximize value when entering a transaction.

With over $300B in closed deals, my team and I see firsthand how buyers and sellers navigate today’s markets. This brief is designed to give you actionable intelligence — and show you how to avoid the mistakes that cost CEOs millions.

Market Snapshot: Who’s Buying Now

• Private Equity Platforms: Aggressively pursuing bolt-on acquisitions in healthcare services, software, and industrial tech.

• Strategic Buyers: Especially active in aviation, defense, and biotech — often paying premiums for IP, market share, and supply chain synergies.

• Family Offices: Increasingly moving into direct buyouts, with appetite for deals in fintech, clean energy, and niche tech plays.

Translation: If your business has strategic value — buyers are still paying up, even in a cautious market.

⚠️ Mistake of the Month

Approaching M&A as a generic process. Too many CEOs assume every buyer values their company the same way. The truth:

• PE buyers focus on multiples and cash flow.

• Strategic buyers focus on competitive advantage and synergies.

Failing to map buyer profiles means leaving money on the table.

Case Study (Anonymized)

• Sector: Biotech

• Mandate: Sell-side, $400M+

• Challenge: PE firms offered fair market multiples, but not strategic premiums.

• Solution: We repositioned the company to highlight its proprietary IP and pipeline value, targeting global pharma strategics.

• Outcome: Closed with a strategic buyer at a valuation 40% higher than PE bids.

Lesson: The right positioning and buyer targeting can mean a 30–50% difference in enterprise value.

Thought for CEOs & Founders

“The buyer you choose determines the value you capture.”

Let’s Connect

If your company is considering an M&A transaction or capital raise ($10M–$500M+), let’s schedule a confidential exploratory call.

Get in touch via my public email mollen@post.com or DM me

RJ Mollen Helping CEOs & Founders Secure $50M+ Capital & M&A Growth | Mana…