Building an Effective Teaser: Insights From Axial Investors
In lower middle market M&A, the teaser is often the first introduction a potential buyer has to a company. This…
Welcome to the second issue of The Advisor Finder Report, a quarterly publication that surfaces the activity occurring on Axial in conjunction with our Advisor Finder offering.
Axial’s Advisor Finder program helps owners identify the most relevant and credible M&A advisors so they can transact successfully.
Advisor Finder utilizes 13 years of platform data to confidentially match business owners with advisors who have proven experience representing similar businesses. New advisors from Axial’s network become eligible for the program based on their platform activity data and relevant experience for a given owner.
In Q2, 52 business owners explored a sale or capital raise via Axial, and 33 M&A advisors joined Advisor Finder, a 2.89x and 1.74x YoY increase, respectively.
There were 82 introductions facilitated between owners and M&A advisors, with just over half of the businesses (51.22%) falling within the $1M-$3M EBITDA range. Consumer Goods and Healthcare ranked as the top 2 sectors for introductions, accounting for 56.10% of introductions. See the full breakdown below.
Below, we have created a set of tearsheets that lay out a complete breakdown of Advisor Finder activity in Q2 2024. All data is fully anonymized to protect the confidentiality of the owners and advisors. Feel free to share and incorporate the data into your materials as you see fit.
Axial’s Business Owner Resource Center is the trusted hub for helping owners navigate their Exit Journey. We’ve combined resources and expert guidance to help business owners stay well-informed on their path to a successful exit.
Within this hub, we’ve curated our most widely-read articles and ebooks across three primary themes:
Exit Ready is the Axial newsletter that distills the best content, tips, and guides designed to educate exit-minded business owners running $5-$100M businesses. To subscribe, please enter your email below.