Search Party Episode 4: Deal Dynamics in the Lower-Middle-Market

Boulay is proud to sponsor Search Party Video-Podcast, a new podcast series focused on elevating knowledge of the Entrepreneurship Through Acquisition (ETA) strategy.

Search Party features a rotating roster of expert guests who dive into the unique opportunities, market conditions, and best practices within the ETA ecosystem. We’re excited to join in on the conversation, with several members of Boulay’s Search Fund Team included as featured guests in coming months.

In the fourth episode, “Deal Dynamics in the Lower-Middle-Market: Software, Commercial Services, BPO,” hosts David Snow, Anthony Walker and Dustin Sellers are joined by Conor Tidgwell, Senior Vice President at Avidbank. In a discussion of the software, commercial services, and business process outsourcing (BPO) sectors, they highlight the importance of targeting profitable, growing niches and leveraging trends like outsourcing and sales optimization. Seller dynamics also play a key role, as founder-led businesses in BPO and commercial services often present opportunities for ETA searchers to unlock value through professional management and strategic enhancements.

Listen on Spotify

To learn more about how Boulay assists entrepreneurs throughout the search fund lifecycle and beyond, connect with us today.

Subscribe to Our Newsletter

LOCATIONS

CONTACT

COMPANY

RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.