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Episode 10: The Reason So Many Private Equity Firms Call You


Founders typically hear from about 40 - 60 PE firms and strategic buyers annually who are looking to connect and compare notes. In this episode, managing directors Mike Lyon and Jeff Bean discuss why so many PE firms are reaching out, how to identify the best ones to build relationships with, and what information you should and should not share.

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Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

Modified on Oct 17, 2023