Docket

How to turn a private equity investment thesis into a target list: testable criteria, data sources, a NAICS universe, sampling and an exclusion log.

What IRS Statistics of Income publishes on S corporations and partnerships, the latest TY2023 counts, and how to use them to bracket a target universe.

14 questions to ask private company data vendors on coverage, sourcing, verification dates, entity matching and licensing, plus a sample-test design.

A screening-to-IC protocol for deal teams: independent scoring, anchored rubrics, reference classes, pre-mortems and decision logs, with sourced limits.

How the search fund model works: four phases, funded vs self-funded search, what Stanford and IESE studies report on returns, and the caveats behind them.

SDE vs EBITDA on one fictional company: how owner pay is added back, the market-wage replacement step, why multiples differ and how SBA lenders test it.

How SBA SOP 50 10 8.1 shapes 7(a) business acquisitions: deal categories, 10% equity injection, standby seller notes, QoE at $3M, DSC and seller rules.

A factual comparison of PitchBook alternatives for private-company sourcing, drawn only from each vendor's own pages as read on 28 October 2026.

How to show an industry is fragmented with HHI and concentration ratios: the arithmetic, Merger Guidelines thresholds, Census tables and their limits.

What a quality of earnings (QoE) report examines, how add-backs are tested, why it is not an audit, and a fictional EBITDA bridge with reviewer calls.

What a first message to a business owner about an acquisition must establish, with an annotated sample letter and the CAN-SPAM, TSR and TCPA rule text.

How to spot owner dependence in a founder-run target from public evidence, what CEO research shows, the licence-qualifier trap, and transition structures.

How baskets, caps, survival periods, escrows and R&W insurance allocate post-closing risk, with SRS Acquiom and Aon data and a fictional worked example.

What an LOI exclusivity period or no-shop restricts, three real clauses from SEC filings compared, what SIGA v. PharmAthene means, and a review checklist.

How a net working capital peg, collar and true-up move the price, using two public SEC purchase agreements and Delaware's Chicago Bridge ruling.

What a disqualifier means in acquisition screening, and how to write knockout criteria with a testable rule, a named source, a check order and unknowns.

2026 HSR thresholds and fees, the status of the vacated 2025 HSR form, Guideline 8 on serial acquisitions, and what roll-up teams should record.

What an independent sponsor is, how deal-by-deal equity is raised, and what two surveys show on closing fees, management fees and carry.

Family business succession research: where the 30%/13% survival claim comes from, inherited-control studies, counter-evidence and sourcing implications.

How probabilistic record linkage matches company records: blocking, comparison vectors, m and u probabilities, match weights and clerical review.

What the Fed's 2025 Survey of Consumer Finances says about private business equity: ownership rates, median vs mean value, owner age, and its limits.