Hey,

Great news! the fed funds rate is dropping and pointing towards the soft landing that everyone was hoping for. I don't think it feels soft at the employee level, but for overall options in the capital markets, it is a great sign. We are now down 75 basis points at 4.75% and can expect the rate to even out over the next year.

The market has reacted very strongly to both the presidential election results and the anticipated unleashing of dry powder over 2025. The pros and cons here are all over the board, and hopefully, we'll see a strong return to the IPO space as well.

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Potential Ideas

Healthcare, managed service providers, and other rollups are poised to be rapid-fire over the next year and a half.

Distressed assets are beginning to show, Franchise Group backed by B. Riley Financial for example, and some companies won't make it through. One of the larger names is snack maker Hearthside and they review a creditor takeover.

And let's not forget that the shopping season is upon us. In remembrance of this, I would like to point out the most popular brands from last year.

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Deal Sourcing Tips

The waiting game is coming to an end for many VCs and PE firms. The relationships built over the last couple of years are about to come to fruition for both IPOs and secondary investments. The off-platform purchases have been a major roll-up target for the last couple of years. Now it's time for the exits to begin. Probably with a lot of Q1 announcements.

Be sure to promote yourself, your competitors are.

If you're having trouble keeping up with everything, try using a CRM for deals and deal flow like HubSpot.

Quick question.

Would you like to add additional deal sourcing services for the next year? Just hit reply and let me know.

News Highlights

​Trump won - That's a thing now​

​Bitcoin is just as volatile as ever​

Startups

Tech - Robot AI startup Physical Intelligence raises $400 mln from Bezos, OpenAI​

Industrials - BETA Technologies raises more than $300M in additional equity capital to fund growth and commercialization​

Finance - Melio, a B2B payments platform for small and medium-sized enterprises (SMEs), has secured $150 million in a Series E funding​

Healthcare - Exclusive: Performance Home Medical secures $55M from Grant Ave​

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PE/VC

Healthcare - Francisco Partners to Acquire AdvancedMD from Global Payments for $1.1B.

Defense - Artemis Announces Acquisition of Diamond Antenna and Microwave Corporation​

Industrials - LongueVue Capital Launches Innotex Packaging Solutions, Uniting Summit Plastics, Clearview Packaging, and Fredman Packaging​

Industrials - May River Capital Acquires Cashco as its First Investment in a New Flow Control Solutions Platform​

Strategics

Industrials - Eskola Roofing Expands Its Commercial Operations Across the Southeast and Southwest with Strategic Acquisitions​

TMT - Marc Benioff in Talks to Sell Time Magazine to Antenna Group for$150​

Consumer - Aramark has agreed to acquire Next Level Hospitality, a New Jersey-based provider of culinary and environmental services for $160M​

Business Services - Fathom Holdings Expands National Footprint with Strategic Acquisition of Arizona-Based My Home Group​

Humors and Rumors

Apparently, everyone is confused why one company would buy another company in Japan.

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Share a Deal

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That's a wrap, but if there's anything you want to see or hear more about then just hit reply and let me know!

Thanks,

Clayton

​DealSource HQ​

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