Buy Build Exit
M&A Is Back: The $111 Billion Megadeal and the Main Street Deals Nobody Is Bidding On
Ten thousand boomers a day are aging toward an exit, and four hundred miles up the coast a 111 billion dollar media merger is bleeding money because it cannot get out of its own way. Same week, same country, same question underneath both. In this one Charles and I skip the guest chair and just read the tape on what is actually hot in M&A right now.We break down the Paramount and Warner Bros. Discovery megadeal as a bellwether, not gossip, because whatever regulators allow at the top sets the tone all the way down to your desk. Then we make the turn that matters for our audience, the lower middle market, where deal volume just hit a record and the boomer wave keeps feeding supply. We cover the timing mismatch that breaks even a great deal on paper, the disclosure discipline that scales from a corner store to a 111 billion dollar merger, the real math behind SBA change of ownership financing, and the honest two sided debate on private equity roll ups on Main Street.My whole thesis in one line: the deal on the front page and the deal on your desk are the same deal. Just move the decimal.What we get into:The megadeal returns and why the guardrails here matter to youThe timing mismatch hiding in a Hollywood storyFees, conflicts, and related party optics you have to priceWhy record dry powder is not the same thing as demandThe SBA numbers first time buyers get wrongRoll ups, are they saving Main Street or strip mining itIf this makes you rethink one deal on your desk, we did our job.Deal Flow OS: https://dealflow-os.com Substack: https://buybuildexitwithroyredd.subst... Instagram: @buybuildexitFree Class, Buy Build Exit Academy: https://www.skool.com/buy-build-exit-...
