LIVE · Acquisition Intelligence Terminal
Dataset: LMM-2024-Q4 · n=12,438

The data behind every acquisition decision.

Aggregated benchmarks from 12,000+ lower middle market transactions, $2M–$50M enterprise value. Updated quarterly. Built for founders, operators, and intermediaries who want institutional truth — not anecdote.

Transactions analyzed
12,438
Median EBITDA × (LMM)
5.7×
Avg founder dependency
58%
Sectors tracked
26
// Module 01 · Valuation

EBITDA multiples by sector

The single largest valuation lever isn't your revenue — it's the multiple buyers attach to it. Multiples below are TTM EBITDA, all-cash equivalent, lower middle market transactions.

Insight

Top-quartile multiples are 1.8–2.4× the median in every sector. The gap is almost entirely operational — readiness, durability, and transferability. None of it is luck.

Action

Benchmark your business against the median for your sector first; that's the price of admission. The work to reach the top quartile is what Lydell measures.

// Module 02 · Risk

Founder dependency vs. EBITDA multiple

As founder dependency rises, buyer multiples compress non-linearly. Below 40% dependency, multiples expand sharply; above 70%, transactions often convert to asset deals with seller financing.

Insight

Moving from 60% → 30% founder dependency historically adds 1.4 turns of EBITDA. On a $4M EBITDA business, that's $5.6M of additional enterprise value — purely operational.

Action

Identify the 6–10 decisions only you make today. Each one transferred is measurable multiple expansion. Lydell quantifies and tracks every one.

// Module 03 · Distribution

Acquisition readiness score distribution

Of businesses claiming to be 'sale-ready,' only 16% score above 75 when independently assessed. The middle 62% sit in tier C/D — sellable, but with significant valuation drag.

Insight

The bulk of the market lives in tier C (41–60). Crossing 75 is the inflection where strategics, PE platforms, and family offices actively compete for the deal.

Action

Get your independent score before going to market. Listing at tier C and trying to negotiate to tier A pricing is the #1 cause of broken processes.

// Module 04 · Execution

LOI-to-close days by readiness tier

Readiness collapses transaction time. Tier-A businesses close 4–6× faster than tier-D, because the data room, contracts, financials, and SOPs are already buyer-grade.

Insight

Every additional week in diligence is a 3–7% probability of deal break (re-trades, financing shifts, buyer cold feet). Speed is value preservation.

Action

Run Lydell's Data Room Engine before signing an LOI. Average prep time drops from 90 days to 14, and re-trade rate halves.

// Module 05 · Trend

Sector multiple trend · 8 quarters

Tracking median EBITDA multiples across three core LMM categories. Healthcare services and B2B SaaS continue to outpace professional services as institutional capital allocates toward recurring, regulated, and tech-enabled cash flow.

Insight

The ~80bps spread between Q1 '24 and Q4 '25 for healthcare services represents roughly $400K additional enterprise value per $1M of EBITDA — without changing the business itself.

Action

Time-to-market matters less than readiness. The businesses capturing multiple expansion are the ones already at Tier A when the cycle turns.

// Field Manual

The 12 terms most founders learn during diligence — when it's too late.

QoE
Quality of Earnings

Independent verification of normalized EBITDA. Sell-side QoE alone adds 0.3–0.7 turns by removing buyer discount-for-uncertainty.

NWC PEG
Net working capital peg

The working capital baseline at close. Negotiated badly, it silently transfers $200K–$2M of value to the buyer.

EARNOUT
Contingent consideration

Deferred purchase price tied to future performance. Median earnout pays out at 47% of stated maximum. Negotiate the floor, not the ceiling.

REPS & WARRANTIES
Seller representations

What you legally promise is true at close. Breach exposure can survive 18–24 months. Insurance now standard above $5M EV.

TAIL INSURANCE
Post-close coverage

D&O and E&O coverage that survives the transaction. Required by sophisticated buyers; cost: 1.5–3% of policy limit.

CUSTOMER CONC.
Customer concentration

Top-1 / Top-5 / Top-10 revenue share. Above 20% top-1, expect aggressive earnout structures or escrow holdbacks.

ADD-BACK
EBITDA normalization

One-time, non-recurring, or owner-discretionary expenses added back to EBITDA. Defensible add-backs need documentation, not assertion.

ESCROW HOLDBACK
Withheld purchase price

5–15% of EV held 12–24 months against indemnification claims. Negotiate cap and basket; both move materially in diligence.

MAC CLAUSE
Material adverse change

Buyer's right to walk if business materially deteriorates between LOI and close. Defined tightly = seller protection.

ROFR / ROFO
Right of first refusal/offer

Pre-existing contract terms that can blow up a deal in week 6. Audit every contract before going to market — not after.

DD CHECKLIST
Due diligence checklist

200–800 line items across legal, financial, HR, IP, ops. Buyer-grade prep starts here; weak prep adds 60+ days.

TSA
Transition services agreement

Post-close support the seller provides. Negotiate scope, duration, and rate — or unpaid work consumes your first year of freedom.

// Run your evaluation

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