Monthly Intelligence · Issue #03 · June 2026

Where Private
Equity Is
Hunting in 2026.

Acquisition intelligence for independent sponsors, search fund operators, and PE professionals. Signal Equity Score™ — 22 signals, 6 dimensions, one number telling you which businesses to call this month.

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SAMPLE TARGET · PROPERTY MGMT 78/100
Rentec Direct
Property management software · Grants Pass, OR · Est. 2007
4.6★ · 500+ reviews ~$4M ARR 20 employees Bootstrapped
Financial Health
25
Product Strength
20
LinkedIn Intel
13
Seller Likelihood
18
Digital Neglect
7
Clio acquired vLex for ~$1B · Legal SaaS roll-up is live Sumeru Equity $330M into JobNimbus · Construction SaaS validated at 16× ARR Healthcare IT median multiple: 8.5× ARR · SaasRise 2026 2,698 SaaS M&A transactions in 2025 · +28% YoY · SEG 2026 PE dry powder: $3.7 trillion · Vertical SaaS is the primary vehicle Procore acquired Datagrid for $250M · Construction AI validated Clio acquired vLex for ~$1B · Legal SaaS roll-up is live Sumeru Equity $330M into JobNimbus · Construction SaaS validated at 16× ARR Healthcare IT median multiple: 8.5× ARR · SaasRise 2026 2,698 SaaS M&A transactions in 2025 · +28% YoY · SEG 2026 PE dry powder: $3.7 trillion · Vertical SaaS is the primary vehicle Procore acquired Datagrid for $250M · Construction AI validated

The Method

Intelligence, not noise.

Your buyers don't want more deals. They want five companies to call this month. Signal Equity finds them using a repeatable pattern — loved product, broken GTM, motivated founder.

01 — SIGNAL

22 weighted signals. 6 dimensions.

Review ratings, LinkedIn intelligence, financial health, succession risk, digital neglect, and exit timing — each with a precise weight. Every company gets a score.

02 — SCORE

Signal Equity Score™ — one number.

72+ means call the founder this week. 55–71 means watch and gather more data. Below 55 means pass. No guesswork. Just conviction backed by data.

03 — ACT

Full playbook included.

Operator playbook, 90-day quick wins, due diligence checklist, exit scenarios, and a ready-to-send outreach message. From intelligence to first call in under an hour.

Coverage

Five niches. One deep-dive per month.

Each monthly issue deep-dives one niche with 3–6 newly scored companies. Across 12 months: 55+ scored targets across every high-multiple vertical.

Healthcare & Practice Mgmt
5–12× ARR
6 companies scored
Legal Tech
4–8× ARR
6 companies scored
🏠
Property Management
4–8× ARR
6 companies scored
🔧
Field Service & Trades
3–7× ARR
6 companies scored
🏗
Construction Tech
3–7× ARR
6 companies scored

Pricing

Every subscription includes deal terms.

Choose your subscription tier, then choose which deal structure applies when a Signal Equity–sourced target closes. The deal terms are always part of the engagement — not optional.

Step 1 — Choose Your Subscription
NEWSLETTER
$100/month
Monthly intelligence email. Market awareness without portal access.
  • Monthly Signal Equity intelligence email
  • Market Pulse — live M&A signals
  • Top targets with Signal Equity Score™
  • One-line thesis per company
  • Portfolio tracker updates
FULL PLATFORM ACCESS
$1,000/month
Monthly email plus the full intelligence platform — all scores, playbooks, and outreach tools.
  • Everything in Newsletter
  • 30+ scored companies across 5 niches
  • Full Signal Equity Score™ breakdown per target
  • Operator playbooks & turnaround timelines
  • Due diligence checklists
  • Ready-to-send outreach templates
  • Exit scenario models
Step 2 — Choose Your Deal Structure

Required on all subscriptions. When a deal closes on a target sourced by Signal Equity, one of the three structures below applies — chosen at the time of subscription. No deal, no fee.

OPTION A
3% acquisition fee
Signal Equity receives 3% of the total acquisition price at closing. Clean, simple, no ongoing relationship.
Example: $5M acquisition →
$150,000 at close. Done.
OPTION B
1% fee + 5% equity carry
Signal Equity receives 1% at closing plus a 5% equity stake in the acquired entity — participating in all future upside.
Example: $5M acquisition →
$50,000 at close + 5% equity on exit
OPTION C
1% fee + 10% of net profit
Signal Equity receives 1% at closing plus 10% of the net profit realised when the business is eventually sold.
Example: $5M in, $30M exit →
$50,000 at close + $2.5M profit share
How it works: Subscribe to Newsletter or Full Platform. At signup, confirm which deal structure (A, B, or C) applies to any Signal Equity–sourced acquisition you close. Your subscription runs independently — the deal terms only activate if and when a deal closes.

Get the sample report.

Full Signal Equity Score™ breakdown on a live target — investment thesis, signal analysis, 90-day operator playbook, exit scenarios, due diligence checklist, and outreach template. No commitment.

No spam. One email with the report attached.

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SIGNAL EQUITY PLATFORM · ISSUE #03 · JUNE 2026 · LIVE
COMPANIES SCORED
30+
ACQUISITION TARGETS
8
DEALS IN DILIGENCE
1
NEXT ISSUE
Jul 13
WEEK OF JULY 6–13, 2026
SaaS M&A hit 2,698 deals in 2025. PE is deploying at record pace. Your entry window is now.
01Clio acquired vLex for ~$1B. The legal tech roll-up is live and accelerating. Rocket Matter and TimeSolv sit directly in the acquisition path of a platform looking to expand.
02Sumeru Equity invested $330M in JobNimbus at ~16× ARR. Contractor Foreman at $3M ARR enters at 3×, scales to $10M, exits at 5× to Procore or Vista. That is a 5× return on entry.
03Healthcare IT median multiple: 8.5× ARR. Cliniko at $6M bootstrapped implies a $51M strategic exit. Acquire at 4× ($24M), add a US sales motion, capture $27M in value without changing the product.
04PE dry powder at $3.7 trillion. The constraint is not capital — it's proprietary deal flow below the $20M threshold that PE firms cannot efficiently source. That is exactly what Signal Equity solves.
COMPANYNICHESTATUSSCORELATEST UPDATE
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