Case Study

How TKO Miller uses PEI to improve efficiencies around buyer list creation

When Erik Eidem’s team at TKO Miller took a niche industrial deal to market, they had a solid list of private equity firms from their internal CRM, but they wanted more options. 

The company, a manufacturer of electrical control panels for data centers and medical devices, checked a lot of boxes for modern PE mandates. Their internal list delivered high-confidence names and PE buyers active within TKO’s core focus areas. But Private Equity Info helped uncover new emerging firms, verify contact information, and confirm strategic alignment. 

“PEI gives us the most up-to-date data for contact information, portfolio composition, and investment criteria and the service helps us verify our buyer lists,” Eidem said.

One of those firms found through PEI ended up submitting a strong LOI and staying in the process until the final stages.

TKO Miller - PEI Case Study Testimonial-1

A targeted tool that pays off quickly

Eidem’s firm uses multiple data platforms for broader M&A workflows, but PEI remains their go-to option for ensuring they have the latest information on portfolio holdings and new PE entrants. Its focused interface and deal-relevant filters make it easy to find what they need fast, without wading through unrelated datasets. 

“Private Equity Info keeps excellent track of PE buyers and we can see exactly what’s in their portfolio, who is on the board, and any changes in contact information,” Eidem explained. “That’s a key part of our preliminary due diligence on financial buyers before including them in a process.” 

That clarity, combined with a pricing model that fits leaner teams, is why PEI stays in the mix. “It’s very simple, easy to use, has excellent data, and the pricing is just right,” Eidem said. For smaller firms, it offers a meaningful return without requiring a major investment. 

More confidence at every step

Beyond expanding lists, PEI helps confirm internal assumptions and spot updates that might otherwise be missed, like firm personnel changes or shifts in investment focus. “Many times, if there is a firm I haven’t seen in a while, I will go to PEI and confirm my information,” Eidem said.

With tools like PEI, Eidem’s team is able to ensure clients have all available options, not just outcomes, an essential advantage in confidential, competitive processes. 

For firms building deals under pressure, PEI offers clarity, coverage, and control without adding complexity. 

TKO Miller - PEI Case Study Title Card

 

At a Glance:

  • Investment Bank
  • Pro Subscriber
  • Subscribed since 2006
  • More than 11,000 searches

Features utilized:

exportsExports

alertsAlerts

save_searchesSaved Searches

auto_searchAuto-Search

exact_executive-1Exact Executive

linkedin_urls-1LinkedIn URLs

Datasets utilized:

Private Equity Firms

Private Equity Executives

Portfolio Companies