The timing pillar · Monthly
The EU Online M&A Outlook
Where multiples sit, who is buying in your size band, and which way the tide is running. This is Domain 0 of the method, published: the same context layer that opens every audit, refreshed every month.
- Euro-area inflation at 2.8% while bond yields rise. What the divergence does to the cost of capital, and to the ceiling on your multiple.
- Which buyer type is paying up in the €1M to €10M band this month, and what they are paying for.
- The platform layer: June’s core update repriced one content niche by a full turn. Who absorbs that shock, and who passes it on.
One email per month with the issue. Nothing else. Unsubscribe any time.
Match My Profit · Monthly
July 2026:
The buyer’s market that isn’t
Every issue, same skeleton
Six sections, built to be acted on.
Every reading ends in a deal quantity: what it does to a multiple, a structure, or the timing of a process. Commentary without a consequence gets cut.
Multiples
The three-tier comps stack
Public SaaS at the top, mid-market transaction data in the middle, marketplace clearing prices at the bottom, and the bridge that reconciles them.
Buyers
Who is paying up
Strategics, PE, search funds and aggregators, tracked by size band. Competing buyers are the best thing that can happen to your price.
Financing
The structural EU gap
No EU equivalent of SBA lending, so seller notes and earn-outs do the financing work. What that does to small-end prices this month.
Platforms
The base layer
A core algorithm or API update is this market’s oil shock. Which models absorbed the latest one, and which got repriced.
AI
Resilient or displaceable
The line buyers now draw through every online model, and which side of it your category sat on this month.
Macro
Capped at 15%
Rates and credit conditions translated into deal terms. The cap is deliberate: this is an M&A read, not an economics newsletter.
The recurring device
The market has a score for the same reason your business does.
The Environment Score rolls six weighted sub-scores into one 0 to 10 reading of how friendly the month is to a seller of an online business. Two named regimes override the arithmetic when they trigger: Platform Shock and Financing Stress.
It pairs with the Buyer-Confidence Scorecard from the method. One instrument reads the business, the other reads the water it swims in. Timing prices the same asset differently, and the score is how the issue says so without adjectives.
July 2026 sub-scores · illustrative
The archive
The read runs every month.
Past issues stay gated. One email opens any of them. When your exit window opens, you will want a read that has been running for years, not one that started last week.
ISSUE 01 · JULY 2026
The buyer’s market that isn’t
Email to read · free
ISSUE 02 · AUGUST 2026
Lands the first week of August
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