Solganick & Co.

FEBRUARY 2, 2024

. – Quoted in the Los Angeles Business Journal M&A Hesitation: Banker Fears ‘Rose-Colored Glasses’ Syndrome BY STEVE CRIGHTON FEBRUARY 2, 2024 – Los Angeles, CA – Aaron Solganick, CEO and Founder of Solganick & Co.

M&A 40

M&A Business Middle Market Investment Banking 40

IBG

JUNE 7, 2023

Jim’s award marked his second M&A Source recognition in three years; he was named “Advisor of the Year” in 2021. M&A Source is the leading trade association for middle market transaction advisors. The post M&A Source® Recognizes Four IBG Partners appeared first on IBG Business.

M&A 52

M&A Middle Market Private Equity Collaboration 52

TM Capital

NOVEMBER 29, 2022

The fragmented category, which only five years ago had little backing from financial sponsors, now has portfolio companies contesting for family and founder owned assets to build businesses of scale. Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middle market. Sunrise, Fla.-based

Capital 52

Capital Middle Market Business Private Equity 52

Focus Investment Banking

JULY 28, 2023

In terms of quarterly performance, Q1 2023 mirrored the trends seen in Q4 2022, while Q2 2023 showed signs of improvement, albeit at a slower pace compared to 2021. After a record-breaking year in 2021, M&A activity remained relatively strong by historical standards during the first half of 2022.

Middle Market 52

Middle Market Mergers and Acquisitions Investment Sale 52

Chesapeake Corporate Advisors

JANUARY 13, 2023

2022 was a strong year for CCA, following a record-breaking 2021. We successfully advised five clients on liquidity events last year, and despite headwinds and whispers of recession, look forward to an equally successful year in 2023.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

The Deal

JUNE 23, 2023

The recent purchase of Riverbed Technology LLC reflects a burgeoning niche for middle-market technology turnaround investor Vector Capital Management LP: buying companies from lenders who converted debt to equity through reorganizations. “It was a technology business that had gone through a bankruptcy,” he said.

Debt 52

Debt Middle Market Capital Profitability 52

Mergers and Inquisitions

NOVEMBER 22, 2023

The full list changes over time because banks get acquired, go out of business, and change their focus – while other banks make acquisitions and grow organically. I’m still listing it because it was #9 by global IB revenue in 2021 and 2022, but I would not be surprised if it fell off this list eventually.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Periculum Capital

MAY 11, 2023

In addition, she has been actively engaged in the greater Indianapolis business community, representing the firm on three prominent boards. Since joining Periculum in 2021, Taylor has supported client engagements across all service areas. We look forward to his continued success as part of the Periculum team.”

Advisory 52

Advisory Corporate Finance Capital Middle Market 52

iMerge Advisors

APRIL 16, 2025

This article explores the key trends shaping software company valuations in 2025, with a focus on SaaS, AI-enabled platforms, and vertical software businesses. However, they are doing so at a new normal leveltypically 2040% below the frothy peaks of 2021.

Valuation 40

Valuation Private Equity M&A Equities 40

Tyton Partners

JANUARY 18, 2024

While macroeconomic conditions dampened investor sentiment for risk and large-scale M&A transactions, the lower middle market remained healthy and robust, particularly in the global knowledge sector.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

Focus Investment Banking

AUGUST 21, 2023

Washington, DC, (August 21, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Guaranty Chevrolet , a family-owned Chevrolet dealer in Junction City, Oregon, has been acquired by CFO Auto Group, Inc.

Investment Banking 52

Investment Banking Sale Banking Bank 52

Mergers and Inquisitions

MARCH 13, 2024

Others would counter that growth equity’s rapid ascent was mostly due to the easy money that persisted between 2008 and 2021. Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. There’s usually a long list of previous VC investors as well.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Intrepid Banker Insights

OCTOBER 17, 2022

Intrepid Investment Bankers A Rollercoaster Ride for Software Markets It has been a disconcerting journey through the first three quarters of 2022. We ended 2021 having survived another year of the pandemic, with equity markets at or near all-time highs, interest rates near historic lows, and technology M&A activity at record levels.

Valuation 52

Valuation M&A Capital Middle Market 52

The Deal

SEPTEMBER 20, 2023

Given the size of the platform, Helmitin’s advisers are expected to market the business largely to strategics as an add-on, though sources said private equity firms with experience in adhesives and specialty chemicals will likely be invited to participate. SK Capital Partners LP and Dominus Capital LP, among several others.

Private Equity 40

Private Equity Corporate Finance Capital Middle Market 40

Solganick & Co.

OCTOBER 28, 2022

Data and analytics are at the center of every business decision. Our clients are seeking to modernize their platforms and harness the value of their data to drive business performance. The combined business will have about 500 team members, featuring more than 375 combined GCP and GWS certifications.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

Mergers and Inquisitions

MARCH 13, 2023

To explain this point, we need to step back and explain the business model of commercial banks. They could have just left the funds in cash, but cash yielded ~0% in 2020 – 2021, so SVB put most of these funds in mortgage-backed securities and other U.S. to back them.

Bank 123

Bank Banking Funds Government 123

The Deal

JULY 21, 2023

in 2023 through June 20, up from 11 and 13 in the same period in 2022 and 2021, respectively, according to data from Insightia. REITs in full-year 2022 and 2021 each. There were 18 REITs subject to activism demands in the U.S. Overall, activists targeted 20 U.S. And activists’ concerns with REITs are many.

Retail 52

Retail Management Government Investors 52

Mergers and Inquisitions

MAY 17, 2023

revenue multiple: And this was not a high-growth business: historical growth rates were in the 15 – 25% range (solid but unremarkable for tech). If you go even smaller, you’ll find names like Sumeru (Silver Lake’s middle-market firm), Banneker (founded by ex-Vista employees), Riverwood, and Leeds (with a “knowledge industries” focus).

Private Equity 64

Private Equity Equities Recruitment Funds 64

What's Market

OCTOBER 11, 2022

Market Trends: What You Need to Know According to the American Bar Association's nine Private Target Mergers and Acquisitions Deal Points Studies, the use of stand-alone indemnities in reported private company M&A transactions has increased from 69% in its 2007 study to 96% in 2021. The chart below shows this trend.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

What's Market

SEPTEMBER 26, 2022

Market Trends: What You Need to Know As reflected in the American Bar Association's Private Target Mergers and Acquisitions Deal Points Studies: “Knowledge” is now almost always defined in private company transaction agreements. For example, in the 2021 study only 2% of the reported deals left knowledge undefined.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

What's Market

SEPTEMBER 19, 2022

In the 2021 ABA study, 29% of the agreements included a pro-sandbagging provision, 2% of the agreements included an anti-sandbagging provision, and 68% of the agreements were silent on the issue. The number of anti-sandbagging provisions reported in the ABA studies remained relatively steady between 2005 and 2021, ranging from 2% to 10%.

M&A 52

M&A Mergers and Acquisitions IT Insurance 52

The Deal

JULY 18, 2023

Firms have lowered hold sizes and increased loan prices as they lean toward smaller transactions, team up with other lenders on deals, shy away from unfunded debt and turn up scrutiny on business performance. times, according to data from Configure. billion in commitments in June. .

Debt 52

Debt Finance Finance Private Equity 52

What's Market

AUGUST 22, 2022

In terms of the specific types of baskets, deductibles have become increasingly common, now seen in almost ¾ of transactions reviewed in the 2021 study. Over the nine ABA studies (2005-2021), the level of indemnity baskets as a percentage of transaction value, whether as mean or median, has remained fairly consistent.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Insurance Mergers 52

Focus Investment Banking

JULY 3, 2024

Private credit lenders have piled into business services in recent years. Despite aspects of this shared business service that are commoditized, it remains a high-touch business, with the ability of a provider to potentially add value, market participants say. There may not be enough MSP deals to go around.

IT 40

IT Private Equity Debt Finance 40

What's Market

OCTOBER 18, 2022

The scope and detail of these representations and warranties are often heavily negotiated and tailored to reflect not only the nature of the target and its business, financial condition, and operations, but also the relative negotiating strength of the buyer and seller. they are given as “flat” representations.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

What's Market

OCTOBER 3, 2022

In addition, an operating business generally has many ordinary course business liabilities that are not typically liabilities included in a GAAP balance sheet (e.g., For example, under GAAP, the disclosure of contingent liabilities depends upon a number of different factors, including relative probability.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Acquisitions 52

What's Market

SEPTEMBER 12, 2022

Transaction parties negotiated expanded or new representations to address the effect of Covid-19 on the target business, as well as the policies and protocols for dealing with those effects. Buyers and rep and warranty insurers are focusing more aspects of their due diligence on virus-related matters.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Mergers and Inquisitions

JULY 3, 2024

But that timeline crept up over time, slowing down only in “crisis periods,” such as in 2009 (financial crisis aftermath) and 2020 – 2021 (COVID). based candidates in New York aiming for PE roles at mega-funds and upper-middle-market funds. On-cycle recruiting is primarily an issue for U.S.-based

Recruitment 59

Recruitment Private Equity Equities Funds 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

The same criteria as always apply: High grades, a good university or business school, previous finance internships, and a good amount of networking and interview prep. Since equity deals are highly dependent on market conditions, deal flow tends to be much more uneven than in asset-level M&A.

Investment Banking 59

Investment Banking Banking Bank Investment 59

InvestmentBank.com

MAY 26, 2021

As individuals sadly lost their loved ones to this disease, businesses around the globe struggled to stay afloat through forced closures, capacity limitations, industry shutdowns, and crippled supply chains. Confidence and general feelings of stability will take time to return.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Mergers and Inquisitions

APRIL 10, 2024

Sports teams have emotional connections that function like “moats” for traditional businesses. For example, in 2021, the NBA started allowing institutional investors to own up to 20% of single teams, which led Arctos to invest 5% in the Golden State Warriors (they later increased this stake to 13%).

Private Equity 103

Private Equity Equities Funds Entertainment 103

The Deal

SEPTEMBER 7, 2023

were said to be circling the business, two of the sources said. American Industrial Partners has owned automotive fluids supplier Reladyne LLC since it acquired the then-$110 million-in-Ebitda business from Audax Private Equity via an auction that was expected to yield a deal north of $1 billion. Sentinel brought Holley Inc.

Private Equity 52

Private Equity Equities Capital Business 52

Cooley M&A

FEBRUARY 1, 2024

billion, IBM’s acquisition of two businesses from Software AG for 2.3 billion euros, and Rocket Software’s acquisition of OpenText’s application modernization and connectivity business for $2.3 There were only 16 announced take-privates of US-listed tech targets by private equity sponsors in 2023, down from 21 in each of 2021 and 2022.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59