Solganick & Co.

MARCH 11, 2022

Following a record-setting 2021 for lower middle market software M&A, the Software Top 50 highlights the most active software-focused dealmakers on the Axial platform. “Public market software company valuations have been battered starting in November of 2021. March 11, 2022 – Solganick & Co.

M&A 52

M&A Middle Market Valuation Private Equity 52

InvestmentBank.com

MAY 26, 2021

As the world headed into the uncharted territory of a worldwide pandemic, investors in both debt and equity markets reacted to shifts and changing conditions in several interesting ways, and the lessons they learned and the actions they take this year will set the stage for everyone’s access to capital in the years to come.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

TKO Miller

MAY 11, 2023

EV/EBITDA) Source: TKO Miller's Proprietary Middle Market Packaging Index The BUZZ Around ChatGPT: But is it Accurate? ChatGPT is all the buzz. You see it in the news and cringe when you see kids using it to do their schoolwork.

Middle Market 71

Middle Market Valuation M&A Economics 71

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. He was also a Platinum Club member in each of the two previous years.

M&A 52

M&A Middle Market Private Equity Collaboration 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. billion in 2015.

Debt 52

Debt Middle Market Capital Profitability 52

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Periculum Capital

JULY 15, 2022

Periculum has been CSE’s exclusive Financial Advisor for several years, completing multiple debt placements, a minority equity sale, and other periodic assignments. Periculum represented the Company in the sale of its grain operations to ADM in 2021. Periculum was pleased to once again be of service to the Company.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

TM Capital

NOVEMBER 29, 2022

By Nikitha Sattiraju, 14 November 2022 Asphalt paving and maintenance is fast becoming a service of choice for private equity investors. ” Recurring revenue, diversified customer base, recession resistance and high Ebitda margins of 15% to 25% have private equity knocking on the door of asphalt pavers. Sunrise, Fla.-based

Capital 52

Capital Middle Market Business Private Equity 52

IBG

APRIL 25, 2024

After a disappointing 2023 in middle-market M&A, both the U.S. economy and the market for closely held companies are off to good starts in 2024. Plain and simple, there’s money in the market,” said IBG’s Jim Afinowich (Arizona). The final 2023 U.S. GDP growth of 3.1%

Sale 52

Sale Business M&A Middle Market 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

Mergers and Inquisitions

MARCH 13, 2023

Banks’ lending activities are constrained by: Regulatory Capital – All banks must maintain a certain amount of common shareholders’ equity to absorb unexpected losses on loans and other assets. These are marked to market value and do affect the bank’s common equity and regulatory capital ratios, such as its CET 1 Ratio.

Bank 123

Bank Banking Funds Government 123

Periculum Capital

MAY 11, 2023

Her ability to effectively transition from an analytical Associate role to a client-facing deal lead resulted in her becoming the youngest ever equity partner at Periculum. Since joining Periculum in 2021, Taylor has supported client engagements across all service areas.

Advisory 52

Advisory Corporate Finance Middle Market Capital 52

Tyton Partners

JANUARY 18, 2024

Higher Education Transactions The Higher Education market continues to grapple with the reality of a declining enrollment forecast, decreasing value proposition due to the volume of job-specific courses and certifications available to students, and lessening degree requirements from many employers.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

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 Middle Market Capital 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

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

Periculum Capital

MARCH 11, 2022

SHHS had spent the prior two years enabling its operations with the best technology tools, so Periculum positioned the company as a technology-enabled regional home-based care platform and contacted a large set of private equity and strategic buyers with a focus on this type of opportunity.

Sale 52

Sale IT Healthcare Capital 52

The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

Debt 52

Debt Finance Finance Private Equity 52

Growth Business

NOVEMBER 23, 2023

Form Ventures Form uniquely supports its portfolio start-ups to understand and navigate public policy FPE Capital Businesses must demonstrate the following: a capable management team, strong presence in large markets, rapid growth potential, disruptive products or services and defensible growth margins with recurring revenues.

Investment 111

Investment Funds Capital Business 111

Solganick & Co.

OCTOBER 28, 2022

Solganick served as the exclusive advisor to Orlando, FL-based Pandera Systems , LLC (“Pandera Systems” or “Pandera”) in its strategic merger with Chicago, IL-based 66degrees (“66degrees”), backed by growth-oriented private equity firm Sunstone Partners. magazine’s “Founder-Friendly Investors” list in 2020, 2021, and 2022.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

Focus Investment Banking

JULY 3, 2024

Written by Claire McDonnell IT-focused managed service providers (MSPs) appear to be an ideal investment pick for private credit lenders and private equity sponsors alike. A flurry of activity in this space, including recapitalizations and repricing, may be around the corner, market participants say. 31, 2023, showed.

IT 40

IT Private Equity Debt Finance 40

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

APRIL 10, 2024

Amidst the miserable deal environment of the past few years, there has been one bright spot: sports private equity. Over two-thirds of NBA teams have a private equity connection or investment , and all major U.S. Table Of Contents Sports Private Equity Defined Why Did Private Equity Suddenly “Get Interested” in Sports?

Private Equity 103

Private Equity Equities Funds Entertainment 103

The Deal

SEPTEMBER 7, 2023

is said to be approaching the second round with at least a handful of private equity firms in tow. 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.

Private Equity 52

Private Equity Equities Capital Business 52

Cooley M&A

FEBRUARY 1, 2024

Carve out tech acquisitions also continued to be attractive to strategic and private equity buyers, with GTCR’s acquisition of a majority stake in Worldpay from FIS for up to $18.5 Private equity activity accounted for only 27% of tech M&A in 2023, a six-year low (and a substantial decrease from the 2021 record of 36%).

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59