Acquisitions, Boutique and Middle Market - Investment Banking Today

Mizuho Eyes Bigger Slice of U.S. Middle Market

The Deal

FEBRUARY 7, 2024

middle market for expansion and will continue to evaluate acquisitions following a pair of high-profile deals in the past two years. market is to be in the top 10,” said Michal Katz, head of the investment and corporate banking unit at Mizuho Americas LLC. “We Capstone, too, has a penchant for middle market deals.

Middle Market

Middle Market Private Equity Advisory M&A

Five Factors Are Driving Private Equity Investment in Middle Market Companies

Chesapeake Corporate Advisors

MAY 24, 2024

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. As of May 2024, the influx of over $1.3

Middle Market

Middle Market Private Equity Equities Investment

Bulge Bracket Banks: 2024 Edition

Mergers and Inquisitions

NOVEMBER 22, 2023

But the events of 2023, including the UBS acquisition of Credit Suisse and the rise of firms like Wells Fargo, Jefferies, and RBC, have shaken up the traditional list. 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.

Bulge Bracket

Bulge Bracket Banking Bank Boutique

Who Are the Best M&A Advisors for Tech Companies?

iMerge Advisors

APRIL 10, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists.

M&A

M&A Boutique Valuation Mergers and Acquisitions

Who are the best M&A advisors for tech companies?

iMerge Advisors

APRIL 9, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists.

M&A

M&A Boutique Valuation Mergers and Acquisitions

Benchmark International’s Kendall Stafford Wins SHE For SHE Leader Award

Benchmark International

APRIL 19, 2023

The awards honor and celebrate brilliant, highly respected, and inspirational women from the United States deal communities, from boutique, middle-market firms to large-cap segments.

Middle Market

Middle Market Private Equity Boutique M&A

Janney’s Journey to $1 Billion and Beyond

The Deal

FEBRUARY 6, 2024

And with an aim of three times growth over that span, or about 30% to 40% compound annual growth, the Philadelphia-based wealth manager and investment bank is on a path to grow its current business and add more lines of expertise through acquisition. TM is the firm’s third acquisition of a boutique specialist since 2018.

Middle Market

Middle Market Investment Banking Capital Market Banking

Stuart Knott Joins CCA as Managing Director

Chesapeake Corporate Advisors

JANUARY 26, 2023

Knott brings a unique and creative perspective based on 20 years of experience in the middle market as both an investment banker and a private equity investor. His breadth of expertise includes leading buyouts, recapitalizations, acquisition financing, and growth capital mandates.

Management

Management Middle Market Investment Banking Corporation

Cole Strandberg Named Managing Director

Focus Investment Banking

SEPTEMBER 16, 2024

Washington, DC, (September 16, 2024) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, would like to congratulate Cole Strandberg on his promotion to Managing Director within its Automotive Aftermarket group.

Management

Management Investment Banking Mergers and Acquisitions Transportation

Sensible Solutions and Technologies, Inc. Acquired DataSync Technologies, Inc.

Chesapeake Corporate Advisors

SEPTEMBER 4, 2024

(“SSATI”), a custom software development and system integration leader in the US national security community, in its acquisition of DataSync Technologies, Inc. DataSync”), a leader in knowledge management and data analysis. We’d be excited to work with them again.” Learn more at www.datasynctech.com.

Investment Banking

Investment Banking Corporation Government Advisory

Confidential Family Office Acquires Peppy’s Car Wash

Chesapeake Corporate Advisors

JUNE 26, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market.

Investment Banking

Investment Banking Debt Corporation Advisory

The Money Issue: Los Angeles Business Journal. M&A Hesitation: Banker Fears ‘Rose-Colored Glasses’ Syndrome

Solganick & Co.

FEBRUARY 2, 2024

Opportunities for mergers and acquisitions in Los Angeles have seldom been more ripe, but many may end up spoiling on the vine while dealmakers hold out for a better alternative. Sensible deals ahead Middle-market deals will likely carry M&A dealmaking this year, according to Solganick, especially in the year’s first half.

M&A

M&A Business Middle Market Investment Banking

Platform or Bolt-on: Two Different, Compelling Paths of Private Equity Investment

Chesapeake Corporate Advisors

AUGUST 16, 2024

Private equity (PE) firms are investing in middle market businesses at a healthy pace despite a high interest rate environment that makes it more costly to finance deals. First, Some PE Fundamentals PE investment in the middle market is defined by a fairly common set of criteria.

Private Equity

Private Equity Equities Investment Business

Growth Equity: The Child Prodigy of Private Equity and Venture Capital, or an Artifact of Easy Money?

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. They earn returns primarily from growth via acquisitions and organic sources. Scaling a company’s sales & marketing by hiring more sales reps. Also, you can get in more easily from a middle-market or boutique bank.

Private Equity

Private Equity Equities Capital Portfolio

Confidential Family Office Acquired Peppy’s Car Wash

Chesapeake Corporate Advisors

JUNE 26, 2024

About Chesapeake Corporate Advisors Chesapeake Corporate Advisors is a boutique investment banking and corporate advisory firm providing strategic advisory services (value creation) and investment banking services (value realization) to companies in the lower middle market.

Investment Banking

Investment Banking Debt Corporation Advisory

The Collapse of Silicon Valley Bank: The Start of Great Financial Crisis 2.0?

Mergers and Inquisitions

MARCH 13, 2023

And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs. If anything, all this activity with asset sales and acquisitions will boost your prospects if you’re in a group like FIG. But commercial banking is a different story.

Banking

Banking Bank Funds Government

10 Questions to Ask Yourself When You Receive an Unsolicited Offer to Buy Your Business

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal.

Business

Business Mergers and Acquisitions Sale Corporation

The Full Guide to Pre-MBA Internships: Are They Worth It?

Mergers and Inquisitions

APRIL 24, 2024

We’ll return to this point later, but in finance, it’s more common to do a pre-MBA internship at a small VC/PE firm or boutique bank rather than a bulge bracket bank. Pre-MBA programs at large companies tend to be more common and important in tech and consulting; internships at boutique firms (via networking) are more common in finance.

IT

IT Investment Banking Recruitment Finance

Where to find fintech investment

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

Investment Funds Capital Business

Renewable Energy Investment Banking: How to Make Greens by Going Green

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

Investment Banking Banking Bank Investment

M&A Spotlight “Building the Right Team Makes the Complex Seem Simple”

Focus Investment Banking

SEPTEMBER 3, 2024

Simplifying the M&A process with a well-vetted team When it comes to mergers and acquisitions, your investment banker shouldn’t be the only member of your team you are closely vetting. Like many middle market companies, Devenish didn’t have in-house counsel on the payroll, so McEntee got creative.

M&A

M&A Mergers and Acquisitions Advisory Business

Periculum Advises Mi-Tech Tungsten Metals, LLC. in its Sale to Global Tungsten & Powders Corp, U.S. Affiliate of the Plansee Group

Periculum Capital

NOVEMBER 15, 2022

Closing the acquisition of Mi-Tech by The Plansee Group is a testament to Periculum’s single-most important differentiator from its competitors,” said Chris Caniff. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale

Sale IT Government M&A

From “Slowth” to Growth: How Mindset Impacts a Government Contractor’s Success

Chesapeake Corporate Advisors

JUNE 2, 2023

That’s the topic CCA Managing Director Marty O’Neill and Shirley Collier, President of Scale 2 Market, discussed on the Growth Masters Federal podcast, which this blog recaps. Investors are still active in the M&A middle market, even in a difficult economy.

Government

Government Business Middle Market Corporation

Metals & Mining Investment Banking: The Full Guide to Ground Zero for the Energy Transition

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions.

Investment Banking

Investment Banking Banking Bank Investment

Capital Markets vs. Investment Banking: Deals, Careers, Recruiting, Exits, and Offer Decisions

Mergers and Inquisitions

OCTOBER 18, 2023

The advantages of capital markets are that you will learn your specific product(s) very well, you’ll spend less time on pitches, and you’ll have more predictable and lighter hours than bankers in other groups. If it’s a 5-person regional boutique , take the BB capital markets offer. Jefferies, Lincoln, etc.),

Investment Banking

Investment Banking Capital Market Recruitment Capital

Want to Find Hidden Acquisition Gems? The Secret to PE Deal Origination in the Middle Market

How2Exit

JANUARY 13, 2025

E263: Want to Find Hidden Acquisition Gems? The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies.

Middle Market

Middle Market Acquisitions Private Equity Portfolio

Chesapeake Corporate Advisors Adds Business Services to Growing List of Sector Specialties

Chesapeake Corporate Advisors

MARCH 11, 2025

CCA recognizes that middle-market Business Services companies face formidable growth obstacles, including difficulty attracting top talent and keeping up with the technology and other resources required to remain competitive and grow market share. For more information, visit www.ccabalt.com or call 410.537.5988.

Corporation

Corporation Business Investment Banking Advisory

Infrastructure Investment Banking: Definitions, Deals, and a Dizzying Diversity of Verticals

Mergers and Inquisitions

MAY 14, 2025

Infrastructure Investment Banking Definition: In infrastructure investment banking, bankers advise companies in the data center, renewables, transportation, utilities, and energy storage/transportation markets on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking

Investment Banking Banking Bank Investment

94% of Buyers Never Close—Here’s Why the Best Deals Go to the Ones Who Don’t Pay the Most

How2Exit

MAY 6, 2025

With three decades of experience and five books under his belt, John shares a no-nonsense view of the acquisition world—highlighting why rapport trumps spreadsheets, how buyers sabotage themselves, and what sellers really care about when handing over the keys. But don’t let the word “boutique” fool you.

Book-building

Book-building Business M&A Advisory

Investment Banking Today

Mizuho Eyes Bigger Slice of U.S. Middle Market

Five Factors Are Driving Private Equity Investment in Middle Market Companies

Trending Sources

Bulge Bracket Banks: 2024 Edition

Who Are the Best M&A Advisors for Tech Companies?

Who are the best M&A advisors for tech companies?

Benchmark International’s Kendall Stafford Wins SHE For SHE Leader Award

Janney’s Journey to $1 Billion and Beyond

Stuart Knott Joins CCA as Managing Director

Cole Strandberg Named Managing Director

Sensible Solutions and Technologies, Inc. Acquired DataSync Technologies, Inc.

Confidential Family Office Acquires Peppy’s Car Wash

The Money Issue: Los Angeles Business Journal. M&A Hesitation: Banker Fears ‘Rose-Colored Glasses’ Syndrome

Platform or Bolt-on: Two Different, Compelling Paths of Private Equity Investment

Growth Equity: The Child Prodigy of Private Equity and Venture Capital, or an Artifact of Easy Money?

Confidential Family Office Acquired Peppy’s Car Wash

The Collapse of Silicon Valley Bank: The Start of Great Financial Crisis 2.0?

10 Questions to Ask Yourself When You Receive an Unsolicited Offer to Buy Your Business

The Full Guide to Pre-MBA Internships: Are They Worth It?

Where to find fintech investment

Renewable Energy Investment Banking: How to Make Greens by Going Green

M&A Spotlight “Building the Right Team Makes the Complex Seem Simple”

Periculum Advises Mi-Tech Tungsten Metals, LLC. in its Sale to Global Tungsten & Powders Corp, U.S. Affiliate of the Plansee Group

From “Slowth” to Growth: How Mindset Impacts a Government Contractor’s Success

Metals & Mining Investment Banking: The Full Guide to Ground Zero for the Energy Transition

Capital Markets vs. Investment Banking: Deals, Careers, Recruiting, Exits, and Offer Decisions

Want to Find Hidden Acquisition Gems? The Secret to PE Deal Origination in the Middle Market

Chesapeake Corporate Advisors Adds Business Services to Growing List of Sector Specialties

Infrastructure Investment Banking: Definitions, Deals, and a Dizzying Diversity of Verticals

94% of Buyers Never Close—Here’s Why the Best Deals Go to the Ones Who Don’t Pay the Most

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