Global Newswire by Notified: M&A

DECEMBER 21, 2023

a boutique self-storage and commercial real estate advisory firm, along with their client, Strategic Storage Growth Trust III, Inc. SSGT III”), a private real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT, Inc. IRVINE, Calif., 21, 2023 (GLOBE NEWSWIRE) -- Talonvest Capital, Inc.,

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Focus Investment Banking

APRIL 30, 2024

Advisory firms experienced heightened interest from both buyers and sellers seeking tailored solutions to navigate complexities and maximize value in transactions. The competitive landscape intensified as boutique consulting firms carved out niches, offering innovative approaches to address evolving market dynamics.

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Chesapeake Corporate Advisors

OCTOBER 28, 2024

The CCA investment banking team on this transaction included Managing Director Charlie Maskell and Managing Director Tim Brasel who focused on client management, deal strategy, and deal negotiations. For more information, visit www.ccabalt.com or call 410.537.5988.

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Chesapeake Corporate Advisors

AUGUST 14, 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 with revenues between $10 million and $200 million.

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Focus Investment Banking

JULY 17, 2024

Advisory firms were particularly sought after by both buyers and sellers looking for customized solutions that could help them enhance the value of their deals by navigating through complexities effectively.

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Chesapeake Corporate Advisors

MAY 13, 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 with revenues between $10 million and $200 million.

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Chesapeake Corporate Advisors

MARCH 11, 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 with revenues between $10 million and $200 million.

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Chesapeake Corporate Advisors

MARCH 6, 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 with revenues between $10 million and $200 million.

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Chesapeake Corporate Advisors

MARCH 4, 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 with revenues between $10 million and $200 million.

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Chesapeake Corporate Advisors

MAY 24, 2024

Large PE funds in search of sweet spot deals that would maximize return on investment (ROI), along with pressure to strategically deploy capital are shifting their focus towards the middle market , generally defined as companies with annual revenues of $10 million to $1 billion. As conditions have changed, so has the focus of PE groups.

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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. Less upfront liquidity, more future payout potential.

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The Deal

FEBRUARY 7, 2024

market is to be in the top 10,” said Michal Katz, head of the investment and corporate banking unit at Mizuho Americas LLC. “We Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. Mizuho Financial Group Inc. has its eye on the U.S.

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Chesapeake Corporate Advisors

NOVEMBER 14, 2024

In addition to Mr. Knott, CCA’s investment banking team on this transaction included Vice President Katie Kieran who focused on day-to-day execution and Analyst Miles Gally who provided financial modeling and deal execution support. Under the SGS platform, AMA will undoubtedly continue to prosper and serve a broader range of customers.”

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Chesapeake Corporate Advisors

APRIL 8, 2024

The CCA investment banking team on this transaction included Charlie Maskell, Managing Director, Andy Spears, Vice President, and Frank Ihle, Senior Analyst. QI Services, KI Services, and PCH Logistics have a longstanding relationship with Allstates WorldCargo, as they have worked together over a number of years to jointly service clients.

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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. Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director.

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Chesapeake Corporate Advisors

APRIL 8, 2024

The CCA investment banking team on this transaction included Marty O’Neill, Managing Director, Andy Spears, Vice President, and Aidan Olmstead, Senior Analyst. Together, the CCA team advised on transaction strategy and provided support throughout the engagement. For more information, visit www.ccabalt.com or call 410.537.5988.

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Sica Fletcher

APRIL 11, 2024

personal debt, business/legal liabilities, time-sensitive investment opportunities) may prompt owners to sell quickly. Generally, these fall into two distinct categories of advisory firms or investment banks. Financial Need. Urgent financial requirements (e.g., Market/Business Environment.

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Chesapeake Corporate Advisors

OCTOBER 24, 2022

The CCA investment banking team on this transaction included Managing Director Charlie Maskell and Vice President Andy Spears, who together with Smitha Gopal developed the deal strategy, conducted the negotiations, and provided strategic advising throughout the transaction. Learn more at www.patientpoint.com.

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Chesapeake Corporate Advisors

JUNE 26, 2024

The CCA investment banking team on this transaction included Knott, who lead the deal negotiations and provided strategic advice to the buyer, and Senior Analyst Frank Ihle , who provided transaction support. The company uses modern technology to deliver exceptional service while protecting customer vehicles.

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Chesapeake Corporate Advisors

OCTOBER 16, 2024

“Their expertise in M&A, understanding of market dynamics, and extensive knowledge of government contracting were invaluable in ensuring the success of this process.” The CCA investment banking team on this transaction included Managing Director Marty O’Neill , Vice President Andy Spears, and Analyst Miles Galley.

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Chesapeake Corporate Advisors

SEPTEMBER 4, 2024

The CCA investment banking team on this transaction included Managing Director Marty O’Neill and Vice President Andy Spears. “SSATI’s leadership fully understands what it means to support its customers and employees and has built an organization to do that. Together, we are positioned to accomplish great things.”

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Chesapeake Corporate Advisors

JULY 10, 2023

Director Timothy Brasel led the transaction for the CCA investment banking team , alongside WBCM President Marco Legaluppi, EVP Joe O’Neil, and EVP Jesse Lindsay. “The WBCM and TranSystems combination is natural with similar focuses on innovative transportation and infrastructure solutions,” said TranSystems CEO Richard Morsches.

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Chesapeake Corporate Advisors

NOVEMBER 19, 2024

trillion in dry powder, which is a massive amount of cash to deploy and invest in businesses. In a typical rollover deal structure, the seller would invest 15% – 20% of the deal proceeds in the equity rollover. This approach provides access to an alternative investment class (i.e., trillion in deals in 2023.

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Chesapeake Corporate Advisors

APRIL 8, 2024

When investment bankers apply a strategic approach to taking the business to market and provide the right resources and guidance, they and their clients thrive. Investment banks that can stay agile, pivot quickly and strategically, and make decisions nimbly are closing great deals even in a volatile environment.

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Chesapeake Corporate Advisors

OCTOBER 22, 2024

However, regulatory changes now allow some buyers to invest in emerging businesses and still maintain the entity’s small company status for some period, enabling the business to continue competing for set-aside contracts. For example, they usually favor full and open contracts over set-asides that could limit growth.

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Chesapeake Corporate Advisors

MAY 7, 2024

The Investment Banker (also called the M&A Advisor) takes the lead role in driving the sale process, advising you along the way. The tax specialist also recommends strategies to reduce your tax liability and works with the CPA and investment banker to determine the best deal structure.

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The TRADE

FEBRUARY 12, 2024

Rothschild & Co senior investment dealer, Greg Finke, has left the firm for a new opportunity at Polar Capital. Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Polar Capital confirmed his appointment. His new role is unconfirmed.

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Chesapeake Corporate Advisors

MAY 24, 2024

Investing in a sell-side QofE report upfront also enables you to include validated financials in the Confidential Information Memorandum (CIM) that your investment bankers will prepare and use to market your business. The post Thinking of Selling Your Business?

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Chesapeake Corporate Advisors

JUNE 26, 2024

The CCA investment banking team on this transaction included Knott, who lead the deal negotiations and provided strategic advice to the buyer, and Senior Analyst Frank Ihle , who provided transaction support. The company uses modern technology to deliver exceptional service while protecting customer vehicles.

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Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

These factors include not only the fund’s investment and operating strategies, but the investors’ personalities as well, since most partnerships will involve working together often throughout the fund’s hold period. Based on the fund’s strategy, these companies often grow through strategic add-on acquisitions.

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Mergers and Inquisitions

MARCH 22, 2023

Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). They may keep some CS investment bankers in the U.S. Klein & Co.

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Chesapeake Corporate Advisors

MAY 2, 2023

Your investment banker will message your intentions upfront to avoid conflicts later, but you could still receive offers that do not align with your plans. An experienced investment banking firm can help you navigate the complexities of evaluating multiple offers, recognizing each seller has different priorities.

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Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

What happens after the deal closes depends on the PE group’s investment strategy as well as your personal and professional goals. PE firms invest in a business in one of two ways: as a platform company (which serves as a foundation upon which to add other businesses) or as an add-on to an existing platform company.

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Periculum Capital

NOVEMBER 15, 2022

For more information about the intricacies of M&A transactions that implicate national security, foreign investment, or FOCI mitigation, please reach out via email to Sean Frazer (sfrazer@periculumcapital.com) or Chris Caniff (ccaniff@periculumcapital.com). Periculum, along with the Company’s owner, A.J

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Chesapeake Corporate Advisors

OCTOBER 31, 2023

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 with revenues between $10 million and $200 million.

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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. A great M&A team should also be made up of a great set of attorneys—both inside and outside your organization.

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Chesapeake Corporate Advisors

MAY 4, 2023

That team typically includes an attorney and a CPA that both specialize in mergers and acquisitions, as well as an investment banker , wealth manager , and tax specialist. Your deal team will help you evaluate an unsolicited offer in light of your answers to the previous questions.

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