Focus Investment Banking

APRIL 30, 2024

1Q 2024 M&A Report : In the first quarter of 2024, middle market M&A transactions saw a surge in demand for specialized business services, ranging from due diligence to post-merger integration strategies. Download the full report here.

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Mergers and Inquisitions

NOVEMBER 22, 2023

For example, Wells Fargo always does well in debt capital markets but much worse in M&A advisory and equity capital markets. Bulge Bracket vs. Middle Market Banks: You’ll work on smaller deals, have more limited exit opportunities, and get less of a network and brand name at MM banks.

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iMerge Advisors

APRIL 10, 2025

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. Morgan bring unmatched reach and capital markets expertise. For mid-market or lower-middle-market tech companies, they may not be the right fit.

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

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. Morgan bring unmatched reach and capital markets expertise. For mid-market or lower-middle-market tech companies, they may not be the right fit.

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M&A Boutique Valuation Mergers and Acquisitions 40

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

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Chesapeake Corporate Advisors

MAY 12, 2023

Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.

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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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Management Middle Market Investment Banking Corporation 52

Chesapeake Corporate Advisors

OCTOBER 16, 2024

RKW Law Group served as legal counsel to Vetegrity. “The CCA team is grateful for the opportunity to work with Mark Feffer, Ken Foxton, and Sean Keller as they continue to build a powerful middle market company serving the Defense Information Systems Agency and the intelligence community overall,” O’Neill said.

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Investors Investment Banking Middle Market Government 52

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.

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Investment Banking Debt Corporation Advisory 52

Chesapeake Corporate Advisors

APRIL 8, 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. For more information, visit www.

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Transportation Capital Investment Banking Corporation 52

Chesapeake Corporate Advisors

SEPTEMBER 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 in the lower middle market. Learn more at www.datasynctech.com.

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Investment Banking Corporation Government Advisory 52

Chesapeake Corporate Advisors

APRIL 8, 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. The post SoftTech Solutions, Inc.

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Capital Engineering Investment Banking Corporation 52

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.

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Investment Banking Debt Corporation Advisory 40

Solganick & Co.

FEBRUARY 2, 2024

“A lot of these companies that did end up going to market were still trying to lock down valuations from two years ago, from the 2021 glory days where they might get nearly double what they would now,” said Solganick. As a global leader for middle-market companies, Southern California is well-positioned to reap the benefits.

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M&A Business Middle Market Investment Banking 40

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.

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Chesapeake Corporate Advisors

OCTOBER 22, 2024

That makes lower middle-market government contractors desirable targets, assuming they meet all the criteria a PE group considers important. Add-On Growth Opportunities Once a PE group establishes a platform of companies in a sector, they look for opportunities to “bolt on” similar businesses to drive aggressive growth.

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Private Equity Government Investors Equities 52

Periculum Capital

NOVEMBER 15, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. Periculum, along with the Company’s owner, A.J

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Sale IT Government M&A 52

Focus Investment Banking

SEPTEMBER 3, 2024

Building the perfect team On the M&A advisory side, McEntee turned to FOCUS, which had offices across the US and Europe and was familiar with executing cross border deals. Like many middle market companies, Devenish didn’t have in-house counsel on the payroll, so McEntee got creative.

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M&A Mergers and Acquisitions Advisory Business 52

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Since private equity (PE) investors are very active in the middle market, there is a good chance that one or more PE groups may make an offer on your company. When you decide to sell your business, it is likely you will generate interest from various types of buyers.

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Business Equities Debt Corporation 52

Mergers and Inquisitions

MAY 10, 2023

The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space.

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Investment Banking Bank Banking Investment 105

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.

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Business Mergers and Acquisitions Sale Corporation 52

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.

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Government Business Middle Market Corporation 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Among the elite boutiques , Evercore and Lazard have traditionally been strong, but Moelis and Guggenheim also have significant deal flow. In the middle market , Jefferies has recruited some of the top bankers in renewable energy M&A and is expected to do well going forward. but they are less consistent than those above.

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Investment Banking Bank Banking Investment 59

How2Exit

JANUARY 13, 2025

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. E263: Want to Find Hidden Acquisition Gems?

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Chesapeake Corporate Advisors

APRIL 15, 2025

In a fast-evolving landscape, your middle market company might find itself in a precarious position. If your middle market company is looking to drive profitable growth and thrive even in challenging times, prioritizing and formally committing to FP&A can be a game-changer.

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Middle Market Profitability Business Corporation 52

Chesapeake Corporate Advisors

MARCH 11, 2025

Chesapeake Corporate Advisors (CCA) continues to expand its reach and scope, adding Business Services to its areas of industry focus for investment banking and corporate advisory services. For more information, visit www.ccabalt.com or call 410.537.5988.

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Corporation Business Investment Banking Advisory 52

Chesapeake Corporate Advisors

MAY 15, 2025

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.

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Consulting Investment Banking Engineering Corporation 52

Chesapeake Corporate Advisors

MARCH 19, 2025

For more information, visit [link] 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.

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Investment Banking Corporation Utilities Sale 52

Mergers and Inquisitions

MAY 14, 2025

Among the elite boutiques , Evercore, Lazard, Rothschild, and Guggenheim advise on many deals. Also in this middle-market tier , Solomon Partners appears to be quite active in the space. Theres some controversy around Macquarie , as it is best known for infrastructure investment but less for advisory.

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Investment Banking Bank Banking Investment 59

How2Exit

MAY 6, 2025

Based in the Pacific Northwest, John runs Nokomis Advisory Services alongside his daughter, focusing on $5–15 million deals. Summary: In this insightful episode of How2Exit , host Ron Skelton sits down with seasoned M&A advisor and author John Martinka, founder of Nokomis Advisory Services.

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