Periculum Capital

DECEMBER 23, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Interactions Incorporated dba Hoosier Refreshment Company (“Hoosier Refreshment” or the “Company”), an Indiana-based beverage distributor, to WP Beverages, LLC, a subsidiary of Wis-Pak, Inc. (“Wis-Pak”). appeared first on Periculum Capital.

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Periculum Capital

JUNE 6, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised LUNA Language Services (“LUNA” or the “Company”), an Indianapolis-based provider of interpretation, translation, and language training services, in its sale to GLOBO Language Solutions, LLC (“GLOBO”). appeared first on Periculum Capital.

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Sale IT Advisory Corporate Finance 52

Periculum Capital

JULY 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised Pet Palace Enterprises, LLC (“Pet Palace” or the “Company”), a Columbus, OH based provider of pet boarding, daycare, and grooming services, in its sale to Destination Pet. in its Sale to Destination Pet appeared first on Periculum Capital.

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Sale IT Advisory Corporate Finance 52

Periculum Capital

OCTOBER 27, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised AMW Construction Supply, LLC (“AMW” or the “Company”), a Phoenix-based distributor of construction supplies, tools, fasteners, and related products, in its sale to Gypsum Management & Supply, Inc (NYSE:GMS) (“GMS”). appeared first on Periculum Capital.

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Periculum Capital

MAY 14, 2024

In addition to Periculum, Bill and Janell were supported through the transaction by the KSM Transaction Advisory Services team, led by Jennifer Miller, and by the Taft Stettinius & Hollister LLP mergers & acquisitions legal team, led by Elijah Hammans.

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Sale IT Mergers and Acquisitions Advisory 52

Periculum Capital

MARCH 8, 2024

Periculum Capital Company, LLC is pleased to announce it has advised PrecisionPoint, Inc., The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

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Sale IT Capital Advisory 52

Periculum Capital

NOVEMBER 2, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has advised Hoosier Penn Oil, Inc. (“HP Their ability to build the story of my company and always listen to my concerns made them the perfect partner for the sale of a business where I spent 26 years of my life. I will always be grateful I had them on my side.” “We

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Sale IT Capital Advisory 52

The TRADE

OCTOBER 21, 2024

He has also helped shape the firm’s liquidity strategy by guiding clients through the complexities of European equity markets. Before joining TD Cowen, Baugh spent five years at Citi as European head of market structure. Prior to joining BNY, she was the co-head of equities electronic sales and trading EMEA for RBC Capital Markets.

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Trading Financial Market Equities Advisory 98

The TRADE

MARCH 4, 2024

Redburn Atlantic has expanded its UK and European execution business with two new heads of sales trading. Tony Atkins was appointed UK head of sales trading. Atkins joined Redburn Atlantic in 2004 as a sales trader having previously served for eight years at Morgan Grenfell and two years at Marathon Asset Management.

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Periculum Capital

MARCH 11, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has advised Select Home Health Services, Inc. SHHS” “Company”), a leading home healthcare service provider, in its sale to Fortis Home Health and Hospice, LLC (“Fortis”), a portfolio company of Grant Avenue Capital, LLC (“Grant Avenue”).

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Periculum Capital

NOVEMBER 15, 2022

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services. in its Sale to Global Tungsten & Powders Corp, U.S.

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Sale IT Government M&A 52

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Morgan bring unmatched reach and capital markets expertise.

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Morgan bring unmatched reach and capital markets expertise.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

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The TRADE

OCTOBER 13, 2023

Deutsche Numis is set to serve more than 170 corporate broking clients and is focused on providing comprehensive financial and advisory solutions. The transaction – first reported on back in April – was previously valued at £410 million according to documents seen by The TRADE.

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Bank Banking Acquisitions Investment Banking 59

Solganick & Co.

JANUARY 2, 2024

Negotiation Missteps : Poor negotiation tactics may result in unfavorable terms, leaving money on the table or causing long-term issues post-sale. Key Personnel : Retention of key personnel is crucial; the departure of essential staff during the sale process can harm the company’s value and operational continuity.

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M&A Negotiation Valuation Mergers and Acquisitions 52

The TRADE

FEBRUARY 5, 2024

Booij is also currently chair of the European Advisory Board and member of the Global Board at FIA, as well as having previously served as chair of the Eurex exchange council. Virtu Financial appointed Simon McGhee in an exchange-traded product (ETP) and fixed income sales role.

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Finance Finance Investment Banking Equities 64

The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. Earlier in his career he held equity sales and trading positions at Cantor Fitzgerald. Clear Street also named Ryan Gerety as managing director, investment banking.

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Trading Investment Banking Bank Banking 64

Accenture Capital Markets

SEPTEMBER 5, 2023

When decoupling advice from the sale of products, you should also look at your advisor compensation model to align it to service or advice provided versus products. 1] [link] [2] [link] The post Lead with advice and let products take a backseat appeared first on Accenture Capital Markets Blog.

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Consulting Management Capital Market IT 83

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.

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SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by GF Data, SDR’s Scott Mitchell joined fellow M&A professionals to discuss the state of lower-middle market M&A and private capital markets. Have you been considering a sale, recapitalization, or financing to grow your business?

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Middle Market Private Equity Equities M&A 52

Cooley M&A

JANUARY 25, 2023

For example, the sale of Horizon Therapeutics to Amgen for approximately $28 billion was the third-largest all-cash transaction in the pharmaceutical sector in history. It’s a more challenging market environment right now than we’ve seen in many years,” said Charlie Kim , who co-chairs Cooley’s capital markets practice.

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M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

The TRADE

OCTOBER 18, 2024

Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. Over the past year, each of the top 25 primes have increased their market share – according to Convergence – with 16 of those experiencing double-digit percentage growth.

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Funds Broker Banking Bank 69

Growth Business

MARCH 1, 2024

After a period of approximately three to seven years the company would seek an exit, either in the form of a sale to another buyer or a public listing. Time to scale Things were going well, and we needed an injection of capital to support our ambitious growth plans. What is private equity and how does it work?

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Private Equity Equities Investment Business 59

How2Exit

JULY 13, 2023

These individuals have ambitions for growth and are driven by business expansion, capitalization, marketing, and other related factors. They argue that by bringing in experts, business owners can expedite the process of preparing their business for sale and increase their chances of getting a higher valuation.

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Business Collaboration Mergers and Acquisitions Valuation 130

How2Exit

JUNE 10, 2024

Currently, Michael is a partner at Mufson Howe Hunter & Company (MHH), where he specializes in mergers and acquisitions and provides expert advisory services to clients looking to achieve successful exits. Industry Cycles : Timing the market correctly and preparing for cyclical changes can significantly impact the success of a sale.

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Investment Banking Business Investment Bank 100

iMerge Advisors

APRIL 14, 2025

Summary of: What Buyers Are Looking for in AI and SaaS Company Acquisitions in 2025 As we move deeper into 2025, the M&A landscape for AI and SaaS companies continues to evolve shaped by macroeconomic pressures, shifting capital markets, and the accelerating integration of artificial intelligence across enterprise software.

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Acquisitions Valuation M&A Private Equity 40

Focus Investment Banking

MARCH 27, 2025

Business owners should start by evaluating their financial structure, understanding fair market rent, and optimizing operations before considering a sale. Giorgio emphasizes that having a clear succession plan, even if an immediate sale isnt in the works, can significantly impact long-term profitability and stability.

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Profitability Private Equity IT Mergers and Acquisitions 52