Solganick & Co.

DECEMBER 20, 2024

December 20, 2024 – The software and IT services M&A market has seen a rebound in 2024 after a dip in 2023, with a focus on smaller transactions and strategic acquisitions. AI and Automation: Increased investment in AI and automation technologies is expected to drive M&A activity in these sectors.

M&A 52

M&A IT Mergers and Acquisitions Valuation 52

Align Business Advisory Services

OCTOBER 17, 2024

paving and asphalt sector is experiencing a surge in mergers and acquisitions (M&A) activity, driven by a combination of factors that have transformed this once-overlooked industry into a hotbed of investment opportunities. Historically, services like paving were often overlooked by traditional private equity firms.

M&A 106

M&A Mergers and Acquisitions Private Equity Mergers 106

Deal Lawyers

JULY 26, 2023

Developed in partnership with MergerMarket, Aon recently published a report entitled “M&A Risk in Review,” which references survey data from 50 senior executives from corporate development teams, private equity firms, and investment banks and Aon’s own experience providing transaction advisory and/or insurance solutions on deals in the first half (..)

M&A 100

M&A Private Equity Investment Banking Advisory 100

How2Exit

FEBRUARY 24, 2023

He has had the honor of serving as president and CEO of three national private equity-backed service companies over the past 21 years. The private equity world has changed drastically since Adam first started. Adam was recruited to join this industry and he was initially unfamiliar with the concept of private equity.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

How2Exit

JULY 23, 2023

Their team is experienced in M&A, and they hire the best talent available. Drawing from this podcast interview, we explore the key themes discussed and provide insights into the strategies and mindset required for successful M&A transactions. Carvalho also highlights the value of hands-on experience in the M&A space.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

How2Exit

MAY 15, 2023

a strategic legal advisory out of New York City, is a prime example of someone who has been successful in this field. Now, Sauer focuses on family and founder-led businesses of all sizes, public and private. Matthew Sauer, co-founder and partner of Wolverine Co.,

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Align Business Advisory Services

JULY 26, 2023

Introduction Receiving an unsolicited call from a private equity firm expressing interest in acquiring your business can be an exciting and potentially game-changing moment for any business owner. However, it can also be a complex and overwhelming process to navigate without the right guidance.

Private Equity 52

Private Equity M&A Equities Business 52

MergersCorp M&A International

MAY 3, 2024

MERGERSCORP is a leading American Investment Banking Advisory firm that specializes in facilitating mergers and acquisitions for companies across various industries. The company was founded with the mission of providing strategic and comprehensive advisory services to help businesses navigate the complexities of mergers and acquisitions.

Private Equity 52

Private Equity Negotiation Equities Funds 52

Global Banking & Finance

MARCH 28, 2024

Leveraging Collaboration and Technology: The Winning Strategy for Corporate Finance Teams In 2024, the global investment banking advisory industry is busy yet again, hoping to forget an incredibly challenging two years which saw the number of IPOs and M&A transactions reduce significantly.

Corporate Finance 80

Corporate Finance Collaboration Finance Finance 80

Solganick & Co.

MAY 1, 2023

M&A Snapshot Technology Services MSPs April 2023 May 1, 2023 – Solganick & Co. has published its latest M&A snapshot on the technology services industry sector, with a focus on managed services providers. We are seeing private equity firms continue to invest in and consolidate the MSP sector.

M&A 52

M&A Management Private Equity Investment Banking 52

Software Equity Group

JUNE 14, 2023

For that reason, it can pay to learn more about NWC, what it might or might not include, and how an M&A advisor can help you negotiate more favorable terms to maximize your proceeds. First, it’s important to understand that most M&A transactions are completed on a cash-free, debt-free (CFDF) basis. What is Net Working Capital?

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M&A Capital Negotiation Accountant 93

Solganick & Co.

JANUARY 27, 2025

Axial evaluated 400+ investment banks and M&A advisory firms based on a number of factors to determine its ranking. is a data-driven investment bank and M&A advisory firm focused exclusively on the software and IT services sector. About Solganick Solganick & Co.

Middle Market 40

Middle Market Investment Banking Bank Banking 40

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

Private Equity 52

Private Equity Equities Insurance Capital 52

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. If you are interested in exploring your options, our team of M&A professionals is here to help.

Middle Market 52

Middle Market Private Equity Equities M&A 52

Sica Fletcher

FEBRUARY 18, 2020

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. Sica | Fletcher is excited to keep with momentum going into 2020.

Insurance 52

Insurance M&A Private Equity Advisory 52

Intrepid Banker Insights

FEBRUARY 19, 2025

Dominic brings over 30 years of experience, having successfully completed numerous M&A and capital raising transactions for founder-owned businesses, private equity portfolio companies, and public companies across a wide range of consumer sectors. Lifestyle Brands is a cornerstone practice for Intrepid.

IT 52

IT Capital Raising Retail M&A 52

PCE

JANUARY 11, 2024

You may have noticed that 2023 was a slower year for mergers and acquisitions, but here’s some good news: we at PCE anticipate a strong rebound in M&A transaction volume for 2024.

M&A 52

M&A Private Equity Mergers and Acquisitions Equities 52

Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrials sector. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Middle Market Bank 52

Sica Fletcher

NOVEMBER 19, 2019

Our recent blog posts have covered the private equity boom in insurance brokerages , however, the reality is that the vast preponderance of insurance brokerages (probably over 95%) have revenues under $5 million annually. How can you take advantage of the dramatic upsurge of private equity investment in the insurance brokerage?

Private Equity 52

Private Equity Equities Insurance Business 52

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 52

Middle Market Private Equity Equities Investment 52

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. If you are looking to sell your business, PE firms are likely to be among the interested buyers. This is often called a “buy and build” approach.

Private Equity 52

Private Equity Equities Investment Business 52

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Bank Banking 52

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The shift in buyer rotation year-over-year continues to shape the dynamic insurance M&A landscape.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

JULY 31, 2024

The 2024 insurance M&A market has changed substantially from just a few years ago, with potentially staggering implications for the future of insurance M&A transactions. Insurance M&A Transactions in 2024 The insurance M&A transactions we have observed thus far in 2024 indicate larger trends in the sector.

M&A 52

M&A Insurance Debt Equities 52

Solganick & Co.

MARCH 11, 2022

has been named by Axial as a top software M&A advisory firm. 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. March 11, 2022 – Solganick & Co. Software deals increased a healthy 26% in 2021.

M&A 52

M&A Middle Market Valuation Private Equity 52

Equiteq

APRIL 6, 2023

M&A volumes across the ecosystems of Adobe and Salesforce held steady in 2022, when other market segments endured a steep decline. New global studies of both suggest that heightened private equity interest will see deal rates maintain higher levels in the coming year, too.

M&A 52

M&A Private Equity Advisory Consulting 52

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. Deals could be done on a corporate level (i.e.,

Investment Banking 105

Investment Banking Bank Banking Investment 105

Sun Acquisitions

APRIL 7, 2022

CSI is owned by private equity firm Argosy Capital based in Wayne, PA. Sun also provided advisory services throughout the diligence period. We work with clients that are interested in the confidential sale , acquisition or valuation of privately held companies. to Component Sourcing International (CSI).

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Sica Fletcher

FEBRUARY 2, 2022

As the advisory firm that executes by far the largest number of mergers and acquisitions transactions for insurance agents and brokers, and with our deep experience and contacts within the private equity community, we have a better vantage point on what is going on than most others. Or will the multiples decrease?

Insurance 52

Insurance M&A Mergers and Acquisitions Private Equity 52

How2Exit

SEPTEMBER 18, 2023

Their team is experienced in M&A, and they hire the best talent available. From training, then funding, and post-acquisition support rn _ rn About The Guest(s): Joshua Catlett is an investor and advisor in the private healthcare sector. Reconciled sets the standard for consistency and quality that you can count on.

Healthcare 147

Healthcare Investment M&A Business 147

TKO Miller

JUNE 21, 2023

Noah DeGroot, and Jack Hastreiter joined the firm as Analysts in its mergers and acquisitions advisory practice where they will be responsible for supporting senior members of the firm, executing M&A transactions, and conducting company research. Griffin Oleszczuk, J.D., Griffin Oleszczuk, J.D., Griffin holds an M.B.A.

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

Sica Fletcher

MARCH 26, 2024

On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.

M&A 52

M&A Insurance Valuation Advisory 52

How2Exit

MARCH 31, 2024

Get the Insider Tips You Need to Secure Your Deal - Watch Here rn rn About the Guest(s): rn Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million. b' E200: Buying or Selling a Small Business?

Business 130

Business Mergers and Acquisitions Securities M&A 130

Chesapeake Corporate Advisors

APRIL 8, 2024

The Bad News Is Not So Bad Rising interest rates and economic uncertainty have tamped down the M&A frenzy that peaked in 2021. The Bad News Is Not So Bad Rising interest rates and economic uncertainty have tamped down the M&A frenzy that peaked in 2021. The fact is that great deals are still happening for A+ companies.

M&A 52

M&A Investment Banking Negotiation Investment 52

Sica Fletcher

MAY 29, 2024

M&A transactions for insurance companies are part of a robust but complicated market that requires ingesting a great deal of data in order to fully understand. While insurance M&A did see slight dips in deal volume and average value (Fig.2)

M&A 52

M&A Insurance Equities S&P 52