Advisory, Mergers and Middle Market - Investment Banking Today

M&A Segment Trends, Seller and Buyer Motivations, and Process Strategies: A Conversation with Robert Meyer at Peakstone Group

JD Supra: Mergers

OCTOBER 17, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. Robert has over 20 years of investment banking and private equity. By: Levenfeld Pearlstein, LLC

M&A

M&A Acquisition Advisories Mergers and Acquisitions Investment Banking

ESG Considerations in Lower-Middle Market M&A: Why They Matter

Align Business Advisory Services

JULY 8, 2024

Mergers and acquisitions (M&A) in the lower-middle market ($10-200 million) are increasingly influenced by Environmental, Social, and Governance (ESG) factors. Read More » The post ESG Considerations in Lower-Middle Market M&A: Why They Matter appeared first on Align BA.

Middle Market

Middle Market M&A Mergers and Acquisitions Government

The Lower-Middle Market: What Is It—and Why You Should Care?

Align Business Advisory Services

FEBRUARY 29, 2024

The Lower-Middle Market: What Is It—and Why You Should Care? If you are an owner of a business with annual gross revenue in the range of $10 million up to $200 million, guess what: your business falls squarely into the lower-middle market for Mergers and Acquisitions (M&A). appeared first on Align BA.

Middle Market

Middle Market Mergers and Acquisitions IT M&A

Exit Planning (Part 5): Knowing When It’s Time to Sell Your Lower Middle Market Company

Align Business Advisory Services

JULY 18, 2024

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 5) Maintaining Your Independence: Life After the Sale The entrepreneurial spirit thrives on independence. The thought of working for someone else after selling your company can be unappealing.

Middle Market

Middle Market Sale IT Acquisitions

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company

Align Business Advisory Services

MAY 24, 2024

Read More » The post Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company appeared first on Align BA. But at some point, every entrepreneur considers when the right time to exit might be. This series will explore the.

Middle Market

Middle Market M&A IT Acquisitions

M&A Lecture: Navigating Rates, Inflation & The Economy for Success In The Lower & Middle Markets

Align Business Advisory Services

MAY 30, 2023

Align BA presents an invaluable guide to conquering the effects of interest rates, inflation, and economic shifts in the lower and middle markets. Don’t let economic turbulence hinder your success—partner with us to thrive in any market environment.

Middle Market

Middle Market M&A Economics Capital

What to Expect When Selling a Business: A Conversation with Jordan Gerber at Caber Hill Advisors

JD Supra: Mergers

NOVEMBER 14, 2024

Below is his conversation with Jordan Gerber, a Managing Director at Caber Hill Advisors, an M&A advisory firm that focuses on helping privately-held, middle-market businesses transact with strategic or private-equity-backed buyers. Jordan has over 25 years of experience as an M&A advisor across diverse industries.

Middle Market

Middle Market Business Private Equity M&A

Unveiling the Lower-Middle Market in Mergers and Acquisitions: Your Path to a Successful Business Transition

Align Business Advisory Services

AUGUST 30, 2023

In the thrilling theater of business, mergers and acquisitions (M&A) play the leading roles in reshaping industries and corporate destinies. Read More » The post Unveiling the Lower-Middle Market in Mergers and Acquisitions: Your Path to a Successful Business Transition appeared first on Align BA.

Mergers and Acquisitions

Mergers and Acquisitions Middle Market Mergers Business

PRESS RELEASE: TKO Miller, LLC Expands Capabilities With Three New Hires

TKO Miller

JUNE 21, 2023

TKO Miller, LLC, a middle-market investment banking firm based in Milwaukee, WI, announced three new additions to its team. These hires come amidst a wave of growth and activity in the mergers and acquisitions market and offers TKO Miller clients increased flexibility and service levels. "We MILWAUKEE, WI. –

Mergers and Acquisitions

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory

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

Sun Acquisitions Honored with Axial’s Top 20 Advisors Lower Middle Market List

Sun Acquisitions

FEBRUARY 24, 2023

CHICAGO, IL – February 23, 2023 — Sun Acquisitions, a Chicago-based mergers and acquisitions firm, has been recognized as a Top 20 Advisor, Lower Middle Market by Axial Network, Inc. (“Axial”). About Sun Acquisitions Sun Acquisitions is a Chicago-based mergers and acquisitions firm.

Middle Market

Middle Market Acquisitions Mergers and Acquisitions Advisory

We Talk to Forbes: Middle Market M&A Stays Hot

Align Business Advisory Services

MAY 24, 2023

Align Business Advisory Services was recently featured in a Forbes article discussing the strength of mid-market M&A, despite broader macro volatility. The post We Talk to Forbes: Middle Market M&A Stays Hot appeared first on Align BA. Read the article on Forbes to learn more about our insights and expertise!

Middle Market

Middle Market M&A Advisory Business

FOCUS Investment Banking Named a Top 25 Investment Bank for Lower Middle Market M&A in Q2 2024

Focus Investment Banking

JULY 25, 2024

Washington, DC, (July 25, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to again be named among the Top 25 Lower Middle Market Investment Banks of Q2 2024 by Axial.

Investment Banking

Investment Banking Middle Market M&A Bank

FOCUS Investment Banking Named a Top 25 Investment Bank for Lower Middle Market M&A in Q1 2024

Focus Investment Banking

APRIL 26, 2024

Washington, DC, (April 26, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to be named among the Top 25 Lower Middle Market Investment Banks of Q1 2024 by Axial.

Middle Market

Middle Market Investment Banking M&A Bank

FOCUS Investment Banking Named #1 Lower Middle Market M&A Advisor In Q2 2023?

Focus Investment Banking

JULY 27, 2023

Washington, DC, (July 27, 2023) – FOCUS Investment Banking (“FOCUS”) a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is thrilled to announce its exceptional achievement of being named #1 on Axial’s second quarter 2023 lower middle market investment bank league table.

Middle Market

Middle Market Investment Banking M&A Bank

FOCUS Investment Banking Named a Top 100 Investment Bank for Lower Middle Market M&A in 2023

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is excited to be named among the Top 100 Lower Middle Market Investment Banks of 2023 by Axial.

Investment Banking

Investment Banking Middle Market M&A Bank

FOCUS Investment Banking Named a Top Investment Bank for Lower Middle Market M&A in Q3 2023

Focus Investment Banking

OCTOBER 30, 2023

Washington, DC, (October 30, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is honored to be named among the Top Lower Middle Market Investment Banks for the third quarter of 2023 by Axial.

Investment Banking

Investment Banking Middle Market M&A Bank

Strategic Growth Opportunities in Waste Management and Industrials M&A

Align Business Advisory Services

MARCH 12, 2024

Strategic Growth Opportunities in Waste Management and Industrials M&A Among Lower-Middle Market (LMM) Mergers and Acquisitions (M&A), the Waste Management and Industrials sectors present excellent opportunities for businesses with annual revenues ranging from $10 million to $200 million or smaller companies aiming for revenue of that size.

M&A

M&A Management Mergers and Acquisitions Middle Market

FOCUS Investment Banking Named Number One Investment Bank for Lower Middle Market M&A in 2023

Focus Investment Banking

FEBRUARY 1, 2024

2023 was a bit of a slower year for middle market M&A, with deals taking far longer than what we’ve become accustomed to. Both the market and FOCUS demonstrated characteristic resilience, setting up a very robust 2024 for middle market M&A.”

Middle Market

Middle Market Investment Banking M&A Bank

Sun Acquisitions Announces Three Successful Buy-Side Campaign Client Acquisitions

Sun Acquisitions

AUGUST 2, 2022

After targets are identified and screened, Sun provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. Sun Acquisitions is a Chicago based mergers and acquisitions firm. About Sun Acquisitions. If you are interested in buying or selling a business, click here to contact us.

Acquisitions

Acquisitions Mergers and Acquisitions Advisory Middle Market

Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure

How2Exit

OCTOBER 13, 2024

E246: Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure - Watch Here About the Guest(s): Lane Carrick is a seasoned mergers and acquisitions (M&A) professional with extensive experience spanning multiple industries and transaction levels. Proper valuation and advisory are essential.

Sale

Sale Business Mergers and Acquisitions M&A

What’s Next For Lower Middle-Market M&A?

Trout CPA: M&A

OCTOBER 28, 2022

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services.

Middle Market

Middle Market M&A Advisory Management

Intrepid Expands Capital Advisory Group with Special Situations Veterans Lorie Beers and Kenneth Garnett

Intrepid Banker Insights

JANUARY 26, 2023

Intrepid Investment Bankers Intrepid Expands Capital Advisory Group with Special Situations Veterans Lorie Beers and Kenneth Garnett Intrepid Investment Bankers today announced the expansion of the firm’s Capital Advisory Group and the establishment of its Special Situations practice.

Advisory

Advisory Capital Investment Banking Middle Market

Solganick Named Top 10 Lower Middle Market Investment Bank 2024 by Axial

Solganick & Co.

JANUARY 27, 2025

Axials League Tables rank the top investment banks based on their dealmaking activity in the lower middle market. Axial evaluated 400+ investment banks and M&A advisory firms based on a number of factors to determine its ranking. About Solganick Solganick & Co.

Middle Market

Middle Market Investment Banking Bank Banking

Interest Rates and a Banking Crisis Bolsters Lower-Middle-Market M&A

Align Business Advisory Services

MAY 8, 2023

Read More » The post Interest Rates and a Banking Crisis Bolsters Lower-Middle-Market M&A appeared first on Align BA.

Middle Market

Middle Market M&A Bank Banking

Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig

How2Exit

DECEMBER 11, 2023

rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions. He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment.

Acquisitions

Acquisitions Mergers and Acquisitions Business Education

Considering ESOP: Sharing the Dream

Align Business Advisory Services

JUNE 5, 2024

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 2) Employee Ownership: Sharing the Dream In the previous blog, we explored the challenges of passing a business to your children. Read More » The post Considering ESOP: Sharing the Dream appeared first on Align BA.

Shares

Shares Middle Market Stock Business

Exit Planning (Part 4): Letting Go: Defining Your Next Chapter

Align Business Advisory Services

JULY 1, 2024

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 4) Letting Go: Defining Your Next Chapter Your business is your lifeblood. Selling it can feel like selling a part of yourself – after all, it’s been your life’s work. But what if letting go could unlock a future filled.

Middle Market

Middle Market Business IT Acquisitions

Exit Planning (Part 6): Growth and Cash Flow: Another Way of Building Generational Wealth

Align Business Advisory Services

JULY 25, 2024

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 6) Growth and Cash Flow: Another Way of Building Generational Wealth Your company is on fire – experiencing explosive growth and generating significant cash flow. Why consider selling now, when the future seems so bright?

Middle Market

Middle Market M&A IT Acquisitions

Business Services 1Q 2024 M&A Report

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.

M&A

M&A Business Middle Market Boutique

Sun Acquisitions welcomes Mike Walton as a Senior M&A Advisor

Sun Acquisitions

APRIL 28, 2022

Domenic Rinaldi, Managing Partner of Sun Acquisitions, stated, “Mike is a welcome addition to our team with his extensive experience in mergers and acquisitions. About Sun Acquisitions: Sun Acquisitions is a Chicago based mergers and acquisitions firm.

M&A

M&A Acquisitions Mergers and Acquisitions Sale

Solganick Recognized as a Top Investment Bank by Axial

Solganick & Co.

APRIL 25, 2024

Named a Top Lower Middle Market Investment Bank by Axial for Q1 2024 April 25, 2024 – Los Angeles and Dallas – Solganick & Co., a leading software and IT services-focused investment bank, has been recognized as one of the Top 25 Lower Middle Market Investment Banks for Q1 2024 by Axial. Solganick & Co.

Investment Banking

Investment Banking Bank Banking Investment

Exit Planning (Part 7): Why Align? Expertise for a Winning M&A Outcome

Align Business Advisory Services

JULY 30, 2024

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 7) Why Align? Expertise for a Winning M&A Outcome You’ve built a successful company, and the proof is in the constant stream of unsolicited buyer calls. So why consider partnering with Align for your M&A transaction?

M&A

M&A Middle Market IT Acquisitions

FOCUS Investment Banking Named a Top Technology Industry M&A Advisor

Focus Investment Banking

MARCH 19, 2024

Washington, DC, (March 19, 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 technology services industry by Axial, the trusted deal platform serving the lower middle market.

Investment Banking

Investment Banking M&A Bank Banking

FOCUS Investment Banking Named a Top Industrials Sector M&A Advisor

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

Investment Banking M&A Middle Market Bank

Sun Acquisitions welcomes Ken Cisneros as a Senior M&A Advisor

Sun Acquisitions

MAY 3, 2022

About Sun Acquisitions: Sun Acquisitions is a Chicago based mergers and acquisitions firm. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held middle market and main street companies.

M&A

M&A Acquisitions Mergers and Acquisitions Sale

How Branden Coluccio Turned Failure into MILLION-DOLLAR Success

How2Exit

OCTOBER 26, 2024

E253: How Branden Coluccio Turned Failure into MILLION-DOLLAR Success - Watch Here About the Guest(s): Branden Coluccio is the Managing Director of Relentless Ventures, a dynamic firm focusing on acquisitions and advisory services. He humorously recalls how they dismissed his grand ideas, saying, "Brandon, you're 13.

Mergers and Acquisitions

Mergers and Acquisitions Private Equity Business Healthcare

Daniel Murphy Joins FOCUS Investment Banking as Senior Advisor in Automotive Group

Focus Investment Banking

OCTOBER 28, 2024

Washington, DC, (October 28, 2024) – FOCUS Investment Banking, a leading middle-market investment bank, is proud to announce that Daniel Murphy has joined the firm as a Senior Advisor in its Automotive group. Murphy & Company, an Auto Dealership and Commercial Real Estate Brokerage, almost 30 years ago.

Investment Banking

Investment Banking Bank Banking Investment

12 Concepts We Can Learn From MID Market M&A to use on SMBs from How2Exit's Interview W/ John Carvalho

How2Exit

JULY 23, 2023

Visit [link] Key Takeaways: Focus is important in the mergers and acquisitions space to ensure the best outcomes. Education and training for both sellers and buyers are crucial in the market. This focus allows for a deeper understanding of the industry, the market dynamics, and the unique challenges and opportunities it presents.

M&A

M&A Mergers and Acquisitions Acquisitions Mergers

FOCUS Investment Banking and FOCUS Capital Partners Strengthen Ties Alongside Ownership Transition

Focus Investment Banking

JANUARY 21, 2025

and Dublin, Ireland January 23, 2025 FOCUS Investment Banking based in the US (the Company) and FOCUS Capital Partners (FCP) based in Ireland have combined ownership and operations to provide best in class investment banking services for middle-market clients. Washington, D.C.

Investment Banking

Investment Banking Capital Bank Banking

Solganick & Co. Advises Pandera Systems in its Strategic Merger with 66degrees

Solganick & Co.

OCTOBER 28, 2022

Solganick served as the exclusive advisor to Orlando, FL-based Pandera Systems , LLC (“Pandera Systems” or “Pandera”) in its strategic merger with Chicago, IL-based 66degrees (“66degrees”), backed by growth-oriented private equity firm Sunstone Partners. Our clients include startup, growth, middle-market and Fortune 500 companies.

Mergers

Mergers IT Mergers and Acquisitions M&A

Freestate Electric, LLC Acquired By Sojitz Energy Services LLC

Chesapeake Corporate Advisors

OCTOBER 28, 2024

Sojitz was created in 2004 as a result of the merger between Nichimen Corporation and Nissho Iwai Corporation. About Sojitz Corporation Sojitz Corporation (TYO: 2768) is a general trading company based in Tokyo, Japan with about 400 subsidiaries and affiliates worldwide. For more information, visit www.ccabalt.com or call 410.537.5988.

Corporation

Corporation Investment Banking Healthcare Advisory

FOCUS Investment Banking Named a Top Consumer Industry M&A Advisor

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.

Investment Banking

Investment Banking M&A Bank Banking

Sun Acquisitions Facilitates Sell-Side Engagement for Highly Specialized Catering Business serving Niche Markets

Sun Acquisitions

APRIL 18, 2024

Sun Acquisitions, a renowned mergers and acquisitions firm based in Chicago, will oversee the sell-side engagement which will be led by senior advisor Kevin Collins. Having successfully managed engagements across diverse industries, Sun Acquisitions is recognized as a leading M&A advisory firm in the Midwest.

Acquisitions

Acquisitions Mergers and Acquisitions Business Food

M&A Segment Trends, Seller and Buyer Motivations, and Process Strategies: A Conversation with Robert Meyer at Peakstone Group

ESG Considerations in Lower-Middle Market M&A: Why They Matter

Trending Sources

The Lower-Middle Market: What Is It—and Why You Should Care?

Exit Planning (Part 5): Knowing When It’s Time to Sell Your Lower Middle Market Company

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company

M&A Lecture: Navigating Rates, Inflation & The Economy for Success In The Lower & Middle Markets

What to Expect When Selling a Business: A Conversation with Jordan Gerber at Caber Hill Advisors

Unveiling the Lower-Middle Market in Mergers and Acquisitions: Your Path to a Successful Business Transition

PRESS RELEASE: TKO Miller, LLC Expands Capabilities With Three New Hires

Mizuho Eyes Bigger Slice of U.S. Middle Market

Sun Acquisitions Honored with Axial’s Top 20 Advisors Lower Middle Market List

We Talk to Forbes: Middle Market M&A Stays Hot

FOCUS Investment Banking Named a Top 25 Investment Bank for Lower Middle Market M&A in Q2 2024

FOCUS Investment Banking Named a Top 25 Investment Bank for Lower Middle Market M&A in Q1 2024

FOCUS Investment Banking Named #1 Lower Middle Market M&A Advisor In Q2 2023?

FOCUS Investment Banking Named a Top 100 Investment Bank for Lower Middle Market M&A in 2023

FOCUS Investment Banking Named a Top Investment Bank for Lower Middle Market M&A in Q3 2023

Strategic Growth Opportunities in Waste Management and Industrials M&A

FOCUS Investment Banking Named Number One Investment Bank for Lower Middle Market M&A in 2023

Sun Acquisitions Announces Three Successful Buy-Side Campaign Client Acquisitions

Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure

What’s Next For Lower Middle-Market M&A?

Intrepid Expands Capital Advisory Group with Special Situations Veterans Lorie Beers and Kenneth Garnett

Solganick Named Top 10 Lower Middle Market Investment Bank 2024 by Axial

Interest Rates and a Banking Crisis Bolsters Lower-Middle-Market M&A

Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig

Considering ESOP: Sharing the Dream

Exit Planning (Part 4): Letting Go: Defining Your Next Chapter

Exit Planning (Part 6): Growth and Cash Flow: Another Way of Building Generational Wealth

Business Services 1Q 2024 M&A Report

Sun Acquisitions welcomes Mike Walton as a Senior M&A Advisor

Solganick Recognized as a Top Investment Bank by Axial

Exit Planning (Part 7): Why Align? Expertise for a Winning M&A Outcome

FOCUS Investment Banking Named a Top Technology Industry M&A Advisor

FOCUS Investment Banking Named a Top Industrials Sector M&A Advisor

Sun Acquisitions welcomes Ken Cisneros as a Senior M&A Advisor

How Branden Coluccio Turned Failure into MILLION-DOLLAR Success

Daniel Murphy Joins FOCUS Investment Banking as Senior Advisor in Automotive Group

12 Concepts We Can Learn From MID Market M&A to use on SMBs from How2Exit's Interview W/ John Carvalho

FOCUS Investment Banking and FOCUS Capital Partners Strengthen Ties Alongside Ownership Transition

Solganick & Co. Advises Pandera Systems in its Strategic Merger with 66degrees

Freestate Electric, LLC Acquired By Sojitz Energy Services LLC

FOCUS Investment Banking Named a Top Consumer Industry M&A Advisor

Sun Acquisitions Facilitates Sell-Side Engagement for Highly Specialized Catering Business serving Niche Markets

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