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Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. This guide covers every stage, from defining what qualifies as a middle-market enterprise to finalizing post-sale considerations. What Is Considered a Middle-Market Business?
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.
Align BA presents an invaluable guide to conquering the effects of interest rates, inflation, and economic shifts in the lower and middlemarkets. Our expert team shares proven strategies to navigate these challenges and capitalize on emerging opportunities.
Exit Planning: Knowing When It’s Time to Sell Your Lower MiddleMarket 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.
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.
trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middlemarket businesses, even amidst inflationary pressures and elevated interest rates. As of May 2024, the influx of over $1.3
He serves as an M&A advisor, professor at Southern Methodist University's Cox School of Business, and is currently the founder and leader of Optima Merger and Acquisitions in Dallas, focusing on the lower middlemarket space. Proper valuation and advisory are essential. There's no real credentials or licensing.
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.
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. His story is a testament to resilience, adaptability, and learning from setbacks.
Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middlemarket investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry.
Tony regularly shares his network of deal-related service providers to assist clients with their transaction opportunities. Tony has more than 25 years delivering transaction advisory insights to clients, including eight years in the Big4. Tony brings a hands-on approach to servicing clients.
In the video below, CCA Managing Partner, Charlie Maskell, Director, Tim Brasel, and Managing Director, Mike Zuidema break down the CCA team, investment banking, and corporate advisory highlights from 2022.
In this thought leadership article, we explore the insights shared by John Carvalho, a seasoned M&A professional, to gain a deeper understanding of the strategies and mindset required for successful transactions. The insights shared by John Carvalho provide valuable guidance for those seeking to engage in M&A transactions.
Argyle is a leading advisory and creative services provider for US public company shareholder communications. market with approximately 130 clients in 2022. LABRADOR and Argyle, with 91 and 200 employees respectively, share the same DNA and the same vision of transparency: “Our mission is Transparency by design.
Two of the SHHS owners, Tim Leonard and Michael Shide, shared how important it was to them to get a transaction closed before the end of 2021 even though we did not begin calling potential buyers until August 19th of 2021. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.
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 middlemarket, even in a difficult economy.
But navigating this middle-market M&A terrain is anything but simple. Growth-stage startups Often Series C or later, looking to accelerate roadmap or consolidate marketshare. The buyers are sophisticated, the diligence is rigorous, and the margin for error is narrow.
Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. Strategic Advisory Approach: When advising clients in the automotive aftermarket/collision sector, what is your typical strategic approach? Stay with your trusted network.
The key drivers for wind turbine manufacturers are raw material and labor costs, demand for new wind farms, and overall competition and marketshare. In the middlemarket , Jefferies has recruited some of the top bankers in renewable energy M&A and is expected to do well going forward. are also active in renewables.
While the Fortune 500 has a small number of people earning seven figures a year, the middlemarket private equity-backed companies have a much higher number. With more people working from home, companies are looking for less square footage and more hybrid, shared workspace or hoteling type space.
The Secret to PE Deal Origination in the MiddleMarket - 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?
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.
Opportunity and Growth in the MiddleMarket Effective December 31, 2024, FOCUS Investment Banking (the Company) and FOCUS Capital Partners (FCP) combined ownership and operations to provide best in class investment banking services.
This structure is more common in lower middle-market deals and is often preferred by buyers for its tax benefits and liability protection. If your C-corp meets certain criteria and youve held the shares for at least five years, you may be eligible to exclude up to $10 million (or 10x your basis) in capital gains from federal taxes.
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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