How2Exit

MAY 6, 2024

b' E209: Building Bridges, Closing Deals: Mastering Rapport & Zero Down Strategies w/ Matt Bodnar - Watch Here rn rn About the Guest(s): rn Matt Bodnar is recognized as a rising star in the mergers and acquisitions space. The conversation aims to unravel the strategic nuances of deal-making from Matt's experience.

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Mergers and Acquisitions Middle Market Acquisitions Business 130

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.

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Middle Market Investment Banking M&A Banking 52

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

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Profitability Mergers and Acquisitions M&A Negotiation 130

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 52

Investment Banking Middle Market M&A Banking 52

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 130

Sale Business Mergers and Acquisitions M&A 130

Focus Investment Banking

JULY 17, 2024

Finally, we can help you build powerful marketing materials for buyers and guide you through the exit process with our investment banking services. Download the article here. The post What Are Buyers Looking for in Lower Middle Market PCB, PCBA, EMS, Semiconductor and Advanced Manufacturing Companies?

Middle Market 52

Middle Market Manufacturing Sale Investment Banking 52

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. Corporate acquirers have advantages in terms of trust and the ability to execute acquisition strategies.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

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. Subscribe to Growth & Acquisitions(Formerly The Hub) You don't know anything about this."

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

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 Banking 52

Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added two new managing directors, Mike McCraw and William R. Bill”) Snow.

Investment Banking 52

Investment Banking Banking Bank Management 52

iMerge Advisors

APRIL 10, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. For mid-market or lower-middle-market tech companies, they may not be the right fit. Summary of: Who Are the Best M&A Advisors for Tech Companies?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. For mid-market or lower-middle-market tech companies, they may not be the right fit. Summary of: Who Are the Best M&A Advisors for Tech Companies?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Align Business Advisory Services

JANUARY 2, 2024

Dena Jalbert, Align’s Founder & CEO, weighs in on how owners of lower-middle market companies can best prepare for the sale of a business–and she has good news for those sellers. Read More » The post A Checklist to Mark Off Before You Sell Your Company appeared first on Align BA.

Middle Market 52

Middle Market Sale Corporation Investors 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.

Investment Banking 52

Investment Banking M&A Banking Bank 52

Mergers and Inquisitions

NOVEMBER 22, 2023

But the events of 2023, including the UBS acquisition of Credit Suisse and the rise of firms like Wells Fargo, Jefferies, and RBC, have shaken up the traditional list. The full list changes over time because banks get acquired, go out of business, and change their focus – while other banks make acquisitions and grow organically.

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Bulge Bracket Banking Bank Boutique 105

Focus Investment Banking

FEBRUARY 13, 2024

With 2024 in full swing, we take a quick look at the 2023 market dynamics as they affected middle market M&A and how FOCUS performed over the year. Both the market and FOCUS demonstrated characteristic resilience, setting up a very robust 2024 for middle market M&A.

Middle Market 52

Middle Market M&A Mergers Acquisitions 52

What's Market

AUGUST 29, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals. Occasionally, the buyer may retain the escrow as a holdback, but this is less common.

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Mergers and Acquisitions M&A Mergers Insurance 52

Mergers and Inquisitions

JULY 31, 2024

Morgan’s acquisition of Carnegie Steel in 1901 – was an industrials private equity deal. We covered these three main segments in the industrials investment banking article , and they also apply here. Platinum Equity, with more of an operational focus, could also be on this list, but some would label it “upper-middle-market.”

Private Equity 66

Private Equity Equities Middle Market Debt 66

Mergers and Inquisitions

MAY 15, 2024

These are great questions, so I’ll cover them in this article, starting with what the team does: Table Of Contents What is “Private Equity Value Creation?” The team structure varies widely, but upper-middle-market firms and mega-funds tend to have dedicated operations teams, while smaller firms combine their operations and deal teams.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

What's Market

SEPTEMBER 6, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals. As shown in these three most recent ABA studies: RWI References.

Insurance 52

Insurance Mergers and Acquisitions M&A Mergers 52

The Deal

AUGUST 16, 2023

“We [have] closed 24 acquisitions but we probably lost over 250 acquisitions over the past nine years — we are bidding on all the opportunities that are out there but we are also very disciplined.” was founded as GPM Investments LLC in 2003 and went public in 2020 via a merger with a SPAC. Richmond, Va.-based

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Mergers and Acquisitions Acquisitions Food Investment 52

Focus Investment Banking

APRIL 26, 2024

FOCUS is a national middle market investment banking firm with offices in major cities across the United States. We would be happy to schedule a call to give you our perspective on the current M&A market in your industry.

M&A 52

M&A Investment Banking Middle Market Electronics 52

What's Market

AUGUST 15, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals. The chart below shows this trend.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Acquisitions 52

Mergers and Inquisitions

NOVEMBER 1, 2023

For more on this, please see our healthcare investment banking article. Mispriced Companies and Assets – Some mature healthcare firms trade at low valuation multiples , often because the market misunderstands their contracts, revenue, or track record. to consolidate their market power in specific regions.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Solganick & Co.

FEBRUARY 2, 2024

Opportunities for mergers and acquisitions in Los Angeles have seldom been more ripe, but many may end up spoiling on the vine while dealmakers hold out for a better alternative. Sensible deals ahead Middle-market deals will likely carry M&A dealmaking this year, according to Solganick, especially in the year’s first half.

M&A 40

M&A Business Middle Market Investment Banking 40

The Deal

JUNE 23, 2023

The recent purchase of Riverbed Technology LLC reflects a burgeoning niche for middle-market technology turnaround investor Vector Capital Management LP: buying companies from lenders who converted debt to equity through reorganizations. For access, log in to TheDeal.com or use the form below to request a free trial.

Debt 52

Debt Middle Market Capital Profitability 52

Mergers and Inquisitions

MARCH 13, 2024

Most of this guide deals with the “late-stage VC” strategy, as dozens of other articles cover private equity strategies such as leveraged buyouts and traditional private equity. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. Developing new products or services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

JUNE 25, 2023

Three years ago, I made a stab at ranking the various business segments that I typically run into when representing tire dealers in the lower-middle market. The chart accompanying this column represents my view of the relative market value of the different segments that you’ll see in the lower-middle market in privately held U.S.

Business 52

Business Retail Valuation Middle Market 52

What's Market

OCTOBER 18, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals. Introduction In M&A transactions, the definitive purchase agreement—e.g.,

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

What's Market

AUGUST 22, 2022

Introduction In merger and acquisition (M&A) transactions, the definitive purchase agreement, whether asset purchase agreement, stock purchase agreement, or merger agreement, typically contains representations and warranties made by the seller with respect to the target company.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Insurance Mergers 52

Mergers and Inquisitions

MARCH 13, 2023

In this “emergency article,” I’ll cover: Exactly what happened , including some points I haven’t seen mentioned elsewhere. And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs. appeared first on Mergers & Inquisitions.

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Banking Bank Funds Government 123

Mergers and Inquisitions

MAY 17, 2023

They also use “buy and build” strategies, such as bolt-on acquisitions , but most large deals are motivated by efficiency gains. If you go even smaller, you’ll find names like Sumeru (Silver Lake’s middle-market firm), Banneker (founded by ex-Vista employees), Riverwood, and Leeds (with a “knowledge industries” focus).

Private Equity 64

Private Equity Equities Recruitment Funds 64

What's Market

OCTOBER 3, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals. The chart below shows these trends.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Acquisitions 52

What's Market

SEPTEMBER 26, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

The Deal

JUNE 15, 2023

Editor’s note: The original version of this article was published earlier on The Deal’s premium subscription website. More broadly, healthcare has remained a relatively active sector amid a slowdown in deal flow, with several advisory firms bulking up their practices in 2023 as they prepare for a wave of transactions in 2024 and beyond.

Capital 52

Capital Healthcare Equities Medical 52

What's Market

OCTOBER 11, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals. The chart below shows this trend.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Banking Bank Investment 59