Private equity returning to platforms, with greater efficiency
Private Equity Info
MAY 2, 2024
This article was first published in the Spring issue of Middle Market Dealmaker , the official print publication of the Association for Corporate Growth.
Lower Middle Market
Wall Street Mojo
FEBRUARY 9, 2024
Lower Middle Market Definition The Lower Middle Market (LMM) is a segment formed by companies ranging from $5 million to $50 million in annual revenue. It forms the lower end of the economy’s middle market, mainly small and medium enterprises.
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Private Equity: Big Players Flex Their Muscles
Deal Lawyers
DECEMBER 4, 2024
According to a recent PitchBook article, mega PE funds have outstripped their middle market peers when it comes to returns for three quarters in a row.
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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. Read the article on Forbes to learn more about our insights and expertise! The post We Talk to Forbes: Middle Market M&A Stays Hot appeared first on Align BA.
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.
Unveiling the Lower-Middle Market in Mergers and Acquisitions: Your Path to a Successful Business Transition
Align Business Advisory Services
AUGUST 30, 2023
While the glitzy mega-deals often grab headlines, there’s another type of deal that holds immense potential for businesses and medical practitioners eyeing transitions—it’s called the lower-middle market. In this article, we’ll peel back the layers.
6 Key Steps to Successfully Sell Your Middle Market Business | Expert Guide
PCE
NOVEMBER 18, 2024
Selling your business is a pivotal moment, marking the culmination of years of hard work and dedication.
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.
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.
What Are Buyers Looking for in Lower Middle Market PCB, PCBA, EMS, Semiconductor and Advanced Manufacturing Companies?
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?
The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up
How2Exit
JUNE 16, 2024
The project is designed to assist budding entrepreneurs and corporate managers in acquiring and scaling lower middle-market companies. Roger discusses the importance of implementing professional infrastructure and operational systems to render these small businesses attractive to middle-market buyers.
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06-22-2023 Newsletter: Navigating Layoffs in Investment Banking
OfficeHours
JUNE 22, 2023
Read The Entire Article Here ……………………… …………………… Check Out All Our Blog Posts Why Do Consultants Perform Better Than Investment Bankers In PE Interviews? Join GetOfficeHours for valuable industry knowledge. Are you preparing for the Buyside?
06-12-2023 Newsletter: The Role of Private Equity Firms in New York City’s Economic Landscape
OfficeHours
JUNE 13, 2023
Support for Small and Mid-Sized Businesses: Private equity firms, especially those focused on the middle market and lower middle market, often focus on investing in small and mid-sized businesses, which serve important roles in New York City’s economy.
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Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit
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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Building Bridges, Closing Deals: Mastering Rapport & Zero Down Strategies w/ Matt Bodnar
How2Exit
MAY 6, 2024
He focuses on lower-middle market acquisitions, predominantly involving blue-collar, value-oriented, and baby boomer-owned businesses. Over the years, he has honed his skills in deal-making and acquisitions, leading to the creation of his own holding company, Eidolon Capital.
Don’t Get Bamboozled By Your Investment Banker
McCombie Group
MAY 27, 2021
This article was originally published in Forbes. Selling a middle market business is a once in a lifetime experience for most owners.
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A Checklist to Mark Off Before You Sell Your Company
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.
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.
BDCs Find Familiar Partners in Face of Market Headwinds
The Deal
FEBRUARY 7, 2024
KKR) have elected to combine affiliated BDCs, which they set up to invest in middle market companies. Despite that, the industry hasn’t fully recovered after a tumultuous two years sparked from Fed rate hikes that widened the gap between private middle market loans and Fed paper. FBCC) and Franklin BSP Lending Corp.
Global M&A Private Equity Trends
Focus Investment Banking
JUNE 12, 2023
Thriving US Middle Market Fundraising and Resilient Private Equity Regarding Global M&A Private Equity Trends, looking at the positive news, the US middle-market fundraising landscape remained stable throughout 2022, with 156 funds closing at an aggregate value of $133.5 Reference: [link] [link] DOWNLOAD ARTICLE HERE.
Jeffrey Oboy of Paratus Capital Shares his Search for the Right Business Acquisition
How2Exit
OCTOBER 30, 2023
rn Article: rn How to Find the Perfect Business to Acquire: Insights from Jeffrey Oboy rn Note: This article is based on a transcript from the "How to Exit" podcast episode featuring Jeffrey Oboy, founder of Paratus Capital. That's right." rn "In the end, we can pay what we can pay, and we don't have an alignment there."
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2023 FOCUS Year in Review
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.
Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure
How2Exit
OCTOBER 13, 2024
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 middle market space. Proper valuation and advisory are essential.
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07-11-2023 Newsletter: Diversity Events at Megafunds Have Started…
OfficeHours
JULY 11, 2023
You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike. The Officehours Guide To Private Equity Part 4: Megafund Vs. Middle Market Private Equity Discover the world of Middle Market Private Equity with expert insights and guidance.
Why You Need a Strong Shareholder Agreement
PCE
NOVEMBER 13, 2023
Selling your middle-market business is a significant endeavor, requiring meticulous planning, negotiation, and execution. Yet, amid all the intricacies, there's one crucial element that is often underestimated or overlooked: the shareholder agreement.
FOCUS Investment Banking Welcomes New Managing Directors, Expanding Southeast and Midwest Presence
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.
Bulge Bracket Banks: 2024 Edition
Mergers and Inquisitions
NOVEMBER 22, 2023
One interesting case is a firm like Mizuho , which acquired Greenhill in 2023 (note that the deal has not yet closed as of the time of this article). Each has a separate article on this site; there’s also a summary of the top investment banks. Final Note: Everything in this article refers to investment banking jobs.
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E-commerce & SaaS Acquisitions Financing: Expert Stephen Speer on Funding Your Business Dreams
How2Exit
MARCH 24, 2024
rn rn rn Article: rn Navigating the E-commerce Acquisition Landscape: Expert Insights from Stephen Speer rn When it comes to buying small businesses, the road to acquisition is often complex, particularly in the e-commerce and SaaS spaces. We mostly look at businesses that are growing year over year." And we're like, we're out."
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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.
Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig
How2Exit
DECEMBER 11, 2023
rn The company offers buy-side advisory services, helping buyers find off-market deals. rn As the industry continues to evolve, Peterson Acquisitions aims to bring more sophistication to the lower middle market and empower entrepreneurs to make informed decisions about their business ventures. Retrieved from [link] rn Craig, D.
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Bill Snow: From Sales to Mergers and Acquisitions Expert -E149
How2Exit
OCTOBER 16, 2023
rn Visit [link] rn _ rn About The Guest(s): Bill Snow is an author and mid-market investment banker with over 20 years of experience in mergers and acquisitions. He is the author of "Mergers and Acquisitions for Dummies" and has worked on various transactions in the middle market space.
PODCAST REVIEW: David C Barnett Small Business and Deal Making SME: What Multiple of SDE to Pay for the Risk? Quit your job, Self Employment, SMB Acquisition
How2Exit
OCTOBER 2, 2023
Barnett rn rn The Article: rn How2Exit Reviews: "The Price of Risk" by David C. David wisely notes that these multiples are specific to the Main Street segment, and he distinguishes this from the lower Middle Market segment, where multiples can range from 3.2x If you lose your job, you lose 100% of your income." - David C.
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Janney’s Journey to $1 Billion and Beyond
The Deal
FEBRUARY 6, 2024
8, Janney made a splash with a deal for New York-based middle market investment bank TM Capital Corp., began to build another specialty area, picking up HighBank Adv i sors LLC , which is also focused on lower middle market M&A. Editor’s note: The original, full version of this article was published Dec.
Notable M&A Transactions in the Photonics Space in Q1 2024
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.
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3 Key Considerations Before Selling Your Business
SDR Ventures
AUGUST 24, 2022
After serving middle-market business owners for nearly two decades, SDR understands the immense complexity and abundance of considerations that are coupled with an M&A transaction. ITR Economics recently published an article detailing 3 Important Questions to Answer Before Selling Your Business.
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Industrials Private Equity: The Best Place for Old-School Deals at Reasonable Multiples?
Mergers and Inquisitions
JULY 31, 2024
The Top Industrials Private Equity Firms Mega-Funds and “Large” Private Equity Firms Upper-Middle-Market (UMM) and Middle-Market (MM) Firms Special Situations, Stressed, and Distressed Firms Newer / Smaller PE Firms with Some Industrials Focus How Do Industrials Private Equity Deals Work?
How Branden Coluccio Turned Failure into MILLION-DOLLAR Success
How2Exit
OCTOBER 26, 2024
With an eye towards the future, he delves into the challenges and rewards of transforming lower middle-market businesses into institutions ready for private equity acquisition. That's the beauty of entrepreneurship, it's a journey of personal growth."
Riverbed Follows New Course in Vector Deal Flow
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.
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Private Equity Value Creation: Equally Viable Alternative to PE Deal Teams?
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.
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The Money Issue: Los Angeles Business Journal. M&A Hesitation: Banker Fears ‘Rose-Colored Glasses’ Syndrome
Solganick & Co.
FEBRUARY 2, 2024
“A lot of these companies that did end up going to market were still trying to lock down valuations from two years ago, from the 2021 glory days where they might get nearly double what they would now,” said Solganick. As a global leader for middle-market companies, Southern California is well-positioned to reap the benefits.
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The Full Guide to Healthcare Private Equity, from Careers to Contradictions
Mergers and Inquisitions
NOVEMBER 1, 2023
For more on this, please see our healthcare investment banking article. Upper-Middle-Market and Middle-Market Firms with Healthcare Teams – It’s the same idea, but they’re smaller and do smaller deals. Why is Private Equity Interested in a “Boring” Sector Like Healthcare Services?
How to Get an Investment Banking Internship
Mergers and Inquisitions
DECEMBER 20, 2023
I’ll cover the following points in this updated article: Table Of Contents: The “Ideal” IB Internship Recruiting Timeline in the U.S. Smaller firms tend to be a bit slower, so you could find some middle-market and boutique openings, even if the bigger banks are done.
06-27-2023 Newsletter: Murmurings of On-Cycle 2025
OfficeHours
JUNE 27, 2023
Yes Unsure, still undecided Probably not Check Out Our Articles about On-Cycle Is Recruiting In 2024 Considered On-cycle? That’s the minimum time we recommend allocating to PE prep to be competitive for a megafund or upper middle market placement during on-cycle. Do you plan on recruiting for On-Cycle 2025?
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Caymus to Reprise HVAC Strategy in Enviro Services
The Deal
FEBRUARY 8, 2024
Caymus typically invests in lower middle market companies with $2 million to $12 million in Ebitda and $10 million to $100 million in enterprise value, according to the firm’s website. Editor’s note: The original, full version of this article was published Nov. which plans to tack on more family-owned companies in West.
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