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.
Article Middle Market Private Equity 
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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06-12-2023 Newsletter: The Role of Private Equity Firms in New York City’s Economic Landscape
OfficeHours
JUNE 13, 2023
Written by an OfficeHours Top Buyside Coach The presence of private equity firms in New York City contributes to its status as a global financial center by attracting talent, fostering innovation, and driving economic prosperity.
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Private Equity Value Creation: Equally Viable Alternative to PE Deal Teams?
Mergers and Inquisitions
MAY 15, 2024
Private equity value creation came on my radar a few years ago when I noticed something: Even though traditional PE deal roles were not doing well, “operational” or “value creation” teams still seemed to be recruiting. What Does the Private Equity Value Creation Team Do in Real Life?
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Private Equity in China: The Worst of Both Worlds?
Mergers and Inquisitions
AUGUST 16, 2023
As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”
Growth Equity: The Child Prodigy of Private Equity and Venture Capital, or an Artifact of Easy Money?
Mergers and Inquisitions
MARCH 13, 2024
Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. The Top Growth Equity Firms Why Did Growth Equity Get So Popular?
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Industrials Private Equity: The Best Place for Old-School Deals at Reasonable Multiples?
Mergers and Inquisitions
JULY 31, 2024
If you ever tire of the hype around tech, industrials private equity might be an ideal hiding spot. Morgan’s acquisition of Carnegie Steel in 1901 – was an industrials private equity deal. Table Of Contents Industrials Private Equity Defined What Has Drawn Private Equity Firms to Industrials Companies?
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.
The Complete Guide to Technology Private Equity
Mergers and Inquisitions
MAY 17, 2023
Ever since the 2008 financial crisis, there has been massive hype about both private equity and technology. Over the past few decades, technology private equity has gone from “barely existing” to representing the largest single sector in PE by both deal value and deal count. Why Did PE Firms Start Buying Tech Companies?
The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up
How2Exit
JUNE 16, 2024
E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity.
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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
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.
The Full Guide to Healthcare Private Equity, from Careers to Contradictions
Mergers and Inquisitions
NOVEMBER 1, 2023
When you hear the words “healthcare private equity,” two thoughts probably come to mind: Wait a minute, isn’t healthcare a risky/growth-oriented sector? In most of the world, healthcare is either government-run or a mixed public/private sector. Are there many private healthcare companies for PE firms to acquire?
06-22-2023 Newsletter: Navigating Layoffs in Investment Banking
OfficeHours
JUNE 22, 2023
Even PE associates are getting let go We’ve had dozens of laid off investment banking analysts and associates reach out to us for how to navigate a tough job market. More surprisingly, a handful of private equity associates have also reached out about being laid off or being put on performance plans in a tough market.
On-Cycle Private Equity Recruiting: Will PE Firms Start Recruiting 10-Year-Old Children Soon?
Mergers and Inquisitions
JULY 3, 2024
When firms kicked off the on-cycle private equity recruiting process in June this year, before IB Analysts had even started their training , some people were shocked. based candidates in New York aiming for PE roles at mega-funds and upper-middle-market funds. interview and hire candidates ~1.5 – 2.0+
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Why Private Equity Investors Find Government Contractors Attractive
Chesapeake Corporate Advisors
OCTOBER 22, 2024
This article was originally published on August 9, 2024 on the I-95 Business website. If you go out to market, your most likely buyer will be a private equity (PE) group. That makes lower middle-market government contractors desirable targets, assuming they meet all the criteria a PE group considers important.
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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How Branden Coluccio Turned Failure into MILLION-DOLLAR Success
How2Exit
OCTOBER 26, 2024
With a rich background in private equity, mergers and acquisitions, Branden has honed his expertise by working with various sectors including healthcare and real estate development. He has successfully built and exited companies, notably growing a business in the healthcare services industry to a $66 million valuation.
07-08-2023 Newsletter: On-Cycle 2025 FAQs
OfficeHours
JULY 8, 2023
Private equity giants are still racing to fill 2024 associate seats. Private equity recruiting season is back following a disappointing round that caught many junior bankers flat-footed last August. meetings and freshman analysts locked in rooms waiting to be questioned. (BTW What firms should you focus on?
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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.
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.
06-27-2023 Newsletter: Murmurings of On-Cycle 2025
OfficeHours
JUNE 27, 2023
Early Start Dates Last year, on-cycle recruiting kicked off before Labor Day Weekend, making it t he earliest private equity on-cycle kick-off in history. Our program supplements self-studying with a hands-on approach on everything you need to know to get the best chance of getting a job in Private Equity.
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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 David does not discuss individual stocks or mutual funds.
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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.
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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Investment Banking in Singapore: The Best Gateway to Asia for the Non-Chinese?
Mergers and Inquisitions
MAY 10, 2023
You’ll learn about the trade-offs of Singapore and other locations in this article. Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space. If you focus on the capital markets , you’ll still see some of these names (e.g.,
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 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.
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
57:31) Listen Here The Story of The Episode-The Art of Mergers and Acquisitions: Insights from John Carvalho In this article, we delve into the world of mergers and acquisitions with John Carvalho, President of Stone Oak Capital and co-founder of Divestopedia. Buyers should make fair offers and be proactive in their acquisition strategies. (57:31)
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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. Quality is the firm’s third acquisition through its Caymus Equity Partners Fund II LP, the firm’s first committed private equity fund.
Japan’s Itochu Taps KPMG for Adhesives Carve-Out
The Deal
SEPTEMBER 20, 2023
Given the size of the platform, Helmitin’s advisers are expected to market the business largely to strategics as an add-on, though sources said private equity firms with experience in adhesives and specialty chemicals will likely be invited to participate. For instance, Quad-C sold adhesives distributor Krayden Inc.,
Telecom Business Services Quarterly: Spring 2024 Report
Focus Investment Banking
APRIL 11, 2024
In what was likely the period’s largest transaction, private equity firm American Securities acquired NWN Corporation from its previous private equity backers. On the plus side, we did see a new platform company in the space with the acquisition of last-mile construction company TAK Communications by Platinum Equity.
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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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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. Internships at local venture capital or private equity firms. 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.
Who are the best M&A advisors for tech companies?
iMerge Advisors
APRIL 9, 2025
Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.
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What are the key financial metrics buyers look for in a software company?
iMerge Advisors
APRIL 9, 2025
But valuation is not a static numberits a dynamic reflection of your companys financial performance, growth potential, market positioning, and the broader M&A environment. In this article, well break down how software companies are valued, what drives multiples, and how to position your business for maximum value.
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RC Capital Seals Cardiology Deal
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.
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Capital Markets vs. Investment Banking: Deals, Careers, Recruiting, Exits, and Offer Decisions
Mergers and Inquisitions
OCTOBER 18, 2023
Why not accept a capital markets role?” Specifically, private equity is not feasible from most ECM or DCM teams, hedge funds are also challenging, venture capital is a stretch, and you won’t have the right skills for corporate development. 4) Are capital markets offers “worth” accepting? Jefferies, Lincoln, etc.),
Osceola Unites Mountain West Facility Services
The Deal
MAY 26, 2023
Editor’s note: The original, full version of this article was published May 18 on The Deal’s premium subscription website. Osceola, which has made nine add-on acquisitions for Tendit over the past four years, has historically acquired add-ons between $500,000 and $7 million.
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Arko Targets Small Town Convenience Chains
The Deal
AUGUST 16, 2023
Editor’s note: The original version of this article was published on The Deal’s premium subscription website on Aug. Sprucing Up Stores, Growing Merchandise Post-acquisition, Arko invests in a bigger selection of products at the newly acquired stores and brings them onto its loyalty rewards program.
Why private credit lenders can’t get enough of IT MSPs
Focus Investment Banking
JULY 3, 2024
Written by Claire McDonnell IT-focused managed service providers (MSPs) appear to be an ideal investment pick for private credit lenders and private equity sponsors alike. A flurry of activity in this space, including recapitalizations and repricing, may be around the corner, market participants say.
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ESOPs Are an Exit Alternative
Focus Investment Banking
OCTOBER 30, 2023
Lower margins, in many cases, make these businesses unattractive to all but a small handful of financial investors like private equity groups, who look to invest, build a company up and then often sell to a larger private equity group. And the trustee will get in the middle of that decision.”
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Investment Banking in India: Please Avoid It and Try Again in Another Country
Mergers and Inquisitions
JULY 17, 2024
Of the middle-market banks , only Jefferies seems to have much of a presence. Firms like the State Bank of India (SBI Capital Markets), IIFL, Arpwood, Trust Group, AK Financial Services, HDFC, Edelweiss, Veda, and o3 Capital are also well-regarded but are closer to middle-market or “in-between-a-bank” firms.
Sports Private Equity: Bright Spot in a Troubled PE Landscape or an Emerging Bubble?
Mergers and Inquisitions
APRIL 10, 2024
Amidst the miserable deal environment of the past few years, there has been one bright spot: sports private equity. Over two-thirds of NBA teams have a private equity connection or investment , and all major U.S. Table Of Contents Sports Private Equity Defined Why Did Private Equity Suddenly “Get Interested” in Sports?
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