OfficeHours

JANUARY 25, 2025

If youve been speaking with 1-2 headhunters already, it doesnt hurt to ping others over email/LinkedIn saying – Hope all is well, Ive been connecting with peers of yours around opportunities in the UMM (upper middle-market) PE space – do you have a few minutes to chat over the phone this week?

Recruitment 130

Recruitment Bulge Bracket M&A IT 130

Focus Investment Banking

MAY 31, 2024

Download this press release as a PDF The post FOCUS Investment Banking Represents CORE Industrial Partners in its Acquisition of National Manufacturing Co, Inc. These testimonials may not be representative of the experience of all clients; testimonials are not a guarantee of future performance or success. appeared first on FOCUS.

Investment Banking 52

Investment Banking Manufacturing Banking Bank 52

Focus Investment Banking

SEPTEMBER 17, 2024

Download this press release as a PDF The post FOCUS Investment Banking Represents CORE Industrial Partners in its Acquisition of MSK Precision Products, Inc. These testimonials may not be representative of the experience of all clients; testimonials are not a guarantee of future performance or success. appeared first on FOCUS.

Investment Banking 52

Investment Banking Acquisitions Investment Banking 52

Focus Investment Banking

JULY 20, 2023

Download this press release as a PDF The post FOCUS Investment Banking Represents CORE Industrial Partners in its Acquisition of Coining Manufacturing and Precision Machine Products appeared first on FOCUS Investment Banking LLC.

Investment Banking 52

Investment Banking Manufacturing Banking Bank 52

The M&A Lawyer

OCTOBER 26, 2015

The following is a guest post from Nate Nead, an investment banking Director at Merit Harbor Group, LLC. He and the Merit Harbor team work with middle-market business owners looking to grow, acquire or sell companies in the $10mm to $100mm valuation range. He works out of the company’s Seattle office.

Private Equity 130

Private Equity Equities Valuation Management 130

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

Mergers and Inquisitions

SEPTEMBER 11, 2024

If there is one sector that has attracted even more hype than technology and TMT , it might just be renewable energy investment banking. But before jumping into the overall advantages and disadvantages, let’s start with the verticals and how banks are set up: Table Of Contents What is Renewable Energy Investment Banking?

Investment Banking 59

Investment Banking Banking Bank Investment 59

The Deal

JUNE 12, 2023

More people are disintermediating banks or traditional financial solutions and just integrating into the software,” Bernstein said. Portfolio company Plate IQ develops accounts payable software for restaurants, hospitality groups and supermarkets. ”We’ve Other recent middle-market investments range from family office tech to A.I.

Underwriting 52

Underwriting Middle Market Financial Services Accountant 52

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. From a career perspective , growth equity appealed to many bankers and consultants who didn’t want to be “pigeonholed” in venture capital (limited exit opportunities) or suffer through “banking hours” once again in private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Tyton Partners

JANUARY 18, 2024

Tyton Partners Closes 2023 with Strong and Consistent Results and Focus on a Robust 2024 We are pleased to announce that Tyton Partners Investment Banking Division closed 2023 with a strong performance despite a global slowdown in M&A activity.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

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?

Private Equity 66

Private Equity Equities Middle Market Debt 66

Growth Business

NOVEMBER 23, 2023

The UK’s fintechs cover a range of specialisms, from wealth tech and regtech to insurtech and banking. FPE Capital is a growth equity investor in the UK lower middle-market. The Notion portfolio includes Dixa, GoCardless, Mews, Paddle, Unbabel and Yulife. The most common fintech in the UK specialises in wealthtech.

Investment 111

Investment Funds Capital Business 111

Periculum Capital

OCTOBER 27, 2023

Ultimately, GMS, a leading North American specialty building products distributor, was the ideal partner to leverage its extensive network and resources to grow AMW’s existing operations while preserving the Company’s service-focused culture and local market reputation. The post Periculum Advises AMW Construction Supply, LLC.

Sale 52

Sale Management IT Advisory 52

Focus Investment Banking

JULY 28, 2023

However, activity decelerated significantly during the latter half of the year, with larger deals experiencing a more pronounced decline compared to middle-market activity. To ensure continued success in this rapidly transforming market, industry leaders and executives must thoroughly evaluate their company portfolios.

Middle Market 52

Middle Market Mergers and Acquisitions Investment Sale 52

OfficeHours

JULY 8, 2023

I know you are gathering information for On-Cycle 2025 and while I understand that it is still early, I wanted to let you know that Advent International is one of my favorite Private Equity firms for XYZ portfolio company and what they’ve done in the past — do you have a few minutes for a quick phone call or coffee chat?”

Private Equity 100

Private Equity Recruitment Equities Investment Banking 100

Focus Investment Banking

JANUARY 3, 2024

FAT Brands bought Smokey Bones for $30 million, which adds the first barbeque brand to FAT’s growing portfolio. Cava opened the IPO window and showed that a good company can go public in any market. The post In the Restaurant Industry, Buyers Are Hungry for Acquisitions appeared first on FOCUS Investment Banking LLC.

Acquisitions 52

Acquisitions M&A Portfolio Valuation 52

Tyton Partners

SEPTEMBER 21, 2023

Tyton Partners Achieves Record H1 2023 with Strong Momentum for the Rest of the Year We are pleased to announce that Tyton Partners Investment Banking division has picked up right where it left off in 2022 closing a record number of deals across the PreK-12, Higher Education, and Corporate L&D markets.

Education 52

Education Sale Portfolio Corporation 52

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.” This may change due to factors like the “decoupling” with the U.S.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). 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.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

InvestmentBank.com

MAY 26, 2021

Companies that were unable to access PPP or SBA loans often found themselves unable to qualify for credit as banks tightened their credit requirements for new loans. Most of this initial decrease came from a reduction in middle-market transactions that involved companies valued between $100M and $500M [4].

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

TM Capital

NOVEMBER 29, 2022

The fragmented category, which only five years ago had little backing from financial sponsors, now has portfolio companies contesting for family and founder owned assets to build businesses of scale. Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middle market. Sunrise, Fla.-based

Capital 52

Capital Middle Market Business Private Equity 52

Periculum Capital

MARCH 8, 2024

a leading provider of reality capture 3D scanning and data integration services for digital twin and building information modeling solutions, in its sale to SAM, the nation’s leading provider of professional Managed Geospatial Services™ and Inspection services across the utility, transportation, and broader infrastructure markets.

Sale 52

Sale IT Capital Advisory 52

Periculum Capital

NOVEMBER 2, 2023

Cadence, a Wellspring portfolio company and one of the largest distributors of lubricant, fuel, and other ancillary products in the eastern portion of the United States, was an ideal buyer as it sought to increase the density of its Indiana footprint following the acquisition of another Indiana distributor last year.

Sale 52

Sale IT Capital Advisory 52

The Deal

JULY 18, 2023

Still, cash-rich private credit can bypass rating agency requirements and syndication to close transactions quickly and put up more money compared to traditional banks. In the core middle market, which typically includes borrowers between $10 million and $50 million in Ebitda, median leverage multiple contracted by about 0.75

Debt 52

Debt Finance Finance Private Equity 52

Periculum Capital

MARCH 11, 2022

SHHS” “Company”), a leading home healthcare service provider, in its sale to Fortis Home Health and Hospice, LLC (“Fortis”), a portfolio company of Grant Avenue Capital, LLC (“Grant Avenue”). The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Healthcare Capital 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

Private equity (PE) firms are investing in middle market businesses at a healthy pace despite a high interest rate environment that makes it more costly to finance deals. First, Some PE Fundamentals PE investment in the middle market is defined by a fairly common set of criteria.

Private Equity 52

Private Equity Equities Investment Business 52

Mergers and Inquisitions

MAY 17, 2023

And just as tech and TMT investment banking have become the most desirable groups on the sell-side, tech private equity has reached a similar status on the buy-side. So, as central banks kept printing, PE firms, VCs, and other investors kept benefiting as they could buy companies at nosebleed multiples and sell them at even higher multiples.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Mergers and Inquisitions

APRIL 24, 2024

But then recruiting moved up, the MBA process became more structured, and now we have 4-year-olds aiming for “Target Kindergartens” so they can eventually get into investment banking ~15 years in the future. Interestingly, there are not many investment banks on these lists.

IT 59

IT Investment Banking Recruitment Finance 59

Periculum Capital

NOVEMBER 15, 2022

Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.

Sale 52

Sale IT Government M&A 52

Mergers and Inquisitions

APRIL 5, 2023

The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. You’ll also spend time supporting existing portfolio companies and reviewing their results. and supporting your Portfolio Manager ’s ideas and requests. If you are a U.S.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Focus Investment Banking

FEBRUARY 22, 2024

The EBITDA multiple method is what we see utilized almost exclusively in the lower middle market and what we discuss below. Specific value to a buyer: A buyer may see strategic value in the restaurant, whether it is a concept that bolsters its portfolio of brands or a restaurant group with advantageous locations.

Private Equity 52

Private Equity Valuation Food Equities 52

Tyton Partners

APRIL 10, 2024

Excolere Equity Partners is a leading middle market private equity firm that leverages its deep sector experience and strategic and operational expertise to accelerate the growth and enhance the impact of companies in the Education and Human Capital sector. ISP Schools is a portfolio company of OMERS Private Equity.

Education 52

Education Medical Private Equity Equities 52

Cooley M&A

SEPTEMBER 25, 2020

Realogy and SIRVA, a portfolio company of Madison Dearborn Partners (or MDP), entered into a purchase agreement in November 2019, pursuant to which SIRVA agreed to acquire Cartus, a subsidiary of Realogy that provides relocation counseling. 100% Equity Commitment. an equity backstopped deal).

Debt 40

Debt Finance Finance Private Equity 40

OfficeHours

SEPTEMBER 2, 2023

You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike. He began his professional journey as an Investment Banking Analyst at UBS.

Private Equity 130

Private Equity Equities Investment Banking Analyst Investment Banking 130

OfficeHours

AUGUST 26, 2023

Before joining Periscope Equity, Joe was an Associate at SFW Capital Partners , a middle-market private equity firm, where he was primarily focused on making control investments into analytical technologies, software, and services businesses. Excited to mention that one of our first ever PE Placements is coming back for Round 2!

Equities 130

Equities Private Equity Mergers and Acquisitions Investment 130

OfficeHours

AUGUST 30, 2023

The durability and growth of our existing portfolio during the pandemic demonstrates the benefits of our consistent investment strategy, as we have never wavered from targeting companies with mission-critical offerings, a history of sustainable profitability, and a stable base of recurring revenue,” said Steve Jarmel, Founder and Partner.

Equities 130

Equities Private Equity Funds Mergers and Acquisitions 130

Mergers and Inquisitions

APRIL 10, 2024

And yes, I’m aware of Steve Cohen, David Tepper, and Steve Balmer, but they’re all single-team owners , which is a bit different than owning a portfolio of sports teams. Working at a top bank or consulting firm always helps, but you could probably get the attention of these firms if you had “sports finance” experience via other means (e.g.,

Private Equity 103

Private Equity Equities Funds Entertainment 103