How2Exit

OCTOBER 13, 2024

Lane has owned and operated various businesses, including banks and wealth management firms. 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.

Sale 130

Sale Business Mergers and Acquisitions M&A 130

iMerge Advisors

APRIL 10, 2025

Heres what to look for: Sector Specialization: Advisors who focus on SaaS, cloud, cybersecurity, or e-commerce understand the nuances of valuation, buyer behavior, and deal structuring in those verticals. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Heres what to look for: Sector Specialization: Advisors who focus on SaaS, cloud, cybersecurity, or e-commerce understand the nuances of valuation, buyer behavior, and deal structuring in those verticals. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Chesapeake Corporate Advisors

MAY 12, 2023

Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.

Investment Banking 52

Investment Banking Bank Banking Investment 52

OfficeHours

JULY 11, 2023

If you can really nail valuation questions but struggle with regulatory questions, make sure you can get all the valuation questions right to maximize your points there. The Series exams refer to a variety of licensing exams that are commonly associated with investment banking and related fields.

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Investment Banking Bank Banking Middle Market 130

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. Sellers almost always feel their business is worth far more than what the market will bear. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew.

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Valuation Business Mergers and Acquisitions Management 52

Focus Investment Banking

JANUARY 31, 2024

Market-wide deal volume declined due to a scarcity of both buyers and sellers, coupled with fluctuating valuations amid prevailing economic uncertainties. Encouragingly, the latter part of the year witnessed a positive shift, particularly in middle-market deals, where valuations averaged 7.5x Read the full report.

Food 52

Food Middle Market Valuation Investment Banking 52

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 Bank Banking Investment 59

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 While average valuations in the U.S.

Private Equity 52

Private Equity M&A Equities Middle Market 52

Solganick & Co.

FEBRUARY 15, 2023

Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector. Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector.

M&A 52

M&A Middle Market Valuation Consulting 52

Solganick & Co.

AUGUST 14, 2023

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first half of 2023, continuing to exceed pre-pandemic levels in aggregate. Download the full report here: Solganick Technology Services M&A Update- August 2023 About Solganick & Co.

M&A 52

M&A Middle Market Valuation Capital 52

Chesapeake Corporate Advisors

MAY 6, 2024

Baltimore, MD, May 7, 2024 – Chesapeake Corporate Advisors (CCA), a boutique investment banking and corporate advisory firm in the Mid-Atlantic region, announced that Timothy Brasel has been named a Managing Director in the firm’s investment banking group.

Management 52

Management Investment Banking Middle Market Boutique 52

Mergers and Inquisitions

OCTOBER 18, 2023

Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking?

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Solganick & Co.

MARCH 11, 2022

Following a record-setting 2021 for lower middle market software M&A, the Software Top 50 highlights the most active software-focused dealmakers on the Axial platform. “Public market software company valuations have been battered starting in November of 2021. March 11, 2022 – Solganick & Co.

M&A 52

M&A Middle Market Valuation Private Equity 52

Mergers and Inquisitions

AUGUST 23, 2023

Almost nothing is worse than recruiting for investment banking internships , winning an offer, preparing , completing the internship, and then not getting a return offer. All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Focus Investment Banking

AUGUST 20, 2024

While the persistent fog of market uncertainty among buyers – combined with higher interest rates and the threat of a recession – has resulted in flat deal multiples over the past several quarters, Q2 offered a bright spot. In the middle market, average purchase price multiples on completed deals in the second quarter reached 7.4x

Food 52

Food Middle Market M&A Valuation 52

Mergers and Inquisitions

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking?

Investment Banking 52

Investment Banking Bank Banking Investment 52

OfficeHours

JULY 4, 2023

small boutique) “ Last thing you want to be is STUCK in a DOWN-CYCLE being a banking analyst thinking I should’ve recruited before when there were more opportunities.” Celebrating 5 Years of Placements (2020-2024) – Empowering Dreams and Unlocking Opportunities! (EB) WHY CHOOSE US?

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Sale Private Equity Recruitment Equities 130

Chesapeake Corporate Advisors

JUNE 26, 2024

“This family office relied on CCA for our deep expertise in developing sophisticated bank models, business valuations, and other tools to model the overall transaction and associated debt service,” said Stuart Knott , Managing Director. “We The CCA team made a huge difference in getting our deal over the finish line.”

Investment Banking 52

Investment Banking Debt Corporation Advisory 52

Periculum Capital

APRIL 13, 2023

Periculum was engaged by the estate of the late Jim James to not only drive the highest valuation for both the operating business and associated real estate in one transaction, but also to preserve the strong 21st Amendment brand and significant community presence developed over the past 50 years with the ownership transition.

Sale 52

Sale IT Advisory Corporate Finance 52

Chesapeake Corporate Advisors

JANUARY 13, 2023

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.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

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

Focus Investment Banking

DECEMBER 4, 2023

However, in the lower middle market (company value from $10mm-$250mm), most business owners do not get an audit prepared because of cost. If an issue surfaces, the seller can take time to correct the problem before going to market, or at least disclose it during due diligence. What is a Quality of Earnings?

Valuation 52

Valuation Financial Statement M&A Food 52

Focus Investment Banking

MARCH 3, 2024

Slee also lived in Charlotte and had an Investment Banking firm called Robertson & Foley. Private Capital Markets is the first book to present a theory of how the private markets work at the lower end of the middle markets. And that’s all it took to become an investment banker. Don’t wing it.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 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

iMerge Advisors

APRIL 19, 2025

While the market for software acquisitions remains active, smaller SaaS businesses often face unique challenges in positioning, valuation, and deal execution that differ markedly from their larger counterparts. These businesses typically face: Valuation complexity due to hybrid revenue models (e.g.,

M&A 40

M&A Advisory Business Valuation 40

TM Capital

NOVEMBER 29, 2022

Early-Inning Valuations “There’s been a change in people’s perspective around how they’re categorizing these types of businesses,” said Jarrad Zalkin, managing director at investment bank TM Capital. Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middle market.

Capital 52

Capital Middle Market Business Private Equity 52

Solganick & Co.

FEBRUARY 2, 2024

Despite that fact – and the lack of any significant recovery in the year’s back half – dealmakers are optimistic in the New Year, according to Aaron Solganick, chief executive of El Segundo-based investment bank Solganick & Co. “A As a global leader for middle-market companies, Southern California is well-positioned to reap the benefits.

M&A 40

M&A Business Middle Market Investment Banking 40

Chesapeake Corporate Advisors

JUNE 26, 2024

“This family office relied on CCA for our deep expertise in developing sophisticated bank models, business valuations, and other tools to model the overall transaction and associated debt service,” said Stuart Knott , Managing Director. “We The CCA team made a huge difference in getting our deal over the finish line.”

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

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. For example, in the U.S., in biology. Can you get in as an D.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

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

Focus Investment Banking

DECEMBER 26, 2023

In particular, companies in the logistics space likely will enjoy an enhancer to valuation if they utilize cutting edge technology. Nevertheless, owners are still holding out for what they perceive as the higher valuations of the previous few years. Contact Bill at William.snow@focusbankers.com.

Private Equity 52

Private Equity M&A Equities Insurance 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. Loose Monetary and Fiscal Policy – Zero and negative interest rates and massive money printing tend to inflate valuations the most for high-risk, high-growth companies.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Focus Investment Banking

FEBRUARY 22, 2024

The methodology shared here is to help restaurant owners better understand how investors typically arrive at a valuation. The EBITDA multiple method is what we see utilized almost exclusively in the lower middle market and what we discuss below. The other variable that goes into valuation is the multiple these buyers will use.

Private Equity 52

Private Equity Valuation Food Equities 52

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. Financial Modeling: Like private equity, 3-statement models are common, as are valuations and DCF models , but LBO models are less common since not all deals use debt.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

JANUARY 3, 2024

The deal enables Main Squeeze to enter new markets and accelerate growth, which is particularly timely given the growing consumer demand for better-for-you options at fast-casual concepts. While the uptick in M&A activity was a positive for 2023, some deals reflected adjusted expectations from sellers on valuations.

Acquisitions 52

Acquisitions M&A Portfolio Valuation 52

Focus Investment Banking

MAY 22, 2023

Below are some key things that business owners should consider when divesting their business: Valuation : Try to have a realistic idea of the value of your business. Indeed, depending on how the deal is structured, a lower total valuation may still leave more net cash in your pocket.

Business 52

Business M&A Sale Valuation 52