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.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Mergers and Inquisitions

JULY 17, 2024

based bulge brackets (GS, MS, JPM, Citi, and BofA) are the strongest international banks, and Avendus, Kotak, JM Financial, ICICI, and Axis are the strongest domestic firms. Among the bulge brackets, the U.S.-based Of the middle-market banks , only Jefferies seems to have much of a presence.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

AUGUST 16, 2023

As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S. poor stock-market performance, slowing growth rates, and an aging population. This may change due to factors like the “decoupling” with the U.S.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

iMerge Advisors

APRIL 19, 2025

Why SaaS Businesses Under $50M Require a Tailored M&A Approach Unlike public SaaS companies or unicorn-scale startups, sub-$50M SaaS businesses often operate in a middle zone too large for micro-acquirers, yet too small to attract the attention of bulge-bracket investment banks.

M&A 40

M&A Advisory Business Valuation 40

Mergers and Inquisitions

APRIL 5, 2023

mutual funds ) that allocate their assets top-down and then pick specific indices, companies, and securities that meet their criteria. So, expect something in-line with pay at middle-market firms , such as $200 – $250K rather than $300K+ total. Some SWFs operate like long-only asset managers (i.e.,

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

In the middle market , Jefferies has recruited some of the top bankers in renewable energy M&A and is expected to do well going forward. MPL Buy-In Transaction (BofA and Evercore) BofA – Discussion Materials and Valuation Fairness Opinion (pg.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Cooley M&A

FEBRUARY 1, 2024

As a result, private debt providers and the syndicated market increasingly are competing on pricing and covenant packages to win new acquisition financing mandates, and many bulge bracket banks are sponsoring their own private debt funds. Still, average leverage levels in sponsor buyouts declined from 7.1x in 2022 to 5.9x

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59