iMerge Advisors

APRIL 9, 2025

Unlike traditional industries, technology businesses especially software and internet-based models require advisors with deep domain expertise. Track Record: A history of closed deals in your revenue range and business model is more telling than a firms overall size. Morgan bring unmatched reach and capital markets expertise.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

The Deal

FEBRUARY 6, 2024

For Janney Montgomery Scott LLC, which is projected to exceed $1 billion in revenue for the first time in 2023, its capital markets business is a key vector of growth in the next five years. 8, Janney made a splash with a deal for New York-based middle market investment bank TM Capital Corp.,

Middle Market 52

Middle Market Investment Banking Capital Market Banking 52

Focus Investment Banking

SEPTEMBER 16, 2024

Washington, DC, (September 16, 2024) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, would like to congratulate Cole Strandberg on his promotion to Managing Director within its Automotive Aftermarket group.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

Mergers and Inquisitions

NOVEMBER 22, 2023

The full list changes over time because banks get acquired, go out of business, and change their focus – while other banks make acquisitions and grow organically. As another example, some argue that UBS should not be a bulge bracket bank because it has focused on wealth management and areas outside the capital markets.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Focus Investment Banking

MARCH 3, 2024

The first is Private Capital Markets by Rob Slee (John Wiley & Sons: 2011). 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.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 52

Intrepid Banker Insights

JUNE 5, 2024

Intrepid Investment Bankers Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group Intrepid Investment Bankers announced the expansion of the firm’s Industrials & Business Services offerings with the establishment of a dedicated Supply Chain & Logistics advisory practice.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

Periculum Capital

MAY 21, 2024

Periculum Capital Company, LLC is pleased to announce it has advised Prairie Mills Products, LLC, an Indiana-based specialty corn milling company, in its sale to Consolidated Grain and Barge Co. Periculum was engaged to advise on the sale of the business by the owner, John Cory, due to Periculum’s extensive food and ag expertise.

Sale 52

Sale IT Food Retail 52

Periculum Capital

OCTOBER 20, 2021

With Mulesoft’s acquisition by Salesforce, the Revelant ownership team recognized a large opportunity to grow its Mulesoft business and realized that they needed capital to fund growth while at the same time they wanted to diversify their personal holdings in the Company. appeared first on Periculum Capital.

Capital 52

Capital Equities Investment 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

Periculum Capital

MAY 14, 2024

As a scalable, highly-profitable software company led by the founders who were critical to the ongoing success of the business, Bill and Janell worked with Periculum to find a buyer that could quickly build a team to which all operations seamlessly transitioned shortly after closing. Micro-Dyn found the perfect match with the Brydon team.

Sale 52

Sale IT Mergers and Acquisitions Advisory 52

Periculum Capital

MAY 11, 2023

In addition, she has been actively engaged in the greater Indianapolis business community, representing the firm on three prominent boards. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Advisory 52

Advisory Corporate Finance Capital Middle Market 52

Periculum Capital

DECEMBER 23, 2022

Periculum was engaged to manage the sale of the business by the former owner’s estate. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. appeared first on Periculum Capital.

Sale 52

Sale IT Advisory Negotiation 52

Focus Investment Banking

JULY 3, 2024

“Working with the TSR team is a truly exciting step in the continued growth and expansion of the BC forward line of business,” commented Christian. “We TSR, Vienna Parent and Vienna Acquisition are affiliates of, and under common control with, BC forward. The total consideration payable to TSR’s shareholders represents a 73.8%

Investment Banking 52

Investment Banking Corporation Mergers and Acquisitions Sale 52

Tyton Partners

JANUARY 18, 2024

While macroeconomic conditions dampened investor sentiment for risk and large-scale M&A transactions, the lower middle market remained healthy and robust, particularly in the global knowledge sector.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

Mergers and Inquisitions

MAY 10, 2023

The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Periculum Capital

MARCH 8, 2024

We knew Mark was a fantastic entrepreneur and knew right away we would love to work with him,” said Bill Harlow, Director of Business Development at Periculum. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale IT Capital Advisory 52

Periculum Capital

NOVEMBER 2, 2023

Their ability to build the story of my company and always listen to my concerns made them the perfect partner for the sale of a business where I spent 26 years of my life. The Company is a great fit to further our growth strategy,” added Tyson Pugh, Cadence SVP of Business Development & Strategy. “We

Sale 52

Sale IT Capital Advisory 52

Periculum Capital

NOVEMBER 15, 2022

To discuss any business or transaction matter, reach out to Chris, Sean or any member of the Periculum Capital Company team ( www.periculumcapital.com/team/ ). About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale IT Government M&A 52

The Deal

JULY 18, 2023

Firms have lowered hold sizes and increased loan prices as they lean toward smaller transactions, team up with other lenders on deals, shy away from unfunded debt and turn up scrutiny on business performance. times, according to data from Configure. ” The post It’s Private Credit’s World appeared first on The Deal.

Debt 52

Debt Finance Finance Private Equity 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.

Education 52

Education Medical Private Equity Equities 52

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.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Focus Investment Banking

JULY 3, 2024

Private credit lenders have piled into business services in recent years. Despite aspects of this shared business service that are commoditized, it remains a high-touch business, with the ability of a provider to potentially add value, market participants say. years, according to market sources.

IT 40

IT Private Equity Debt Finance 40

Mergers and Inquisitions

AUGUST 7, 2024

We still offer coaching for more experienced candidates and students with significant work experience, and I used to personally do a good number of mock interviews and resume edits, but our business model has shifted over time. Despite that, we often get questions from students who want more personalized attention. If your GPA is below 3.0,

Investment Banking 82

Investment Banking Bank Banking Investment 82

Focus Investment Banking

FEBRUARY 7, 2024

Washington, DC, (February 7, 2024) – 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 a new managing director, Paul Carter, to its Technology Services and Telecom practices.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Focus Investment Banking

MARCH 13, 2025

Bryce Stirlen Joins FOCUS Investment Banking as Managing Director Washington, DC (March 13, 2025) FOCUS Investment Banking , a premier middle market investment bank, is pleased to announce that Bryce Stirlen, will join FOCUSs Advanced Manufacturing Group as Managing Director.

Investment Banking 52

Investment Banking Manufacturing Bank Banking 52