Beyond M&A

SEPTEMBER 11, 2023

Beyond M&A is committed to helping firms in the capital-raising process work securely and efficiently. Firms that qualify can benefit from a Free Virtual Data room using LENS – the platform where we simplify your diligence procedures and document management, accelerating your path to funding.

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M&A Capital Raising Capital Investment Banking 130

American Banker - Investment Banking

JANUARY 23, 2025

The Dallas-based bank's fourth-quarter earnings beat analysts' forecasts. Texas Capital raised its estimate for 2025 adjusted fee income to $270 million.

Capital Raising 59

Capital Raising Capital Banking Bank 59

RKJ Partners

AUGUST 6, 2017

The discussion should also include an analysis of the different costs of capital including any added costs for increased asset monitoring or compliance. By shopping all available types and sources of capital, the CFO and entrepreneur are armed with the information necessary to make the best possible decision.

Capital Raising 40

Capital Raising Capital Debt Finance 40

Solganick & Co.

SEPTEMBER 29, 2024

September 30, 2024 – Solganick , a data-driven investment bank focused exclusively on software and IT services companies, announced the addition of a senior level hire to launch and lead the firm’s cybersecurity M&A practice. Davidson and Imperial Capital. For more information, please contact us.

Investment Banking 40

Investment Banking M&A Mergers and Acquisitions Capital Market 40

SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Scott Mitchell , Director of Investment Banking, SDR Ventures – Spencer Clawson, Partner, Peterson Partners – Thomas Courtney, President & CEO, The Courtney Group – Doug Rodgers, Chairman, Focus Investment Banking To read Axial’s coverage of the roundtable event, click here.

M&A 52

M&A Capital Raising Investment Banking Business 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Distressed investing relates specifically to Debt and how much a company’s Debt and Equity “should” be worth when various scenarios play out. As discussed in the distressed private equity article, there is no universal definition for a “distressed security” or a “distressed company.”

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Debt Funds Investment Equities 103

Razorpay

DECEMBER 15, 2024

What is Private Banking? Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses.

Banking 52

Banking Bank IT Management 52

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank?

Banking 52

Banking Bank Business Underwriting 52

Focus Investment Banking

MARCH 13, 2024

FOCUS Investment Banking International offers an international M&A platform that provides sell-side, buy-side and capital raising services to lower middle-market companies across the U.S. Nutritics, an Irish-founded food service technology company, acquired Ten Kites, a UK-based menu publishing platform. and Europe.

Food 52

Food Hospitality Capital Raising Middle Market 52

Focus Investment Banking

JANUARY 10, 2025

I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. I really think it’s going to be a great one. Let’s get to it. The era of the single store generalist Body Shop is coming to an end. The era of the single store generalist Body Shop is coming to an end. Angry, Scared.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

Peak Frameworks

AUGUST 24, 2023

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Investment Banking : Banks assist in capital raising, and advising on M&A, as Goldman Sachs did for Unilever in its acquisition of Dollar Shave Club.

Private Equity 52

Private Equity Finance Finance Investment Banking 52

Focus Investment Banking

OCTOBER 8, 2023

Leveraging the expertise of a cloud service provider offers several advantages over handling IT with internal resources. Key benefits can include: Cost Savings: By outsourcing IT services, companies can avoid expenses related to hiring and training in-house IT staff, acquiring and maintaining infrastructure, and upgrading software and hardware.

Business 52

Business Mergers and Acquisitions Capital Raising Private Equity 52

Focus Investment Banking

JUNE 12, 2023

The top thirty middle-market vehicles accounted for over half of all capital raised. of all funds closed, indicating the middle-market's dominance in the battle for capital. While fundraising and investment performance declined, the industry’s growth held reasonably steady, with assets under management increasing to $11.7

Private Equity 52

Private Equity M&A Equities Middle Market 52

Wall Street Mojo

FEBRUARY 9, 2024

Table of contents Lower Middle Market Definition Lower Middle Market Explained Capital sources Examples Lower Middle Market vs Upper Middle Market Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways The lower middle market (LMM) comprises small and medium enterprises with an annual revenue of $5 million to $50 million.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Intrepid Banker Insights

JUNE 5, 2024

” Most recently, Mike Letsch led Transportation & Logistics at Bridgepoint Investment Banking, after nearly 20 years at Bank of America. “His Supply chain is one of the world’s largest and most dynamic sectors, and it happens to fall squarely into the Intrepid and MUFG wheelhouse,” said Intrepid CEO, Ed Bagdasarian.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

Sica Fletcher

APRIL 11, 2024

Generally, these fall into two distinct categories of advisory firms or investment banks. M&A Advisory Firms vs. Investment Banks We should emphasize that the comparison information above is generalized , and may not apply to all such firms or banks.

Insurance 52

Insurance Advisory M&A Investment Banking 52

MergersCorp M&A International

JULY 5, 2024

Convertible Bonds or CBs are a very attractive investment that offers a several advantage for investors. It provides a shield against market downturns with their fixed interest payments, while as we already mention, also offers the potential for capital gains if the company’s stock price increases.

Debt 52

Debt Stock Initial Public Offering Capital 52

Focus Investment Banking

NOVEMBER 27, 2023

Will AI be the next addition to the caravan? (“Bill”) Snow, a FOCUS Managing Director, is an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker. The post Recap: 2023 West Coast M&A/Private Equity Forum appeared first on FOCUS Investment Banking LLC.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Tyton Partners

MAY 4, 2023

Before we cover some of the notable investment and M&A activity across March and April, we offer three market insights based on our conversations in San Diego. Capital raise activity trending up In February, we highlighted the market’s emphasis on M&A activity in recent months. Of the 30 announced U.S.

Education 52

Education Capital Raising Investment Investors 52

Focus Investment Banking

SEPTEMBER 10, 2023

Unless you are still using a flip phone and shopping exclusively in stores, you have probably utilized the most advanced—and controversial—technological advancement since the dawn of the computer – Artificial Intelligence (also known as AI). The fact is many AI tools are affordable and easy to use.

Business 52

Business Mergers and Acquisitions Management IT 52

Mergers and Inquisitions

MAY 24, 2023

Special Situations – These funds focus on companies that are spinning off or divesting divisions, reorganizing, or otherwise going through more unusual changes (not just simple acquisitions or capital raises). Jacobs is a moderate-growth, moderate-margin company in the professional services space, currently trading at 1.2x

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Focus Investment Banking

DECEMBER 26, 2023

The funds have a surfeit of capital— “lots of dry powder,” to use another Midwestern expression—and the pressure from their limited partners to deploy the capital, or return it, has fueled their willingness to submit strong bids. Contact Bill at William.snow@focusbankers.com.

Private Equity 52

Private Equity M&A Equities Insurance 52

Focus Investment Banking

APRIL 14, 2024

Jim Sowers is a Managing Director with more than 30 years of experience in investment banking and corporate finance. Jim has worked on numerous IPOs, sell-side transactions, fairness opinions, and capital raises, mainly for consumer products companies and restaurants. bakery industry is on an upward trajectory.

M&A 52

M&A Food Private Equity Manufacturing 52

iMerge Advisors

APRIL 19, 2025

This article explores the key considerations for SaaS founders contemplating a sale or capital raise, with a focus on how specialized M&A advisory can unlock value, mitigate risk, and drive successful outcomes. That requires preparation, positioning, and a partner who understands the nuances of software M&A.

M&A 40

M&A Advisory Business Valuation 40

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 Banking Bank Investment 52

Focus Investment Banking

OCTOBER 6, 2023

Many owners are bearish when discussing a capital related transaction, be it a capital raise, selling a minority stake, or selling their beloved brand creation. The post Why Buyers Willing to Pay Up for A Restaurant Brand appeared first on FOCUS Investment Banking LLC. What’s a unicorn in business terms?

Valuation 52

Valuation Business Capital Raising Capital 52

Focus Investment Banking

DECEMBER 21, 2023

That’s right, we’re making a big investment this year. Podcast Schmodcast Recently, I was interviewed on the Leadership Podcast , and I think the conversation was great. I really enjoyed it. We discussed subjects that would be very valuable for anyone who is considering a business sale. Don’t call it networking! We named it GIMMIE!

M&A 52

M&A Middle Market Economics IT 52

The TRADE

APRIL 29, 2025

US investment bank Stifel is re-evaluating its UK sales trading unit, with a number of positions across cash equities expected to be cut, sources have told The TRADE. All three individuals hold extensive industry experience across firms including HSBC, Lehman Brothers, Deutsche Bank and Autonomous Research.

Equities 52

Equities Sale Trading Electronics 52

Mergers and Inquisitions

MARCH 5, 2025

If you had to pick a single industry that could be interesting to every hedge fund investing in individual companies, it might be biotech. Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. also find their way into the industry.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

Focus Investment Banking

MARCH 27, 2025

According to Giorgio Andonian , Managing Director at FOCUS Investment Banking , preparation is key to achieving the best outcome. We also do buy side for some larger entities and now were really making a push on capital raises and the capital markets as well. If you havent listened to its a great interview.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52