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

RKJ Partners

AUGUST 6, 2017

The less time you have to spend managing your covenant compliance, the more time you will have to deliver a compelling value proposition to your customers. No Early Payback Penalties – Many venture debt lenders attempt to discourage early payment of their loans with onerous pre-payment penalties - 1% of the entire loan amount is common.

Debt 40

Debt Capital Raising Capital Equities 40

Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – 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 two new managing directors, Mike McCraw and William R. Bill”) Snow.

Investment Banking 52

Investment Banking Banking Bank Investment 52

TechCrunch: M&A

JUNE 26, 2023

Founded in 2020, New York-based Cohere.io (not to be confused with Cohere, another AI startup that recently raised capital ) raised $3.1 million in a seed funding round led by Initialized Capital, later tacking on another $400,000 in funding.

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Capital IT Acquisitions Capital Raising 230

Cleary M&A and Corporate Governance Watch

APRIL 25, 2023

And so are directors and management teams at corporates, whether public or private. But parts of the financial markets are beginning to notice in small ways the lack of legislative progress and the broader financial markets may react in the coming months with implications for corporate capital raising, liquidity and risk management.

Debt 52

Debt Corporation Capital Raising Financial Market 52

SDR Ventures

AUGUST 24, 2022

Because life comes at you fast, business owners should begin the M&A/capital raise education process as early as possible. Management Considerations Many of the entrepreneurs were interested in hearing more about the pros and cons of professional management. Your Spidey senses are up for a reason.”

M&A 52

M&A Capital Raising Investment Banking Business 52

The TRADE

OCTOBER 9, 2023

Speaking to The TRADE, Vincent Grandjean, chief executive, highlighted how the move fits into the company’s overall vision: “Following our capital raise in July this year we are investing in enhancing our range of analytics and scaling our platform.

Asset Management 59

Asset Management Trading Capital Raising Funds 59

How2Exit

MARCH 24, 2024

His career began in a fund-of-funds sector where he managed investments across the Asia Pacific, offering him a diverse understanding of market cycles, politics, and economics. It’s critical to ensure a knowledgeable management team and employees are primed for the responsibilities of ownership.

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

The TRADE

JUNE 13, 2023

“For buy-side equities traders facing increased complexity and liquidity challenges, it’s fantastic to welcome a dynamic solution that will revolutionise trading across global markets through reliable and efficient automation technologies,” said William Cline-Thomas, senior product manager at ION Markets.

Equities 59

Equities Trading Capital Raising Capital 59

How2Exit

MAY 15, 2023

His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes. Additionally, even if you have a management team in place, you will still need to be involved in the process to ensure that everything is running smoothly.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Intrepid Banker Insights

NOVEMBER 16, 2022

We’re constantly monitoring our portfolio companies’ ability to pass on price increases, particularly as consumers’ wallets come under immense pressure.” – Portfolio Manager, private credit fund “There’s no such thing as a free lunch. Intrepid brings a full arsenal of resources to help clients achieve their capital raising goals.

Advisory 52

Advisory Capital Funds Debt 52

Focus Investment Banking

MARCH 13, 2024

This win came about as a result of Nutritics developing a pioneering, fully automated environmental impact scoring system for the hospitality and food service sector that calculates the climate impact of recipes and menus, and helps food businesses to measure, analyse and manage their sustainability goals. and Europe.

Food 52

Food Hospitality Capital Raising Middle Market 52

Accenture Capital Markets

JANUARY 22, 2024

Investor appetite for such investments is rapidly increasing, as banks, asset managers and large corporates all seek ways to invest in sustainability. However, every green bond faces the fundamental challenge described above: proving it’s actually green. But they’ll only invest if they have proof about where the money is going.

Investment 103

Investment Investors Finance Finance 103

Intrepid Banker Insights

JUNE 5, 2024

Dave Hatch has joined Intrepid as Managing Director to lead the group, and he will be joined by Managing Director Mike Letsch. We are excited to play a growing role in the ongoing industry consolidation and grow our relevance to sponsors and strategics active in the sector.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

Razorpay

DECEMBER 15, 2024

Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. What is Private Banking?

Bank 52

Bank Banking IT Management 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. Axis Capital: Leading merchant bank with a focus on debt capital markets, providing services such as debt issuance, restructuring, and advisory.

Bank 52

Bank Banking Business Underwriting 52

Solganick & Co.

SEPTEMBER 29, 2024

Most recently, Michael served as a vice president in the Technology & Services group at Raymond James, where he advised leading infrastructure technology companies on M&A and capital raising transactions. Davidson and Imperial Capital.

Investment Banking 40

Investment Banking M&A Mergers and Acquisitions Capital Market 40

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

Focus Investment Banking

OCTOBER 8, 2023

Risk Mitigation and Compliance: Outsourcing IT services can help mitigate risks associated with technology management. We are also opening new channels for CSPs to access private equity capital and continue their expansion into this exciting, dynamic field.

Business 52

Business Mergers and Acquisitions Capital Raising Private Equity 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Special Situations – This could include the events above but could also refer to investments in spin-offs, asset sales, recapitalizations, acquisitions, or capital raises. Again, this is more of a PE strategy. Most distressed debt hedge funds follow strategies #1 and #2: trading and non-control.

Debt 103

Debt Funds Investment Equities 103

Focus Investment Banking

NOVEMBER 27, 2023

The pursuit of ESG goals might mean diminished earnings, which would raise the ire of shareholders and board members. But if ESG goals are not pursued, that might raise the ire of activists…and some board members. Managers are terrified of being the next Target or Bud Light, and as a result, they are now trying to keep a low profile.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Sica Fletcher

AUGUST 21, 2024

Nine times out of ten, owners seeking an insurance agency investment bank are really looking for an M&A advisory firm: a financial institution that provides capital raising, IPO, and/or strategic/legal advisory services. Contact: Mike Fletcher Managing Partner, Sica | Fletcher mjf@sicafletcher.com

Investment Banking 52

Investment Banking Insurance Banking Bank 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. These businesses typically face: Valuation complexity due to hybrid revenue models (e.g.,

M&A 40

M&A Advisory Business Valuation 40

Tyton Partners

MAY 4, 2023

Capital raise activity trending up In February, we highlighted the market’s emphasis on M&A activity in recent months. The announced deals during March and April paint an evolving picture as the proportion of capital raises increased from 17% in January to nearly 30% across the last two months.

Education 52

Education Capital Raising Investment Investors 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). include Elliott Management, Third Point Partners, ValueAct Capital, Trian Partners, JANA Partners, and Starboard Value.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Focus Investment Banking

SEPTEMBER 10, 2023

What does this mean for small to medium-sized businesses (SMBs) that struggle to manage rising costs of goods and labor in order to compete in today’s marketplace? As a result, business owners can spend less time managing their business and more time growing it. The fact is many AI tools are affordable and easy to use.

Business 52

Business Mergers and Acquisitions Management IT 52

Cooley M&A

DECEMBER 14, 2020

More private companies have chosen to remain private for longer periods due to the availability of capital from VC and private equity funds. For many private companies during that period, a capital raise was not the primary focus, which meant that a direct listing represented the most efficient route.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

Growth Business

MARCH 1, 2024

The standard private equity model involves a firm raising capital from a number of institutional investors, such as pension funds and sovereign wealth funds, and investing this money on their behalf into privately owned companies. By contrast, there remains a high level of uncertainty about the final destination of the Brexit process.

Private Equity 59

Private Equity Equities Investment Business 59

Sica Fletcher

APRIL 11, 2024

This goal reflects their hopes for what their own post-closing life will look like, as well as aspirations for their agency under new management. We see retirement as the most common motivation behind this goal, as owners begin to consider options for new management when they start settling into their golden years.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Peak Frameworks

AUGUST 24, 2023

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.

Finance 52

Finance Finance Private Equity Investment Banking 52

Focus Investment Banking

DECEMBER 26, 2023

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. His work includes business sales and capital raises for middle-market companies as well as buy-side services for acquirers seeking middle-market companies.

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.

M&A 52

M&A Food Private Equity Manufacturing 52

Sica Fletcher

JULY 1, 2020

This was the fourth year in a row fundraising surpassed half a trillion dollars, with 2017, 2018, and 2019 recording the highest amounts of capital raised in history. PE-backed agencies now dominate the M&A market and have grown and created enormous wealth for sellers, PE investors, and management.

Private Equity 52

Private Equity Insurance Debt Equities 52

Growth Business

SEPTEMBER 13, 2023

By Rory Bennett on Growth Business - Your gateway to entrepreneurial success On the face of it, Britain’s venture capital firms have never been more ready to invest in your start-up. Last year, venture capital raised £6.8 Capital invested by venture capital trusts increased by 8 per cent last year to £664 million.

Capital 52

Capital Business Funds Investment 52

IBG

JANUARY 9, 2023

Some examples of activities that are not allowed without registration under the exemption for merger and acquisitions brokers are: capital raising, providing financing in a transaction, dealing in shell companies under certain circumstances, assisting in the formation of the buyer group, and. taking custody of funds or securities.

Mergers and Acquisitions 52

Mergers and Acquisitions Broker M&A Securities 52

Focus Investment Banking

JANUARY 10, 2025

About 3 years ago, I joined the team at Focus Investment Banking, where I spend my time on mergers and acquisitions and capital raising within the collision repair industry. So it’s an industry I love. A positive side effect is you work yourself out of a job with scale.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

InvestmentBank.com

MAY 26, 2021

of debt funds raised in the first half of 2020, and arose from after contributing only 19.7% of debt capital raised in 2019 [9]. The first half of 2020 saw an annualized decline of more than 30% in total debt funds raised compared to 2019 [10]. Retrieved on March 3, 2021, from [link] [14] Pitchbook.

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Capital Raising Capital Debt Private Equity 52