The TRADE

JUNE 5, 2024

“BlackRock is proud to be a founding investor in the Texas Stock Exchange to increase liquidity and improve market efficiency for BlackRock’s clients and other investors in the US capital markets,” said a BlackRock spokesperson. Citadel Securities had not responded to a request for comment at the time of publishing.

Securities 111

Securities Capital Raising Investors Financial Institution 111

Focus Investment Banking

DECEMBER 26, 2023

The 6th annual Midwest M&A/Private Equity Forum sponsored by the Thomson Reuters Institute was held in early December in Columbus, Ohio, and for your humble correspondent, this was not only my second time as one of the participants, but my first time as a moderator of a panel! More on that later.

Private Equity 52

Private Equity M&A Equities Insurance 52

How2Exit

APRIL 10, 2023

Ron Concept 1: Raise Capital Intro Raising capital compliantly is an important part of any business transaction, whether it be real estate, business acquisition, or any other venture. To do this, they work with registered broker-dealers that are legally able to raise money on behalf of companies.

Capital 130

Capital Investors Investment Broker 130

RKJ Partners

AUGUST 6, 2017

As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising clients that seek growth capital. In our latest blog installment, we define and outline the key elements involved in the process of raising capital. Most entrepreneurs are very familiar with senior debt offered by traditional banks.

Debt 40

Debt Capital Raising Capital Equities 40

Focus Investment Banking

NOVEMBER 27, 2023

At this year’s West Coast M&A/Private Equity Forum, which took place on September 28th in East Palo Alto, those differences were on full display. 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 Mergers and Acquisitions 52

How2Exit

JUNE 20, 2023

A UK leader in training people how to buy a business without risking their own capital. Sanchez @CodieSanchezCT Founder Contrarian Thinking + Private Equity Investor + 26 Boring Businesses. Jonathan Jay has bought and sold businesses for over 20 years Can't forget The Queen of Online Content for Buying small businesses.

M&A 130

M&A Media Mergers and Acquisitions Private Equity 130

Intrepid Banker Insights

NOVEMBER 16, 2022

Intrepid Investment Bankers Intrepid Capital Advisory Update – A View From the Trenches Click here for the full report. Amidst public market volatility and economic uncertainty, private capital investment funds remain open for business, albeit with increased scrutiny and rigorous diligence on every deal.

Advisory 52

Advisory Capital Funds Debt 52

Private Equity Info

MARCH 29, 2024

On occasion, corporate CEOs ask if we can help find the best investment bank to represent them in either a capital raise, recapitalization or exit.

Capital Raising 52

Capital Raising Investment Investment Banking Corporation 52

How2Exit

MARCH 24, 2024

b' E198: Unlocking Business Exits with ESOPs: Exit Strong with Employee Ownership with Michael Bannon - Watch Here rn rn About the Guest(s): rn Michael Bannon is an expert in employee stock ownership plans (ESOPs) with a seasoned background in private equity.

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

How2Exit

MAY 15, 2023

Now, Sauer focuses on family and founder-led businesses of all sizes, public and private. His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Intrepid Banker Insights

JUNE 5, 2024

Intrepid’s Supply Chain & Logistics Group will offer M&A advisory and other capital markets support to middle-market companies offering transportation & logistics services and a diverse range of mission-critical supply chain solutions. and he led the Transportation & Logistics Group at Piper Sandler prior to that.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. These firms remain “on the clock” to deploy their capital.

Private Equity 52

Private Equity Insurance Debt Equities 52

Intrepid Banker Insights

MARCH 8, 2024

At the same time, market uncertainty, heightened costs of capital, and other headwinds depressed M&A volumes more broadly, though several strategic acquirors and a handful of investors remained acquisitive, particularly in high-performing verticals like professional A/V and live event technologies. TO ACCESS THE FULL REPORT, CLICK HERE.

M&A 52

M&A Capital Raising Private Equity Capital 52

Focus Investment Banking

JANUARY 10, 2025

I worked with the family business under the family’s ownership for three years and then with the private equity group who acquired and partnered with the family business as a platform for another three years. So seller financing, it’s a good component, but not a good primary source of capital. down, it happens.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

iMerge Advisors

APRIL 16, 2025

Summary of: Software Company Valuations in 2025: Trends, Multiples, and Strategic Implications As we move into 2025, software company valuations are entering a new phaseone shaped by macroeconomic recalibration, AI-driven disruption, and a more disciplined capital environment. See our deeper dive in EBITDA Multiples Continue to Trend Lower.

Valuation 40

Valuation Private Equity M&A Equities 40

Cooley M&A

DECEMBER 14, 2020

The bankers on the panel shared the belief that the quality of SPAC sponsors has increased as private equity firms, successful dealmakers and well-regarded VC investors launching their own SPACs. On that run rate, the total amount of funds generated through SPACs in 2020 will exceed the aggregate amount raised over the last ten years.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

Focus Investment Banking

APRIL 14, 2024

General Mills acquired private equity-backed TNT Crust, a frozen pizza supplier, for $253 million. Many private equity firms have acquired bakeries and are pursuing companies to add to their platforms. Legacy Bakehouse, a manufacturer of baked snack ingredients, was acquired by Benford Capital Partners.

M&A 52

M&A Food Private Equity Manufacturing 52

Focus Investment Banking

AUGUST 15, 2023

He also started and helped lead a lower middle market private capital group focused on adding value alongside successful entrepreneurs. His work includes business sales and capital raises for middle-market companies as well as buy-side services for acquirers seeking middle-market companies.

Investment Banking 52

Investment Banking Banking Bank Investment 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

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

Mergers and Inquisitions

SEPTEMBER 13, 2023

As discussed in the distressed private equity article, there is no universal definition for a “distressed security” or a “distressed company.” Special Situations – This could include the events above but could also refer to investments in spin-offs, asset sales, recapitalizations, acquisitions, or capital raises.

Debt 103

Debt Funds Investment Equities 103

Razorpay

AUGUST 9, 2023

Leasing Services Merchant banks provide leasing services to companies in the form of capital goods, vehicles and office equipment. Underwriting Services Merchant banks also provide underwriting services for initial public offerings (IPOs), private placements, follow-on public offerings (FPOs) and rights issues.

Banking 52

Banking Bank Business Underwriting 52

Focus Investment Banking

OCTOBER 8, 2023

We are also opening new channels for CSPs to access private equity capital and continue their expansion into this exciting, dynamic field. Over the course of his career he has worked on the client end of sell side, buy side and capital raise assignments.

Business 52

Business Mergers and Acquisitions Capital Raising Private Equity 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. Buyers whether private equity, strategics, or growth investors evaluate a range of financial and operational metrics.

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

Razorpay

DECEMBER 15, 2024

Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds. Private bankers provide personalized financial services, such as asset management, estate planning, and tax advice.

Banking 52

Banking Bank IT Management 52

InvestmentBank.com

MAY 26, 2021

A liquidity crisis slammed businesses across the board, and COVID-19 added a new layer of complexity for companies who tried to obtain capital to weather the storm. 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].

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Tyton Partners

DECEMBER 15, 2023

Coming off a slightly down year in 2022, M&A – both strategic and PE – and capital raises all tumbled in 2023, causing a 31% decrease in deal volume compared to the previous year. Capital raises and minority investments were hit the strongest (-35% YoY), reflecting the broader bearishness surrounding investments in the space.

Education 59

Education Capital Raising Capital M&A 59

How2Exit

JULY 13, 2023

These individuals have ambitions for growth and are driven by business expansion, capitalization, marketing, and other related factors. Finally, the guests discuss the current market trends in private equity and capital raising.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

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. They whisper in the ear of these owner clients that today is not a good time to be in the capital markets, with high interest rates and limited activity.

Valuation 52

Valuation Business Capital Raising Capital 52

JD Supra: Mergers

MARCH 26, 2025

Amid geopolitical volatility and economic uncertainty, Dechert partnered with our private equity and private capital clients to devise innovative strategies for capital raising and deployment. Dechert celebrated 40 years in private equity.

Private Equity 165

Private Equity Equities Capital Raising Financial Services 165

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e.,

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

iMerge Advisors

APRIL 14, 2025

Summary of: What Buyers Are Looking for in AI and SaaS Company Acquisitions in 2025 As we move deeper into 2025, the M&A landscape for AI and SaaS companies continues to evolve shaped by macroeconomic pressures, shifting capital markets, and the accelerating integration of artificial intelligence across enterprise software.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40

iMerge Advisors

APRIL 13, 2025

For software founders and tech CEOs preparing for a sale, growth capital raise, or strategic acquisition, understanding the purpose and power of a QoE report can be the difference between a smooth transaction and a value-eroding negotiation. But what exactly is a QoE report?

M&A 40

M&A Valuation Advisory Negotiation 40

Focus Investment Banking

MARCH 27, 2025

Additionally, for those looking to expand rather than exit, securing the right capital and investment partners can help fuel growth while maintaining control over their business. 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.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52

Peak Frameworks

JUNE 5, 2023

As finance professionals, private equity experts, or investment bankers, comprehending the nature and significance of auditing becomes integral to your role. For instance, Tesla's annual audits, reflecting its financial health, build investor confidence and facilitate capital-raising endeavors. billion.

Financial Statement 52

Financial Statement Accountant Capital Raising Private Equity 52