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CHICAGO, IL – February 23, 2023 — Sun Acquisitions, a Chicago-based mergers and acquisitions firm, has been recognized as a Top 20 Advisor, Lower MiddleMarket by Axial Network, Inc. (“Axial”). “With over 20 years of experience, we have successfully completed over 450 transactions.
In the past several years more and more stakeholders have taken a greater interest in ESG and rewarded companies that have a focus on sustainability, social responsibility, corporate honesty and transparency, employee well-being and workforce diversity. The post Do middle-market businesses need an ESG strategy?
Download this press release as a PDF The post FOCUS Investment Banking Represents East Coast Retina, PA in its Sale to Retina Consultants of America appeared first on FOCUS Investment Banking LLC. These testimonials may not be representative of the experience of all clients; testimonials are not a guarantee of future performance or success.
Even still, your banking skillsets are transferrable to working in a variety of business functions, including corporate development, business development, strategic finance, or FP&A. You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike.
You can think of it like “Consulting, but with less ‘planning’ and more ‘doing.’” The team structure varies widely, but upper-middle-market firms and mega-funds tend to have dedicated operations teams, while smaller firms combine their operations and deal teams.
Download this press release as a PDF The post FOCUS Investment Banking Represents SUCCESS Computer Consulting in its Sale to L Squared Capital Partners appeared first on FOCUS. These testimonials may not be representative of the experience of all clients; testimonials are not a guarantee of future performance or success.
RKW Law Group served as legal counsel to Vetegrity. “The CCA team is grateful for the opportunity to work with Mark Feffer, Ken Foxton, and Sean Keller as they continue to build a powerful middlemarket company serving the Defense Information Systems Agency and the intelligence community overall,” O’Neill said.
Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middlemarket 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.
Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – September 5, 2024 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to Sensible Solutions and Technologies, Inc. appeared first on Chesapeake Corporate Advisors.
Previously FOCUS served as exclusive financial advisor to Cantey Tech in its Platform transaction with LNC and exclusive financial advisor to Palindrome Consulting in its sale to Cantey Tech. FOCUS served as exclusive financial advisor to NCG. We made the right choice with Cantey Tech.”
Previously, Lorie held senior banker roles at StormHarbour Securities, Variant Capital Advisors, Seabury Group, KPMG Corporate Finance and Gordian Group. Ken has spent over 26 years working in investment banking, private equity, restructuring, and turnaround consulting.
David’s impressive background includes extensive experience as a Chief Financial Officer for Pandera Systems, a cloud and data analytics IT consulting firm (and former client of Solganick & Co.). David is based in Tampa, FL. Please join us in welcoming them to the firm!
He has a background in corporate America and has successfully bought and sold multiple businesses. After obtaining a master's degree in leadership, he started a consulting business but soon realized the challenges of starting something from scratch. Reconciled sets the standard for consistency and quality that you can count on.
Corporate L&D and Staffing Transactions The corporate training landscape continues to be defined by the requirement for many employers to upskill and reskill their workforce to learn job-ready skills. This technology is still in the early innings though, as there are currently few scalable opportunities ripe for investment.
Bill and Janell Voss co-founded Micro-Dyn in 1989 and since then health plans, providers, consultants and other customers have relied upon Micro-Dyn for complex data validation, grouping and reimbursement calculations software that incorporates the data and specifications from the Centers for Medicare & Medicaid Services.
Private equity (PE) firms are investing in middlemarket businesses at a healthy pace despite a high interest rate environment that makes it more costly to finance deals. First, Some PE Fundamentals PE investment in the middlemarket is defined by a fairly common set of criteria.
Revelant’s architects and consultants are experts in complex, multi-system integrations of legacy and new systems using custom-built software as well as Mulesoft. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middlemarket companies.
That’s the minimum time we recommend allocating to PE prep to be competitive for a megafund or upper middlemarket placement during on-cycle. OfficeHours coaches come from 100+ premier institutions and many have exited from banking into various industries including private equity, hedge funds, startups, and corporate development.
Among the other banks, HSBC usually makes a strong showing, most middle-market banks are barely present, and the other elite boutiques (Evercore, Lazard, etc.) Some MENA-based banks also do a lot of deals in the region, but as in Hong Kong and Canada , they tend to focus on corporate bonds for domestic companies ( DCM ).
Similarly, SoftBank has played a big role in growth equity (for better or worse…) but it’s the investing arm of a corporation, not a standalone PE/VC firm. Many people still get in from investment banking and management consulting , but some also get in from VC and finance-related jobs at startups.
Pharmacies are closer to retail companies; nursing facilities are like REITs or real estate; small physicians’ practices are like consulting firms; and HCIT companies could be more like software or IT services firms. For more on this, please see our healthcare investment banking article. in biology. If you have an M.D.
That’s the topic CCA Managing Director Marty O’Neill and Shirley Collier, President of Scale 2 Market, discussed on the Growth Masters Federal podcast, which this blog recaps. Investors are still active in the M&A middlemarket, even in a difficult economy.
Like many middlemarket companies, Devenish didn’t have in-house counsel on the payroll, so McEntee got creative. He contacted an attorney he had worked with previously, Barry Devereaux, head of boutique consulting firm DVRX Advisory, and hired him to act as de facto in-house counsel.
These pre-MBA programs are the most prominent in consulting , finance, and technology , which makes sense since most MBA students target these industries. Management consulting firms like to hire candidates from diverse backgrounds, but for tech and finance roles, you have a big advantage with relevant work experience.
Excolere Equity Partners is a leading middlemarket 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.
All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates. But you could use the experience to aim for other finance roles, especially ones like equity research or corporate banking with less structured recruiting.
middle-market banks (Jefferies, Houlihan Lokey, etc.), Outside of IB, various asset managers, hedge funds, consulting firms, and trading firms also run some type of spring week program, but we’re focusing on banking here. All the bulge bracket banks in the U.K. and “ in-between-a-banks ” such as RBC and Wells Fargo.
We are a firm of accomplished corporate transaction lawyers, with our shareholders averaging over twenty years of experience. Our clients include startup, growth, middle-market and Fortune 500 companies. Our firm is committed to the success and we strive to advance clients’ interests.
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.
Finally, many renewable energy debt deals take place within Project Finance teams at banks – but Project Finance and corporate finance are very different ! Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: What Do You Do as an Analyst or Associate?
You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike. To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?”
Many of these newer, sports-focused firms are also quite small, which means that compensation is more in-line with lower-middle-market PE firms, and promotion opportunities are less clearly defined. corporate development for a sports/entertainment company).
Investment Banking and Advisory Services FOCUS Investment Banking is a leading investment bank with specialized supply chain industry expertise, concentrating on providing highly tailored services to emerging middlemarket and larger organizations in this sector: Mergers & Acquisition Advisory Corporate Development Consulting Strategic Partnering (..)
Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD March 20, 2025 Chesapeake Corporate Advisors (CCA) is pleased to announce it has served as the exclusive financial advisor to Belair Road Supply, Inc. BRS also supplies masonry and hardscapes supplies within its existing market.
For example, you dont need to work at a bulge bracket or elite boutique bank to participate; you could work at a smaller bank, in management consulting, or another finance-related field (Big 4, corporate development, valuation, etc.). You can think of it like this: On-Cycle Recruiting: Fast processes for start dates far in the future.
Investment Banking and Advisory Services FOCUS Investment Banking is a leading investment bank with specialized supply chain industry expertise, concentrating on providing highly tailored services to emerging middlemarket and larger organizations in this sector: Mergers & Acquisition Advisory Corporate Development Consulting Strategic Partnering (..)
This structure is more common in lower middle-market deals and is often preferred by buyers for its tax benefits and liability protection. However, it can result in double taxation for C-corp sellers once at the corporate level and again when proceeds are distributed to shareholders. codebase, customer contracts, IP, goodwill).
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