Mergers and Inquisitions

MAY 15, 2024

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.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

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 Bank Banking Investment 52

Solganick & Co.

OCTOBER 28, 2022

Solganick served as the exclusive advisor to Orlando, FL-based Pandera Systems , LLC (“Pandera Systems” or “Pandera”) in its strategic merger with Chicago, IL-based 66degrees (“66degrees”), backed by growth-oriented private equity firm Sunstone Partners. Our clients include startup, growth, middle-market and Fortune 500 companies.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

Solganick & Co.

FEBRUARY 15, 2023

This report analyzes current industry subsectors including application partners, public cloud partners, data analytics consulting, cybersecurity services, managed services providers (MSPs), and software development services providers. February 16, 2023 – Solganick & Co.

M&A 52

M&A Middle Market Valuation Consulting 52

Focus Investment Banking

MAY 16, 2024

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.”

Sale 52

Sale IT Investment Mergers and Acquisitions 52

Intrepid Banker Insights

JANUARY 26, 2023

Ken has spent over 26 years working in investment banking, private equity, restructuring, and turnaround consulting. Previously, Ken was a Partner and Founder at Renewal Capital, a private equity fund making special situations investments in the lower middle market, as well as a partner at investment bank Gordian Group.

Advisory 52

Advisory Capital Investment Banking Middle Market 52

Successful Acquisitions

FEBRUARY 9, 2024

2024 State of the Market Survey Near the end of 2023, Capstone Strategic, Inc., 38% of the respondents were from the banking and financing industry.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Middle Market Business 52

Periculum Capital

MAY 14, 2024

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.

Sale 52

Sale IT Mergers and Acquisitions Advisory 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

MARCH 13, 2024

From a career perspective , growth equity appealed to many bankers and consultants who didn’t want to be “pigeonholed” in venture capital (limited exit opportunities) or suffer through “banking hours” once again in private equity. Also, you can get in more easily from a middle-market or boutique bank.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

JUNE 21, 2023

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.) and European lists, but you can also add a few of the top schools in the Middle East, such as the American University of Beirut (perhaps more for consulting).

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

NOVEMBER 1, 2023

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.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Mergers and Inquisitions

APRIL 24, 2024

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.

IT 59

IT Investment Banking Recruitment Finance 59

Mergers and Inquisitions

MARCH 27, 2024

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. The post Investment Banking Spring Weeks: The Full Guide appeared first on Mergers & Inquisitions.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Focus Investment Banking

SEPTEMBER 3, 2024

Simplifying the M&A process with a well-vetted team When it comes to mergers and acquisitions, your investment banker shouldn’t be the only member of your team you are closely vetting. Like many middle market companies, Devenish didn’t have in-house counsel on the payroll, so McEntee got creative.

M&A 52

M&A Mergers and Acquisitions Advisory Business 52

Focus Investment Banking

JULY 17, 2023

John Haydock is the founder of Sight Casting Consulting, a firm that provides fractional leadership, consulting, and executive coaching to ventures ranging in size from start-ups to mid-caps.

Sale 52

Sale Retail Investment Banking Food 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

Mergers and Inquisitions

AUGUST 23, 2023

All the large investment banks – bulge brackets , elite boutiques , and middle-market firms – use internships as a recruiting tool for Analysts and Associates. You saved yourself years, and now you can find another job that’s a better fit (tech, consulting, marketing, startups, etc.). and do a ton of networking.

Investment Banking 52

Investment Banking Bank Banking Investment 52

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. Sellers almost always feel their business is worth far more than what the market will bear. We work in Seattle mergers and acquisitions. That’s a topic for another day.

Valuation 52

Valuation Business Mergers and Acquisitions Management 52

Focus Investment Banking

JULY 3, 2024

Private equity investors like IT-focused MSPs because of the potential of this large, fragmented market, which makes the industry prime for a buy-and-build strategy. According to data from FOCUS Investment Banking, most MSP deals to this point have been mergers of equals.

IT 40

IT Private Equity Debt Finance 40

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

APRIL 10, 2024

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. appeared first on Mergers & Inquisitions. corporate development for a sports/entertainment company).

Private Equity 103

Private Equity Equities Funds Entertainment 103

OfficeHours

AUGUST 30, 2023

What about management consultants and MBAs? Before joining Periscope Equity, Joe was an Associate at SFW Capital Partners , a middle-market private equity firm, where he was primarily focused on making control investments into analytical technologies, software, and services businesses. Over 300 Applications Received in 4 Days!

Equities 130

Equities Private Equity Funds Mergers and Acquisitions 130

OfficeHours

AUGUST 26, 2023

Before joining Periscope Equity, Joe was an Associate at SFW Capital Partners , a middle-market private equity firm, where he was primarily focused on making control investments into analytical technologies, software, and services businesses. Harry is a former OfficeHours Mentee as well!

Equities 130

Equities Private Equity Mergers and Acquisitions Investment 130

How2Exit

FEBRUARY 24, 2023

While the Fortune 500 has a small number of people earning seven figures a year, the middle market private equity-backed companies have a much higher number. Mergers and acquisitions are a big part of this as they can help a business grow quickly. Adam has learned that working with private equity is the epitome of business.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

Focus Investment Banking

FEBRUARY 20, 2025

Investment Hesitancy : The unpredictability introduced by sudden policy shifts and tariffs may cause private equity firms to exercise caution, potentially leading to a slowdown in mergers and acquisitions within sectors heavily reliant on foreign supply chains.

Private Equity 98

Private Equity Mergers and Acquisitions M&A Investment Banking 98

Mergers and Inquisitions

DECEMBER 18, 2024

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.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

Focus Investment Banking

FEBRUARY 25, 2025

Investment Hesitancy : The unpredictability introduced by sudden policy shifts and tariffs may cause private equity firms to exercise caution, potentially leading to a slowdown in mergers and acquisitions within sectors heavily reliant on foreign supply chains.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Investment Banking 52

iMerge Advisors

APRIL 12, 2025

This structure is more common in lower middle-market deals and is often preferred by buyers for its tax benefits and liability protection. consulting agreements, non-compete payments): Taxed as ordinary income and subject to payroll taxes. Asset Sale: The buyer purchases individual assets (e.g., Compensation for services (e.g.,

Business 40

Business Sale M&A Capital 40