Corporate Finance, M&A and Middle Market - Investment Banking Today

FOCUS Investment Banking Named a Top 25 Investment Bank for Lower Middle Market M&A in Q1 2024

Focus Investment Banking

APRIL 26, 2024

Washington, DC, (April 26, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to be named among the Top 25 Lower Middle Market Investment Banks of Q1 2024 by Axial.

Middle Market

FOCUS Investment Banking Named #1 Lower Middle Market M&A Advisor In Q2 2023?

Focus Investment Banking

JULY 27, 2023

Washington, DC, (July 27, 2023) – FOCUS Investment Banking (“FOCUS”) a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is thrilled to announce its exceptional achievement of being named #1 on Axial’s second quarter 2023 lower middle market investment bank league table.

Middle Market

FOCUS Investment Banking Named a Top Investment Bank for Lower Middle Market M&A in Q3 2023

Focus Investment Banking

OCTOBER 30, 2023

Washington, DC, (October 30, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is honored to be named among the Top Lower Middle Market Investment Banks for the third quarter of 2023 by Axial.

Investment Banking Middle Market M&A Banking

FOCUS Investment Banking Named a Top 100 Investment Bank for Lower Middle Market M&A in 2023

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is excited to be named among the Top 100 Lower Middle Market Investment Banks of 2023 by Axial.

Investment Banking Middle Market M&A Banking

FOCUS Investment Banking Named Number One Investment Bank for Lower Middle Market M&A in 2023

Focus Investment Banking

FEBRUARY 1, 2024

2023 was a bit of a slower year for middle market M&A, with deals taking far longer than what we’ve become accustomed to. To assemble the list of top investment banks in North America, Axial reviewed the deal-making activities of over 800 investment banks and M&A advisory firms for the full 2023 calendar year.

Middle Market

FOCUS Investment Banking Named a Top Industrials Sector M&A Advisor

Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrials sector.

Investment Banking M&A Middle Market Banking

FOCUS Investment Banking Named a Top Technology Industry M&A Advisor

Focus Investment Banking

MARCH 19, 2024

Washington, DC, (March 19, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the technology services industry by Axial, the trusted deal platform serving the lower middle market.

Investment Banking M&A Banking Bank

FOCUS Investment Banking Named a Top Industrial Industry M&A Advisor

Focus Investment Banking

JUNE 19, 2023

Washington, DC, (June 19, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrial industry.

Investment Banking M&A Middle Market Investment

12 Concepts We Can Learn From MID Market M&A to use on SMBs from How2Exit's Interview W/ John Carvalho

How2Exit

JULY 23, 2023

Their team is experienced in M&A, and they hire the best talent available. Education and training for both sellers and buyers are crucial in the market. Drawing from this podcast interview, we explore the key themes discussed and provide insights into the strategies and mindset required for successful M&A transactions.

M&A

M&A Mergers and Acquisitions Acquisitions Mergers

FOCUS Investment Banking Named a Top Consumer Industry M&A Advisor

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry.

Investment Banking M&A Banking Bank

Periculum Advises Hope Plumbing in its Sale to Redwood Services

Periculum Capital

FEBRUARY 24, 2025

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firms primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale

Sale IT Investment Banking Advisory

Periculum Announces Completed Sale of Central States Enterprises, LLC's Two Grain Terminal Elevators to ADM

Periculum Capital

JUNE 30, 2021

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale

Sale Advisory Corporate Finance Middle Market

Stuart Knott Joins CCA as Managing Director

Chesapeake Corporate Advisors

JANUARY 26, 2023

Baltimore, MD, JANUARY 26, 2023 —Chesapeake Corporate Advisors (CCA) is pleased to announce that Stuart Knott has joined the firm as a Managing Director. Knott brings a unique and creative perspective based on 20 years of experience in the middle market as both an investment banker and a private equity investor.

Management

Management Middle Market Investment Banking Corporation

We’re Excited to Welcome Alexei Sorokin and David Johnson to the Solganick Team!

Solganick & Co.

MARCH 11, 2024

annouces the hiring of two new senior M&A professionals in Q1 2024 Alexei Sorokin, Managing Director David Johnson, Senior Vice President March 11, 2024 – Irvine, CA and Tampa, FL – We’re thrilled to announce the expansion of our team with the hiring of two experienced M&A professionals, Alexei Sorokin and David Johnson.

M&A

M&A Financial Analysis Financial Institution Corporate Finance

FOCUS Investment Banking Welcomes New Managing Directors, Expanding Southeast and Midwest Presence

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 Banking Bank Management

Bob Bicksler Joins FOCUS Investment Banking

Focus Investment Banking

JUNE 9, 2023

Washington, DC, (June 9, 2023) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Bob Bicksler has joined FOCUS as a Senior Advisor who will focus primarily on the photonics industry.

Periculum Announces Completed Sales of Central States Enterprises, LLC's Feed and Bagging Operations to Furst-McNess Company

Periculum Capital

JULY 15, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale

Sale Advisory Corporate Finance Middle Market

FOCUS Investment Banking Represents Celito in its Growth Investment from M/C Partners

Focus Investment Banking

JUNE 1, 2023

The partnership continues M/C's commitment to investing in promising companies to drive growth and build long-term value. I am delighted with the M/C partnership and the new opportunities it will provide Celito and our outstanding team," said Sharat Nagaraj, Founder and President at Celito.

Investment Banking Investment Banking Bank

FOCUS Investment Banking Welcomes New Chief Business Development Officer

Focus Investment Banking

OCTOBER 10, 2023

Washington, DC, (October 10, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that Paul Waters has joined the firm as Chief Business Development Officer. Merrill Lynch.

Periculum Advises 21st Amendment, Inc. in its Sale to US Liquor Group, LLC.

Periculum Capital

APRIL 13, 2023

With a limited universe of potential buyers and the added complexity of multiple ownership interests and regulatory approvals required for the transfer of liquor licenses, Periculum successfully managed a streamlined sell-side process to maximize value while preserving confidentiality in a competitive local market.

Sale

Sale IT Advisory Corporate Finance

Periculum Announces Three Promotions

Periculum Capital

JANUARY 7, 2021

Chris Caniff, Senior Managing Director of Periculum, stated “In his time with the firm, Brian has brought a wealth of prior experience in working with middle market companies while helping to further develop and grow Periculum. In addition to managing sponsor coverage efforts, Brian co-leads the firm’s growing technology practice.

Advisory

Advisory Middle Market Corporate Finance Capital

Periculum Advises LUNA Language Services in its Sale to GLOBO Language Solutions, LLC.

Periculum Capital

JUNE 6, 2023

We couldn’t be happier with the outcome that resulted from the thoughtful and intentional marketing strategy developed by the Periculum team.” About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale

Sale IT Advisory Corporate Finance

Periculum Announces Three Promotions

Periculum Capital

MAY 11, 2023

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Advisory

Advisory Corporate Finance Capital Middle Market

Periculum Advises AMW Construction Supply, LLC. in its Sale to Gypsum Management & Supply, Inc.

Periculum Capital

OCTOBER 27, 2023

Periculum ran a customized sell-side process primarily targeting strategic buyers that could leverage AMW’s strong position in a booming metro market bolstered by both new residential construction and remodeling activity. They were well-organized and made the due diligence process and documentation run smoothly.

Sale

Sale Management IT Advisory

Periculum Completes Senior Debt Placement for Morgan Foods, Inc.

Periculum Capital

MARCH 12, 2022

As a long-term client of Periculum’s Corporate Development and Treasury Services offering, this is the second transaction Morgan has engaged Periculum to execute. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Debt

Debt Food Debt Capital Markets Capital

Periculum Advises Pet Palace Enterprises, LLC. in its Sale to Destination Pet

Periculum Capital

JULY 13, 2023

After successfully opening three new locations in 2020 and 2021, Pet Palace engaged Periculum in late 2022 to run a targeted sell-side process positioning the Company as a premium asset in a highly fragmented market. This deal marks Periculum’s third transaction in the rapidly evolving pet care services industry.

Sale

Sale IT Advisory Capital

Periculum Advises Hoosier Refreshment Company in its Sale to WP Beverages, LLC, a Subsidiary of Wis-Pak, Inc.

Periculum Capital

DECEMBER 23, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale

Sale IT Advisory Negotiation

Periculum Advises Prairie Mills in its Sale to Consolidated Grain and Barge Co

Periculum Capital

MAY 21, 2024

Periculum’s customized process included contacting strategic buyers in the niche food ingredient market, and the broader grain and commercial mixes markets. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale

Sale IT Food Retail

Periculum Advises Micro-Dyn Systems in its Sale to The Brydon Group

Periculum Capital

MAY 14, 2024

Periculum Capital Company, LLC is pleased to announce it has advised Micro-Dyn Medical Systems, Inc., a leading health care software company, in its acquisition by The Brydon Group. After 34 years of building Micro-Dyn, Bill and Janell Voss worked with Periculum to execute a once-in-a-lifetime transaction by finding a unique buyer for the Company.

Sale

Sale IT Mergers and Acquisitions Advisory

FOCUS Investment Banking Represents SUCCESS Computer Consulting in its Sale to L Squared Capital Partners

Focus Investment Banking

DECEMBER 18, 2024

Additionally, the three acquired entities give Netrio nationwide reach with offices in the Dallas, Minneapolis, and Buffalo markets. Early in its holding period, L Squared is investing heavily in its team, delivery platform, and go-to-market strategy, driving a superior customer experience.

Investment Banking Consulting Investment Sale

Periculum Advises Revelant Technologies in Recapitalization and Growth Equity Investment by Inoca Capital Partners, LLC.

Periculum Capital

OCTOBER 20, 2021

The Periculum team helped us navigate the uncertainty of the market during the pandemic and arrive at a partnership with Inoca Capital Partners. “The The Periculum team helped us navigate the uncertainty of the market during the pandemic and arrive at a partnership with Inoca Capital Partners.

Capital

Capital Equities Investment Advisory

FOCUS Investment Banking Represents CMI Management in its Sale to Dexterra Group

Focus Investment Banking

APRIL 1, 2024

When it came to finding an M&A firm to take us to market, we sorted through nearly 25 firms and landed on FOCUS, a firm we have known for over 15 years,” Abraham continued. Army Corps of Engineers, Federal Emergency Management Agency (FEMA), and the Armed Forces Retirement Homes as well as to select commercial entities.

Investment Banking Management Sale Banking

Periculum Advises PrecisionPoint in its Sale to SAM

Periculum Capital

MARCH 8, 2024

a leading provider of reality capture 3D scanning and data integration services for digital twin and building information modeling solutions, in its sale to SAM, the nation’s leading provider of professional Managed Geospatial Services™ and Inspection services across the utility, transportation, and broader infrastructure markets.

Sale

Sale IT Capital Advisory

Capital Markets vs. Investment Banking: Deals, Careers, Recruiting, Exits, and Offer Decisions

Mergers and Inquisitions

OCTOBER 18, 2023

Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking?

Investment Banking Capital Market Recruitment Capital

Periculum Advises Hoosier Penn Oil, Inc. in its Sale to Cadence Petroleum Group

Periculum Capital

NOVEMBER 2, 2023

The Company has been a longstanding distributor for the Ford Motorcraft program and has also built a suite of widely used house brand products serving the passenger car motor oil market. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale

Sale IT Capital Advisory

Periculum Advises Mi-Tech Tungsten Metals, LLC. in its Sale to Global Tungsten & Powders Corp, U.S. Affiliate of the Plansee Group

Periculum Capital

NOVEMBER 15, 2022

Periculum coordinated with Densborn Blachly (lead M&A counsel; Indianapolis, Indiana), Arnall Golden Gregory (counsel for government contracting and national security matters; Washington D.C.) Their skillful negotiating, creativity, and unwavering commitment to me was so much more than I ever expected to receive from an M&A advisor.”

Sale

Sale IT Government M&A

Periculum Advises Select Home Health Services, Inc. in its Sale to Fortis Home Health and Hospice, LLC.

Periculum Capital

MARCH 11, 2022

SHHS is a market-leading home healthcare service provider that was experiencing significant growth, in-part because of post-pandemic increases in demand for home-based healthcare. Periculum helped SHHS find an ideal financial partner within an expedited timeline while exceeding stakeholders’ transaction expectations.

Sale

Sale IT Healthcare Capital

Investment Banking in India: Please Avoid It and Try Again in Another Country

Mergers and Inquisitions

JULY 17, 2024

It is almost always better to do an MSF or MBA in another country and break into the finance industry there than to compete for real IB jobs in India. Technically, India is a “hub market,” similar to places like Dubai and Singapore. Considering its ~1.4 Considering its ~1.4 Compensation is a big discount to U.S.

ESOPs Are an Exit Alternative

Focus Investment Banking

OCTOBER 30, 2023

While overall M&A activity among tire retailers, wholesalers and commercial tire dealerships remains active but noticeably slower, it’s harder for wholesalers and commercial tire dealerships to have a sale event as compared with retailers. It’s estimated that 70% of private businesses in the U.S. never have a successful exit.

Debt

Debt Retail Business Private Equity

How to Get an Investment Banking Internship

Mergers and Inquisitions

DECEMBER 20, 2023

By the time internship applications open in Year 2 of university – whether that’s in the middle or beginning (!) One (1) solid finance internship and one (1) student/leadership activity or two solid finance internships. Corporate finance roles at nearby companies. Corporate banking. and ideally a bit higher.

Renewable Energy Investment Banking: How to Make Greens by Going Green

Mergers and Inquisitions

SEPTEMBER 11, 2024

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.:

FOCUS Investment Banking Welcomes New Managing Director, Expanding Technology Services & Telecom Industry Groups

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.

FOCUS Investment Banking Named a Top 5 Investment Bank for Lower Middle Market M&A in 2024

Focus Investment Banking

JANUARY 24, 2025

Washington, DC, (January 24, 2025) FOCUS Investment Banking (FOCUS), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is proud to announce its recognition as one of Axials Top 5 Lower Middle Market Investment Banks of 2024.