Periculum Capital

OCTOBER 27, 2023

They were well-organized and made the due diligence process and documentation run smoothly. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. Thanks to the entire Periculum team for bringing us to a successful closing!”

Sale 52

Sale Management IT Advisory 52

Periculum Capital

MARCH 12, 2022

In addition to designing the customized debt placement solicitation process, Periculum assisted Morgan with information preparation, outreach to and ongoing communication with prospective lenders, negotiation of term sheets, documentation and the closing.

Debt 52

Debt Food Debt Capital Markets Capital 52

iMerge Advisors

APRIL 9, 2025

Discounted Cash Flow (DCF) : A more theoretical approach, used less frequently in lower middle-market deals due to its complexity and sensitivity to assumptions. Valuation multiples vary widely depending on company size, growth rate, profitability, and market segment.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

What's Market

SEPTEMBER 6, 2022

It is worth noting, however, that relying solely on explicit references to RWI in M&A transaction documents as evidence of RWI's usage is potentially imperfect. The most recent three ABA studies have looked at certain RWI-related provisions in reported private company M&A agreements.

Insurance 52

Insurance Mergers and Acquisitions M&A Mergers 52

iMerge Advisors

APRIL 19, 2025

But navigating this middle-market M&A terrain is anything but simple. That means your company should be exit-ready before going to market. Deferred revenue, ARR/MRR, and CAC/LTV should be clearly documented. The buyers are sophisticated, the diligence is rigorous, and the margin for error is narrow.

Valuation 40

Valuation M&A Middle Market Private Equity 40

What's Market

AUGUST 22, 2022

The 2017, 2019, and 2021 ABA studies each show that indemnity caps were lower in reported deals where RWI was referenced in the deal documents, as compared with transactions without any such reference. It is worth noting that relying on references to RWI in M&A transaction documents as evidence of RWI's usage is potentially imperfect.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Insurance Mergers 52

OfficeHours

JULY 8, 2023

Yes Not yet There’s a process and art to this and I wouldn’t go in unprepared is all I will say… Access our Free Headhunter Documents from our PE Platform here 5 Questions Headhunters Ask Investment Banking Analysts Headhunters are the gatekeepers to many buyside jobs including those in private equity, growth equity, & hedge funds.

Private Equity 100

Private Equity Recruitment Equities Investment Banking 100

Chesapeake Corporate Advisors

AUGUST 16, 2024

Private equity (PE) firms are investing in middle market 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 middle market is defined by a fairly common set of criteria.

Private Equity 52

Private Equity Equities Investment Business 52

Focus Investment Banking

MAY 22, 2023

In due diligence, potential buyers will review your company's financial and legal documents, operations, and other aspects of the business. You should be ready to provide accurate, detailed and up-to-date financial statements, key performance metrics, tax returns, contracts, employee records, and many other important documents.

Business 52

Business M&A Sale Valuation 52

Periculum Capital

MARCH 8, 2024

PrecisionPoint is a leader in two distinct market segments: (1) providing as-built documentation to architecture, engineering and construction companies and (2) providing reality capture and technology integration services for global manufacturing and distribution companies seeking to exploit digital twin technologies.

Sale 52

Sale IT Capital Advisory 52

Focus Investment Banking

DECEMBER 4, 2023

However, in the lower middle market (company value from $10mm-$250mm), most business owners do not get an audit prepared because of cost. When a seller undergoes a QofE, many of the documents and supporting data required also apply to a buyer’s diligence process. That is where a Quality of Earnings report comes into play.

Valuation 52

Valuation Financial Statement M&A Food 52

What's Market

AUGUST 29, 2022

The 2017, 2019, and 2021 ABA studies each show that indemnity caps and indemnity baskets were lower in reported deals where representations and warranty insurance (RWI) was referenced in the deal documents, as compared with transactions without any such reference.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Insurance 52

What's Market

OCTOBER 11, 2022

These “general indemnities” are often subject to various limitations, including limits on the amounts available for recovery and how long the indemnities survive closing, and usually address breaches of the purchase agreement or other ancillary documents—e.g., breaches of representations, warranties, or covenants.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Focus Investment Banking

SEPTEMBER 3, 2024

Like many middle market companies, Devenish didn’t have in-house counsel on the payroll, so McEntee got creative. For the Devenish deal, Devereux used a concise “RFP” document to invite proposals from three potential attorneys. A good M&A attorney should not only be competent, but have the right fit culturally.

M&A 52

M&A Mergers and Acquisitions Advisory Business 52

iMerge Advisors

APRIL 19, 2025

Data Room Organization: Prepare a secure, well-structured data room with legal, financial, and operational documents. Strategic vs. Financial Buyers: Whos the Right Fit? Here are five foundational steps: Financial Readiness: Ensure GAAP-compliant financials, clean revenue recognition, and clear ARR/MRR reporting.

M&A 40

M&A Advisory Business Valuation 40

Mergers and Inquisitions

AUGUST 7, 2024

Instead, you also get: Resume/CV and Cover Letter Editing – You can go back and forth until you get the documents you’re happy with. If you join as a senior in university, there may still be options, but you most likely won’t win offers at the top banks and may have to target lower-middle-market and regional-boutique firms.

Investment Banking 82

Investment Banking Banking Bank Investment 82

What's Market

OCTOBER 18, 2022

This last point is critical because by its terms the representation is not limited to the four corners of the transaction documents but arguably includes statements made during business meetings, management presentations, due diligence production, conference calls, and otherwise. Observations.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

Mergers and Inquisitions

AUGUST 16, 2023

As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S. poor stock-market performance, slowing growth rates, and an aging population. This may change due to factors like the “decoupling” with the U.S.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

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 Banking Bank Investment 59

What's Market

SEPTEMBER 19, 2022

For example, if one sentence in one document hidden among boxes full of documents provided to the buyer disclosed information that a warranty might not be true, but the buyer did not come across that sentence, did the buyer know that the warranty was not true and did the seller make the disclosure?

M&A 52

M&A Mergers and Acquisitions IT Insurance 52

What's Market

SEPTEMBER 12, 2022

These transactions range in size but are generally considered as within the “middle market” for M&A transactions; the transaction values of the 123 deals within the 2021 study ranged from $30 to $750 million. The ABA studies examine purchase agreements of publicly available transactions involving private companies.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Cooley M&A

SEPTEMBER 25, 2020

First, the transaction documents provided that MDP’s equity commitment would immediately and automatically terminate if Realogy brought any claims against MDP except for claims to enforce the equity commitment and the limited guarantee in accordance with their terms. 100% Equity Commitment. an equity backstopped deal).

Debt 40

Debt Finance Finance Private Equity 40

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. As discussed in Mergers & Acquisitions: Allocation of Purchase Price Disagreements , proactive planning and clear documentation are essential to avoid post-closing disputes or IRS scrutiny.

Business 40

Business Sale M&A Capital 40

Lake Country Advisors

JANUARY 13, 2025

Whether you’re a small business owner or managing a middle-market company, aligning with the right expertise can make all the difference in your transaction’s success. Develop a Marketing Plan A well-crafted marketing plan ensures your business captures the attention of serious buyers while maintaining confidentiality.

Broker 52

Broker M&A Business Negotiation 52