OfficeHours

AUGUST 18, 2023

We are excited to host a FORMER MENTEE of ours who will speak about his experience TODAY AT 12PM ET regarding how he transitioned from a student-athlete to Investment Banker to Private Equity Associate and now an Incoming MBA ! As a pre-law student in undergrad, I double majored in Economics and Politics.

Private Equity 130

Private Equity Recruitment Equities Investment Banking Analyst 130

Focus Investment Banking

AUGUST 6, 2023

While many people see this as merely “doing the right thing,” there is also often an economic payoff. The post Do middle-market businesses need an ESG strategy? In other words, companies can “do well by doing good.” It can also engender government support.” Contact Anna at anna.brumbywhite@focusbankers.com.

Middle Market 52

Middle Market Business Government Profitability 52

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

TKO Miller

MAY 11, 2023

EV/EBITDA) Source: TKO Miller's Proprietary Middle Market Packaging Index The BUZZ Around ChatGPT: But is it Accurate? ChatGPT is all the buzz. You see it in the news and cringe when you see kids using it to do their schoolwork.

Middle Market 71

Middle Market Valuation M&A Economics 71

How2Exit

OCTOBER 26, 2024

With a rich background in private equity, mergers and acquisitions, Branden has honed his expertise by working with various sectors including healthcare and real estate development. He has successfully built and exited companies, notably growing a business in the healthcare services industry to a $66 million valuation.

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

How2Exit

OCTOBER 2, 2023

David wisely notes that these multiples are specific to the Main Street segment, and he distinguishes this from the lower Middle Market segment, where multiples can range from 3.2x Reconciled sets the standard for consistency and quality that you can count on. David does not discuss individual stocks or mutual funds.

Business 130

Business Acquisitions M&A Finance 130

The Deal

NOVEMBER 27, 2023

On the latest episode of Behind the Buyouts, Investcorp SA head of North American private equity David Tayeh discusses the New York-based firm’s strategy around backing middle market businesses that cater to “needs versus wants.”

Private Equity 59

Private Equity Professional Services Middle Market Food 59

M&A Leadership Council

SEPTEMBER 21, 2021

Kevin Roberts Senior Advisor, M&A Partners Kevin Roberts has over 25 years of experience growing middle-market sized businesses both as a principal investor and as a strategic advisor. in Finance and Economics with Honors, and he was later the recipient of an M.B.A.

Middle Market 40

Middle Market Private Equity M&A Capital 40

How2Exit

OCTOBER 30, 2023

He has a background in running and growing businesses, with experience in equity partnerships and international operations. Jeffery shares his optimism for finding the right opportunity and navigating the current economic climate. Jeffery shares his optimism for finding the right opportunity and navigating the current economic climate.

Business 130

Business Capital Acquisitions Shares 130

Intrepid Banker Insights

JANUARY 26, 2023

In a complex economic environment, we aim to deliver the best capital solutions regardless of where a company is in its own business cycle. Ken has spent over 26 years working in investment banking, private equity, restructuring, and turnaround consulting. Both Lorie and Ken will be based at Intrepid’s New York office.

Advisory 52

Advisory Capital Investment Banking Middle Market 52

IBG

APRIL 25, 2024

After a disappointing 2023 in middle-market M&A, both the U.S. economy and the market for closely held companies are off to good starts in 2024. Plain and simple, there’s money in the market,” said IBG’s Jim Afinowich (Arizona).

Sale 52

Sale Business M&A Middle Market 52

Focus Investment Banking

FEBRUARY 22, 2024

For restaurant owners seeking capital or an exit, there is ample dry powder in the private equity markets – upwards of $3 trillion, a near record amount. While some restaurant chains are candidates for private equity transactions, others are targets for strategic buyers.

Private Equity 52

Private Equity Valuation Food Equities 52

Intrepid Banker Insights

OCTOBER 17, 2022

We ended 2021 having survived another year of the pandemic, with equity markets at or near all-time highs, interest rates near historic lows, and technology M&A activity at record levels. In Q3, the pattern we’ve continued to see is fairly typical of a market reset – bifurcation.

Valuation 52

Valuation M&A Capital Middle Market 52

How2Exit

JULY 23, 2023

This presents an opportunity for corporate acquirers to play a significant role in the market. Carvalho highlights the advantages that corporate acquirers have over other types of buyers, such as private equity firms or individual entrepreneurs. However, he had an entrepreneurial drive and decided to break off and start their own firm.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Intrepid Banker Insights

NOVEMBER 16, 2022

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. Intrepid Investment Bankers Intrepid Capital Advisory Update – A View From the Trenches Click here for the full report.

Advisory 52

Advisory Capital Funds Debt 52

The Deal

JULY 18, 2023

But the asset class has also carried over its caution from the second half of last year amid economic uncertainty and a tighter fundraising environment. In the core middle market, which typically includes borrowers between $10 million and $50 million in Ebitda, median leverage multiple contracted by about 0.75

Debt 52

Debt Finance Finance Private Equity 52

Growth Business

NOVEMBER 23, 2023

Form Ventures Form uniquely supports its portfolio start-ups to understand and navigate public policy FPE Capital Businesses must demonstrate the following: a capable management team, strong presence in large markets, rapid growth potential, disruptive products or services and defensible growth margins with recurring revenues.

Investment 111

Investment Funds Capital Investors 111

iMerge Advisors

APRIL 19, 2025

Why SaaS Businesses Under $50M Require a Tailored M&A Approach Unlike public SaaS companies or unicorn-scale startups, sub-$50M SaaS businesses often operate in a middle zone too large for micro-acquirers, yet too small to attract the attention of bulge-bracket investment banks. Strategic vs. Financial Buyers: Whos the Right Fit?

M&A 40

M&A Advisory Business Valuation 40

Focus Investment Banking

MAY 22, 2023

Most small business owners are nimble, and when they make a decision, they move quickly because that’s how they’ve survived so many economic cycles. Timing : With the help of an advisor, business owners must carefully assess market conditions, the overall economic climate, and their own financial situation to determine the best time to sell.

Business 52

Business M&A Sale Valuation 52

Software Equity Group

JULY 18, 2023

Even though many buyers and investors have increased their prioritization of gross revenue retention amidst a volatile economic backdrop, NDR is still a vital metric, with implications both for current operations and future valuations. Software operators should also know about the compounding effects of retention.

Business 52

Business Valuation Investors M&A 52

Tyton Partners

APRIL 10, 2024

PreK-12 Transactions PreK-12 Transaction Spotlight: Tyton Partners represented School Specialty in its Divestiture of EPS School Specialty , a PreK-12 supplemental curriculum provider, to Excolere Equity Partners. ISP Schools is a portfolio company of OMERS Private Equity.

Education 52

Education Medical Private Equity Equities 52

Mergers and Inquisitions

OCTOBER 18, 2023

But in capital markets, you work on just one category of deals , such as equity-related transactions (IPOs, follow-ons, convertible bonds, etc.) Why not accept a capital markets role?” Again, LevFin is the exception and provides realistic exits into private equity, direct lending , mezzanine , etc.).

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Chesapeake Corporate Advisors

MAY 4, 2023

And unsolicited offers are happening even in today’s unpredictable economic environment. While every business is unique, and you cannot make a direct comparison, it is helpful to know how much other businesses in your market have sold for. Is the buyer proposing to purchase all or part of the company?

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Software Equity Group

JUNE 6, 2023

Even in the face of ongoing economic uncertainty, the middle market SaaS sector is buzzing with activity, driven by innovation, market demand, and the pursuit of strategic opportunities. As a trusted partner in the middle market, we at SEG are thrilled to have played a pivotal role in these SaaS M&A transactions.

M&A 52

M&A Mergers and Acquisitions Middle Market Acquisitions 52

Focus Investment Banking

OCTOBER 30, 2023

Lower margins, in many cases, make these businesses unattractive to all but a small handful of financial investors like private equity groups, who look to invest, build a company up and then often sell to a larger private equity group. And the trustee will get in the middle of that decision.”

Debt 52

Debt Retail Business Private Equity 52

Cooley M&A

SEPTEMBER 25, 2020

Since that post, the Delaware Chancery Court has had the opportunity to consider some preliminary issues relating to certain of those jeopardized transactions involving private equity-backed buyers. Specific Performance Claims in M&A Context Generally Require a Trial.

Debt 40

Debt Finance Finance Private Equity 40

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions. in your focus area.

Investment Banking 52

Investment Banking Bank Banking Investment 52

How2Exit

FEBRUARY 24, 2023

He has had the honor of serving as president and CEO of three national private equity-backed service companies over the past 21 years. The private equity world has changed drastically since Adam first started. Adam was recruited to join this industry and he was initially unfamiliar with the concept of private equity.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

OfficeHours

AUGUST 26, 2023

Join us this week to hear Periscope Equity & OfficeHours Discuss Associate Success in PE and what they’re looking for in their future teammates! Periscope Equity is a Chicago-based private equity firm, which makes control investments in technology-enabled service companies and is currently investing out of Fund II.

Equities 130

Equities Private Equity Mergers and Acquisitions Investment 130

OfficeHours

AUGUST 30, 2023

What makes Private Equity roles so competitive? Join us tomorrow to learn more about the Periscope Equity process and hear from four individuals that have worked within Growth Equity/Private Equity discuss interviewing and hiring for the Buyside! Over 300 Applications Received in 4 Days!

Equities 130

Equities Private Equity Funds Mergers and Acquisitions 130

InvestmentBank.com

MAY 26, 2021

As the world headed into the uncharted territory of a worldwide pandemic, investors in both debt and equity markets reacted to shifts and changing conditions in several interesting ways, and the lessons they learned and the actions they take this year will set the stage for everyone’s access to capital in the years to come.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Cooley M&A

FEBRUARY 1, 2024

Carve out tech acquisitions also continued to be attractive to strategic and private equity buyers, with GTCR’s acquisition of a majority stake in Worldpay from FIS for up to $18.5 Private equity activity accounted for only 27% of tech M&A in 2023, a six-year low (and a substantial decrease from the 2021 record of 36%).

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Focus Investment Banking

FEBRUARY 20, 2025

They are categorized into strategic, private equity, technology, and logistics backed transactions. Private Equity Continues to Drive M&A In the second half of 2024 there were 92 private equity backed or direct investments that represents 59% of all second half transactions and a modest increase of 4% over the first half of 2024.

Private Equity 98

Private Equity Mergers and Acquisitions M&A Investment Banking 98

Focus Investment Banking

FEBRUARY 5, 2025

2024: A Year of Relationship Building From Rick Thomas, CEO The past year looked surprisingly similar to the apprehensive market of 2023, but there were still deals to be made. It was a bit of strange yearwe had lots of calls during Q2 and Q3 from peers and buyers in the market lamenting that they werent seeing many opportunities.

M&A 52

M&A Investment Banking Economics Debt 52

Focus Investment Banking

FEBRUARY 25, 2025

They are categorized into strategic, private equity, technology, and logistics backed transactions. Private Equity Continues to Drive M&A In the second half of 2024 there were 92 private equity backed or direct investments that represents 59% of all second half transactions and a modest increase of 4% over the first half of 2024.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Investment Banking 52

Mergers and Inquisitions

MARCH 19, 2025

Consumer retail private equity is so diverse that it almost seems like a paradox. Depending on the firm, a consumer retail private equity deal might consist of: A leveraged buyout of a struggling offline retailer. On the Job Recruiting Should You Go Shopping for Consumer Retail Private Equity Jobs?

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59