Wall Street Mojo

FEBRUARY 9, 2024

Lower Middle Market Definition The Lower Middle Market (LMM) is a segment formed by companies ranging from $5 million to $50 million in annual revenue. It forms the lower end of the economy’s middle market, mainly small and medium enterprises.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

How2Exit

JUNE 16, 2024

E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 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

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

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

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

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

InvestmentBank.com

MAY 26, 2021

Debt Markets Prior to COVID-19, some analysts and debt underwriters encouraged debt issuers to exercise caution after the tenth straight year of economic expansion [1]. Simultaneously, other special situation funds ballooned as institutions sought to hedge against losses amid the new market and economic turmoil.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

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

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

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

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.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

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. IBG’s Take on 2024 The conditions that depressed the sale of private companies in 2023 seem to have remedied themselves as we move into the second quarter of 2024.

Sale 52

Sale Business M&A Middle Market 52

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. in Q2 2023. .” – Managing Director, private credit fund “Finding the right lender has become much trickier.

Advisory 52

Advisory Capital Funds Debt 52

The Deal

JULY 18, 2023

For much of 2023 private credit has kept its doors open for M&A. 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. ” The post It’s Private Credit’s World appeared first on The Deal.

Debt 52

Debt Finance Finance Private Equity 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

Tyton Partners

APRIL 10, 2024

Excolere Equity Partners is a leading middle market 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.

Education 52

Education Medical Private Equity Equities 52

Mergers and Inquisitions

OCTOBER 18, 2023

Why not accept a capital markets role?” Specifically, private equity is not feasible from most ECM or DCM teams, hedge funds are also challenging, venture capital is a stretch, and you won’t have the right skills for corporate development. 4) Are capital markets offers “worth” accepting? Jefferies, Lincoln, etc.),

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

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

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 Business 111

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

Chesapeake Corporate Advisors

MAY 4, 2023

And unsolicited offers are happening even in today’s unpredictable economic environment. The Trouble with Unsolicited Offers Unsolicited offers are common for businesses on a strong growth trajectory, with lower risk profiles or recurring revenue models that allow investors to project their returns confidently.

Business 52

Business Mergers and Acquisitions Sale Corporation 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

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! Why did you decide to work in private equity?

Equities 130

Equities Private Equity Funds Mergers and Acquisitions 130

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

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Trends and Drivers The most important sector drivers include: Overall Economic Growth – When the economy grows more quickly, companies need more raw materials for cars, TVs, infrastructure, and everything else in modern life. Forecast the production levels for each new mine until it becomes economically unviable.

Investment Banking 52

Investment Banking Banking Bank Investment 52

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 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

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

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