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Middle Market M&A Planning: What is Rollover Equity?

JD Supra: Mergers

The term “rollover equity” is frequently used in discussions about the sale of middle market companies (which often is described as meaning companies with enterprise values from $10 million to $1 billion[1]), but frequently is not well understood by people selling middle market companies (particularly founder or family-owned companies).

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Private Equity: Big Players are Targeting Middle Market Deals

Deal Lawyers

Now, it looks like these large sponsors are turning to the middle market, which has long been the domain of […] Last week, I blogged about how PE sponsors have been accumulating quite a bit of dry powder since the beginning of 2024, but that it’s been the big players that have reaped the largest windfall.

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Use of Equity Rollovers Continues to Rise Amid Market Uncertainty

JD Supra: Mergers

Since 2020, a steadily increasing number of middle-market private equity deals have included equity rollovers. ​​​​​​​ Given the current acute challenges in arranging acquisition financing on palatable terms and a continued focus on ensuring alignment between private equity (PE) investors and portfolio company management, the use of rollover equity (..)

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Private Equity Interest in Lower Middle Market Acquisitions Remains Strong

Global Banking & Finance

Regarding mergers and acquisitions (M&A), private equity continues to show robust interest in acquiring lower middle market (LMM) companies. While large M&A transaction volume fell in the first half of 2024, the allure of LMM acquisitions remains high.

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Private Equity Profiles and Perspectives: An In-Depth Conversation with Pat Riley and Lukasz Wrona of Akoya Capital - Part 2

JD Supra: Mergers

To help businesses, investors, and deal professionals better understand the evolving private equity landscape in the lower middle market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with private equity firms and professionals. By: Levenfeld Pearlstein, LLC

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Private Equity Profiles and Perspectives: An In-Depth Conversation with Pat Riley and Lukasz Wrona of Akoya Capital

JD Supra: Mergers

By: Levenfeld Pearlstein, LLC

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Highlights on the Reality in the Middle Market Today

JD Supra: Mergers

On May 7, 2024, Morrison Foerster’s New York City office co-hosted a Private Markets Pop-Up with Kayo Conference Series, an event that brought together professional women across the private credit and private equity markets for curated networking, educational content, and a supportive community atmosphere.