SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by GF Data, SDR’s Scott Mitchell joined fellow M&A professionals to discuss the state of lower-middle market M&A and private capital markets. Have you been considering a sale, recapitalization, or financing to grow your business?

Middle Market 52

Middle Market Private Equity Equities M&A 52

Chesapeake Corporate Advisors

MAY 24, 2024

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. As of May 2024, the influx of over $1.3 Armed with over $1.3

Middle Market 52

Middle Market Private Equity Equities Investment 52

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 52

Middle Market Investment Banking M&A Bank 52

Focus Investment Banking

JULY 25, 2024

Washington, DC, (July 25, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to again be named among the Top 25 Lower Middle Market Investment Banks of Q2 2024 by Axial.

Middle Market 52

Middle Market Investment Banking M&A Bank 52

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 52

Middle Market Investment Banking M&A Bank 52

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 52

Investment Banking Middle Market M&A Bank 52

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. Both the market and FOCUS demonstrated characteristic resilience, setting up a very robust 2024 for middle market M&A.”

Middle Market 52

Middle Market Investment Banking M&A Bank 52

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 52

Investment Banking Middle Market M&A Bank 52

TKO Miller

JUNE 21, 2023

TKO Miller, LLC, a middle-market investment banking firm based in Milwaukee, WI, announced three new additions to its team. with a Finance Certificate from the University of Wisconsin-Milwaukee, a J.D. in Finance, Summa Cum Laude, as well as a Certificate in Investment Management, both from the University of Wisconsin-Milwaukee.

Mergers and Acquisitions 99

Mergers and Acquisitions Middle Market Acquisition Advisories Advisory 99

How2Exit

MAY 6, 2024

With a background that includes working at Goldman Sachs and building his expertise in finance and deals, Matt transitioned into entrepreneurship by purchasing his first IT service business shortly after college. Exploring a substantial number of opportunities increases the likelihood of uncovering businesses viable for creative financing.

Mergers and Acquisitions 130

Mergers and Acquisitions Middle Market Acquisitions Business 130

How2Exit

JUNE 16, 2024

Roger Best elaborates on the strategic initiatives at GenX Capital Group, specifically focusing on their innovative pilot project aimed at leveraging SBA financing for business acquisitions. The project is designed to assist budding entrepreneurs and corporate managers in acquiring and scaling lower middle-market companies.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 130

Focus Investment Banking

JANUARY 17, 2025

Washington, DC (January 17, 2024) FOCUS Investment Banking (FOCUS), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Stillwater Technologies LLC (Stillwater) has been acquired by ReNEW Manufacturing Solutions (ReNEW).

Investment Banking 52

Investment Banking Manufacturing Sale Bank 52

Benchmark International

JULY 21, 2023

Correctly calculating adjusted EBITDA is essential in an M&A transaction, and all parties must be familiar with the adjustments. EBITDA is used to evaluate a company’s profitability of its core operations by removing items dependent on capital structure, such as interest,

M&A 52

M&A Middle Market Profitability Capital 52

OfficeHours

AUGUST 18, 2023

As a former student-athlete (football) and a Bachelor’s Degree holder in Communication, Anthony’s journey into the world of finance began as an Investment Banking Analyst at UBS. Learn from top finance experts, build valuable skills. billion in aggregate committed capital. billion in aggregate committed capital.

Private Equity 130

Private Equity Recruitment Equities Investment Banking Analyst 130

Focus Investment Banking

FEBRUARY 6, 2025

This can become a particular challenge for smaller or middle market manufacturing a $10 million operation, for example, probably wont have as many opportunities to diversify as a $200 million shop. The smaller shop owner needs to make money and fill orders day-to-day. Ultimately. It creates opportunities.

Manufacturing 52

Manufacturing Middle Market Business Underwriting 52

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. We absolutely could not have done this without them. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Investment Banking Advisory 52

OfficeHours

JUNE 22, 2023

Even still, your banking skillsets are transferrable to working in a variety of business functions, including corporate development, business development, strategic finance, or FP&A. You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike.

Investment Banking 130

Investment Banking Bank Banking Investment 130

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. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Middle Market Bank 52

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 52

Investment Banking M&A Middle Market Investment 52

The Deal

FEBRUARY 7, 2024

KKR) have elected to combine affiliated BDCs, which they set up to invest in middle market companies. Despite that, the industry hasn’t fully recovered after a tumultuous two years sparked from Fed rate hikes that widened the gap between private middle market loans and Fed paper. FBCC) and Franklin BSP Lending Corp.

Middle Market 52

Middle Market Management Capital Mergers 52

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 52

Investment Banking M&A Bank Banking 52

How2Exit

OCTOBER 2, 2023

He specializes in buying, selling, financing, and managing small and medium-sized businesses. 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 rn About The Speaker: rn David C.

Business 130

Business Acquisitions M&A Finance 130

Chesapeake Corporate Advisors

JANUARY 26, 2023

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. His breadth of expertise includes leading buyouts, recapitalizations, acquisition financing, and growth capital mandates.

Management 52

Management Middle Market Investment Banking Corporation 52

Intrepid Banker Insights

MAY 29, 2024

brings nearly 20 years of M&A, operations, and financing experience within sectors including restaurants, fitness, grocery, health & wellness, automotive, and business and consumer services. “I The Intrepid | MUFG platform offers a rare opportunity to provide wholistic client solutions in transaction advisory and debt capital.” “The

Advisory 52

Advisory Middle Market M&A Financial Institution 52

TM Capital

JULY 17, 2024

Ashton Gillespie joins TM Capital from Deloitte Corporate Finance where she led sponsor coverage for the U.S. In addition to Sponsor Coverage, Ashton supported the expansion of The Entrepreneur Summit, Deloitte’s Middle Market private company conference.

Capital 52

Capital Corporate Finance Middle Market Private Equity 52

Cooley M&A

SEPTEMBER 25, 2020

The decisions from the court on those preliminary matters, as well as the arguments raised by legal counsel, offer some valuable lessons for sellers considering sale transactions that require debt financing, and may motivate sellers to re-evaluate certain provisions and remedies that have become customary in those transactions.

Debt 40

Debt Finance Finance Private Equity 40

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 52

Investment Banking M&A Bank Banking 52

OfficeHours

JULY 11, 2023

Literally anything that shows you’ve done some homework and diligence on said firm and that shows your intellectual curiosity ABOUT ANYTHING… talk about Wimbledon and Nadal potentially retiring as far as I care — just hope that they care about tennis (which many ppl in finance do so I’m sure you’ll be safe).

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

Focus Investment Banking

DECEMBER 13, 2024

FOCUS Investment Bankings expertise in facilitating middle-market transactions ensured a smooth process for all parties, culminating in a deal that positions Les Schwab and Four States Tire & Service for continued success. Their reputation for quality, integrity, and a customer-first approach aligns perfectly with our own values.

Investment Banking 52

Investment Banking Sale Bank Banking 52

Focus Investment Banking

DECEMBER 1, 2023

Washington, DC, (December 1, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that SisTech Manufacturing (“SisTech” or “The Company”), has received an investment from LFM Capital , a PE firm focused on lower middle (..)

Investment Banking 52

Investment Banking Manufacturing Investment Bank 52

Chesapeake Corporate Advisors

MAY 6, 2024

Since joining the firm in 2017, Tim has proven instrumental to its continued growth and the exceptional service the area’s leading middle market companies have come to expect from CCA. in finance with a concentration in investments from the Perdue School of Business of Salisbury University and a M.B.A. Tim holds a B.S.

Management 52

Management Investment Banking Middle Market Boutique 52

The Deal

AUGUST 9, 2023

Brent Hill , a Holland & Knight partner who leads the healthcare and life sciences group, attributed the firm’s deal flow mainly to its focus on the middle market and its deep expertise in sectors “that have a large volume of middle-market transactions.”

Business 52

Business Private Equity Middle Market Healthcare 52

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.

Investment Banking 52

Investment Banking Bank Banking Investment 52

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 52

Investment Banking Bank Banking Management 52

The Deal

JUNE 12, 2023

operates a platform for solar power installers that manages customer’s applications, underwriting and approvals for financing. Other recent middle-market investments range from family office tech to A.I. Other recent middle-market investments range from family office tech to A.I.

Underwriting 52

Underwriting Middle Market Financial Services Accountant 52

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

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. Headquartered in Heathrow, Florida, CSE has had significant grain origination operations in Indiana for the past 45 years.

Sale 52

Sale Advisory Corporate Finance Middle Market 52