Focus Investment Banking

SEPTEMBER 24, 2023

Safeguarding Employee Interests after Selling When selling a business, it is crucial for the seller to prioritize the welfare of their employees during the negotiation process. During the negotiation phase, sellers should clearly communicate their expectations about employee welfare to potential buyers.

Business 52

Business Mergers and Acquisitions Negotiation Sale 52

OfficeHours

JUNE 27, 2023

Maximize success with expert tips on promotion, salary negotiations, and more. That’s the minimum time we recommend allocating to PE prep to be competitive for a megafund or upper middle market placement during on-cycle. Our “On-Cycle Kicked” series brings a fresh perspective and innovative approach to professional development.

Recruitment 130

Recruitment Private Equity Investment Banking Analyst Equities 130

Periculum Capital

DECEMBER 23, 2022

Periculum’s dedicated senior leaders that are involved in each step of a transaction— from buyer identification to final negotiations—culminated in the successful execution of the sale. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Advisory Negotiation 52

Chesapeake Corporate Advisors

JUNE 26, 2024

The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing. The CCA team made a huge difference in getting our deal over the finish line.” For more information, visit www.ccabalt.com or call 410.537.5988.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

Focus Investment Banking

OCTOBER 2, 2023

Relying on professional advisors, from legal and human resources to M&A investment bankers, sellers will be able to navigate the process towards a successful transaction while implementing protective strategies. Giorgio Andonian is a Managing Director in FOCUS Investment Banking’s Auto Aftermarket Group.

Private Equity 52

Private Equity Equities Mergers and Acquisitions Profitability 52

Periculum Capital

JULY 13, 2023

After successfully opening three new locations in 2020 and 2021, Pet Palace engaged Periculum in late 2022 to run a targeted sell-side process positioning the Company as a premium asset in a highly fragmented market. As one of the leading consolidators of pet resorts in the U.S.,

Sale 52

Sale IT Advisory Corporate Finance 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

Focus Investment Banking

JUNE 5, 2023

In M&A, working capital is often a significant area of negotiation between the buyer and the seller. During M&A negotiations, working capital refers to the additional funds required to finance the deal, including items such as cash reserves, inventory, accounts payable and receivable, debt payments, payroll expenses and related costs.

M&A 52

M&A Capital Management Mergers and Acquisitions 52

Focus Investment Banking

JULY 9, 2023

Prior to its decision to divest, I make the assumption that TBC's management engaged investment banks to assess the value of their assets and assist in providing strategic options moving forward. The post TBC’s Strategic Shift: Embracing Franchising for Growth appeared first on FOCUS Investment Banking LLC.

Mergers and Acquisitions 52

Mergers and Acquisitions Retail Profitability Investment Banking 52

Devensoft

MAY 26, 2023

In the world of investment banking, mergers and acquisitions (M&A) is a key area of focus. Investment bankers who are able to build strong relationships with clients, potential clients, and other industry professionals have a clear advantage when it comes to winning deals and completing successful transactions.

M&A 52

M&A Investment Investment Banking Banking 52

Focus Investment Banking

DECEMBER 4, 2023

Going to market with credible and reliable financials doesn’t have to be one of them. The buyer negotiates critical price reductions after finding issues in the internal financial statements. However, in the lower middle market (company value from $10mm-$250mm), most business owners do not get an audit prepared because of cost.

Valuation 52

Valuation Financial Statement M&A Food 52

Focus Investment Banking

MAY 22, 2023

Speaking to an experienced M&A CPA ahead of time can save headaches during the negotiation process and potentially millions in taxes owed. Giorgio Andonian is a Managing Director in FOCUS Investment Banking’s Automotive Aftermarket Group. Understanding the type of company structure you have (C-Corp, S-Corp, partnership, etc.)

Business 52

Business M&A Sale Valuation 52

Periculum Capital

NOVEMBER 15, 2022

Their skillful negotiating, creativity, and unwavering commitment to me was so much more than I ever expected to receive from an M&A advisor.” About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale IT Government M&A 52

Periculum Capital

MARCH 8, 2024

“We focused on telling Mark’s story by using the rich data he and his team collected about their customers, projects, market opportunities and dynamic changes occurring in the industry,” said Sean Frazer, a partner at Periculum. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Capital Advisory 52

Focus Investment Banking

OCTOBER 30, 2023

And by the way, this valuation is always negotiated. But we are negotiating a price just like any other transaction. And the trustee will get in the middle of that decision.” For a middle market company, that is somewhere between $50,000 and $100,000 annually. Those appraisals are generally reasonable.

Debt 52

Debt Retail Business Private Equity 52

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal. The buyer has all the leverage.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

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.

M&A 40

M&A Advisory Business Valuation 40

What's Market

OCTOBER 11, 2022

In addition to the general indemnities, the parties to M&A agreements often negotiate separate “stand-alone” indemnities that cover specific topics outside the general indemnities, usually without reference to an underlying breach of the representations, warranties, or covenants. investment banking, accounting, and legal fees.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Focus Investment Banking

MAY 3, 2024

Axial is a private deal network that covers the lower middle market in the United States and Canada. Full disclosure, my firm FOCUS Investment Banking was just ranked No. 1 in Axial’s Top 25 Investment Banks for 2023 list.) It’s first interesting to see who the buyers in the lower middle market are.

M&A 52

M&A Middle Market Private Equity Debt 52

Mergers and Inquisitions

MARCH 19, 2025

We covered these points and the main verticals in the consumer retail investment banking article. contract through pharmacy benefit managers (PBMs), which negotiate prices and determine reimbursements to retailers like Walgreens. The broad divide is how economically sensitive each vertical is.

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59