Mergers and Inquisitions

OCTOBER 18, 2023

Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking?

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The TRADE

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role. While at Credit Suisse, Polera most recently served as director of equity sales trading.

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Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Consignment sales help the consignor focus on production and allow the consignee to focus on sales and marketing.

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Periculum Capital

MAY 21, 2024

Periculum Capital Company, LLC is pleased to announce it has advised Prairie Mills Products, LLC, an Indiana-based specialty corn milling company, in its sale to Consolidated Grain and Barge Co. Periculum was engaged to advise on the sale of the business by the owner, John Cory, due to Periculum’s extensive food and ag expertise.

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Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Large retailers like Walmart and Amazon promise EDLP in order to incentivize customer purchases and instill shopper loyalty.

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Periculum Capital

APRIL 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of 21st Amendment, Inc. 21st Amendment” or “Company”), a long-standing and locally recognized wine and spirit retailer, to US Liquor Group LLC. in its Sale to US Liquor Group, LLC. The post Periculum Advises 21st Amendment, Inc.

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Chesapeake Corporate Advisors

OCTOBER 28, 2024

metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation.

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The TRADE

JUNE 19, 2023

Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. He joined KNG Securities from VTB Capital, where he served as global head of fixed income sales over the last 10 years. She joined from Maple Finance, where she served as general counsel.

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Focus Investment Banking

DECEMBER 11, 2023

“Smaller retailers often provide a stable environment that delivers more attentive customer service.” It’s tempting for all of us who read Modern Tire Dealer for news about some of these big tire and service retail acquisitions to think that the large players have some kind of magic formula or secret sauce that allows them to keep growing.

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Retail Mergers and Acquisitions Investment Banking Sale 52

Chesapeake Corporate Advisors

MAY 13, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession.

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Chesapeake Corporate Advisors

MARCH 11, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession.

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Chesapeake Corporate Advisors

MARCH 6, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession.

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Chesapeake Corporate Advisors

MARCH 4, 2024

Consumer spending and retail sales beat economist expectations in December, showing that consumers remain willing to spend despite fears of a recession.

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Focus Investment Banking

JUNE 25, 2023

It’s clear to me that as a general rule, retail businesses are valued higher than wholesale tire businesses and wholesale tire businesses are valued higher than commercial tire businesses. In retail, city locations are still preferred by most acquirers to rural locations. Tredroc Tire Service Inc.’s

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Business Retail Valuation Middle Market 52

Focus Investment Banking

JULY 17, 2023

While each company has its own unique circumstances, we often see business owners uncover growth opportunities within sales and marketing. We sat down with John Haydock, a former executive with more than 30 years of experience building authentic brands, to discuss navigating growth opportunities from a sales and marketing perspective.

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Sale Retail Investment Banking Food 52

Periculum Capital

NOVEMBER 15, 2022

Periculum is committed to achieving superior outcomes for its clients by delivering customized investment banking services that maximize value while still meeting clients’ individual goals and objectives. in its Sale to Global Tungsten & Powders Corp, U.S. Periculum, along with the Company’s owner, A.J

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Peak Frameworks

AUGUST 24, 2023

Indirect Distribution Channel In contrast, indirect distribution involves third parties, such as wholesalers, distributors, or retailers. Benefits: Extended reach, reduced operational burden, and potential for higher sales volume. Benefits: Increased market penetration and potential for higher sales.

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Private Equity Retail Manufacturing Sale 52

Focus Investment Banking

DECEMBER 19, 2023

It’s what us investment bankers use when presenting our client’s businesses for sale. billion net loss and turned it into a positive $467 million in “Community Adjusted EBITDA” by adding back both general and administrative and sales and marketing expenses. appeared first on FOCUS Investment Banking LLC.

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Mergers and Inquisitions

MARCH 13, 2023

But since they were classified as “Held to Maturity” (HTM) on the Balance Sheet, they were not marked to market value – so this loss in market value did not affect the company’s regulatory capital: Not all the bank’s investments were in the HTM category; some were in the “Available for Sale” (AFS) category.

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RKJ Partners

AUGUST 6, 2017

It is imperative to maintain confidentiality throughout the sale process and to take measures that will guard against competitors, employees, vendors and customers learning of an impending sale. In general, it can take from 3 to 18 months to complete a business sale, with the most common range of 6 to 12 months.

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Focus Investment Banking

SEPTEMBER 24, 2023

At the same time, the tire industry is witnessing an increasing trend of private equity firms acquiring tire dealerships, which creates additional concerns about what happens with employees after a sale. For sellers in the tire industry, ensuring the well-being of employees after a sale should be a top priority.

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Peak Frameworks

MAY 23, 2023

This could involve physical locations, like retail stores, or virtual platforms, like an e-commerce website. Investment in promotional activities often represents a significant cost to businesses but can lead to increased sales and market share. The choice of place or distribution channel has direct financial implications.

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Focus Investment Banking

OCTOBER 2, 2023

Tire sales are not negatively impacted by electric vehicles either; if anything, EVs provide a larger opportunity to sell tires due to the rapid tire wear caused by high torque and heavy vehicles. The recurring nature of tire sales and the service aspect of the business contribute to its financial appeal.

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Focus Investment Banking

MAY 22, 2023

This involves deciding on the terms of the sale, including the purchase price, payment structure, and any contingencies that may apply. before divesting is very important and making any changes should be done prior to engaging in the sales process. This includes capital gains tax, which may apply to the sale of assets or shares.

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Focus Investment Banking

OCTOBER 30, 2023

While overall M&A activity among tire retailers, wholesalers and commercial tire dealerships remains active but noticeably slower, it’s harder for wholesalers and commercial tire dealerships to have a sale event as compared with retailers. It’s estimated that 70% of private businesses in the U.S. continues Beard. “I

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Focus Investment Banking

JULY 28, 2023

Positive Outlook for Sales Growth According to data from the Specialty Equipment Market Association (SEMA), a majority of its member companies anticipate positive sales growth in the upcoming year, albeit not at the record rates witnessed between 2020 and 2022. Contact Giorgio at giorgio.andonian@focusbankers.com.

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Middle Market Mergers and Acquisitions Investment Sale 52

Solganick & Co.

MARCH 11, 2022

Interestingly, the Covid-19 pandemic appeared to have a direct impact on the lower middle market’s fastest-growing tech sector, retail technology (e-commerce and computer hardware/software), where deal volume increased 132% YoY. The pandemic, in fact, spurred a flood of investment to support the shift to shopping at home.

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Peak Frameworks

OCTOBER 19, 2023

Distribution and Sale: Once products are assembled, they're packaged in bulk and distributed to retailers or directly to consumers. For startups, this can be a barrier, often seeking external funding from investment banks or private equity firms. Adapting to Market Changes: The fashion industry often feels this pinch.

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Private Equity Investment Banking Profitability Manufacturing 52

Focus Investment Banking

JULY 28, 2023

In this newsletter, we will explore the latest trends and growth opportunities in the parts and accessories industry, with a particular focus on categories gaining steam and the impact of changing vehicle sales dynamics. Classic cars hold a timeless appeal, and the demand for retro and resto mods is on the rise.

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Focus Investment Banking

SEPTEMBER 10, 2024

The rise of plant-based alternatives has impacted traditional dairy sales, but the industry remains strong. The North American ice cream market is currently valued at $22 billion in retail sales, with a projected growth rate of 3.4% The ice cream division, which posted sales of $8.57 CAGR through 2027.

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Focus Investment Banking

OCTOBER 11, 2024

GrubMarket, a B2B food marketplace that primarily sells to retail grocers, has become one of the most active buyers in food distribution M&A. Xu saw an opportunity to modernize the system by leveraging technology to help operators do more high-value work: moving products, developing new sales channels, and connecting with customers.

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Focus Investment Banking

SEPTEMBER 3, 2023

Employees may become increasingly restless, distracted, and unproductive, resulting in declining sales and profits, which translates into a lower purchase price for the owner of the business. appeared first on FOCUS Investment Banking LLC. Nancy can be reached at Nancy.Rolland@focusbankers.com.

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Focus Investment Banking

JULY 10, 2023

The new edition of my book, “ Buy, Build, Fix, Sell: Mergers & Acquisitions for Tire & Service Dealers ,” is out and available for sale at Amazon.com. The post Why Membership Is Declining at Regional Tire Dealer Associations appeared first on FOCUS Investment Banking LLC.

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Peak Frameworks

AUGUST 24, 2023

Let's examine a few noteworthy examples: Retail Sector Discounts, promotions , and sales events allow consumers to purchase goods at prices lower than their perceived value, resulting in increased consumer surplus.

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Mergers and Inquisitions

MARCH 13, 2024

Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services. Scaling a company’s sales & marketing by hiring more sales reps. Scaling a company’s sales & marketing by hiring more sales reps.

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Focus Investment Banking

JUNE 5, 2023

This level is determined by analyzing the target's working capital changes over the past 12 to 24 months in relation to sales and seasonality. The post How to Manage Working Capital in an M&A Transaction appeared first on FOCUS Investment Banking LLC. Contact Giorgio at giorgio.andonian@focusbankers.com.

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TM Capital

NOVEMBER 29, 2022

Early-Inning Valuations “There’s been a change in people’s perspective around how they’re categorizing these types of businesses,” said Jarrad Zalkin, managing director at investment bank TM Capital. based Massey Asphalt Paving in its sale to Atlantic Southern in July.

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