Focus Investment Banking

JUNE 12, 2023

Thriving US Middle Market Fundraising and Resilient Private Equity Regarding Global M&A Private Equity Trends, looking at the positive news, the US middle-market fundraising landscape remained stable throughout 2022, with 156 funds closing at an aggregate value of $133.5 While average valuations in the U.S.

Private Equity 52

Private Equity M&A Equities Middle Market 52

Sun Acquisitions

MAY 3, 2022

Ken’s career began as a business intermediary selling privately held companies to investors. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held middle market and main street companies.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

Solganick & Co.

FEBRUARY 15, 2023

Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector. Highlights of public valuation multiples include: The report covers public and private companies including public valuation tables for each subsector.

M&A 52

M&A Middle Market Valuation Consulting 52

Solganick & Co.

AUGUST 14, 2023

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first half of 2023, continuing to exceed pre-pandemic levels in aggregate.

M&A 52

M&A Middle Market Valuation Capital 52

Solganick & Co.

MARCH 11, 2022

Following a record-setting 2021 for lower middle market software M&A, the Software Top 50 highlights the most active software-focused dealmakers on the Axial platform. “Public market software company valuations have been battered starting in November of 2021. March 11, 2022 – Solganick & Co.

M&A 52

M&A Middle Market Valuation Private Equity 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.

Management 52

Management Investment Banking Middle Market Boutique 52

iMerge Advisors

APRIL 19, 2025

But navigating this middle-market M&A terrain is anything but simple. Whether you're fielding inbound interest or proactively exploring a sale, this guide outlines the key considerations, valuation dynamics, and strategic steps to position your tech startup for a successful exit in the $3M$50M range.

Valuation 40

Valuation M&A Middle Market Private Equity 40

Chesapeake Corporate Advisors

MAY 12, 2023

As an investment banking analyst, Miles supports our senior staff in preparing the financial projections and business valuations that are essential to executing a deal successfully and achieving a strong outcome.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Intrepid Banker Insights

OCTOBER 17, 2022

As public market valuations fell, SPACs evaporated and other buyers began to reevaluate the need to pay nose-bleed multiples. In Q3, the pattern we’ve continued to see is fairly typical of a market reset – bifurcation. The first area of bifurcation is between the large cap and middle market Tech M&A markets.

Valuation 52

Valuation M&A Capital Middle Market 52

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Investors 111

iMerge Advisors

APRIL 19, 2025

While the market for software acquisitions remains active, smaller SaaS businesses often face unique challenges in positioning, valuation, and deal execution that differ markedly from their larger counterparts. These businesses typically face: Valuation complexity due to hybrid revenue models (e.g.,

M&A 40

M&A Advisory Business Valuation 40

Focus Investment Banking

FEBRUARY 22, 2024

The methodology shared here is to help restaurant owners better understand how investors typically arrive at a valuation. The EBITDA multiple method is what we see utilized almost exclusively in the lower middle market and what we discuss below. Industry dynamics also play a role, such as consumer trends and preferences.

Private Equity 52

Private Equity Valuation Food Equities 52

Mergers and Inquisitions

JULY 31, 2024

The Top Industrials Private Equity Firms Mega-Funds and “Large” Private Equity Firms Upper-Middle-Market (UMM) and Middle-Market (MM) Firms Special Situations, Stressed, and Distressed Firms Newer / Smaller PE Firms with Some Industrials Focus How Do Industrials Private Equity Deals Work?

Private Equity 66

Private Equity Equities Middle Market Debt 66

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Software Equity Group

JULY 18, 2023

Historically, few metrics have been as closely tied to SaaS company valuations as net dollar retention (NDR), also commonly referred to as net revenue retention, net ARR retention, or simply net retention. A low net retention rate, on the other hand, raises concerns about customer satisfaction, product-market fit, and future growth prospects.

Business 52

Business Valuation Investors M&A 52

Focus Investment Banking

MARCH 3, 2024

Private Capital Markets is the first book to present a theory of how the private markets work at the lower end of the middle markets. Slee’s theory of middle market finance is based on empirical evidence, or real world observed activity.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 52

TM Capital

NOVEMBER 29, 2022

By Nikitha Sattiraju, 14 November 2022 Asphalt paving and maintenance is fast becoming a service of choice for private equity investors. Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middle market. Sunrise, Fla.-based 17 since an investment from Fort Lauderdale, Fla.

Capital 52

Capital Middle Market Business Private Equity 52

Tyton Partners

JANUARY 18, 2024

Strategic and financial investors are responding to these market conditions with an increased focus on inorganic activity to bring more comprehensive solutions to the market to address the needs of their customers.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

How2Exit

DECEMBER 11, 2023

The company also has a capital investment arm, bringing together investors, operating partners, and sellers to facilitate deals and provide opportunities for passive small business investing. rn The company offers buy-side advisory services, helping buyers find off-market deals.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Mergers and Inquisitions

MAY 17, 2023

Technology Private Equity Definition: A tech private equity firm raises capital from outside investors (Limited Partners), acquires minority or majority stakes in software, internet, hardware, and IT services companies, and grows and sell these stakes within 3 – 7 years to realize a return on their investment.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Mergers and Inquisitions

NOVEMBER 1, 2023

Healthcare Private Equity Definition : A healthcare private equity firm raises capital from outside investors (Limited Partners), acquires companies in the healthcare services, devices, and healthcare IT segments, and aims to grow these firms and sell their stakes within 3 – 7 years to realize a return on their investments.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Focus Investment Banking

SEPTEMBER 19, 2024

FOCUS is a leading national M&A firm for the lower middle market. With the Fed committed to lowering rates, even nominally, in September, we anticipate the number of transactions to increase in H2 2024 amid lower cost of capital and rising investor confidence.

M&A 52

M&A Engineering Manufacturing Middle Market 52

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. There’s usually a long list of previous VC investors as well. Debt financing is much more common, and the GE firm is often the first institutional investor.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

APRIL 19, 2023

Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below). All mining companies care about their production and reserves and always want to convince investors that they can grow them over time. What Do You Do as an Analyst or Associate in the Group?

Investment Banking 52

Investment Banking Bank Banking Investment 52

Chesapeake Corporate Advisors

MAY 4, 2023

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. And unsolicited offers are happening even in today’s unpredictable economic environment.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Mergers and Inquisitions

MARCH 13, 2023

If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., Set Up a “Bond Ladder” – You know, just like every retail investor does. Hedging exists because anything could happen, and it’s the bank’s job to understand financial markets and why Treasuries are not, in fact, “risk-free.”

Bank 123

Bank Banking Funds Government 123

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. First, the valuation you get can be very fair,” says Beard.

Debt 52

Debt Retail Business Private Equity 52

Mergers and Inquisitions

AUGUST 16, 2023

As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S. poor stock-market performance, slowing growth rates, and an aging population. This may change due to factors like the “decoupling” with the U.S.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

Mergers and Inquisitions

OCTOBER 18, 2023

You’ll find information on previous issuances and shareholders / investors, and you might occasionally work on a simple model for an IPO or bond issuance. If this same $1 billion company went public in an IPO, it might sell 10 – 20% of its shares to investors.

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

How2Exit

JULY 23, 2023

He highlights the unfamiliarity with the language and terms used in the industry and how Divestopedia became a go-to resource for him to learn and understand concepts like family offices and private investors. Ron's background in real estate investment and marketing provided them with a unique perspective on the industry.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Software Equity Group

JULY 9, 2024

Markel specializes in M&A legal issues for middle-market software companies and offers expert insights into the key legal considerations essential for companies entering the M&A arena. “It could impact your valuation, which is why we want to ensure you’re thinking about this from the beginning.”

Sale 52

Sale Corporation M&A Equities 52

Cooley M&A

DECEMBER 3, 2019

This is particularly advantageous for PE sellers looking to close end-of-life funds and distribute the proceeds from the sale to their investors as quickly as possible. Policy Limit – In the current market, the policy limit for an R&W policy is typically 10-15% of the purchase price or enterprise value of the deal. Conclusion.

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

Mergers and Inquisitions

APRIL 10, 2024

For example, many sovereign wealth funds in the Middle East have also gotten involved, as have holding companies and consortiums led by people such as Josh Harris (Apollo co-founder and now a famous sports investor). And as with Bitcoin and AI, soaring valuations always attract new buyers who expect even greater fools in the future.

Private Equity 103

Private Equity Equities Funds Entertainment 103

InvestmentBank.com

MAY 26, 2021

As the world headed into the uncharted territory of a worldwide pandemic, investors in both debt and equity markets reacted to shifts and changing conditions in several interesting ways, and the lessons they learned and the actions they take this year will set the stage for everyone’s access to capital in the years to come.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

How2Exit

FEBRUARY 24, 2023

While the Fortune 500 has a small number of people earning seven figures a year, the middle market private equity-backed companies have a much higher number. Having a growth story and a plan for the future can be a major selling point for potential investors.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

Focus Investment Banking

MAY 3, 2024

Axial is a private deal network that covers the lower middle market in the United States and Canada. Axial’s definition of lower middle market is private companies with revenues between $2.5 It’s first interesting to see who the buyers in the lower middle market are. million and $250 million. Next, 12.8%

M&A 52

M&A Middle Market Private Equity Debt 52

Cooley M&A

FEBRUARY 1, 2024

Private equity slowed but not stopped by financing environment Despite record amounts of dry powder accumulating for sponsors, high financing costs, persistent valuation gaps and a closed tech IPO market led to a significant decrease in private equity M&A activity in 2023.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59