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When it comes to lower middlemarket businesses, a specific segment of the market emerges as the typical buyer. Private Equity Firms: One of the most common types of buyers for lower middlemarket businesses are private equity firms.
Dominic brings over 30 years of experience, having successfully completed numerous M&A and capital raising transactions for founder-owned businesses, private equity portfolio companies, and public companies across a wide range of consumer sectors. Lifestyle Brands is a cornerstone practice for Intrepid.
Even in the face of ongoing economic uncertainty, the middlemarket SaaS sector is buzzing with activity, driven by innovation, market demand, and the pursuit of strategic opportunities. As a trusted partner in SaaS M&A, we are thrilled to have played a pivotal role in these significant deals.
He focuses on lower-middlemarket acquisitions, predominantly involving blue-collar, value-oriented, and baby boomer-owned businesses. Matt's portfolio is diverse, including companies that manufacture sinks, pallet racking, and a stint in IT and software businesses, demonstrating his value-driven, long-term investment approach.
He and the Merit Harbor team work with middle-market business owners looking to grow, acquire or sell companies in the $10mm to $100mm valuation range. That’s why, in recent years, we’ve seen more and more private equity firms create a post-acquisition value for their portfolio companies. But times are surely changing.
If youve been speaking with 1-2 headhunters already, it doesnt hurt to ping others over email/LinkedIn saying – Hope all is well, Ive been connecting with peers of yours around opportunities in the UMM (upper middle-market) PE space – do you have a few minutes to chat over the phone this week? Not recommended. It depends.
On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? Are there still upsell opportunities in a market like this?
GMS will be integrated into MiddleGround’s portfolio platform PVI Holdings, specifically as part of W&O Supply that is a leading supplier of valves, pipes, and fittings to the global maritime industry. LEXINGTON, Ky.,
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?
Higher Education Transactions The Higher Education market continues to grapple with the reality of a declining enrollment forecast, decreasing value proposition due to the volume of job-specific courses and certifications available to students, and lessening degree requirements from many employers.
M&A activity in the restaurant industry also turned a corner and picked up in the second half of 2023, after a slow start to the year. FAT Brands bought Smokey Bones for $30 million, which adds the first barbeque brand to FAT’s growing portfolio. Cava opened the IPO window and showed that a good company can go public in any market.
Their team is experienced in M&A, and they hire the best talent available. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process. rn The company offers buy-side advisory services, helping buyers find off-market deals.
After a record-breaking year in 2021, M&A activity remained relatively strong by historical standards during the first half of 2022. However, activity decelerated significantly during the latter half of the year, with larger deals experiencing a more pronounced decline compared to middle-market activity.
Periculum ran a customized sell-side process primarily targeting strategic buyers that could leverage AMW’s strong position in a booming metro market bolstered by both new residential construction and remodeling activity. They were well-organized and made the due diligence process and documentation run smoothly.
I know you are gathering information for On-Cycle 2025 and while I understand that it is still early, I wanted to let you know that Advent International is one of my favorite Private Equity firms for XYZ portfolio company and what they’ve done in the past — do you have a few minutes for a quick phone call or coffee chat?” I don’t think so.
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.
K-12 Transactions The K-12 market continues to be an evolving sector as we move post-COVID with the persistence of new staffing models, the role of new integrated technologies, continued concerns around students’ and teachers’ health and well-being, and the status of ESSER funding.
The fragmented category, which only five years ago had little backing from financial sponsors, now has portfolio companies contesting for family and founder owned assets to build businesses of scale. Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middlemarket.
For much of 2023 private credit has kept its doors open for M&A. ” Liquidity Crunch A $400 million credit facility that would have likely been executed by a single creditor or a two-lender club in the first half of 2022 might require between four and six parties to complete the transaction in today’s market. .”
a leading provider of reality capture 3D scanning and data integration services for digital twin and building information modeling solutions, in its sale to SAM, the nation’s leading provider of professional Managed Geospatial Services™ and Inspection services across the utility, transportation, and broader infrastructure markets.
They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). When you hear the words “healthcare private equity,” two thoughts probably come to mind: Wait a minute, isn’t healthcare a risky/growth-oriented sector? Why do PE firms operate there? For example, in the U.S.,
While the Fortune 500 has a small number of people earning seven figures a year, the middlemarket private equity-backed companies have a much higher number. Concept 2: Fragmented market: opportunity. Ron Concept 1: Grow quickly for wealth. Two of the three he built, achieving enterprise value of over a billion dollars.
Periculum began formally working with Mi-Tech in December 2019 to find a buyer that could strengthen the Company’s global supply chain, realize significant strategic synergies and qualify to own Mi-Tech ’s portfolio of customer relationships that included controlled and classified federal government programs.
Private equity (PE) firms are investing in middlemarket businesses at a healthy pace despite a high interest rate environment that makes it more costly to finance deals. First, Some PE Fundamentals PE investment in the middlemarket is defined by a fairly common set of criteria.
The Company has been a longstanding distributor for the Ford Motorcraft program and has also built a suite of widely used house brand products serving the passenger car motor oil market. Since most of us will only get one chance to sell our companies you want to get it right,” commented HP Oil owner Brian Johnson.
(“SHHS” “Company”), a leading home healthcare service provider, in its sale to Fortis Home Health and Hospice, LLC (“Fortis”), a portfolio company of Grant Avenue Capital, LLC (“Grant Avenue”). Periculum helped SHHS find an ideal financial partner within an expedited timeline while exceeding stakeholders’ transaction expectations.
Over the past few decades, technology private equity has gone from “barely existing” to representing the largest single sector in PE by both deal value and deal count. And just as tech and TMT investment banking have become the most desirable groups on the sell-side, tech private equity has reached a similar status on the buy-side.
Excolere Equity Partners is a leading middlemarket private equity firm that leverages its deep sector experience and strategic and operational expertise to accelerate the growth and enhance the impact of companies in the Education and Human Capital sector.
Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: In practice, most of this M&A activity consists of asset acquisitions because buying individual solar plants and wind farms is common. Some knowledge of solar and wind assets, batteries, etc.,
Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above. Metals & mining investment banking used to be a “sleepy” group. The metals & mining team’s classification varies based on the bank.
In a May blog post we discussed several initial observations regarding the dozens of M&A transactions that were signed prior to March 2020 and that were in jeopardy as a result of COVID-19. In other words, the specific performance remedy is conditional, and neither buyer nor the sponsor can be forced to close without the debt financing.
The durability and growth of our existing portfolio during the pandemic demonstrates the benefits of our consistent investment strategy, as we have never wavered from targeting companies with mission-critical offerings, a history of sustainable profitability, and a stable base of recurring revenue,” said Steve Jarmel, Founder and Partner.
Before joining Periscope Equity, Joe was an Associate at SFW Capital Partners , a middle-market private equity firm, where he was primarily focused on making control investments into analytical technologies, software, and services businesses. Excited to mention that one of our first ever PE Placements is coming back for Round 2!
2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] billion leading the pack.
The Secret to PE Deal Origination in the MiddleMarket - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies.
OVERVIEW The Food and Beverage industry capped off 2024 with a steady volume of M&A activity, with a total of 412 transactions. Mirroring previous quarters, most of the transactions in Q4 2024 came from the CPG space, ranging from billion-dollar deals to lower middlemarket acquisitions. The main takeaway of 2024?
So far this year, deal parties are approaching M&A with cautious optimism. This series of Cooley M&A blog posts include some brief observations that offer some M&A highlights over the past year and our thoughts for the year to come. Rep & Warranty (R&W) Insurance is Here.
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