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What to Expect When Selling a Business: A Conversation with Jordan Gerber at Caber Hill Advisors

JD Supra: Mergers

Below is his conversation with Jordan Gerber, a Managing Director at Caber Hill Advisors, an M&A advisory firm that focuses on helping privately-held, middle-market businesses transact with strategic or private-equity-backed buyers. Jordan has over 25 years of experience as an M&A advisor across diverse industries.

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A Step-by-Step Guide to Selling a Middle-Market Business

Lake Country Advisors

Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. This guide covers every stage, from defining what qualifies as a middle-market enterprise to finalizing post-sale considerations. What Is Considered a Middle-Market Business?

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[Podcast] Private Market Talks: Scoping Out Secondaries with Portfolio Advisor’s Liz Campbell

JD Supra: Mergers

In this episode, we are thrilled to be joined by Liz Campbell, Chief Investment Officer at Portfolio Advisors, a global private asset manager specializing in the US middle market. By: Proskauer - Private Market Talks Podcast

Portfolio 168
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Bob Lipton Joins FOCUS Investment Banking as Managing Director in Human Capital Management Team to Expand M&A Services to the Legal Community

Focus Investment Banking

Washington, DC, (January 8, 2025) FOCUS Investment Banking, a leading middle-market investment banking firm, is pleased to announce that Bob Lipton has joined the firm as a Managing Director in the Human Capital Management (HCM) team.

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Recent Trends in Private Credit

JD Supra: Mergers

What began as an outlet for companies with riskier credit to raise debt, the private credit asset class has morphed into a viable alternative lending source for middle-market and, increasingly, large-cap companies. Private credit has grown from managing around $250 billion in assets in 2008 to nearly $1.7 By: Troutman Pepper

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M&A Segment Trends, Seller and Buyer Motivations, and Process Strategies: A Conversation with Robert Meyer at Peakstone Group

JD Supra: Mergers

To help businesses, investors, and deal professionals better understand the evolving M&A market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. Robert has over 20 years of investment banking and private equity. By: Levenfeld Pearlstein, LLC

M&A 168
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Use of Equity Rollovers Continues to Rise Amid Market Uncertainty

JD Supra: Mergers

Since 2020, a steadily increasing number of middle-market private equity deals have included equity rollovers. ​​​​​​​ Given the current acute challenges in arranging acquisition financing on palatable terms and a continued focus on ensuring alignment between private equity (PE) investors and portfolio company management, the use of rollover equity (..)

Equities 168