JD Supra: Mergers

JUNE 7, 2024

On May 7, 2024, Morrison Foerster’s New York City office co-hosted a Private Markets Pop-Up with Kayo Conference Series, an event that brought together professional women across the private credit and private equity markets for curated networking, educational content, and a supportive community atmosphere.

Middle Market 152

Middle Market Private Equity Education Equities 152

Global Banking & Finance

AUGUST 8, 2024

Regarding mergers and acquisitions (M&A), private equity continues to show robust interest in acquiring lower middle market (LMM) companies. While large M&A transaction volume fell in the first half of 2024, the allure of LMM acquisitions remains high.

Middle Market 98

Middle Market Private Equity Equities Acquisitions 98

Align Business Advisory Services

JULY 8, 2024

Mergers and acquisitions (M&A) in the lower-middle market ($10-200 million) are increasingly influenced by Environmental, Social, and Governance (ESG) factors. Read More » The post ESG Considerations in Lower-Middle Market M&A: Why They Matter appeared first on Align BA.

Middle Market 88

Middle Market M&A Mergers and Acquisitions Mergers 88

Align Business Advisory Services

MAY 30, 2023

Align BA presents an invaluable guide to conquering the effects of interest rates, inflation, and economic shifts in the lower and middle markets. Don’t let economic turbulence hinder your success—partner with us to thrive in any market environment.

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Middle Market M&A Economics Capital 95

Align Business Advisory Services

MAY 24, 2024

Read More » The post Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company appeared first on Align BA. But at some point, every entrepreneur considers when the right time to exit might be. This series will explore the.

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Middle Market M&A IT Acquisitions 88

Align Business Advisory Services

JULY 18, 2024

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 5) Maintaining Your Independence: Life After the Sale The entrepreneurial spirit thrives on independence. The thought of working for someone else after selling your company can be unappealing.

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Middle Market Sale IT Acquisitions 81

Benchmark International

SEPTEMBER 8, 2023

The lower middle market is a highly dynamic and active segment of the M&A landscape, characterized by companies with enterprise values up to $100 million. In early 2023, several key trends appear to shape the lower middle market M & A landscape.

Middle Market 64

Middle Market M&A Private Equity Mergers and Acquisitions 64

Wall Street Mojo

FEBRUARY 9, 2024

Lower Middle Market Definition The Lower Middle Market (LMM) is a segment formed by companies ranging from $5 million to $50 million in annual revenue. It forms the lower end of the economy’s middle market, mainly small and medium enterprises.

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Middle Market Bulge Bracket Private Equity Investment Banking 52

JD Supra: Mergers

NOVEMBER 1, 2024

To help businesses, investors, and deal professionals better understand the evolving private equity landscape in the lower middle market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with private equity firms and professionals. By: Levenfeld Pearlstein, LLC

Private Equity 171

Private Equity Equities Middle Market Capital 171

JD Supra: Mergers

AUGUST 13, 2024

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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Middle Market Debt Management 171

JD Supra: Mergers

OCTOBER 24, 2024

By: Levenfeld Pearlstein, LLC

Private Equity 165

Private Equity Equities Capital Middle Market 165

JD Supra: Mergers

FEBRUARY 27, 2024

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 165

Equities Private Equity Middle Market Portfolio 165

The Deal

FEBRUARY 7, 2024

middle market for expansion and will continue to evaluate acquisitions following a pair of high-profile deals in the past two years. market is to be in the top 10,” said Michal Katz, head of the investment and corporate banking unit at Mizuho Americas LLC. “We Capstone, too, has a penchant for middle market deals.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

JD Supra: Mergers

OCTOBER 17, 2024

Below is his conversation with Robert Meyer, a Managing Director at The Peakstone Group, an investment bank specializing in mergers and acquisitions advisory and raising capital for middle market clients. Robert has over 20 years of investment banking and private equity. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Acquisition Advisories Mergers and Acquisitions Investment Banking 165

JD Supra: Mergers

SEPTEMBER 19, 2024

Though a noticeable improvement, deal activity has not yet grown at the pace that many anticipated, especially in the middle market. In the first half of this year, transactions in the U.S. increased 6% over the same period in 2023, according to the Pitchbook Q2 2024 Global M&A Report. By: Schwabe, Williamson & Wyatt PC

Mergers and Acquisitions 165

Mergers and Acquisitions Middle Market M&A Finance 165

PE Hub

JULY 11, 2023

The post Rainier Partners, Pfingsten Partners and Southfield Capital show lower middle market alive and well appeared first on PE Hub. Rainier Partners invests in floor services provider SCI.

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Middle Market Capital Investment 59

JD Supra: Mergers

NOVEMBER 14, 2024

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.

Middle Market 165

Middle Market Private Equity Business M&A 165

JD Supra: Mergers

JUNE 10, 2024

Since 1996, deal volume and deal values are 8%-10% lower in presidential election years than the year following presidential elections, and the effect is felt more acutely at the lower end of the middle market. This is largely due to general uncertainty based on the presidential election and policy priorities and questions about.

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M&A Middle Market 159

Chesapeake Corporate Advisors

MAY 24, 2024

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. As of May 2024, the influx of over $1.3

Middle Market 52

Middle Market Private Equity Equities Investment 52

GillAgency

AUGUST 30, 2023

When it comes to lower middle market 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 middle market businesses are private equity firms.

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Middle Market Business Private Equity Equities 52

Focus Investment Banking

JULY 27, 2023

Washington, DC, (July 27, 2023) – FOCUS Investment Banking (“FOCUS”) a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is thrilled to announce its exceptional achievement of being named #1 on Axial’s second quarter 2023 lower middle market investment bank league table.

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Middle Market Investment Banking M&A Banking 52

Private Equity Info

MAY 2, 2024

This article was first published in the Spring issue of Middle Market Dealmaker , the official print publication of the Association for Corporate Growth.

Private Equity 115

Private Equity Middle Market Equities Corporation 115

Focus Investment Banking

FEBRUARY 1, 2024

2023 was a bit of a slower year for middle market M&A, with deals taking far longer than what we’ve become accustomed to. Both the market and FOCUS demonstrated characteristic resilience, setting up a very robust 2024 for middle market M&A.”

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Middle Market Investment Banking M&A Banking 52

Private Equity Info

DECEMBER 6, 2023

For years, the private equity industry has been moving down market, as firms invest in smaller deals in the middle market and lower middle market. However, our most recent review of the data suggests that trend is reversing.

Private Equity 110

Private Equity Equities Middle Market Investment 110

PCE

NOVEMBER 18, 2024

Selling your business is a pivotal moment, marking the culmination of years of hard work and dedication.

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Middle Market Business Securities IT 52

Focus Investment Banking

JULY 25, 2024

Washington, DC, (July 25, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to again be named among the Top 25 Lower Middle Market Investment Banks of Q2 2024 by Axial.

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Investment Banking Middle Market M&A Banking 52

Focus Investment Banking

APRIL 26, 2024

Washington, DC, (April 26, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to be named among the Top 25 Lower Middle Market Investment Banks of Q1 2024 by Axial.

Middle Market 52

Middle Market Investment Banking M&A Banking 52

Deal Lawyers

DECEMBER 4, 2024

According to a recent PitchBook article, mega PE funds have outstripped their middle market peers when it comes to returns for three quarters in a row.

Private Equity 113

Private Equity Middle Market Equities Funds 113

JD Supra: Mergers

OCTOBER 20, 2023

With the exception of certain proprietary deals, transactions that were not overly competitive or broken auction processes, industry factors have historically limited independent sponsors to lower middle market transactions. In addition to an increasing number of independent sponsors. By: Holland & Knight LLP

Mergers and Acquisitions 145

Mergers and Acquisitions Middle Market Private Equity M&A 145

Align Business Advisory Services

AUGUST 30, 2023

While the glitzy mega-deals often grab headlines, there’s another type of deal that holds immense potential for businesses and medical practitioners eyeing transitions—it’s called the lower-middle market. In this article, we’ll peel back the layers.

Mergers and Acquisitions 52

Mergers and Acquisitions Middle Market Mergers Business 52

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is excited to be named among the Top 100 Lower Middle Market Investment Banks of 2023 by Axial.

Investment Banking 52

Investment Banking Middle Market M&A Banking 52

SDR Ventures

AUGUST 19, 2024

The post Axial’s #8 Lower Middle Market Investment Bank Q2 2024 appeared first on SDR Ventures.

Middle Market 40

Middle Market Investment Banking Banking Bank 40

Benchmark International

JANUARY 16, 2024

The 13th annual survey conducted by Citizens Bank regarding the M&A outlook for 2024 points to the highest levels of optimism in several years for dealmaking activity this year. Solid expectations for the U.S. economy and rising enthusiasm among buyers underscore this much-welcomed optimism.

Middle Market 59

Middle Market Valuation M&A Banking 59

Focus Investment Banking

OCTOBER 30, 2023

Washington, DC, (October 30, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is honored to be named among the Top Lower Middle Market Investment Banks for the third quarter of 2023 by Axial.

Investment Banking 52

Investment Banking Middle Market M&A Banking 52

Deal Lawyers

JANUARY 29, 2024

In addition to predicting an overall rebound in activity and continued strength in middle market PE deals, the memo addresses potential trends […]

Private Equity 113

Private Equity Equities Middle Market M&A 113

Benchmark International

SEPTEMBER 11, 2023

Thanks to the new 1% tax now being levied on any publicly traded US companies that buy back their shares, these larger, cash-rich companies have been given a strong incentive to seek acquisition targets.

Public Trading 64

Public Trading Middle Market Trading Acquisitions 64

OfficeHours

JUNE 2, 2023

GTCR: Moving to the Windy City, GTCR is one of the most well-known and established middle-market private equity funds in the world. However, similar to mega funds, it should be noted that upper middle market funds like GTCR also get worked pretty hard. And with the firm recently closing a new $3.25 Best of luck!

Private Equity 147

Private Equity Equities Middle Market Funds 147