Focus Investment Banking

MARCH 3, 2024

I’ve been doing transactions in the automotive aftermarket since helping America’s Service Station’s private equity owner sell 30 stores in Texas in 2002 to a strategic buyer. The first is Private Capital Markets by Rob Slee (John Wiley & Sons: 2011). And that’s all it took to become an investment banker.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 52

M&A Leadership Council

SEPTEMBER 21, 2021

Kevin Roberts Senior Advisor, M&A Partners Kevin Roberts has over 25 years of experience growing middle-market sized businesses both as a principal investor and as a strategic advisor.

Middle Market 40

Middle Market Private Equity M&A Capital 40

How2Exit

OCTOBER 2, 2023

David wisely notes that these multiples are specific to the Main Street segment, and he distinguishes this from the lower Middle Market segment, where multiples can range from 3.2x Reconciled sets the standard for consistency and quality that you can count on. David does not discuss individual stocks or mutual funds.

Business 130

Business Acquisitions M&A Finance 130

Sun Acquisitions

JUNE 15, 2023

TOPS is owned by private equity firm Atlas Holdings, which is based in Greenwich, CT. After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

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. During the negotiation phase, sellers should clearly communicate their expectations about employee welfare to potential buyers.

Business 52

Business Mergers and Acquisitions Negotiation Sale 52

How2Exit

JULY 23, 2023

He encourages buyers to approach negotiations with a mindset of fairness and to put forth offers that reflect the true value of the business. This presents an opportunity for corporate acquirers to play a significant role in the market. Carvalho also stresses the importance of fair and transparent deal-making.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

iMerge Advisors

APRIL 19, 2025

But navigating this middle-market M&A terrain is anything but simple. Understanding the Buyer Landscape In this valuation band, the most common acquirers fall into three categories: Strategic buyers Larger tech companies seeking product expansion, talent acquisition, or market entry.

Valuation 40

Valuation M&A Middle Market Private Equity 40

iMerge Advisors

APRIL 16, 2025

While the market has cooled from its speculative highs, this recalibration is not necessarily bad news. Buyers are still activeespecially private equity firms executing roll-up strategiesand disciplined operators are commanding healthy premiums. See our deeper dive in EBITDA Multiples Continue to Trend Lower.

Valuation 40

Valuation Private Equity M&A Equities 40

Intrepid Banker Insights

OCTOBER 17, 2022

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. This has led to a significant drop in software M&A, with each consecutive quarter showing a decline from the last.

Valuation 52

Valuation M&A Capital Middle Market 52

Focus Investment Banking

MAY 22, 2023

Simply throwing out a desired figure doesn’t work in this game; private equity and strategic buyers will look under the hood and valuation will be driven by the company's historical financial performance, brand equity, investment required in the business, future growth expectations, and market conditions.

Business 52

Business M&A Sale Valuation 52

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. And by the way, this valuation is always negotiated.

Debt 52

Debt Retail Business Private Equity 52

Cooley M&A

SEPTEMBER 25, 2020

Since that post, the Delaware Chancery Court has had the opportunity to consider some preliminary issues relating to certain of those jeopardized transactions involving private equity-backed buyers. Specific Performance Claims in M&A Context Generally Require a Trial.

Debt 40

Debt Finance Finance Private Equity 40

iMerge Advisors

APRIL 19, 2025

Buyers whether private equity, strategics, or growth investors evaluate a range of financial and operational metrics. These businesses typically face: Valuation complexity due to hybrid revenue models (e.g., Valuation Drivers for Sub-$50M SaaS Companies Valuation in SaaS M&A is rarely a simple multiple of ARR.

M&A 40

M&A Advisory Business Valuation 40

Focus Investment Banking

JULY 9, 2023

As most of the readers know, purchasing power is one of the key drivers of profitably in the industry; adding several hundred locations will only strengthen Mavis’ ability to negotiate pricing and manufacturer programs. Giorgio Andonian is a Managing Director in FOCUS Investment Banking’s Auto Aftermarket Group.

Mergers and Acquisitions 52

Mergers and Acquisitions Retail Profitability Investment Banking 52

IBG

MAY 31, 2023

In middle-market business sales, the value of the deal and the path to a successful closing are shaped in large part by a factor that many sellers underestimate: the type of buyer that is evaluating your company. Selling to a Private Equity Group. STRATEGIC BUYERS Traits.

Business 52

Business Sale M&A Private Equity 52

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

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.

M&A 52

M&A Middle Market Private Equity Debt 52

Mergers and Inquisitions

MAY 28, 2025

Private credit has exploded since the 2008 financial crisis, as new regulations and capital requirements drove many large banks away from their lending activities for middle-market companies. The private equity mega-funds with huge credit arms (Ares, Apollo, etc.) A: See above. Can you give an example?

Capital Market 59

Capital Market Corporation Capital Bank 59

Lake Country Advisors

JANUARY 13, 2025

Whether you’re a small business owner or managing a middle-market company, aligning with the right expertise can make all the difference in your transaction’s success. This data-driven approach provides a comprehensive valuation, ensuring realistic expectations and a stronger position during negotiations with buyers.

Broker 52

Broker M&A Business Negotiation 52

Cooley M&A

FEBRUARY 21, 2017

Previously, transaction insurance (or R&W insurance) was used sparingly and predominantly by East Coast private equity funds. Outside of the US, R&W insurance has already become widely used in private M&A deals in Europe by both PE funds and strategic buyers alike. Negotiating Anti-Reliance Language.

Insurance 52

Insurance M&A Underwriting Private Equity 52

Mergers and Inquisitions

MARCH 19, 2025

Consumer retail private equity is so diverse that it almost seems like a paradox. Depending on the firm, a consumer retail private equity deal might consist of: A leveraged buyout of a struggling offline retailer. On the Job Recruiting Should You Go Shopping for Consumer Retail Private Equity Jobs?

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59

How2Exit

FEBRUARY 3, 2025

The Exit Market Is Shifting – With private equity dry powder moving into lower middle market deals, competition for quality businesses is heating up. A strategic, private approach to negotiations is far superior.

Business 147

Business M&A Valuation Private Equity 147