Sun Acquisitions

APRIL 28, 2022

Mike brings 25 years of experience in business ownership that includes start-ups, turnarounds, acquisition and sale of companies, specifically within media and IT industries. Mike specializes in establishing strategies for maximizing enterprise value and positioning a company for a sale to a synergistic buyer.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

How2Exit

JUNE 16, 2024

The project is designed to assist budding entrepreneurs and corporate managers in acquiring and scaling lower middle-market companies. Roger discusses the importance of implementing professional infrastructure and operational systems to render these small businesses attractive to middle-market buyers.

Acquisitions 130

Acquisitions Private Equity Mergers and Acquisitions Middle Market 130

Periculum Capital

DECEMBER 23, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Interactions Incorporated dba Hoosier Refreshment Company (“Hoosier Refreshment” or the “Company”), an Indiana-based beverage distributor, to WP Beverages, LLC, a subsidiary of Wis-Pak, Inc. (“Wis-Pak”). Terms of the deal were not disclosed.

Sale 52

Sale IT Advisory Negotiation 52

How2Exit

MAY 6, 2024

He focuses on lower-middle market acquisitions, predominantly involving blue-collar, value-oriented, and baby boomer-owned businesses. rn rn rn Rapport building and active listening are critical skills in negotiation, often determining the success of an acquisition more than the financial offer. anything else in the deal.

Mergers and Acquisitions 130

Mergers and Acquisitions Middle Market Acquisitions Business 130

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Periculum Capital

JULY 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised Pet Palace Enterprises, LLC (“Pet Palace” or the “Company”), a Columbus, OH based provider of pet boarding, daycare, and grooming services, in its sale to Destination Pet. in its Sale to Destination Pet appeared first on Periculum Capital.

Sale 52

Sale IT Advisory Corporate Finance 52

Periculum Capital

MARCH 8, 2024

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. “We

Sale 52

Sale IT Capital Advisory 52

Periculum Capital

NOVEMBER 15, 2022

Their skillful negotiating, creativity, and unwavering commitment to me was so much more than I ever expected to receive from an M&A advisor.” About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale IT Government M&A 52

Sun Acquisitions

JUNE 15, 2023

After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies.

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

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

Focus Investment Banking

OCTOBER 2, 2023

Tire sales are not negatively impacted by electric vehicles either; if anything, EVs provide a larger opportunity to sell tires due to the rapid tire wear caused by high torque and heavy vehicles. The recurring nature of tire sales and the service aspect of the business contribute to its financial appeal.

Private Equity 52

Private Equity Equities Mergers and Acquisitions Profitability 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. Next, 12.8%

M&A 52

M&A Middle Market Private Equity Debt 52

Focus Investment Banking

MAY 22, 2023

This involves deciding on the terms of the sale, including the purchase price, payment structure, and any contingencies that may apply. before divesting is very important and making any changes should be done prior to engaging in the sales process. This includes capital gains tax, which may apply to the sale of assets or shares.

Business 52

Business M&A Sale Valuation 52

Software Equity Group

JULY 9, 2024

Software executives may maintain their current role with their company post-sale or even take on additional responsibilities at the acquiring company or its board of directors. However, to maximize the chances of a profitable outcome, founders must proactively prepare for the sale.

Sale 52

Sale Corporation M&A Negotiation 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

Focus Investment Banking

JUNE 5, 2023

In M&A, working capital is often a significant area of negotiation between the buyer and the seller. During M&A negotiations, working capital refers to the additional funds required to finance the deal, including items such as cash reserves, inventory, accounts payable and receivable, debt payments, payroll expenses and related costs.

M&A 52

M&A Capital Management Mergers and Acquisitions 52

IBG

MAY 31, 2023

Understanding the traits common to each buyer category can help sellers level the playing field in a business sale of any size. 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.

Business 52

Business Sale M&A Private Equity 52

Focus Investment Banking

DECEMBER 4, 2023

When a business owner is pursuing a sale, there are many elements out of his or her control. Going to market with credible and reliable financials doesn’t have to be one of them. The buyer negotiates critical price reductions after finding issues in the internal financial statements. The result?

Valuation 52

Valuation Financial Statement M&A Food 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. The buyer has all the leverage.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

What's Market

OCTOBER 18, 2022

The scope and detail of these representations and warranties are often heavily negotiated and tailored to reflect not only the nature of the target and its business, financial condition, and operations, but also the relative negotiating strength of the buyer and seller. ” 17 C.F.R. 240.10b-5(b). Observations.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

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

iMerge Advisors

APRIL 16, 2025

For founders preparing for a sale, aligning internal metrics with these benchmarks is critical. Private Equity Remains a Dominant Buyer Class Private equity firms continue to be the most active acquirers in the software space, particularly in the lower middle market ($5M$50M ARR).

Valuation 40

Valuation Private Equity M&A Equities 40

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. Customer Contracts: Review assignment clauses, renewal terms, and any change-of-control provisions that could impact a sale.

M&A 40

M&A Advisory Business Valuation 40

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

Focus Investment Banking

OCTOBER 30, 2023

While overall M&A activity among tire retailers, wholesalers and commercial tire dealerships remains active but noticeably slower, it’s harder for wholesalers and commercial tire dealerships to have a sale event as compared with retailers. And by the way, this valuation is always negotiated.

Debt 52

Debt Retail Business Private Equity 52

Cooley M&A

SEPTEMBER 25, 2020

The decisions from the court on those preliminary matters, as well as the arguments raised by legal counsel, offer some valuable lessons for sellers considering sale transactions that require debt financing, and may motivate sellers to re-evaluate certain provisions and remedies that have become customary in those transactions.

Debt 40

Debt Finance Finance Private Equity 40

What's Market

SEPTEMBER 19, 2022

Market Trends: What You Need to Know “Sandbagging” concepts are often the subject of intense negotiation in M&A transactions. Disincentive For the Buyer to Conduct Proper Diligence. ” Rogath v. The ABA studies examine purchase agreements of publicly available transactions involving private companies.

M&A 52

M&A Mergers and Acquisitions IT Insurance 52

How2Exit

FEBRUARY 3, 2025

Earnouts and Employment Agreements Need Careful Structuring – Many entrepreneurs struggle when transitioning to employees post-sale. The Exit Market Is Shifting – With private equity dry powder moving into lower middle market deals, competition for quality businesses is heating up. The buyer walked.

Business 147

Business M&A Valuation Private Equity 147

Chesapeake Corporate Advisors

MAY 15, 2025

AMA), an environmental, health and safety (EHS) consulting and training firm in its sale to The EI Group, a leading environmental consulting firm. CCA helped us identify and negotiate a win win transaction with the EI Group, an ideal partner for our team moving forward. For more information, visit www.ccabalt.com or call 410.537.5988.

Consulting 52

Consulting Investment Banking Engineering Corporation 52

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

iMerge Advisors

APRIL 12, 2025

For many software founders, the sale of their business is the most significant financial event of their lives. But while valuation and deal terms often dominate early conversations, the tax implications of a sale can quietly erode a substantial portion of your proceeds or, with the right planning, preserve millions in after-tax value.

Business 40

Business Sale M&A Capital 40

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. no asset sales or dividend issuances). Debt / EBITDA must remain below 5x), while incurrence covenants limit the companys actions (e.g.,

Capital Market 59

Capital Market Corporation Capital Banking 59

Cooley M&A

FEBRUARY 21, 2017

At the same time, when the PE fund is on the sell-side, it will insist that the buyer purchase R&W insurance to protect the fund’s risk exposure to breaches of representations and warranties by its portfolio company in the sale. Negotiating Anti-Reliance Language. Cautious Optimism in the New Year. The Trump Effect.

Insurance 52

Insurance M&A Underwriting Private Equity 52

Mergers and Inquisitions

MARCH 19, 2025

Modest CapEx Requirements If you look at Damodarans data on capital intensity by sector , certain verticals were below the average 4 5% Net CapEx / Sales reported by U.S. So, PE firms dont have much room to boost sales, cut costs, or do roll-ups because the industry is already quite concentrated.

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59