Global Newswire by Notified: M&A

JUNE 11, 2024

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.,

Capital 45

Capital Middle Market Private Equity IT 45

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

The Deal

FEBRUARY 7, 2024

KKR) have elected to combine affiliated BDCs, which they set up to invest in middle market companies. Despite that, the industry hasn’t fully recovered after a tumultuous two years sparked from Fed rate hikes that widened the gap between private middle market loans and Fed paper. FBCC) and Franklin BSP Lending Corp.

Middle Market 52

Middle Market Management Capital Mergers 52

The M&A Lawyer

OCTOBER 26, 2015

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. Increasing Competition for Deals.

Private Equity 130

Private Equity Equities Valuation Management 130

The Deal

JUNE 12, 2023

Portfolio company Plate IQ develops accounts payable software for restaurants, hospitality groups and supermarkets. ”We’ve Other recent middle-market investments range from family office tech to A.I. applications for e-commerce and software to rein in supply chain costs.

Underwriting 52

Underwriting Middle Market Financial Services Accountant 52

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. The specific growth strategies used by portfolio companies could include almost anything, but a few common ones are: Paying for employees, buildings, and equipment to enter new geographies or markets.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

DECEMBER 1, 2023

LFM is excited to add another impressive platform company to the firm’s growing portfolio,” commented Steve Cook, LFM Executive Managing Director. “We We believe SisTech’s excellent production model and strong operational track record are truly differentiated in a fragmented market.

Investment Banking 52

Investment Banking Manufacturing Investment Bank 52

OfficeHours

JULY 11, 2023

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? Join GetOfficeHours for valuable industry knowledge.

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

The Deal

NOVEMBER 27, 2023

On the latest episode of Behind the Buyouts, Investcorp SA head of North American private equity David Tayeh discusses the New York-based firm’s strategy around backing middle market businesses that cater to “needs versus wants.” and auto aftermarket company S&S Truck Parts LLC.

Private Equity 59

Private Equity Professional Services Middle Market Food 59

OfficeHours

JANUARY 25, 2025

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?

Recruitment 130

Recruitment Bulge Bracket M&A IT 130

Benchmark International

MARCH 20, 2024

Benchmark International is pleased to announce the transaction between ProStar Adjusting, LLC, and Team One Insurance Services, a portfolio company of Longshore Capital Partners. The transaction creates a strategic expansion for ProStar Adjusting's existing claims-adjusting services and offers a deeper geographic reach.

Insurance 59

Insurance Portfolio Capital Middle Market 59

Mergers and Inquisitions

JULY 31, 2024

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?

Private Equity 66

Private Equity Equities Middle Market Debt 66

Tyton Partners

JANUARY 18, 2024

While macroeconomic conditions dampened investor sentiment for risk and large-scale M&A transactions, the lower middle market remained healthy and robust, particularly in the global knowledge sector.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

Focus Investment Banking

JUNE 7, 2024

Washington, DC (June 7, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Chenega Corporation (“Chenega”) has acquired SecuriGence LLC. FOCUS represented Chenega in this transaction.

Investment Banking 52

Investment Banking Corporation Acquisitions Bank 52

Mergers and Inquisitions

MARCH 13, 2023

Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. In early January , I predicted that the markets in 2023 would be “Bad, but not as bad as 2022.”

Bank 123

Bank Banking Funds Government 123

Focus Investment Banking

JULY 28, 2023

However, activity decelerated significantly during the latter half of the year, with larger deals experiencing a more pronounced decline compared to middle-market activity. To ensure continued success in this rapidly transforming market, industry leaders and executives must thoroughly evaluate their company portfolios.

Middle Market 52

Middle Market Mergers and Acquisitions Investment Sale 52

Focus Investment Banking

JANUARY 3, 2024

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. Subway sold to Roark Capital for $9.6 The partnership enables Smokey Bones to grow via FAT’s aggressive franchising strategy as well.

Acquisitions 52

Acquisitions M&A Portfolio Valuation 52

The Deal

FEBRUARY 8, 2024

TriplePoint primarily served the greater Kansas City market at the time of the acquisition. The portfolio company has since expanded to nine states in the Midwest and, most recently, the Sunbelt region through add-ons. Caymus bought Columbus, Ohio-based TriplePoint, then known as Temp-Con Inc. , in 2018 for an undisclosed amount.

Private Equity 52

Private Equity Equities Funds Portfolio 52

Intrepid Banker Insights

NOVEMBER 16, 2022

At last week’s ACG Los Angeles Business Conference, our team met with over one hundred institutional capital providers and sponsors to get the inside scoop on what is really happening in the middle market. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

Advisory 52

Advisory Capital Funds Debt 52

Growth Business

NOVEMBER 23, 2023

Form Ventures Form uniquely supports its portfolio start-ups to understand and navigate public policy FPE Capital Businesses must demonstrate the following: a capable management team, strong presence in large markets, rapid growth potential, disruptive products or services and defensible growth margins with recurring revenues.

Investment 111

Investment Funds Capital Business 111

Focus Investment Banking

MAY 31, 2024

Washington, DC (May 31, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that PrecisionX Group (“PrecisionX”), a portfolio company of CORE Industrial Partners (“CORE”), a manufacturing, industrial technology, and (..)

Investment Banking 52

Investment Banking Manufacturing Bank Banking 52

Tyton Partners

SEPTEMBER 21, 2023

Tyton Partners Achieves Record H1 2023 with Strong Momentum for the Rest of the Year We are pleased to announce that Tyton Partners Investment Banking division has picked up right where it left off in 2022 closing a record number of deals across the PreK-12, Higher Education, and Corporate L&D markets.

Education 52

Education Sale Portfolio Corporation 52

Periculum Capital

OCTOBER 27, 2023

Ultimately, GMS, a leading North American specialty building products distributor, was the ideal partner to leverage its extensive network and resources to grow AMW’s existing operations while preserving the Company’s service-focused culture and local market reputation.

Sale 52

Sale Management IT Advisory 52

Focus Investment Banking

JULY 20, 2023

Washington, DC, (July 20, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that GEM Manufacturing (“GEM”), a portfolio company of CORE Industrial Partners (“CORE”), has acquired Coining Manufacturing LLC (“Coining”) (..)

Investment Banking 52

Investment Banking Manufacturing Bank Banking 52

InvestmentBank.com

MAY 26, 2021

Most of this initial decrease came from a reduction in middle-market transactions that involved companies valued between $100M and $500M [4]. Retrieved March 13, 2021, from [link] [2] Middle Market Private Equity Update Q3 2020 (2020). Retrieved March 14, 2021 from [link] [3] Middle Market Update Q2 2020 (2020).

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Focus Investment Banking

SEPTEMBER 17, 2024

Washington, DC (September 17, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that PrecisionX Group (“PrecisionX”), a portfolio company of CORE Industrial Partners (“CORE”), a manufacturing, industrial technology, (..)

Investment Banking 52

Investment Banking Acquisitions Investment Bank 52

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). Upper-Middle-Market and Middle-Market Firms with Healthcare Teams – It’s the same idea, but they’re smaller and do smaller deals. in biology.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

How2Exit

DECEMBER 11, 2023

This approach helps buyers and sellers understand the potential for leveraging liquidity events to grow their wealth and expand their business portfolios. This hands-on approach sets Peterson Acquisitions apart from other education programs that only provide knowledge without practical guidance.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

TM Capital

NOVEMBER 29, 2022

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 middle market. Sunrise, Fla.-based

Capital 52

Capital Middle Market Business Private Equity 52

Software Equity Group

JUNE 6, 2023

Even in the face of ongoing economic uncertainty, the middle market SaaS sector is buzzing with activity, driven by innovation, market demand, and the pursuit of strategic opportunities. As a trusted partner in the middle market, we at SEG are thrilled to have played a pivotal role in these SaaS M&A transactions.

M&A 52

M&A Mergers and Acquisitions Middle Market Acquisitions 52

Mergers and Inquisitions

MAY 17, 2023

If you go even smaller, you’ll find names like Sumeru (Silver Lake’s middle-market firm), Banneker (founded by ex-Vista employees), Riverwood, and Leeds (with a “knowledge industries” focus). Smaller firms in this category often focus on organic growth and bolt-on acquisitions to scale their portfolio companies.

Private Equity 64

Private Equity Equities Recruitment Funds 64

The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

Debt 52

Debt Finance Finance Private Equity 52

Chesapeake Corporate Advisors

AUGUST 16, 2024

Private equity (PE) firms are investing in middle market 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 middle market is defined by a fairly common set of criteria.

Private Equity 52

Private Equity Equities Investment Business 52

OfficeHours

JULY 8, 2023

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?”

Private Equity 100

Private Equity Recruitment Equities Investment Banking 100

Mergers and Inquisitions

AUGUST 16, 2023

As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S. poor stock-market performance, slowing growth rates, and an aging population. This may change due to factors like the “decoupling” with the U.S.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

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.

Sale 52

Sale IT Capital Advisory 52

Periculum Capital

NOVEMBER 2, 2023

Cadence, a Wellspring portfolio company and one of the largest distributors of lubricant, fuel, and other ancillary products in the eastern portion of the United States, was an ideal buyer as it sought to increase the density of its Indiana footprint following the acquisition of another Indiana distributor last year.

Sale 52

Sale IT Capital Advisory 52