Focus Investment Banking

JUNE 12, 2023

Thriving US Middle Market Fundraising and Resilient Private Equity Regarding Global M&A Private Equity Trends, looking at the positive news, the US middle-market fundraising landscape remained stable throughout 2022, with 156 funds closing at an aggregate value of $133.5 Reference: [link] [link] DOWNLOAD ARTICLE HERE.

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Private Equity M&A Equities Middle Market 52

Solganick & Co.

AUGUST 14, 2023

Strong balance sheets and available capital from both financial and strategic acquirers has helped support deal activity and valuations, particularly for companies in the middle market and lower middle market.

M&A 52

M&A Middle Market Valuation Capital 52

Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added two new managing directors, Mike McCraw and William R. Bill”) Snow.

Investment Banking 52

Investment Banking Bank Banking Management 52

How2Exit

MARCH 24, 2024

At present, Stephen is deeply involved with the M&A community and enjoys assisting both groups and individuals in the acquisition of businesses. rn rn rn For larger transactions in the lower middle market, different financing structures are utilized, often free from the need for personal guarantees.

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Finance Finance Acquisitions Business 130

The Deal

JULY 18, 2023

Meanwhile, the pandemic, geopolitical tensions, volatile public markets and underperformance of some sectors presented challenges for exits, giving sponsors another reason to contemplate continuation funds.

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Funds Middle Market Investment Investors 52

Benchmark International

NOVEMBER 20, 2023

The Benchmark International team recently attended the 22 nd Annual M&A Advisor 22nd Awards Gala in New York City , presented by The M&A Advisor. We are incredibly proud of the achievements we earned, reinforcing the hard work and dedication of our team members.

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M&A Middle Market Mergers and Acquisitions Investment Banking 59

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

Chesapeake Corporate Advisors

MAY 12, 2023

He also helps prepare the investment memoranda, client presentations and marketing materials that our team uses in taking a client’s business to market effectively. Miles completed internships at a private equity firm, a software development firm, and an investment banking firm before deciding to make CCA his home.

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Investment Banking Bank Banking Investment 52

Focus Investment Banking

MARCH 3, 2024

Private Capital Markets is the first book to present a theory of how the private markets work at the lower end of the middle markets. Slee’s theory of middle market finance is based on empirical evidence, or real world observed activity.

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Negotiation Middle Market Private Equity Capital Market 52

IBG

DECEMBER 15, 2023

The award was presented October 18 at the M&A Source 2023 fall conference in Charlotte, NC. The Darrell Fouts Award has been presented annually since 2001 to an M&A professional who has led visionary advances and made exceptional accomplishments to uplift and expand the mergers and acquisitions profession.

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M&A Mergers and Acquisitions Broker Education 40

Focus Investment Banking

JULY 28, 2023

These emerging categories present exciting opportunities for growth and expansion in the Parts & Accessories market. Opportunities in a Slowing Vehicle Sales Market The slowdown in new and used vehicle sales presents unique opportunities for aftermarket growth. Contact Giorgio at giorgio.andonian@focusbankers.com.

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Mergers and Acquisitions Private Equity M&A Business 52

Sica Fletcher

MAY 8, 2020

Sica | Fletcher believes Brown & Brown is the publicly traded company that is most comparable to private, middle market U.S. We speculate that BRO’s average producer renewal rate of 20% and tailwinds from a hardening market contributed to this strong margin. For more details, see BRO’s Q1 presentation.

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Insurance Retail Debt Broker 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

For a good example, look at this BofA presentation to Green Plains , which was structured as an MLP at the time and treated like a pipeline company in oil & gas. If you look at the presentations and valuations below, you will still see standard valuation multiples like TEV / Revenue, TEV / EBITDA, and P / E.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Focus Investment Banking

NOVEMBER 27, 2023

The information that is manipulated by those engines, and therefore the output that is presented to humans, might not be current. His work includes business sales and capital raises for middle-market companies as well as buy-side services for acquirers seeking middle-market companies.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Focus Investment Banking

MARCH 11, 2024

Following this disposal, the Group will have a sharper business focus and will capitalize on the sustainable growth potential presented by our operations and activities in Ireland, the UK, Europe, Asia and Africa. We have worked closely with EASY BIO for many years, and we look forward to continuing to collaborate in the coming years.”

Investment Banking 52

Investment Banking Sale Investment IT 52

Mergers and Inquisitions

JUNE 21, 2023

Among the other banks, HSBC usually makes a strong showing, most middle-market banks are barely present, and the other elite boutiques (Evercore, Lazard, etc.) There are a few MENA-specific PE firms that have done well, such as Gulf Capital, Waha Capital, and NBK, but they would all be considered “ lower-middle-market ” by U.S.

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Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

MARCH 27, 2024

middle-market banks (Jefferies, Houlihan Lokey, etc.), Therefore, most of your success depends on how well you network and how you perform in the final interview(s) or presentation. This one varies by bank, but you’ll usually have to prove yourself with an end-of-week interview or case presentation.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Focus Investment Banking

JULY 9, 2023

The goal would be to present reasonable options to TBC's board of directors and vote on the best path forward. Overall, TBC's move reflects a strategic decision to optimize operations and tap into the growth opportunities presented by this business model. Contact Giorgio at giorgio.andonian@focusbankers.com.

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Mergers and Acquisitions Retail Profitability Investment Banking 52

Focus Investment Banking

JANUARY 3, 2024

These deals and others show the market for restaurant M&A is gaining momentum – and that 2024 could shape up to be a busy year of acquisitions. A common theme was present throughout 2023’s dealmaking: strategic buyers were keen on concepts that show strong performance in recent years, especially traffic.

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Acquisitions M&A Portfolio Valuation 52

Mergers and Inquisitions

APRIL 19, 2023

Here’s an example from the Capstone / Mantos Copper presentation below: Companies often go into detail on individual mines , with estimates for their useful lives, annual production, and “all-in sustaining costs,” or AISC. and Industrias Peñoles (Mexico).

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

FEBRUARY 2, 2022

But the cherry on top came from the infamous “105-hour workweek” leaked presentation from a group of Goldman Sachs Analysts. Meanwhile, Goldman Sachs paid quite well, with many Associates in the $400K – $500K total compensation range, and various other bulge bracket and middle market firms followed suit. at some smaller firms.

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Investment Investment Banking Banking Bank 130

Periculum Capital

MARCH 11, 2022

Select needed to find a financial partner that had a national platform SHHS could become part of to realize the opportunities with which SHHS was being presented. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

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Sale IT Healthcare Capital 52

How2Exit

JULY 23, 2023

This focus allows for a deeper understanding of the industry, the market dynamics, and the unique challenges and opportunities it presents. This presents an opportunity for corporate acquirers to play a significant role in the market. He emphasizes that it is not rocket science and that it is not difficult to do.

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M&A Mergers and Acquisitions Acquisitions Mergers 130

Mergers and Inquisitions

APRIL 5, 2023

Presentations – Traditional PE: The “deal review” pace above means that you could make several presentations to the investment committee or Board each month. So, expect something in-line with pay at middle-market firms , such as $200 – $250K rather than $300K+ total.

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Recruitment Funds Private Equity Investment 59

The Deal

AUGUST 16, 2023

About 40% of Arko’s retail stores are in areas with populations of fewer than 20,000 people while 20% of the stores are in areas with populations between 20,000 and 50,000 people, according to its latest earnings presentation on Monday, Aug.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Food Investment 52

Mergers and Inquisitions

DECEMBER 20, 2023

Smaller firms tend to be a bit slower, so you could find some middle-market and boutique openings, even if the bigger banks are done. So, your candidacy is more about presentation, consistency, and ensuring you have a good enough background to be competitive.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

MARCH 13, 2023

First, they told all their portfolio companies to bank with SVB, creating a huge industry concentration risk: They also failed to look at SVB’s business and how its Balance Sheet was changing and kept encouraging startups to work with them – despite the risk this presented.

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Bank Banking Funds Government 123

Focus Investment Banking

SEPTEMBER 3, 2024

Like many middle market companies, Devenish didn’t have in-house counsel on the payroll, so McEntee got creative. With this team in place, Devenish was able to meet an aggressive eight week timeline, going to market in October and selecting a partner by mid-December.

M&A 52

M&A Mergers and Acquisitions Advisory Business 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

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity. Strategic vs. Financial Buyers: Whos the Right Fit?

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M&A Advisory Business Valuation 40

Chesapeake Corporate Advisors

SEPTEMBER 13, 2024

Since private equity (PE) investors are very active in the middle market, there is a good chance that one or more PE groups may make an offer on your company. When you decide to sell your business, it is likely you will generate interest from various types of buyers.

Business 52

Business Equities Debt Corporation 52

Mergers and Inquisitions

JULY 5, 2023

Undisclosed deal sizes are also an issue in middle- and lower-middle-market league tables because plenty of small companies get acquired for undisclosed prices. If there was a debt-for-equity swap, should the deal size be based on the debt balance or the estimated value of the new equity? billion for the size?

Investment Banking 52

Investment Banking Bank Banking Investment 52

What's Market

AUGUST 15, 2022

Market Trends: What You Need to Know As shown in the American Bar Association's Private Target Mergers and Acquisitions Deal Point Studies: The use of separate escrows for purchase price adjustments has been increasing on a fairly steady basis since 2007 (with a slight dip in 2021 from a 2019 high).

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Mergers and Acquisitions M&A Mergers Acquisitions 52

Mergers and Inquisitions

JULY 17, 2024

Of the middle-market banks , only Jefferies seems to have much of a presence. Firms like the State Bank of India (SBI Capital Markets), IIFL, Arpwood, Trust Group, AK Financial Services, HDFC, Edelweiss, Veda, and o3 Capital are also well-regarded but are closer to middle-market or “in-between-a-bank” firms.

Investment Banking 59

Investment Banking Bank Banking Investment 59

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. Sellers almost always feel their business is worth far more than what the market will bear. Here are some reasons why this has been the case: The owner is valuing assets and not cash-flows.

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Valuation Business Mergers and Acquisitions Management 52

Lake Country Advisors

SEPTEMBER 18, 2024

These weaknesses present potential opportunities for your business to differentiate itself. Specializing in strategic M&A guidance for the lower middle market, our expert team is prepared to steer you through the complexities of buying or selling a business. Ready to Maximize Your Business’s Value?

Business 52

Business Profitability Capital Shares 52

Software Equity Group

JULY 9, 2024

Markel specializes in M&A legal issues for middle-market software companies and offers expert insights into the key legal considerations essential for companies entering the M&A arena. Having ready access to critical corporate documents and agreements enables you to present a positive first impression to your buyer.

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Sale Corporation M&A Negotiation 52