Chesapeake Corporate Advisors

OCTOBER 22, 2024

If you go out to market, your most likely buyer will be a private equity (PE) group. For investors that plan to finance a portion of the deal with debt, a government contracting business with visible, low-risk revenue also paves an easier path to securing financing.

Private Equity 52

Private Equity Government Investors Equities 52

Focus Investment Banking

DECEMBER 26, 2023

The 6th annual Midwest M&A/Private Equity Forum sponsored by the Thomson Reuters Institute was held in early December in Columbus, Ohio, and for your humble correspondent, this was not only my second time as one of the participants, but my first time as a moderator of a panel! More on that later.

Private Equity 52

Private Equity M&A Equities Insurance 52

OfficeHours

JULY 4, 2023

Going to keep today rather simple — we want to celebrate and kick off the second half of the year with a simple offer for the first 10 people that take advantage of the below — PE Platform Access for $225 OFF = $74 out of pocket for lifetime access Our flagship program has placed mentees into most major private equity firms since launching in 2020.

Sale 130

Sale Private Equity Recruitment Equities 130

Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrials sector. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Middle Market Bank 52

OfficeHours

JULY 11, 2023

The SIE, or Securities Industry Essentials exam, is a comprehensive introductory exam created and administered by the Financial Industry Regulatory Authority (FINRA) in the US. The SIE was first introduced in 2018 as a mandatory exam for people seeking to be employed in the securities industry. 4 = 6.125x Revenue, what was NTM?

Investment Banking 130

Investment Banking Banking Bank Middle Market 130

OfficeHours

JUNE 27, 2023

Early Start Dates Last year, on-cycle recruiting kicked off before Labor Day Weekend, making it t he earliest private equity on-cycle kick-off in history. Our program supplements self-studying with a hands-on approach on everything you need to know to get the best chance of getting a job in Private Equity.

Recruitment 130

Recruitment Private Equity Investment Banking Analyst Equities 130

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry.

Investment Banking 52

Investment Banking M&A Bank Banking 52

M&A Leadership Council

JULY 22, 2023

Tony specializes in advising private equity and corporate investors on mergers and acquisitions, carve-outs, recapitalizations and divestitures. In addition to his Big4 experience, Tony also brings extensive middle-market experience to Bennett Thrasher, having served in three top 20 middle market CPA firms.

Middle Market 52

Middle Market Mergers and Acquisitions M&A Private Equity 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

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 Investment 52

Intrepid Banker Insights

JANUARY 26, 2023

Previously, Lorie held senior banker roles at StormHarbour Securities, Variant Capital Advisors, Seabury Group, KPMG Corporate Finance and Gordian Group. Ken has spent over 26 years working in investment banking, private equity, restructuring, and turnaround consulting.

Advisory 52

Advisory Capital Investment Banking Middle Market 52

How2Exit

JULY 23, 2023

However, he believes that the demand for acquisitions will continue to grow as aging business owners seek to monetize their wealth and secure a successful succession plan. This presents an opportunity for corporate acquirers to play a significant role in the market. This includes having cash on hand or the ability to secure financing.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

The Deal

FEBRUARY 8, 2024

Caymus typically invests in lower middle market companies with $2 million to $12 million in Ebitda and $10 million to $100 million in enterprise value, according to the firm’s website. Quality is the firm’s third acquisition through its Caymus Equity Partners Fund II LP, the firm’s first committed private equity fund.

Private Equity 52

Private Equity Equities Funds Portfolio 52

Tyton Partners

JANUARY 18, 2024

Higher Education Transactions The Higher Education market continues to grapple with the reality of a declining enrollment forecast, decreasing value proposition due to the volume of job-specific courses and certifications available to students, and lessening degree requirements from many employers.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

Focus Investment Banking

SEPTEMBER 17, 2024

We’re delighted to have assisted the CORE team in securing another high-quality precision manufacturing company for their expanding PrecisionX platform” commented Jorge Maceyras, FOCUS Managing Director. “We We look forward to watching their continued growth.”

Investment Banking 52

Investment Banking Acquisitions Investment Bank 52

Mergers and Inquisitions

APRIL 5, 2023

Sovereign Wealth Fund Strategies Sovereign wealth funds can invest in almost anything, from equities to fixed income to real estate, infrastructure, private equity, hedge funds, and more. mutual funds ) that allocate their assets top-down and then pick specific indices, companies, and securities that meet their criteria.

Recruitment 59

Recruitment Funds Private Equity Investment 59

The Deal

SEPTEMBER 20, 2023

Given the size of the platform, Helmitin’s advisers are expected to market the business largely to strategics as an add-on, though sources said private equity firms with experience in adhesives and specialty chemicals will likely be invited to participate. For instance, Quad-C sold adhesives distributor Krayden Inc.,

Private Equity 40

Private Equity Corporate Finance Capital Middle Market 40

Focus Investment Banking

APRIL 11, 2024

In what was likely the period’s largest transaction, private equity firm American Securities acquired NWN Corporation from its previous private equity backers. In addition, existing private equity platform company TD&I Cable Maintenance made its inaugural acquisition with the pickup of Midwest Utility Services.

Business 52

Business Telecommunication Engineering M&A 52

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

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. Clearly outline the responsibilities of the new owner to maintain existing benefits, job security, and a conducive work environment.

Business 52

Business Mergers and Acquisitions Negotiation Sale 52

Solganick & Co.

OCTOBER 28, 2022

Solganick served as the exclusive advisor to Orlando, FL-based Pandera Systems , LLC (“Pandera Systems” or “Pandera”) in its strategic merger with Chicago, IL-based 66degrees (“66degrees”), backed by growth-oriented private equity firm Sunstone Partners. Our clients include startup, growth, middle-market and Fortune 500 companies.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

iMerge Advisors

APRIL 19, 2025

Buyers whether private equity, strategics, or growth investors evaluate a range of financial and operational metrics. Data Room Organization: Prepare a secure, well-structured data room with legal, financial, and operational documents. These businesses typically face: Valuation complexity due to hybrid revenue models (e.g.,

M&A 40

M&A Advisory Business Valuation 40

Growth Business

NOVEMBER 23, 2023

It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. Arie Capital London-based ARIE Capital is a global VC with a primary focus on connectivity, life sciences, fintech, sports and media tech, helping start-ups enter the Chinese market. deposits, lending, tax, auto, legal), security (e.g.

Investment 111

Investment Funds Capital Business 111

Tyton Partners

APRIL 10, 2024

Excolere Equity Partners is a leading middle market private equity firm that leverages its deep sector experience and strategic and operational expertise to accelerate the growth and enhance the impact of companies in the Education and Human Capital sector.

Education 52

Education Medical Private Equity Equities 52

Focus Investment Banking

JULY 3, 2024

Written by Claire McDonnell IT-focused managed service providers (MSPs) appear to be an ideal investment pick for private credit lenders and private equity sponsors alike. A flurry of activity in this space, including recapitalizations and repricing, may be around the corner, market participants say.

IT 40

IT Private Equity Debt Finance 40

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 the trustee will get in the middle of that decision.” It's deferred.

Debt 52

Debt Retail Business Private Equity 52

Chesapeake Corporate Advisors

JUNE 2, 2023

That’s the topic CCA Managing Director Marty O’Neill and Shirley Collier, President of Scale 2 Market, discussed on the Growth Masters Federal podcast, which this blog recaps. Investors are still active in the M&A middle market, even in a difficult economy. Recently, those figures began drifting downward.

Government 52

Government Business Middle Market Corporation 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

OfficeHours

SEPTEMBER 2, 2023

Half the battle is trying… Is Private Equity Right for You? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike.

Private Equity 130

Private Equity Equities Investment Banking Analyst Investment Banking 130

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

Mergers and Inquisitions

APRIL 19, 2023

A few middle market and regional boutique names in the space include Canaccord Genuity, Maxit Capital, Cormark, Haywood Securities, and Eight Capital. Also, few private equity firms are dedicated to the sector because commodity prices are volatile, and mining companies are levered bets on commodity prices.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

In the middle market , Jefferies has recruited some of the top bankers in renewable energy M&A and is expected to do well going forward. Many private equity firms and hedge funds invest in renewables or related areas like chemicals, industrials, technology, and power.

Investment Banking 59

Investment Banking Bank Banking Investment 59

OfficeHours

AUGUST 30, 2023

What makes Private Equity roles so competitive? Join us tomorrow to learn more about the Periscope Equity process and hear from four individuals that have worked within Growth Equity/Private Equity discuss interviewing and hiring for the Buyside! Over 300 Applications Received in 4 Days!

Equities 130

Equities Private Equity Funds Mergers and Acquisitions 130

Cooley M&A

FEBRUARY 1, 2024

Carve out tech acquisitions also continued to be attractive to strategic and private equity buyers, with GTCR’s acquisition of a majority stake in Worldpay from FIS for up to $18.5 Private equity activity accounted for only 27% of tech M&A in 2023, a six-year low (and a substantial decrease from the 2021 record of 36%).

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies. E263: Want to Find Hidden Acquisition Gems?

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

Global Newswire by Notified: M&A

DECEMBER 20, 2024

GRAND RAPIDS, Mich., The terms of the transaction are not being disclosed.

Securities 52

Securities Capital Middle Market Private Equity 52

Focus Investment Banking

FEBRUARY 20, 2025

They are categorized into strategic, private equity, technology, and logistics backed transactions. Private Equity Continues to Drive M&A In the second half of 2024 there were 92 private equity backed or direct investments that represents 59% of all second half transactions and a modest increase of 4% over the first half of 2024.

Private Equity 98

Private Equity Mergers and Acquisitions M&A Investment Banking 98