How2Exit

OCTOBER 16, 2023

rn Visit [link] rn _ rn About The Guest(s): Bill Snow is an author and mid-market investment banker with over 20 years of experience in mergers and acquisitions. He is the author of "Mergers and Acquisitions for Dummies" and has worked on various transactions in the middle market space.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions Sale 130

OfficeHours

OCTOBER 31, 2023

Now, it is time Case Study From Public Markets To Private Markets In this case study, learn how OfficeHours transitioned from a public market to a private market and achieved profitability in the process. I’m Good On The Prep, I Just Need Help Getting Interviews” Interviewing is part art, part science.

Private Equity 130

Private Equity Recruitment Equities Investment Banking Analyst 130

iMerge Advisors

APRIL 9, 2025

The most common methodologies include: EBITDA Multiples : Often used for mature, profitable software businesses. Revenue Multiples : Common for high-growth SaaS companies, especially those reinvesting heavily in growth and not yet profitable. Profitability and Cash Flow While growth is important, buyers also value efficient operations.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

Focus Investment Banking

OCTOBER 2, 2023

Several factors contribute to this phenomenon: Profit Potential: Private equity firms are attracted to the tire industry due to its resilience and steady profitability. Fragmented Market: The tire industry is highly fragmented, with many small and medium-sized dealerships. Contact Giorgio at giorgio.andonian@focusbankers.com.

Private Equity 52

Private Equity Equities Mergers and Acquisitions Profitability 52

The Deal

JUNE 23, 2023

The recent purchase of Riverbed Technology LLC reflects a burgeoning niche for middle-market technology turnaround investor Vector Capital Management LP: buying companies from lenders who converted debt to equity through reorganizations. ” The company fits Vector’s turnaround theme.

Debt 52

Debt Middle Market Capital Profitability 52

How2Exit

OCTOBER 30, 2023

rn Key Takeaways: rn rn Paratus Capital is looking for businesses with a clear succession plan and growth potential in niche markets. rn Jeffery emphasizes the importance of a strong marketing and sales strategy in the businesses he considers. rn "In the end, we are not venture capital investors looking for profitability down the road.

Business 130

Business Capital Acquisitions Shares 130

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

OfficeHours

JULY 4, 2023

Now, it is time Case Study From Public Markets To Private Markets In this case study, learn how Officehours transitioned from a public market to a private market and achieved profitability in the process. I’m Good On The Prep, I Just Need Help Getting Interviews” Interviewing is part art, part science.

Sale 130

Sale Private Equity Recruitment Equities 130

OfficeHours

OCTOBER 16, 2023

Now, it is time Case Study From Public Markets To Private Markets In this case study, learn how Officehours transitioned from a public market to a private market and achieved profitability in the process. I’m Good On The Prep, I Just Need Help Getting Interviews” Interviewing is part art, part science.

Private Equity 130

Private Equity Equities Recruitment Investment Banking Analyst 130

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. Companies need to carefully manage these increased costs to maintain profitability and sustainable growth in the industry.

Middle Market 52

Middle Market Mergers and Acquisitions Investment Sale 52

How2Exit

OCTOBER 26, 2024

With an eye towards the future, he delves into the challenges and rewards of transforming lower middle-market businesses into institutions ready for private equity acquisition. Transitioning a business from a profitable managed company into an institutional quality asset… there's a huge gap."

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

Focus Investment Banking

JUNE 25, 2023

Three years ago, I made a stab at ranking the various business segments that I typically run into when representing tire dealers in the lower-middle market. The chart accompanying this column represents my view of the relative market value of the different segments that you’ll see in the lower-middle market in privately held U.S.

Business 52

Business Retail Valuation Middle Market 52

Solganick & Co.

FEBRUARY 2, 2024

“A lot of these companies that did end up going to market were still trying to lock down valuations from two years ago, from the 2021 glory days where they might get nearly double what they would now,” said Solganick. As a global leader for middle-market companies, Southern California is well-positioned to reap the benefits.

M&A 40

M&A Business Middle Market Investment Banking 40

Focus Investment Banking

JULY 9, 2023

Motivations for TBC: Perhaps TBC's management gradually became less inclined towards company-owned stores, finding franchising to be a simpler and more profitable venture. Perhaps the company leaders and the board found franchising and distribution to be an easier and more profitable venture, or that they had their hand in too many verticals.

Mergers and Acquisitions 52

Mergers and Acquisitions Retail Profitability Investment Banking 52

Periculum Capital

OCTOBER 20, 2021

Based in Indianapolis, Revelant Technologies is a leading Mulesoft implementation and integration partner, serving government, commercial and non-profit clients. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Capital 52

Capital Equities Investment Advisory 52

Focus Investment Banking

DECEMBER 4, 2023

However, in the lower middle market (company value from $10mm-$250mm), most business owners do not get an audit prepared because of cost. A QofE team will work with the seller to identify and verify expense adjustments to EBITDA, which often can boost a company’s profitability and in turn, support a higher valuation.

Valuation 52

Valuation Financial Statement M&A Food 52

Mergers and Inquisitions

NOVEMBER 1, 2023

Upper-Middle-Market and Middle-Market Firms with Healthcare Teams – It’s the same idea, but they’re smaller and do smaller deals. Healthcare-Only Middle-Market Firms – They tend to specialize in specific verticals, and many are in the “lower-middle-market” category. Specifically, in the U.S.,

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Periculum Capital

MAY 14, 2024

As a scalable, highly-profitable software company led by the founders who were critical to the ongoing success of the business, Bill and Janell worked with Periculum to find a buyer that could quickly build a team to which all operations seamlessly transitioned shortly after closing.

Sale 52

Sale IT Mergers and Acquisitions Advisory 52

Lake Country Advisors

SEPTEMBER 18, 2024

Methods for Evaluating Competitor Pricing Models Analyzing how competitors price their offerings provides critical insights into the market dynamics, the business’s potential profitability, and areas where operational improvements or strategic adjustments may be necessary under new ownership.

Business 52

Business Profitability Capital Shares 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

Tyton Partners

SEPTEMBER 21, 2023

Despite the macroeconomic headwinds, investor sentiment remains supportive of M&A in the lower middle market, particularly across the Global Knowledge and Education market.

Education 52

Education Sale Portfolio Corporation 52

Mergers and Inquisitions

MARCH 13, 2024

Most companies are already profitable, the potential returns are lower, and there’s usually a large secondary component (i.e., Also, you can get in more easily from a middle-market or boutique bank. the Founders sell some shares to take money off the table, but “the company” doesn’t get any of that cash).

Private Equity 105

Private Equity Equities Capital Portfolio 105

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.

Government 52

Government Business Middle Market Corporation 52

Mergers and Inquisitions

FEBRUARY 2, 2022

Benefits: Finally, you’ll get health insurance, vacation days, and potential participation in the firm’s profit-sharing or 401(k) retirement plans. 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.

Investment 130

Investment Investment Banking Banking Bank 130

The Deal

AUGUST 16, 2023

billion), Arko has successfully chipped away at the fragmented convenience and fuel market through smaller deals, Kolter said. “With Travel Centers, we felt that we could double our in-store sales and that would be a big opportunity for us to increase profitability but it didn’t work out,” he said. (TA) for $1.4

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Food Investment 52

Focus Investment Banking

FEBRUARY 22, 2024

The EBITDA multiple method is what we see utilized almost exclusively in the lower middle market and what we discuss below. Each brand not only needs to understand these metrics, but also have a process of regularly assessing them: Profitability: Restaurants with a higher EBITDA tend to receive higher multiples.

Private Equity 52

Private Equity Valuation Food Equities 52

Focus Investment Banking

JUNE 5, 2023

Mergers and acquisitions (M&A) can be a great way for businesses to expand their operations, enter new markets, and increase profitability. With a lifetime spent in is family’s automotive business, he now advises and assists privately held middle market auto aftermarket companies with mergers and acquisitions.

M&A 52

M&A Capital Management Mergers and Acquisitions 52

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

Growth Business

NOVEMBER 23, 2023

FPE Capital is a growth equity investor in the UK lower middle-market. It backs businesses which have proven their business model is profitable and cash generative and is derived from a high proportion of recurring or repeatable revenue Frog Capital Half of investments are at idea stage and the other half are at seed stage.

Investment 111

Investment Funds Capital Business 111

Focus Investment Banking

MAY 22, 2023

You’ve spent years, if not decades, building your firm and working in the trenches to maximize revenue and profits, and now you’re at an inflection point. With a lifetime spent in is family’s automotive business, he now advises and assists privately held middle market auto aftermarket companies with mergers and acquisitions.

Business 52

Business M&A Sale Valuation 52

Software Equity Group

JULY 18, 2023

Buyers and investors consider many factors, of course, including your company’s size, growth rate, and profitability. Both our research and our experience show that for SaaS sellers in the lower to middle markets, even a relatively modest gain in NDR can have a “compounding” effect leading to an outsized impact on both revenue and valuation.

Business 52

Business Valuation Investors M&A 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. The Word on the Street. They have financial strength and liquidity. They might buy your business in its entirety.

Business 52

Business Sale M&A Private Equity 52

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

Software Equity Group

JULY 9, 2024

However, to maximize the chances of a profitable outcome, founders must proactively prepare for the sale. 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.

Sale 52

Sale Corporation M&A Negotiation 52

Focus Investment Banking

OCTOBER 30, 2023

There is no minimum revenue size or level of profitability Beard has in mind for an ESOP. “I And the trustee will get in the middle of that decision.” For a middle market company, that is somewhere between $50,000 and $100,000 annually. Another potential pitfall is ongoing annual expenses to maintain that ESOP.

Debt 52

Debt Retail Business Private Equity 52

Focus Investment Banking

JANUARY 18, 2024

For a number of our buyers, the seller has to be of a specific profitability level for us to be able to get outside interest. How are these factors influencing M&A activities in the middle market within this sector? That's creating higher sales prices. But the problem now is the inventory of businesses for sale is thin.

Sale 52

Sale Business M&A IT 52

How2Exit

JULY 23, 2023

Through their journey, they recognized the need for education and founded Divestopedia, a platform aimed at providing necessary education for the lower middle market mergers and acquisitions community. Ron's background in real estate investment and marketing provided them with a unique perspective on the industry.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130