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.

MARCH 11, 2022

Following a record-setting 2021 for lower middle market software M&A, the Software Top 50 highlights the most active software-focused dealmakers on the Axial platform. “Public market software company valuations have been battered starting in November of 2021. . March 11, 2022 – Solganick & Co.

M&A 52

M&A Middle Market Valuation Private Equity 52

Periculum Capital

NOVEMBER 15, 2022

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. in its Sale to Global Tungsten & Powders Corp, U.S. Periculum, along with the Company’s owner, A.J AGG subscribes to the belief “not if, but how.”

Sale 52

Sale IT Government M&A 52

Focus Investment Banking

JULY 17, 2023

While each company has its own unique circumstances, we often see business owners uncover growth opportunities within sales and marketing. We sat down with John Haydock, a former executive with more than 30 years of experience building authentic brands, to discuss navigating growth opportunities from a sales and marketing perspective.

Sale 52

Sale Retail Investment Banking Food 52

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. After a record-breaking year in 2021, M&A activity remained relatively strong by historical standards during the first half of 2022.

Middle Market 52

Middle Market Mergers and Acquisitions Investment Sale 52

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? trailing EBITDA multiple and a 5.2x

Private Equity 66

Private Equity Equities Middle Market Debt 66

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. For sellers in the tire industry, ensuring the well-being of employees after a sale should be a top priority.

Business 52

Business Mergers and Acquisitions Negotiation Sale 52

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

TM Capital

NOVEMBER 29, 2022

Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middle market. based Massey Asphalt Paving in its sale to Atlantic Southern in July. -based Atlantic Southern, for instance, is one of half a dozen sponsor-backed platforms rolling up businesses in the category.

Capital 52

Capital Middle Market Business Private Equity 52

Mergers and Inquisitions

MARCH 13, 2023

But since they were classified as “Held to Maturity” (HTM) on the Balance Sheet, they were not marked to market value – so this loss in market value did not affect the company’s regulatory capital: Not all the bank’s investments were in the HTM category; some were in the “Available for Sale” (AFS) category.

Bank 123

Bank Banking Funds Government 123

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

Mergers and Inquisitions

MARCH 13, 2024

Growth Equity vs. Venture Capital vs. Private Equity This section will focus on Strategy #1 (Late-Stage VC Investing) because Strategy #2 is nearly the same as what most middle-market private equity firms do, but with higher-growth companies. Scaling a company’s sales & marketing by hiring more sales reps.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

JULY 28, 2023

In this newsletter, we will explore the latest trends and growth opportunities in the parts and accessories industry, with a particular focus on categories gaining steam and the impact of changing vehicle sales dynamics. Classic cars hold a timeless appeal, and the demand for retro and resto mods is on the rise.

Mergers and Acquisitions 52

Mergers and Acquisitions Private Equity M&A Business 52

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 the trustee will get in the middle of that decision.” continues Beard. “I

Debt 52

Debt Retail Business Private Equity 52

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

JUNE 5, 2023

This level is determined by analyzing the target's working capital changes over the past 12 to 24 months in relation to sales and seasonality. 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

OCTOBER 18, 2023

Many firms put capital markets groups within “Investment Banking,” but some include it within Sales & Trading or “Global Markets.” And then other banks, such as Goldman Sachs, do not separate their product and industry groups, so there are no separate capital markets teams. Jefferies, Lincoln, etc.),

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

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). The differences relate mostly to your firm’s strategy and size , not whether you work in tech vs. industrials vs. consumer/retail.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Mergers and Inquisitions

NOVEMBER 1, 2023

Pharmacies are closer to retail companies; nursing facilities are like REITs or real estate; small physicians’ practices are like consulting firms; and HCIT companies could be more like software or IT services firms. At the time of the deal, it was expected to grow sales at 3-5%: Remember that PE deals do not require “growth.”

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Focus Investment Banking

FEBRUARY 17, 2025

Behavioral Health, Infusion, and Staffing firms top the list in BRGs survey Many lower middle market private equity groups have revisited their investment priorities as we enter 2025, making room for new opportunities across healthcare verticals. Companies meeting these criteria will have highly competitive sale processes.

Private Equity 52

Private Equity Healthcare Equities Investors 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. Identify Prospective Buyers Finding the right buyer is essential for a successful sale. What Is a Business Broker?

Broker 52

Broker M&A Business Negotiation 52

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. You’d still be better off working in sales & trading if you want to enter one of these, but a mining IB background gives you a higher chance than other bankers.)

Investment Banking 52

Investment Banking Bank Banking Investment 52