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Middle Market M&A Planning: What is Rollover Equity?

JD Supra: Mergers

The term “rollover equity” is frequently used in discussions about the sale of middle market companies (which often is described as meaning companies with enterprise values from $10 million to $1 billion[1]), but frequently is not well understood by people selling middle market companies (particularly founder or family-owned companies).

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Exit Planning (Part 5): Knowing When It’s Time to Sell Your Lower Middle Market Company

Align Business Advisory Services

Exit Planning: Knowing When It’s Time to Sell Your Lower Middle Market Company (Part 5) Maintaining Your Independence: Life After the Sale The entrepreneurial spirit thrives on independence. But what if you could design a post-sale role that aligns with.

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Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure

How2Exit

E246: Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure - Watch Here About the Guest(s): Lane Carrick is a seasoned mergers and acquisitions (M&A) professional with extensive experience spanning multiple industries and transaction levels. Selecting the right advisor can make or break a business sale.

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FOCUS Investment Banking Represents Stillwater Technologies in its Sale to ReNEW Manufacturing Solutions

Focus Investment Banking

Washington, DC (January 17, 2024) FOCUS Investment Banking (FOCUS), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Stillwater Technologies LLC (Stillwater) has been acquired by ReNEW Manufacturing Solutions (ReNEW).

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Periculum Advises Hope Plumbing in its Sale to Redwood Services

Periculum Capital

About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies. The firms primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

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Five Factors Are Driving Private Equity Investment in Middle Market Companies

Chesapeake Corporate Advisors

trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middle market businesses, even amidst inflationary pressures and elevated interest rates. As of May 2024, the influx of over $1.3

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Sun Acquisitions Honored with Axial’s Top 20 Advisors Lower Middle Market List

Sun Acquisitions

CHICAGO, IL – February 23, 2023 — Sun Acquisitions, a Chicago-based mergers and acquisitions firm, has been recognized as a Top 20 Advisor, Lower Middle Market by Axial Network, Inc. (“Axial”). “With over 20 years of experience, we have successfully completed over 450 transactions.