article thumbnail

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).

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

Sale 130
article thumbnail

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

article thumbnail

FOCUS Investment Banking Named #1 Lower Middle Market M&A Advisor In Q2 2023?

Focus Investment Banking

Washington, DC, (July 27, 2023) – FOCUS Investment Banking (“FOCUS”) a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is thrilled to announce its exceptional achievement of being named #1 on Axial’s second quarter 2023 lower middle market investment bank league table.

article thumbnail

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.

article thumbnail

What Are Buyers Looking for in Lower Middle Market PCB, PCBA, EMS, Semiconductor and Advanced Manufacturing Companies?

Focus Investment Banking

Many of the areas below are what company acquirers focus on after sale. It turns out that knowing what these “value creation” strategies are and implementing some of them pre-sale can prove to be extremely valuable for owners of companies planning for exit. How do I know what buyers are looking for? Download the article here.