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Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. This guide covers every stage, from defining what qualifies as a middle-market enterprise to finalizing post-sale considerations. What Is Considered a Middle-Market Business?
Align BA presents an invaluable guide to conquering the effects of interest rates, inflation, and economic shifts in the lower and middlemarkets. Our expert team shares proven strategies to navigate these challenges and capitalize on emerging opportunities.
To help businesses, investors, and deal professionals better understand the evolving private equity landscape in the lower middlemarket, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with private equity firms and professionals. By: Levenfeld Pearlstein, LLC
Exit Planning: Knowing When It’s Time to Sell Your Lower MiddleMarket Company (Part 2) Employee Ownership: Sharing the Dream In the previous blog, we explored the challenges of passing a business to your children. Read More » The post Considering ESOP: Sharing the Dream appeared first on Align BA.
To help businesses, investors, and deal professionals better understand the evolving M&A market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. Robert has over 20 years of investment banking and private equity.
trillion in growth and buyout private equity (PE) dry powder has fueled a competitive, but crowded, M&A market for high-quality middlemarket businesses, even amidst inflationary pressures and elevated interest rates. As of May 2024, the influx of over $1.3
Thanks to the new 1% tax now being levied on any publicly traded US companies that buy back their shares, these larger, cash-rich companies have been given a strong incentive to seek acquisition targets.
and Dublin, Ireland January 23, 2025 FOCUS Investment Banking based in the US (the Company) and FOCUS Capital Partners (FCP) based in Ireland have combined ownership and operations to provide best in class investment banking services for middle-market clients. Washington, D.C.
rn Summary: Jeffery Oboy, founder of Paratus Capital, shares his journey in the search fund space and discusses the type of business he is looking to acquire. He emphasizes the importance of finding a business with a clear succession plan and a niche market with growth potential.
Roger shares his compelling story of transitioning from managing large engineering projects to diving into the real estate boom of the early 2000s, eventually leading to his current role in private equity. The project is designed to assist budding entrepreneurs and corporate managers in acquiring and scaling lower middle-market companies.
He focuses on lower-middlemarket acquisitions, predominantly involving blue-collar, value-oriented, and baby boomer-owned businesses. Over the years, he has honed his skills in deal-making and acquisitions, leading to the creation of his own holding company, Eidolon Capital.
E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middlemarket, involving transactions up to $50 million.
Washington, DC, (June 19, 2023) – FOCUS Investment Banking (“FOCUS”), a national middlemarket investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrial industry.
Support for Small and Mid-Sized Businesses: Private equity firms, especially those focused on the middlemarket and lower middlemarket, often focus on investing in small and mid-sized businesses, which serve important roles in New York City’s economy.
He serves as an M&A advisor, professor at Southern Methodist University's Cox School of Business, and is currently the founder and leader of Optima Merger and Acquisitions in Dallas, focusing on the lower middlemarket space. Carrick shared anecdotal evidence highlighting how misplaced expectations can derail a sale.
Though business development companies are performing well in 2023 relative to the prior two years, mergers among companies with shared managers that help reduce costs amid historic underperformance are still on the table. KKR) have elected to combine affiliated BDCs, which they set up to invest in middlemarket companies.
Thriving US MiddleMarket Fundraising and Resilient Private Equity Regarding Global M&A Private Equity Trends, looking at the positive news, the US middle-market fundraising landscape remained stable throughout 2022, with 156 funds closing at an aggregate value of $133.5 trillion as of June 30, 2022.
Support for Small and Mid-Sized Businesses: Private equity firms, especially those focused on the middlemarket and lower middlemarket, often focus on investing in small and mid-sized businesses, which serve important roles in New York City’s economy.
As he shares his strategy for growing businesses into flourishing enterprises, Branden offers an insightful perspective on the intricacies of entrepreneurship and the importance of maintaining humility. His story is a testament to resilience, adaptability, and learning from setbacks. You don't know anything about this."
Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middlemarket investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry.
In a comprehensive discussion with Ronald Skelton from the How to Exit podcast, Stephen Speer of eCommerce Lending shares invaluable insights into the world of business financing and acquisition. And we're like, we're out." These financing options often don't require personal guarantees, as they involve corporations acquiring other companies.
b' E149: Bill Snow: From Sales to Mergers and Acquisitions Expert - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.
Andonian continued: This partnership is a testament to the shared values and vision of Les Schwab and Four States Tire & Service. This acquisition underscores Les Schwabs commitment to expanding its footprint while maintaining the high standards that both organizations are known for.
Tony Enlow Managing Director, Bennett Thrasher Tony Enlow serves as one of Bennett Thrasher’s M&A Market Leads in the Texas region – based in the Dallas area. Tony regularly shares his network of deal-related service providers to assist clients with their transaction opportunities.
Watch this clip, in which Anthony, one of our former mentees, talks about and shares his viewpoint on PE in general (the hiring process, the experiences he had, etc.), And we’re here to help you achieve it! Level up your career now! Take the leap today! We’re on Instagram! Follow us to learn more! and how OfficeHours helps him out!
We look forward to working alongside the SisTech management team, who share LFM’s passion for excellence in US manufacturing.” Since the Company’s founding in 2009, we are proud to have maintained our commitment to superior quality and customer service,” added Brad Kennedy, SisTech Founder and CEO.
Fugue Capital prides itself on its industry experience, strategic initiatives, and ability to help companies in the lower middlemarket continue to grow and expand. "It It was exciting to walk with our client through the different conversations, offers, and questions that had arisen regarding their opportunity.
” As a result of its acceptance of the TSR shares tendered in the tender offer, the purchaser has acquired a sufficient number of TSR shares to consummate the second-step merger in which any remaining shares of TSR common stock will be converted into the right to receive an amount in cash equal to $13.40
this buyout will be a private takeover), you may instead be given (or have asked for) the share price and number of shares outstanding. Case Study: Non-Target To Growth Equity I received an investment banking summer internship in the technology coverage group at a middle-market bank.
rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions. Devin shares his journey into the mergers and acquisitions space and provides valuable insights into the process of acquiring and selling businesses.
Argyle’s client list includes the world’s top corporate issuers and comprises a meaningful share of the Fortune 50, 100, 250, and 500 such as Coca-Cola, HP, Citi, Walmart, 3M, Levi’s. LABRADOR and Argyle, with 91 and 200 employees respectively, share the same DNA and the same vision of transparency: “Our mission is Transparency by design.
However, FOCUS continues to see opportunities for middlemarket CSPs. Furthermore, it is often the middlemarket CSPs that point the direction for the future of the industry. FOCUS is proud of its commitment to the CSP sector and we are excited about the prospects for middlemarket companies in this space.
– by Charlie Maskell, Martin O’Neill, and Tim Brasel (with insight from Jeff Ostenso, Mac Tisdale, and Don Charlton) If You Plan to Sell Your Business, Be Prepared for the Rigors of Due Diligence – by Mike Ziudema Private Equity is Changing the Lower MiddleMarket Investment Landscape – by Martin O’Neill Access More (..)
We are very happy with the successful outcome and ultimately sold to Serra Automotive because of our shared philosophy.” “Their approach and strategic insight were instrumental in navigating the complexities of the transaction.
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). They still execute large deals but do fewer transactions in the $1+ billion range.
At FOCUS he has managed M&A processes for middlemarket companies in industries including IT, healthcare, construction, alternative finance, manufacturing, architectural design, oilfield services and many others. Can you share a specific project or achievement that you’re particularly proud of?
Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middlemarket. ” Platforms Paving the Way As valuations edge higher for platforms with scale, buyers are chasing add-onsin the lower middlemarket, going toe-to-toe for the same assets in some cases.
In this thought leadership article, we explore the insights shared by John Carvalho, a seasoned M&A professional, to gain a deeper understanding of the strategies and mindset required for successful transactions. The insights shared by John Carvalho provide valuable guidance for those seeking to engage in M&A transactions.
That’s the minimum time we recommend allocating to PE prep to be competitive for a megafund or upper middlemarket placement during on-cycle. They provide actionable advice on how to succeed on the job you currently have and share firsthand experience on how they thought about next steps.
The partnership between M/C Partners and Celito represents a shared vision to drive innovation, empower businesses, and contribute to the vibrant growth of the North Carolina business community. Sharat will work alongside Danny Bottoms who has joined Celito as CEO.
a share, below its 52-week high and at only a slight premium on its trading price. The middlemarket, in particular, could see strategic buyers continuing to play an active role as they focus on delivering value, driving traffic, and increasing consumer spending. Pollo Tropical sold to Garnett Partners for $8.50
But navigating this middle-market M&A terrain is anything but simple. Growth-stage startups Often Series C or later, looking to accelerate roadmap or consolidate marketshare. The buyers are sophisticated, the diligence is rigorous, and the margin for error is narrow.
Parallel is thrilled to partner with Michigan ENT & Allergy Specialists by supporting their team with shared services including human resources, IT, finance, revenue cycle management, digital and reputation management services.
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