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

Focus Investment Banking

JUNE 12, 2023

Thriving US Middle Market 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 Reference: [link] [link] DOWNLOAD ARTICLE HERE.

Private Equity

Chesapeake Corporate Advisors

APRIL 8, 2024

The CCA investment banking team on this transaction included Charlie Maskell, Managing Director, Andy Spears, Vice President, and Frank Ihle, Senior Analyst. The existing relationship will help accelerate the integration and growth of the businesses. For more information, visit www.ccabalt.com or call 410.537.5988.

Capital

Intrepid Banker Insights

DECEMBER 12, 2023

Prior to joining Intrepid in 2023, Daniels spent nearly three years at Cowen (now TD Cowen) after his previous firm, MHT Partners, was sold to Cowen in 2020. He has transaction experience in many food and beverage sub verticals, including frozen food, confections, bakery, snack food, protein, contract manufacturing, and wine.

Food

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. As a result, the market for racing apparel, helmets, and safety gear is expected to continue expanding at least until 2026.

Middle Market

Mergers and Inquisitions

MARCH 13, 2023

Reserve Ratio Requirements – In “normal times,” banks must keep a certain amount of cash on hand to fund possible deposit withdrawals. eliminated these requirements in March 2020, and they’re loose or nonexistent in many other countries , so banks are limited mostly by their regulatory capital. But the U.S. to back them.

Bank

Periculum Capital

JULY 13, 2023

After successfully opening three new locations in 2020 and 2021, Pet Palace engaged Periculum in late 2022 to run a targeted sell-side process positioning the Company as a premium asset in a highly fragmented market. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale

Periculum Capital

OCTOBER 20, 2021

This deal marks Periculum’s third technology transaction since the fourth quarter of 2020. The firm continues to build on its software and technology expertise, providing capital markets and liquidity solutions for venture and non-venture backed emerging growth and later-stage companies.

Capital

Focus Investment Banking

NOVEMBER 27, 2023

In the forward for Gone to Pot, a 2020 book about the early days of the legal cannabis industry, I mentioned “the caravan.” His work includes business sales and capital raises for middle-market companies as well as buy-side services for acquirers seeking middle-market companies.

Private Equity

Focus Investment Banking

JULY 9, 2023

This strategy has been successful in certain regions, such as the Northeast, where Mavis Tire acquired 112 NTB stores in 2020. Prior to its decision to divest, I make the assumption that TBC's management engaged investment banks to assess the value of their assets and assist in providing strategic options moving forward.

Mergers and Acquisitions

OfficeHours

JUNE 30, 2023

Case Study: Non-Target To Growth Equity I received an investment banking summer internship in the technology coverage group at a middle-market bank. In that time, you may have Read More Blogs Celebrating 5 Years of Placements (2020-2024) – Empowering Dreams and Unlocking Opportunities!

Private Equity

Solganick & Co.

OCTOBER 28, 2022

magazine’s “Founder-Friendly Investors” list in 2020, 2021, and 2022. Solganick offers strategic and financial advisory and relationships within the software and tech-enabled services industry sectors, a deep knowledge within these sectors, and a premium team of experienced investment banking professionals. Solganick & Co.

Mergers

Mergers and Inquisitions

MAY 15, 2024

The team structure varies widely, but upper-middle-market firms and mega-funds tend to have dedicated operations teams, while smaller firms combine their operations and deal teams. These teams do not seem to recruit many people with a traditional investment banking background, presumably because bankers are clueless operationally.

Private Equity

Mergers and Inquisitions

MAY 17, 2023

And just as tech and TMT investment banking have become the most desirable groups on the sell-side, tech private equity has reached a similar status on the buy-side. Having tech or TMT experience in investment banking helps, but it’s not essential if you have good technical skills and can confidently explain your deals.

Private Equity

Focus Investment Banking

JANUARY 18, 2024

The role of a senior advisor at FOCUS Investing Banking is to provide strategic advice and guidance to clients on various financial transactions. Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management.

Sale

Focus Investment Banking

JULY 3, 2024

Private equity investors like IT-focused MSPs because of the potential of this large, fragmented market, which makes the industry prime for a buy-and-build strategy. According to data from FOCUS Investment Banking, most MSP deals to this point have been mergers of equals.

IT

What's Market

OCTOBER 11, 2022

investment banking, accounting, and legal fees. These transactions range in size but are generally considered as within the “middle market” for M&A transactions; the transaction values of the 123 deals within the 2021 study ranged from $30 to $750 million.

M&A

Mergers and Inquisitions

JULY 3, 2024

But that timeline crept up over time, slowing down only in “crisis periods,” such as in 2009 (financial crisis aftermath) and 2020 – 2021 (COVID). based candidates in New York aiming for PE roles at mega-funds and upper-middle-market funds. On-cycle recruiting is primarily an issue for U.S.-based

Recruitment

Focus Investment Banking

DECEMBER 21, 2023

So, we scheduled my grand return for February 2020. The reality of 2020 was completely different from anyone’s predictions…including mine. Right before the pandemic and just before I flew on that final trip in February 2020, I was in talks to do an M&A event in Amman Jordan! Did I bomb? Or was I a hit? I was a hit!

M&A

InvestmentBank.com

DECEMBER 1, 2020

M&A Beat – US Health Services Q2 2020 M&A Beat is a quarterly update for CEO’s, CFO’s, Owner, Founders of lower middle-market ($10M-$100M Rev) companies, offering relevant details on mergers and acquisitions deal value, volume, valuation multiples and trends in their respective industry and vertical. acquisition.

M&A

Focus Investment Banking

MAY 14, 2025

Geopolitical shifts and a focus on supply chain resilience are driving American investments, as annual manufacturing construction spending reached a record $234 billion in May 2024 , tripling since January 2020. These long-term investments mark a new era of production for many companies. Tariffs: An Opportunity or Constraint?

Manufacturing

The TRADE

APRIL 29, 2025

US investment bank Stifel is re-evaluating its UK sales trading unit, with a number of positions across cash equities expected to be cut, sources have told The TRADE. Chapman has been at Stifel since 2020, and prior to this, he was a European equity trader at UBS for 15 years.

Equities

Mergers and Inquisitions

MARCH 19, 2025

We covered these points and the main verticals in the consumer retail investment banking article. Industry Consolidation Between 1990 and 2020, market concentration in sectors like food retail in the U.S. The broad divide is how economically sensitive each vertical is.

Private Equity