Periculum Capital

MARCH 11, 2022

Two of the SHHS owners, Tim Leonard and Michael Shide, shared how important it was to them to get a transaction closed before the end of 2021 even though we did not begin calling potential buyers until August 19th of 2021. SHHS engaged Periculum to run a targeted process to find such a partner. appeared first on Periculum Capital.

Sale 52

Sale IT Healthcare Capital 52

Mergers and Inquisitions

NOVEMBER 22, 2023

As another example, some argue that UBS should not be a bulge bracket bank because it has focused on wealth management and areas outside the capital markets. I’m still listing it because it was #9 by global IB revenue in 2021 and 2022, but I would not be surprised if it fell off this list eventually. What About Deutsche Bank and UBS?

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Periculum Capital

JULY 15, 2022

Periculum represented the Company in the sale of its grain operations to ADM in 2021. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

The Deal

JUNE 23, 2023

The recent purchase of Riverbed Technology LLC reflects a burgeoning niche for middle-market technology turnaround investor Vector Capital Management LP: buying companies from lenders who converted debt to equity through reorganizations. Riverbed is a spot-on Vector transformative investment,” Fishman said. billion in 2015.

Debt 52

Debt Middle Market Capital Profitability 52

TM Capital

NOVEMBER 29, 2022

Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middle market. ” Platforms Paving the Way As valuations edge higher for platforms with scale, buyers are chasing add-onsin the lower middle market, going toe-to-toe for the same assets in some cases. . Sunrise, Fla.-based

Capital 52

Capital Middle Market Private Equity Business 52

Mergers and Inquisitions

MARCH 13, 2023

SVB’s deposits grew from ~$62 billion at the end of 2019 to $173 billion at the end of 2022, and its loan-to-deposit ratio went completely out of whack: Tech startups were flush with cash due to a ridiculous fundraising environment in 2020 – 2021, and they put the money they raised in the bank. to back them.

Bank 123

Bank Banking Government Funds 123

Focus Investment Banking

JULY 28, 2023

In terms of quarterly performance, Q1 2023 mirrored the trends seen in Q4 2022, while Q2 2023 showed signs of improvement, albeit at a slower pace compared to 2021. 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

How2Exit

DECEMBER 11, 2023

rn As the industry continues to evolve, Peterson Acquisitions aims to bring more sophistication to the lower middle market and empower entrepreneurs to make informed decisions about their business ventures. 2021, March 10). rn "What I love about what we have is it's both buy and sell-side. Retrieved from [link] rn Craig, D.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Chesapeake Corporate Advisors

JANUARY 13, 2023

2022 was a strong year for CCA, following a record-breaking 2021. We successfully advised five clients on liquidity events last year, and despite headwinds and whispers of recession, look forward to an equally successful year in 2023.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

IBG

APRIL 25, 2024

After a disappointing 2023 in middle-market M&A, both the U.S. economy and the market for closely held companies are off to good starts in 2024. The final 2023 U.S. GDP growth of 3.1%

Sale 52

Sale Business M&A Middle Market 52

Mergers and Inquisitions

MARCH 13, 2024

Others would counter that growth equity’s rapid ascent was mostly due to the easy money that persisted between 2008 and 2021. With interest rates at ~0%, funds inevitably flowed into anything with “growth” in the name – regardless of its real growth potential: Table Of Contents: What is Growth Equity? Many hedge funds also joined the party.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Tyton Partners

JANUARY 18, 2024

Generative AI can potentially revolutionize this market segment, impacting everything from measuring training effectiveness and developing job-specific content to tracking personalized performance and behavior analysis.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

Periculum Capital

MAY 11, 2023

Since joining Periculum in 2021, Taylor has supported client engagements across all service areas. About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Advisory 52

Advisory Corporate Finance Middle Market Capital 52

What's Market

SEPTEMBER 6, 2022

Market Trends: What You Need to Know RWI is an increasingly important feature of private company merger and acquisition transactions. The most recent three of these studies (2017, 2019 and 2021) have looked at representation and warranty insurance (“RWI”) in private company M&A transactions. Bound at Signing.

Insurance 52

Insurance Mergers and Acquisitions M&A Mergers 52

Focus Investment Banking

JULY 3, 2024

A flurry of activity in this space, including recapitalizations and repricing, may be around the corner, market participants say. MSPs can also provide outsourced human resources or marketing. The opportunity set for a private equity firm may be even better in the lower middle market than for larger deals.

IT 40

IT Private Equity Debt Capital 40

Intrepid Banker Insights

OCTOBER 17, 2022

Intrepid Investment Bankers A Rollercoaster Ride for Software Markets It has been a disconcerting journey through the first three quarters of 2022. We ended 2021 having survived another year of the pandemic, with equity markets at or near all-time highs, interest rates near historic lows, and technology M&A activity at record levels.

Valuation 52

Valuation M&A Middle Market Capital 52

Solganick & Co.

FEBRUARY 2, 2024

“A lot of these companies that did end up going to market were still trying to lock down valuations from two years ago, from the 2021 glory days where they might get nearly double what they would now,” said Solganick. As a global leader for middle-market companies, Southern California is well-positioned to reap the benefits.

M&A 40

M&A Business Middle Market Investment Banking 40

Growth Business

NOVEMBER 23, 2023

Arie Capital London-based ARIE Capital is a global VC with a primary focus on connectivity, life sciences, fintech, sports and media tech, helping start-ups enter the Chinese market. FPE Capital is a growth equity investor in the UK lower middle-market. London is the world’s fintech epicentre, with £7.8

Investment 111

Investment Funds Capital Investors 111

What's Market

AUGUST 29, 2022

The 2017, 2019, and 2021 ABA studies each show that indemnity caps and indemnity baskets were lower in reported deals where representations and warranty insurance (RWI) was referenced in the deal documents, as compared with transactions without any such reference.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Insurance 52

What's Market

OCTOBER 11, 2022

Market Trends: What You Need to Know According to the American Bar Association's nine Private Target Mergers and Acquisitions Deal Points Studies, the use of stand-alone indemnities in reported private company M&A transactions has increased from 69% in its 2007 study to 96% in 2021.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

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). But some areas proved much harder to “disrupt” than expected, so there remained a perception of untapped opportunity.

Private Equity 64

Private Equity Equities Recruitment Funds 64

The Deal

JULY 21, 2023

REITs in particular have gained a disproportionate level of attention, especially as the overall real estate market gains a more watchful eye from investors amid interest rate hikes and market volatility. in 2023 through June 20, up from 11 and 13 in the same period in 2022 and 2021, respectively, according to data from Insightia.

Retail 52

Retail Management Government Investors 52

What's Market

AUGUST 15, 2022

Market Trends: What You Need to Know As shown in the American Bar Association's Private Target Mergers and Acquisitions Deal Point Studies: The use of separate escrows for purchase price adjustments has been increasing on a fairly steady basis since 2007 (with a slight dip in 2021 from a 2019 high).

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Acquisitions 52

What's Market

SEPTEMBER 19, 2022

In the 2021 ABA study, 29% of the agreements included a pro-sandbagging provision, 2% of the agreements included an anti-sandbagging provision, and 68% of the agreements were silent on the issue. The number of anti-sandbagging provisions reported in the ABA studies remained relatively steady between 2005 and 2021, ranging from 2% to 10%.

M&A 52

M&A Mergers and Acquisitions IT Insurance 52

The Deal

SEPTEMBER 20, 2023

to PE-backed adhesives maker Meridian Adhesives Group in December 2021, while fellow New York firm Dominus Capital LP sold Dalton, Ga. to PE-backed adhesives maker Meridian Adhesives Group in December 2021, while fellow New York firm Dominus Capital LP sold Dalton, Ga.-based For instance, Quad-C sold adhesives distributor Krayden Inc.,

Private Equity 40

Private Equity Corporate Finance Capital Middle Market 40

What's Market

SEPTEMBER 26, 2022

Market Trends: What You Need to Know As reflected in the American Bar Association's Private Target Mergers and Acquisitions Deal Points Studies: “Knowledge” is now almost always defined in private company transaction agreements. For example, in the 2021 study only 2% of the reported deals left knowledge undefined.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

iMerge Advisors

APRIL 16, 2025

Valuation Multiples Are StabilizingBut Below 2021 Highs After the correction that began in late 2022, software valuation multiples have largely stabilized in 2024 and are expected to remain steady into 2025. However, they are doing so at a new normal leveltypically 2040% below the frothy peaks of 2021.

Valuation 40

Valuation Private Equity M&A Equities 40

The Deal

JULY 18, 2023

While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

Debt 52

Debt Finance Finance Private Equity 52

What's Market

AUGUST 22, 2022

In terms of the specific types of baskets, deductibles have become increasingly common, now seen in almost ¾ of transactions reviewed in the 2021 study. Over the nine ABA studies (2005-2021), the level of indemnity baskets as a percentage of transaction value, whether as mean or median, has remained fairly consistent.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Insurance Mergers 52

What's Market

OCTOBER 18, 2022

When full disclosure representations are included in mergers and acquisitions (M&A) agreements, they are almost always alongside, and rarely seen in the absence of, a 10b-5 representation. Introduction In M&A transactions, the definitive purchase agreement—e.g., ” 17 C.F.R. 240.10b-5(b). ” 17 C.F.R. 240.10b-5(b).

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

What's Market

OCTOBER 3, 2022

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. The buyer typically wants the seller to make an unqualified NUL representation to the extent possible.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Mergers Negotiation 52

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. But those covering the industry for 20+ years were not surprised.

Recruitment 59

Recruitment Private Equity Equities Funds 59

What's Market

SEPTEMBER 12, 2022

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. “Negative” Disclosures. Termination Rights. These results are set forth below.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Since equity deals are highly dependent on market conditions, deal flow tends to be much more uneven than in asset-level M&A. A good example is the 2020 – 2021 period, when SPAC activity went vertical, and plenty of renewable energy companies used SPACs to go public. How do tax credits work?

Investment Banking 59

Investment Banking Bank Banking Investment 59

InvestmentBank.com

MAY 26, 2021

When the initial wave of uncertainty around COVID-19 set in during March 2020, the debt market flipped on its head, paving a path to the worst debt-raising year since 2015 [6]. Starting in mid-March, the corporate bond market completely crashed, as investors sold off their holdings and fled to safety amid fears of downgrades and defaults.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Mergers and Inquisitions

APRIL 10, 2024

For example, in 2021, the NBA started allowing institutional investors to own up to 20% of single teams, which led Arctos to invest 5% in the Golden State Warriors (they later increased this stake to 13%). The MLB started allowing PE ownership in 2019, and the NHL followed suit in 2021.

Private Equity 103

Private Equity Equities Entertainment Funds 103

The Deal

SEPTEMBER 7, 2023

HLLY), a supplier of automotive parts and nitrous oxide injection systems, public in 2021 following a hold dating back to 2015; Odyssey currently owns chemicals and equipment distributor Aramsco; and TJC formed automotive component platform Agility Global Technologies LLC in August 2019. Sentinel brought Holley Inc.

Private Equity 52

Private Equity Equities Capital Business 52