How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity. Strategic vs. Financial Buyers: Whos the Right Fit?

M&A 40

M&A Advisory Business Valuation 40

Align Business Advisory Services

JANUARY 2, 2024

Dena Jalbert, Align’s Founder & CEO, weighs in on how owners of lower-middle market companies can best prepare for the sale of a business–and she has good news for those sellers. Read More » The post A Checklist to Mark Off Before You Sell Your Company appeared first on Align BA.

Middle Market 52

Middle Market Sale Corporation Investors 52

Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrials sector. For more information, visit www.focusbankers.com.

Investment Banking 52

Investment Banking M&A Middle Market Bank 52

iMerge Advisors

APRIL 10, 2025

This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals. For mid-market or lower-middle-market tech companies, they may not be the right fit.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals. For mid-market or lower-middle-market tech companies, they may not be the right fit.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry.

Investment Banking 52

Investment Banking M&A Bank Banking 52

Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added two new managing directors, Mike McCraw and William R. Bill”) Snow.

Investment Banking 52

Investment Banking Bank Banking Management 52

Mergers and Inquisitions

NOVEMBER 22, 2023

For example, Wells Fargo always does well in debt capital markets but much worse in M&A advisory and equity capital markets. One interesting case is a firm like Mizuho , which acquired Greenhill in 2023 (note that the deal has not yet closed as of the time of this article).

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

How2Exit

OCTOBER 26, 2024

E253: How Branden Coluccio Turned Failure into MILLION-DOLLAR Success - Watch Here About the Guest(s): Branden Coluccio is the Managing Director of Relentless Ventures, a dynamic firm focusing on acquisitions and advisory services. That's the beauty of entrepreneurship, it's a journey of personal growth."

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Business Healthcare 130

The Deal

JUNE 15, 2023

More broadly, healthcare has remained a relatively active sector amid a slowdown in deal flow, with several advisory firms bulking up their practices in 2023 as they prepare for a wave of transactions in 2024 and beyond. Editor’s note: The original version of this article was published earlier on The Deal’s premium subscription website.

Capital 52

Capital Healthcare Equities Medical 52

How2Exit

JULY 23, 2023

57:31) Listen Here The Story of The Episode-The Art of Mergers and Acquisitions: Insights from John Carvalho In this article, we delve into the world of mergers and acquisitions with John Carvalho, President of Stone Oak Capital and co-founder of Divestopedia. Buyers should make fair offers and be proactive in their acquisition strategies. (57:31)

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

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

Chesapeake Corporate Advisors

OCTOBER 22, 2024

This article was originally published on August 9, 2024 on the I-95 Business website. If you go out to market, your most likely buyer will be a private equity (PE) group. That makes lower middle-market government contractors desirable targets, assuming they meet all the criteria a PE group considers important.

Private Equity 52

Private Equity Government Investors Equities 52

iMerge Advisors

APRIL 9, 2025

But valuation is not a static numberits a dynamic reflection of your companys financial performance, growth potential, market positioning, and the broader M&A environment. In this article, well break down how software companies are valued, what drives multiples, and how to position your business for maximum value.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

Mergers and Inquisitions

MAY 10, 2023

You’ll learn about the trade-offs of Singapore and other locations in this article. The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. If you focus on the capital markets , you’ll still see some of these names (e.g.,

Investment Banking 105

Investment Banking Bank Banking Investment 105

iMerge Advisors

APRIL 16, 2025

This article explores the key trends shaping software company valuations in 2025, with a focus on SaaS, AI-enabled platforms, and vertical software businesses. Our article on SaaS Key Performance Metrics and Valuation Multiples offers a detailed breakdown of how these KPIs influence deal outcomes.

Valuation 40

Valuation Private Equity M&A Equities 40

Mergers and Inquisitions

MAY 14, 2025

Example Valuations, Pitch Books, Fairness Opinions, and Investor Presentations I will cheat a bit in this part and re-use some of the valuations, pitch books, presentations, and Fairness Opinions from previous industry group articles. Also in this middle-market tier , Solomon Partners appears to be quite active in the space.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

JULY 5, 2023

Plenty of mainstream sites and services like the Financial Times, Wall Street Journal, Bloomberg, Refinitiv, and Merger Market publish these league tables in different formats each year. This article is not about specific league tables but the motivation behind them and when they’re useful and not so useful. billion for the size?

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

In the middle market , Jefferies has recruited some of the top bankers in renewable energy M&A and is expected to do well going forward. But they do mostly debt/lending deals , not M&A advisory, which may not be what you want. Can you understand even 1% of the Inflation Reduction Act without falling asleep reading it?

Investment Banking 59

Investment Banking Bank Banking Investment 59

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies. E263: Want to Find Hidden Acquisition Gems? I mean lawyers, CPAs, RIAs." "All

Middle Market 130

Middle Market Acquisitions Private Equity Equities 130

Solganick & Co.

APRIL 24, 2025

To assemble this list, Axial reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last quarter. About Axial Axial is the trusted deal platform serving the lower middle market ($2.5-$250M For more information please contact us.

Investment Banking 40

Investment Banking Investment Bank Banking 40

Focus Investment Banking

FEBRUARY 5, 2025

Opportunity and Growth in the Middle Market Effective December 31, 2024, FOCUS Investment Banking (the Company) and FOCUS Capital Partners (FCP) combined ownership and operations to provide best in class investment banking services.

M&A 52

M&A Investment Banking Economics Debt 52

iMerge Advisors

APRIL 12, 2025

This article explores the key tax considerations when selling a software business, including deal structure, capital gains treatment, allocation of purchase price, and strategies to optimize your tax position. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Business 40

Business Sale M&A Capital 40

How2Exit

MAY 6, 2025

Based in the Pacific Northwest, John runs Nokomis Advisory Services alongside his daughter, focusing on $5–15 million deals. Summary: In this insightful episode of How2Exit , host Ron Skelton sits down with seasoned M&A advisor and author John Martinka, founder of Nokomis Advisory Services.

Book-building 130

Book-building Business M&A Advisory 130