Wall Street Mojo

FEBRUARY 9, 2024

Article Link to be Hyperlinked For eg: Source: Lower Middle Market (wallstreetmojo.com) This segment of the market typically is the largest in all world economies as over 90% of the companies fall in this group and, therefore, plays a significant role in depicting the national economy.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

As discussed in the distressed private equity article, there is no universal definition for a “distressed security” or a “distressed company.” Special Situations – This could include the events above but could also refer to investments in spin-offs, asset sales, recapitalizations, acquisitions, or capital raises.

Debt 103

Debt Funds Investment Equities 103

MergersCorp M&A International

JULY 5, 2024

Financial Times published an article stating that US companies dive into convertible debt to hold down interest costs. In March, artificial intelligence server maker Super Micro Compute raise $1.7B in capital raise and paid 0% interest rate. through the issuance of US dollar denominated convertible bonds.

Debt 52

Debt Stock Initial Public Offering Capital 52

Focus Investment Banking

AUGUST 15, 2023

His work includes business sales and capital raises for middle-market companies as well as buy-side services for acquirers seeking middle-market companies. Mr. Snow has written articles for magazines and online sources, and has authored numerous books, including Mergers & Acquisitions For Dummies (Wiley).

Investment Banking 52

Investment Banking Banking Bank Management 52

Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. We will try to decipher the answer to this question in this article.

Private Equity 52

Private Equity Insurance Debt Equities 52

Mergers and Inquisitions

MAY 24, 2023

I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more. We’ve covered merger arbitrage and activist hedge funds in separate articles, and distressed hedge funds will get their own future article, so I’ll focus on special situations here.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Focus Investment Banking

OCTOBER 8, 2023

In our recent articles, FOCUS took a deep dive into the process of identifying and choosing a Cloud Service Provider (CSP) for businesses in a post-pandemic world. Over the course of his career he has worked on the client end of sell side, buy side and capital raise assignments. Contact Mitch at mitch.prust@focusbankers.com.

Business 52

Business Mergers and Acquisitions Capital Raising Private Equity 52

iMerge Advisors

APRIL 16, 2025

For founders, CEOs, and investors, understanding the evolving valuation landscape is not just a matter of pricingit's a strategic imperative that informs everything from capital raises to exit timing. For founders preparing for a sale, aligning internal metrics with these benchmarks is critical.

Valuation 40

Valuation Private Equity M&A Equities 40

IBG

JANUARY 9, 2023

Some examples of activities that are not allowed without registration under the exemption for merger and acquisitions brokers are: capital raising, providing financing in a transaction, dealing in shell companies under certain circumstances, assisting in the formation of the buyer group, and. taking custody of funds or securities.

Broker 52

Broker Mergers and Acquisitions M&A Securities 52

Focus Investment Banking

APRIL 14, 2024

Jim has worked on numerous IPOs, sell-side transactions, fairness opinions, and capital raises, mainly for consumer products companies and restaurants. Download the article here. He has also successfully represented dozens of business owners selling their companies.

M&A 52

M&A Food Private Equity Manufacturing 52

iMerge Advisors

APRIL 19, 2025

This article explores the key considerations for SaaS founders contemplating a sale or capital raise, with a focus on how specialized M&A advisory can unlock value, mitigate risk, and drive successful outcomes.

M&A 40

M&A Advisory Business Valuation 40

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

Insurance 52

Insurance Advisory M&A Investment Banking 52

Focus Investment Banking

SEPTEMBER 10, 2023

Computers can now be taught to write articles, press releases, email messages and advertising copy. Over the course of his career he has worked on the client end of sell side, buy side and capital raise assignments. They can even design corporate logos and branding, sometimes better than humans can.

Business 52

Business Mergers and Acquisitions Management IT 52

Growth Business

MARCH 1, 2024

The preparation for a capital raise and bringing in new investors requires careful thought and management. This article was originally published by Michael Somerville on 14 September 2018. It wasn’t difficult because we were able to present an attractive growth story in growing markets.

Private Equity 59

Private Equity Equities Investment Business 59

Focus Investment Banking

FEBRUARY 7, 2024

Mr. Carter boasts nearly a decade of investment banking experience advising middle market clients on a variety of mergers and acquisitions, capital raising and capital market transactions. and Duff & Phelps, advising on multiple engagements including sell-side M&A and capital raising transactions.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Software Equity Group

JULY 2, 2025

In this article, I review the pros of minority deals for SaaS companies, as well as their potential pitfalls. At first glance, minority investments seem like an excellent way to raise capital without sacrificing control. Welcoming minority stakes can be appealing, but they can come with real tradeoffs.

Investment 52

Investment Investors Sale M&A 52