Focus Investment Banking

SEPTEMBER 24, 2023

Selling a business can be a challenging decision, especially for those who have nurtured it over the years and built a dedicated team of employees. Safeguarding Employee Interests after Selling When selling a business, it is crucial for the seller to prioritize the welfare of their employees during the negotiation process.

Business 52

Business Mergers and Acquisitions Negotiation Sale 52

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 52

M&A Middle Market Valuation Private Equity 52

Periculum Capital

MAY 21, 2024

Periculum was engaged to advise on the sale of the business by the owner, John Cory, due to Periculum’s extensive food and ag expertise. Periculum’s customized process included contacting strategic buyers in the niche food ingredient market, and the broader grain and commercial mixes markets.

Sale 52

Sale IT Food Retail 52

Focus Investment Banking

MAY 28, 2024

Marsh Automotive Group consists of eight new automotive franchises and several ancillary businesses, including a collision center, an independent auto service center, a proprietary brand used car center, and a used vehicle reconditioning and detail center. billion in revenue. “Our culture, values, and how we do business is very alike.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Sica Fletcher

MAY 8, 2020

Sica | Fletcher believes Brown & Brown is the publicly traded company that is most comparable to private, middle market U.S. economy continue to grow and most companies continue to hire employees and invest in their businesses, ultimately driving expansion of exposure units. EBITDAC Margin in Retail! We saw the U.S.

Insurance 52

Insurance Retail Debt Broker 52

Focus Investment Banking

JULY 9, 2023

TBC is looking to capitalize on its strengths and streamline operations by partnering with franchisees; a move that is seen as a strategic decision to focus on its core competency, aligning its business strategy with industry trends. Mavis, on the other hand, continues its impressive growth trajectory via acquisitions.

Mergers and Acquisitions 52

Mergers and Acquisitions Retail Profitability Investment Banking 52

TM Capital

NOVEMBER 29, 2022

The fragmented category, which only five years ago had little backing from financial sponsors, now has portfolio companies contesting for family and founder owned assets to build businesses of scale. Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middle market. Sunrise, Fla.-based

Capital 52

Capital Middle Market Business Private Equity 52

Focus Investment Banking

SEPTEMBER 24, 2024

At PW he served clients in the media, transportation, construction, human benefits, IT, manufacturing and distribution, logistics and transportation, consumer packaging and products, healthcare and retail fields. I’ve worked in the healthcare sector, transportation, manufacturing and distribution, and retail, to name a few.

Transportation 52

Transportation Manufacturing Medical M&A 52

Mergers and Inquisitions

JULY 31, 2024

The Top Industrials Private Equity Firms Mega-Funds and “Large” Private Equity Firms Upper-Middle-Market (UMM) and Middle-Market (MM) Firms Special Situations, Stressed, and Distressed Firms Newer / Smaller PE Firms with Some Industrials Focus How Do Industrials Private Equity Deals Work?

Private Equity 66

Private Equity Equities Middle Market Debt 66

Focus Investment Banking

OCTOBER 30, 2023

It’s estimated that 70% of private businesses in the U.S. While overall M&A activity among tire retailers, wholesalers and commercial tire dealerships remains active but noticeably slower, it’s harder for wholesalers and commercial tire dealerships to have a sale event as compared with retailers. continues Beard. “I

Debt 52

Debt Retail Business Private Equity 52

Periculum Capital

APRIL 13, 2023

21st Amendment” or “Company”), a long-standing and locally recognized wine and spirit retailer, to US Liquor Group LLC. 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 IT Advisory Corporate Finance 52

The Deal

JULY 21, 2023

GNL), an office and industrial REIT, agreed to combine with Necessity Retail REIT Inc. For example, Global Net Lease and Necessity Retail agreed to internalize management as part of the merger, a partial win for Blackwells, which argued the companies will save $54 million a year with the new structure. Last month, Global Net Lease Inc.

Retail 52

Retail Management Government Investors 52

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 52

Middle Market Mergers and Acquisitions Investment Sale 52

Focus Investment Banking

OCTOBER 2, 2023

The recurring nature of tire sales and the service aspect of the business contribute to its financial appeal. Fragmented Market: The tire industry is highly fragmented, with many small and medium-sized dealerships. Selling a business involves more than just signing a deal. Contact Giorgio at giorgio.andonian@focusbankers.com.

Private Equity 52

Private Equity Equities Mergers and Acquisitions Profitability 52

Focus Investment Banking

JULY 17, 2023

As economic headwinds continue to squeeze the food & beverage industry, business owners may feel inclined to hit pause on growth and maintain the status quo. However, owners that approach challenging market conditions as an opportunity to grow can reap the rewards, including increasing topline growth and margins.

Sale 52

Sale Retail Investment Banking Food 52

Focus Investment Banking

APRIL 1, 2024

Dexterra provides quality solutions for ongoing maintenance and operations to clients in the aviation, defense and security, retail, commercial, private industry, healthcare, education and government sectors. With operations in 11 of 13 provinces and territories as well as in the U.S.,

Investment Banking 52

Investment Banking Management Sale Bank 52

Focus Investment Banking

JULY 28, 2023

In the ever-evolving automotive industry, the market for parts and accessories is constantly adapting to meet the changing demands of consumers. As we move further into 2023, it is crucial for businesses and investors to stay informed about the current outlook for mergers and acquisitions (M&A) in this sector.

Mergers and Acquisitions 52

Mergers and Acquisitions Private Equity M&A Business 52

The Deal

AUGUST 16, 2023

” While Kotler doesn’t rule out pursuing a transformative acquisition like Travel Centers, there are few comparable businesses available, he said on an earnings call in May. The firm owns a 8.51% stake in the business as of March 31, according to FactSet. Richmond, Va.-based Kotler took over as CEO in 2011.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Food Investment 52

Mergers and Inquisitions

MARCH 13, 2024

Growth Equity Definition: In traditional growth equity, firms invest minority stakes in companies with proven business models that need the capital to expand; some firms also use “growth buyout” strategies, which are like traditional leveraged buyouts but with higher growth potential.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

JUNE 5, 2023

Mergers and acquisitions (M&A) can be a great way for businesses to expand their operations, enter new markets, and increase profitability. One of the most critical metrics to evaluate the financial health of a target business is its working capital, which measures the company’s operational liquidity.

M&A 52

M&A Capital Management Mergers and Acquisitions 52

Focus Investment Banking

AUGUST 21, 2023

Washington, DC, (August 21, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Guaranty Chevrolet , a family-owned Chevrolet dealer in Junction City, Oregon, has been acquired by CFO Auto Group, Inc.

Investment Banking 52

Investment Banking Sale Bank Banking 52

Periculum Capital

NOVEMBER 15, 2022

To discuss any business or transaction matter, reach out to Chris, Sean or any member of the Periculum Capital Company team ( www.periculumcapital.com/team/ ). 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 IT Government M&A 52

Mergers and Inquisitions

MAY 17, 2023

revenue multiple: And this was not a high-growth business: historical growth rates were in the 15 – 25% range (solid but unremarkable for tech). 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).

Private Equity 64

Private Equity Equities Recruitment Funds 64

Mergers and Inquisitions

MAY 10, 2023

Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space. If you focus on the capital markets , you’ll still see some of these names (e.g., Lazard also used to be active but has since shut down its Southeast Asia M&A practice.

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

MARCH 13, 2023

To explain this point, we need to step back and explain the business model of commercial banks. Set Up a “Bond Ladder” – You know, just like every retail investor does. And the middle-market and boutique investment banks don’t have much presence in commercial lending anyway, so they’re not at risk of bank runs.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

MAY 14, 2025

And the answer is maybe consumer retail , FIG , and most of tech and TMT ? Infrastructure includes select verticals from many other groups, but not entire other groups: For example, in real estate, data center, cell tower, and fiber infrastructure REITs are considered infrastructure, but hotel and retail REITs are not.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

JULY 17, 2024

You’ll see deals in industrials , technology , healthcare , power , consumer/retail , real estate , and all the other sectors. Of the middle-market banks , only Jefferies seems to have much of a presence. English is the business language of India, but the country has 100+ major languages and over 1,500 “other languages.”

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

OCTOBER 18, 2023

In a good industry group, you might build a 3-statement model for a client based on a detailed review of its business, and you would use the output in the CIM and management presentation to market the company. If it’s a 5-person regional boutique , take the BB capital markets offer. Jefferies, Lincoln, etc.),

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

How2Exit

FEBRUARY 24, 2023

Adam Coffey is a CEO, board member, best-selling author, for business council member, and acclaimed business speaker. He was chasing money and title and saw it as an opportunity to become a president and CEO of a business. Adam has learned that working with private equity is the epitome of business.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

Mergers and Inquisitions

APRIL 19, 2023

Aside from that, banks look for the same criteria as always: a high GPA, a good university or business school , previous internships, and networking and interview preparation. A few middle market and regional boutique names in the space include Canaccord Genuity, Maxit Capital, Cormark, Haywood Securities, and Eight Capital.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Lake Country Advisors

JANUARY 13, 2025

Business brokers and M&A advisors are often used interchangeably, but their roles and expertise differ significantly. Understanding these distinctions is crucial for anyone looking to sell, buy, or grow a business. This article outlines the key differences, helping you identify the right professional for your business goals.

Broker 52

Broker M&A Business Negotiation 52

Focus Investment Banking

MAY 12, 2025

However, trade and tariff policies have created a growing level of uncertainty for both business operators and investors. Earlier this year, Dutch Gold Honey, a family-owned business that produces ethically sourced honey products, was acquired by an affiliate of lower middle market private equity firm New Water Capital.

Food 52

Food Private Equity Mergers and Acquisitions M&A 52

Focus Investment Banking

FEBRUARY 17, 2025

Behavioral Health, Infusion, and Staffing firms top the list in BRGs survey Many lower middle market private equity groups have revisited their investment priorities as we enter 2025, making room for new opportunities across healthcare verticals. Even plastic surgery practices tend to be small, with most having just one physician.

Private Equity 52

Private Equity Healthcare Equities Investors 52

Mergers and Inquisitions

MARCH 19, 2025

Consumer retail private equity is so diverse that it almost seems like a paradox. Depending on the firm, a consumer retail private equity deal might consist of: A leveraged buyout of a struggling offline retailer. On the Job Recruiting Should You Go Shopping for Consumer Retail Private Equity Jobs?

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59