Intrepid Banker Insights

FEBRUARY 19, 2025

Dominic brings over 30 years of experience, having successfully completed numerous M&A and capital raising transactions for founder-owned businesses, private equity portfolio companies, and public companies across a wide range of consumer sectors. Dominic will be based in Intrepids New York office.

IT 52

IT Capital Raising Retail M&A 52

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

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 billion, similar to the figures seen in 2020 and 2021.

Private Equity 52

Private Equity M&A Equities Middle Market 52

RKJ Partners

AUGUST 6, 2017

Professional investors such as buyout firms and equity players know the importance of competition. Strategy 3: Consider Financing Sources Beyond the Bank Beyond the traditional banks there are pension funds, specialty lenders, BDOs and other financial institutions that provide capital. Private companies have the same opportunity.

Capital Raising 40

Capital Raising Capital Debt Finance 40

RKJ Partners

AUGUST 6, 2017

There is no question that in today's fundraising environment, capital efficiency is paramount. Making equity dollars last is particularly important since they come at a high price. Although the price is high, these precious equity dollars are often a critical factor in an emerging company's success.

Debt 40

Debt Capital Raising Capital Equities 40

Global Newswire by Notified: M&A

JUNE 15, 2023

June 15, 2023 (GLOBE NEWSWIRE) -- MiddleGround Capital , an operationally focused private equity firm that makes control investments in middle market manufacturing B2B industrial and specialty distribution companies globally, today announced it has acquired A.M. LEXINGTON, Ky., Castle & Co.

Capital Raising 40

Capital Raising Capital Middle Market Private Equity 40

MergersCorp M&A International

JULY 5, 2025

The capital raised in the IPO is placed in a trust account, earning interest, and can only be used for an acquisition or returned to investors. This critical safeguard ensures investor capital is protected until a suitable target is identified.

IPO 52

IPO Mergers and Acquisitions Capital Capital Raising 52

RKJ Partners

AUGUST 6, 2017

However, if certain business criteria are met, there are other viable sources of capital available to fund growth opportunities. Capital is generally grouped into three main classifications: Senior Debt, Mezzanine Capital and Equity Capital.

Debt 40

Debt Capital Raising Capital Equities 40

The TRADE

JUNE 5, 2024

Texas has been noted by market participants as an increasingly significant market in North America and globally, playing host to around 5000 private equity-backed firms and 1500 publicly listed firms. Citadel Securities had not responded to a request for comment at the time of publishing.

Securities 111

Securities Capital Raising Investors Financial Institution 111

Focus Investment Banking

DECEMBER 26, 2023

The 6th annual Midwest M&A/Private Equity Forum sponsored by the Thomson Reuters Institute was held in early December in Columbus, Ohio, and for your humble correspondent, this was not only my second time as one of the participants, but my first time as a moderator of a panel! More on that later.

Private Equity 52

Private Equity M&A Equities Insurance 52

The TRADE

JANUARY 16, 2024

In addition to Ricci’s role, the Panmure Liberum board will comprise Shane Le Prevost – founder and executive director at Liberum – as non-executive chair, Bidhi Bhoma as deputy chief executive, David Parsons as head of equities, and Richard Morecombe as president, head of origination and business development.

Investment Banking 111

Investment Banking Mergers Bank Banking 111

Focus Investment Banking

NOVEMBER 27, 2023

At this year’s West Coast M&A/Private Equity Forum, which took place on September 28th in East Palo Alto, those differences were on full display. 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 52

Private Equity M&A Equities Mergers and Acquisitions 52

How2Exit

MARCH 24, 2024

b' E198: Unlocking Business Exits with ESOPs: Exit Strong with Employee Ownership with Michael Bannon - Watch Here rn rn About the Guest(s): rn Michael Bannon is an expert in employee stock ownership plans (ESOPs) with a seasoned background in private equity. rn rn rn ".as rn However, ESOP readiness doesn't stop at the closing.

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

How2Exit

JUNE 20, 2023

Sanchez @CodieSanchezCT Founder Contrarian Thinking + Private Equity Investor + 26 Boring Businesses. If you are looking to play a slightly bigger game, Roll-Up, raising private equity, selling your business to private equity, Adam has not only done it but he's written not one but multiple books on the subject.

M&A 130

M&A Media Mergers and Acquisitions Private Equity 130

How2Exit

MAY 15, 2023

His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes. This strategy is used by private equity firms to purchase a platform business, scale it up, and then acquire other ancillary businesses in the same industry.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

Intrepid Banker Insights

JANUARY 11, 2024

Intrepid Investment Bankers Intrepid Capital Advisory Update -Five Things to Consider if Raising Capital in 2024 Capital providers are storming into 2024 with guns blazing, given most fell short of their deployment goals last year. Five Things to Consider if Raising Capital in 2024: 1.

Advisory 52

Advisory Capital Capital Raising Investors 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed investing offers equity-like returns with lower risk.” Distressed assets offer non-correlated returns, similar to global macro.”

Debt 103

Debt Funds Investment Equities 103

Intrepid Banker Insights

MARCH 8, 2024

At the same time, market uncertainty, heightened costs of capital, and other headwinds depressed M&A volumes more broadly, though several strategic acquirors and a handful of investors remained acquisitive, particularly in high-performing verticals like professional A/V and live event technologies. Thanks for reading!

M&A 52

M&A Capital Raising Private Equity Capital 52

Software Equity Group

JULY 2, 2025

Founders may be able to raise more capital later at higher valuations, sell additional equity down the road, or buy out the minority investor depending on the deal structure. Another potential trap is that minority investors may insist on structured or participating preferred equity instead of common equity.

Investment 52

Investment Investors Sale M&A 52

Intrepid Banker Insights

JUNE 5, 2024

He is highly respected by key industry participants including strategic consolidators, executives, and private equity firms focused on the T&L sector. Dave previously helped lead the Transportation & Logistics practice at William Blair & Co., and he led the Transportation & Logistics Group at Piper Sandler prior to that.

Private Equity 52

Private Equity Transportation Advisory Middle Market 52

Software Equity Group

MARCH 21, 2023

There are several resources for growth capital: debt from a lender or financial institution, minority equity financing, or majority equity financing through a control transaction. A debt covenant is necessary since the lender does not have your company’s equity to fall back on.

Finance 52

Finance Finance Debt Equities 52

Focus Investment Banking

JANUARY 10, 2025

I worked with the family business under the family’s ownership for three years and then with the private equity group who acquired and partnered with the family business as a platform for another three years. I can tell you there is tremendous interest in the collision repair industry for private equity buyers.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

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. These firms remain “on the clock” to deploy their capital.

Private Equity 52

Private Equity Insurance Debt Equities 52

Razorpay

AUGUST 9, 2023

Morgan Stanley India: Global investment bank with a strong presence in India, offering services such as underwriting, M&A advisory, and equity research. JM Financial: Full-service merchant bank with a focus on emerging markets, providing services such as debt and equity capital markets, M&A advisory, and restructuring.

Bank 52

Bank Banking Business Underwriting 52

Intrepid Banker Insights

NOVEMBER 16, 2022

We’ve had to double or triple the number of reads before getting the leverage and pricing we want.” – Partner, private equity fund Credit spreads are widening, and total leverage is compressing across new debt financings. Intrepid brings a full arsenal of resources to help clients achieve their capital raising goals.

Advisory 52

Advisory Capital Debt Funds 52

Solganick & Co.

SEPTEMBER 29, 2024

Most recently, Michael served as a vice president in the Technology & Services group at Raymond James, where he advised leading infrastructure technology companies on M&A and capital raising transactions. Davidson and Imperial Capital. Michael is based in Los Angeles, CA. “We

Investment Banking 40

Investment Banking M&A Mergers and Acquisitions Acquisition Advisories 40

Peak Frameworks

AUGUST 24, 2023

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Investment Banking : Banks assist in capital raising, and advising on M&A, as Goldman Sachs did for Unilever in its acquisition of Dollar Shave Club.

Private Equity 52

Private Equity Finance Finance Investment Banking 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. Deal Structuring Is More Nuanced With buyers more cautious and capital more expensive, deal structures in 2025 are increasingly complex.

Valuation 40

Valuation Private Equity M&A Equities 40

MergersCorp M&A International

JULY 5, 2024

In March, artificial intelligence server maker Super Micro Compute raise $1.7B in capital raise and paid 0% interest rate. Over the past month a string of prominent Chinese technology groups, including Alibaba and JD.com have collectively raised a staggering $8.3B

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. He has also spoken before the Thomson Reuters Midwestern M&A/Private Equity Forum, J.P. commented Rick Thomas, FOCUS Investment Banking CEO.

Investment Banking 52

Investment Banking Bank Banking Management 52

Tyton Partners

MAY 4, 2023

Capital raise activity trending up In February, we highlighted the market’s emphasis on M&A activity in recent months. The announced deals during March and April paint an evolving picture as the proportion of capital raises increased from 17% in January to nearly 30% across the last two months.

Education 52

Education Capital Raising Investment Investors 52

Wall Street Mojo

FEBRUARY 9, 2024

At the same time, lower middle market private equity firms are more interested in this segment because of the variety of firms they get to seek across different sectors and industries. A combination of equity and debt financing allows the firm to convert equity interest if they default on the loan.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Focus Investment Banking

APRIL 14, 2024

General Mills acquired private equity-backed TNT Crust, a frozen pizza supplier, for $253 million. Many private equity firms have acquired bakeries and are pursuing companies to add to their platforms. He specializes in the Food & Beverage industry, with a focus on manufacturing, distribution, and multi-unit restaurants.

M&A 52

M&A Food Private Equity Manufacturing 52

Cooley M&A

DECEMBER 14, 2020

The bankers on the panel shared the belief that the quality of SPAC sponsors has increased as private equity firms, successful dealmakers and well-regarded VC investors launching their own SPACs. More private companies have chosen to remain private for longer periods due to the availability of capital from VC and private equity funds.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 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. Buyers whether private equity, strategics, or growth investors evaluate a range of financial and operational metrics.

M&A 40

M&A Advisory Business Valuation 40

Focus Investment Banking

OCTOBER 8, 2023

We are also opening new channels for CSPs to access private equity capital and continue their expansion into this exciting, dynamic field. Over the course of his career he has worked on the client end of sell side, buy side and capital raise assignments.

Business 52

Business Mergers and Acquisitions Capital Raising Private Equity 52