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Dominic brings over 30 years of experience, having successfully completed numerous M&A and capitalraising transactions for founder-owned businesses, privateequity portfolio companies, and public companies across a wide range of consumer sectors. Dominic will be based in Intrepids New York office.
By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raisingprivateequity 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.
Thriving US Middle Market Fundraising and Resilient PrivateEquity Regarding Global M&A PrivateEquity 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 trillion as of June 30, 2022.
The 6th annual Midwest M&A/PrivateEquity 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.
At this year’s West Coast M&A/PrivateEquity Forum, which took place on September 28th in East Palo Alto, those differences were on full display. His work includes business sales and capitalraises for middle-market companies as well as buy-side services for acquirers seeking middle-market companies.
This can increase the equity stake sellers are willing to offer Competitive dynamics of the deal: In a competitive environment, companies can often offer less equity Striking the right balance Ultimately, deciding on the investment needed and equity stake to offer is about striking a balance, and it’s personal to each seller.
Texas has been noted by market participants as an increasingly significant market in North America and globally, playing host to around 5000 privateequity-backed firms and 1500 publicly listed firms. The new exchange is now setting out plans to file for registration with the US Securities and Exchanges Commission (SEC).
June 15, 2023 (GLOBE NEWSWIRE) -- MiddleGround Capital , an operationally focused privateequity 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.
Now, Sauer focuses on family and founder-led businesses of all sizes, public and private. His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capitalraising, and disputes. Matthew Sauer, co-founder and partner of Wolverine Co.,
Sanchez @CodieSanchezCT Founder Contrarian Thinking + PrivateEquity Investor + 26 Boring Businesses. If you are looking to play a slightly bigger game, Roll-Up, raisingprivateequity, selling your business to privateequity, Adam has not only done it but he's written not one but multiple books on the subject.
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 privateequity. rn rn rn ".as
I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. I really think it’s going to be a great one. Let’s get to it. The era of the single store generalist Body Shop is coming to an end. The era of the single store generalist Body Shop is coming to an end. Angry, Scared.
As investment bankers, RKJ Partners possesses a breadth of knowledge and experience in advising clients that seek growth capital. In our latest blog installment, we define and outline the key elements involved in the process of raisingcapital. Senior debt is among the safest form of financing for the party providing the funds.
He is highly respected by key industry participants including strategic consolidators, executives, and privateequity firms focused on the T&L sector. Dave previously helped lead the Transportation & Logistics practice at William Blair & Co., He will be based in Intrepid’s Charlotte office.
What is Private Banking? Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses.
Update on PrivateEquity 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. Dry powder reached $1.4
Ron Concept 1: RaiseCapital Intro Raisingcapital compliantly is an important part of any business transaction, whether it be real estate, business acquisition, or any other venture. This led him to work with mentors, coaches, and industry leaders to learn how to help companies raise money compliantly.
If you're interested in breaking into finance, check out our PrivateEquity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. For instance, consider Walmart , the largest private employer in the US. MetLife, a leading insurance company, falls into this category. Apple Inc.,
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!
As discussed in the distressed privateequity article, there is no universal definition for a “distressed security” or a “distressed company.” Distressed investing relates specifically to Debt and how much a company’s Debt and Equity “should” be worth when various scenarios play out.
Table of contents Lower Middle Market Definition Lower Middle Market Explained Capital sources Examples Lower Middle Market vs Upper Middle Market Frequently Asked Questions (FAQs) Recommended Articles Key Takeaways The lower middle market (LMM) comprises small and medium enterprises with an annual revenue of $5 million to $50 million.
We’ve had to double or triple the number of reads before getting the leverage and pricing we want.” – Partner, privateequity 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 capitalraising goals.
Leveraging the expertise of a cloud service provider offers several advantages over handling IT with internal resources. Key benefits can include: Cost Savings: By outsourcing IT services, companies can avoid expenses related to hiring and training in-house IT staff, acquiring and maintaining infrastructure, and upgrading software and hardware.
General Mills acquired privateequity-backed TNT Crust, a frozen pizza supplier, for $253 million. Many privateequity firms have acquired bakeries and are pursuing companies to add to their platforms. With growing demand for products that appeal to the health-conscious (e.g., bakery industry is on an upward trajectory.
Mr. McCraw has over 30 years experience serving clients with mergers & acquisitions, advisory services, and business consulting, in addition to starting two businesses of his own and serving as a private company executive. He has also spoken before the Thomson Reuters Midwestern M&A/PrivateEquity Forum, J.P.
A SPAC, or “blank check company,” is a corporate vehicle created for the sole purpose of acquiring an existing private company and taking it public within a specified time frame. Over the last two years, direct listings were in vogue for private companies and VCs evaluating public market exits. What’s Driving the Interest in SPACs.
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 capitalraises to exit timing. EBITDA-based valuations for mature software firms are trending between 812x, depending on growth, margins, and customer concentration.
A long/short equity fund could find an undervalued company, like it for reasons A, B, and C, and argue that its price will increase by 50%. Distressed / Restructuring – These funds invest in the debt or equity of distressed companies or ones entering the bankruptcy process. revenue and 11.5x EBITDA multiple , matching its own.
Capitalraise 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 capitalraises increased from 17% in January to nearly 30% across the last two months.
This article explores the key considerations for SaaS founders contemplating a sale or capitalraise, with a focus on how specialized M&A advisory can unlock value, mitigate risk, and drive successful outcomes. Buyers whether privateequity, strategics, or growth investors evaluate a range of financial and operational metrics.
JM Financial: Full-service merchant bank with a focus on emerging markets, providing services such as debt and equitycapital markets, M&A advisory, and restructuring. By utilizing the services of a merchant bank, businesses can access capital, reduce costs and gain access to a variety of specialized services.
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]. of debt funds raised in the first half of 2020, and arose from after contributing only 19.7% of debt capitalraised in 2019 [9].
Ron Introduction: The podcast episode discusses business acquisitions and mergers. The hosts interview business owners, industry leaders, authors, mentors, and other influencers to share their experiences and insights on buying or selling a business. The weighted scoring system assigns different weights to each criterion based on its importance.
Coming off a slightly down year in 2022, M&A – both strategic and PE – and capitalraises all tumbled in 2023, causing a 31% decrease in deal volume compared to the previous year. Capitalraises and minority investments were hit the strongest (-35% YoY), reflecting the broader bearishness surrounding investments in the space.
Many owners are bearish when discussing a capital related transaction, be it a capitalraise, selling a minority stake, or selling their beloved brand creation. We hear often cited examples of this over the last few decades, with the proliferation of privateequity and family offices. They absolutely can!
Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. While plenty of bankers and equity research professionals from healthcare teams enter biotech hedge funds, people with advanced degrees (M.D.,
Additionally, for those looking to expand rather than exit, securing the right capital and investment partners can help fuel growth while maintaining control over their business. We also do buy side for some larger entities and now were really making a push on capitalraises and the capital markets as well.
Summary of: What Buyers Are Looking for in AI and SaaS Company Acquisitions in 2025 As we move deeper into 2025, the M&A landscape for AI and SaaS companies continues to evolve shaped by macroeconomic pressures, shifting capital markets, and the accelerating integration of artificial intelligence across enterprise software.
For software founders and tech CEOs preparing for a sale, growth capitalraise, or strategic acquisition, understanding the purpose and power of a QoE report can be the difference between a smooth transaction and a value-eroding negotiation. But what exactly is a QoE report? Do You Need a QoE Report?
As finance professionals, privateequity experts, or investment bankers, comprehending the nature and significance of auditing becomes integral to your role. For instance, Tesla's annual audits, reflecting its financial health, build investor confidence and facilitate capital-raising endeavors. Information Systems Audit.
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