Collaboration and Middle Market - Investment Banking Today

A Step-by-Step Guide to Selling a Middle-Market Business

Lake Country Advisors

MAY 9, 2025

Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. This guide covers every stage, from defining what qualifies as a middle-market enterprise to finalizing post-sale considerations. What Is Considered a Middle-Market Business?

Middle Market

Middle Market Business Broker Sale

These 5 Components Turn Financial Planning & Analysis (FP&A) into a Growth Driver and Competitive Advantage

Chesapeake Corporate Advisors

JUNE 23, 2025

Growth-minded middle market companies develop advanced financial models that merge financial and operational data and use the resulting insights to make informed business decisions. Accountability-Based Performance Management Strong financial performance is a must for any middle market company that expects to grow and thrive.

Financial Modeling

Financial Modeling Financial Models Middle Market Collaboration

Joe Tomarchio Joins FOCUS Investment Banking as Senior Advisor in the Automotive Group

Focus Investment Banking

JANUARY 21, 2025

Washington, DC (January 22, 2025) FOCUS Investment Banking , a premier middle market investment bank, is pleased to announce that Joe Tomarchio , a veteran automotive industry leader, has joined the firm as a Senior Advisor in its Automotive group.

Investment Banking

Investment Banking Bank Banking Investment

The Role of Private Equity Firms in New York City’s Economic Landscape

OfficeHours

JUNE 6, 2023

Support for Small and Mid-Sized Businesses: Private equity firms, especially those focused on the middle market and lower middle market, often focus on investing in small and mid-sized businesses, which serve important roles in New York City’s economy.

Private Equity

Private Equity Economics Equities Capital

MergersCorp M&A International and Spektrum Capital Advisors LLC Announce Strategic Alliance to Enhance Capital Access for Growing Businesses

MergersCorp M&A International

JUNE 14, 2025

This collaboration allows us to provide even more robust and integrated services, ensuring our clients can navigate complex capital landscapes with expert guidance and seamless execution, ultimately accelerating their growth trajectories.”

M&A

M&A Capital Investment Banking Business

GlassRatner Acquired by TorQuest Partners, Reestablishes Itself as an Independent Brand

Global Newswire by Notified: M&A

JUNE 27, 2025

Our culture is rooted in collaboration, collegiality, and authenticity,” said Ratner. “We TorQuest invests in middle market companies and works in close partnership with management to build value. Our firm continues to be a terrific platform for our team members. With more than C$5.0

Advisory

Advisory Private Equity Consulting Accountant

M&A Source® Recognizes Four IBG Partners

IBG

JUNE 7, 2023

M&A Source is the leading trade association for middle market transaction advisors. Awards were bestowed for both individual and firm performance, as well as for collaboration with private equity and service provider firms. The post M&A Source® Recognizes Four IBG Partners appeared first on IBG Business.

M&A

M&A Middle Market Private Equity Collaboration

Specialty Plastics for Medical Devices Company Initiates Sell-Side Engagement

Sun Acquisitions

FEBRUARY 26, 2024

With approximately 20 years of dedicated service, the client has established itself as a trusted partner in the medical device market. Collaborating closely with the customer, our client designs, and prototypes products, ensuring seamless integration into medical devices.

Medical

Medical Mergers and Acquisitions Middle Market Acquisitions

Sun Acquisitions Facilitates Sell-Side Engagement for Highly Specialized Catering Business serving Niche Markets

Sun Acquisitions

APRIL 18, 2024

This collaboration enables the client to concentrate on its core operations while seamlessly navigating the sale process. About Sun Acquisitions: Sun Acquisitions is a Chicago-based mergers and acquisitions firm specializing in the confidential sale, acquisition, or valuation of privately held middle-market and main-street companies.

Acquisitions

Acquisitions Mergers and Acquisitions Business Food

Commercial Food-Service Furniture Company Initiates Sell-Side Engagement

Sun Acquisitions

MARCH 1, 2024

As a wholesale furniture distribution business, our client collaborates closely with suppliers to offer an extensive selection of furniture solutions, enabling them to meet the diverse needs of their clientele. With a robust B2B customer base, the company has become a preferred partner for businesses seeking quality furniture solutions.

Food

Food Mergers and Acquisitions Acquisitions Middle Market

FOCUS Investment Banking Represents East Coast Retina, PA in its Sale to Retina Consultants of America

Focus Investment Banking

JUNE 20, 2023

In partnering with RCA, East Coast Retina joins other premier retina groups in a collaborative, patient-first environment. The company’s clinical team has been treating retina patients in the Myrtle Beach, SC area since Dr. Phillips founded the practice in 2004.

Investment Banking

Investment Banking Consulting Bank Banking

Sun Acquisitions Facilitates Sell-Side Engagement for Wholesale Nursery Plant Grower/Supplier

Sun Acquisitions

MAY 2, 2024

This collaboration allows the client to remain focused on its core operations while seamlessly navigating the sale process. About Sun Acquisitions Sun Acquisitions is a Chicago-based mergers and acquisitions firm specializing in the confidential sale, acquisition, or valuation of privately held middle-market and main-street companies.

Acquisitions

Acquisitions Mergers and Acquisitions Middle Market M&A

Vetegrity, LLC. Recapitalized By Private Investor Group

Chesapeake Corporate Advisors

OCTOBER 16, 2024

Over the course of our work together, the Vetegrity team and I collaborated closely with Marty O’Neill, Andy Spears, and Miles Galley to guide Vetegrity into this next chapter,” said Mark Feffer, founder and CEO of Vetegrity. For more information, visit www.ccabalt.com or call 410.537.5988. The post Vetegrity, LLC.

Investors

Investors Investment Banking Middle Market Government

FOCUS Investment Banking Represents SUCCESS Computer Consulting in its Sale to L Squared Capital Partners

Focus Investment Banking

DECEMBER 18, 2024

Through strong collaboration with the SUCCESS management team, L Squared was able to execute two additional acquisitions, Netrio in August 2024, and PCA in November 2024. Im thrilled to collaborate with L Squared and Netrio. Its initial acquisition, SUCCESS, closed in January of 2024.

Investment Banking

Investment Banking Consulting Investment Sale

FOCUS Investment Banking Represents Accutrol, LLC in its Sale to TASI Measurment

Focus Investment Banking

APRIL 18, 2025

Washington, DC (April 8, 2024) FOCUS Investment Banking (FOCUS), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced that Accutrol, LLC (Accutrol) has been acquired TASI Measurment , a global supplier of industrial measurement and monitoring solutions.

Investment Banking

Investment Banking Sale Investment Bank

FOCUS Investment Banking Represents Dulles Eye Associates in its Partnership with ReFocus Eye Health

Focus Investment Banking

SEPTEMBER 27, 2024

Washington, DC, (September 27, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Dulles Eye Associates has joined ReFocus Eye Health as a supported practice.

Investment Banking

Investment Banking Bank Banking Investment

FOCUS Investment Banking Represents Mid-Michigan ENT in its Partnership with Align ENT + Allergy

Focus Investment Banking

SEPTEMBER 27, 2024

“We are incredibly excited to collaborate with the dedicated physicians, providers, and staff of Mid-Michigan ENT, a practice that has set a high standard for patient care in their community,” added James Grant, MD, CEO of Align.

Investment Banking

Investment Banking Bank Banking Investment

Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group

Intrepid Banker Insights

JUNE 5, 2024

Intrepid’s Supply Chain & Logistics Group will offer M&A advisory and other capital markets support to middle-market companies offering transportation & logistics services and a diverse range of mission-critical supply chain solutions. He will be based in Intrepid’s Charlotte office.

Private Equity

Private Equity Transportation Advisory Middle Market

TIME TO SELL? SALES OF PRIVATELY HELD BUSINESSES TRENDING UPWARD

IBG

APRIL 25, 2024

After a disappointing 2023 in middle-market M&A, both the U.S. economy and the market for closely held companies are off to good starts in 2024. For sellers and buyers alike, now is an opportune time to seize the moment and capitalize on the evolving market dynamics.

Sale

Sale Business M&A Middle Market

Periculum Advises LUNA Language Services in its Sale to GLOBO Language Solutions, LLC.

Periculum Capital

JUNE 6, 2023

As a result of Periculum’s continuous and intimate collaboration with management, the Company was able to find a partner in GLOBO that not only aligned with LUNA’s people-first culture, but also complemented its existing services to increase efficiencies and ultimately enhance LUNA’s mission to promote language access to all people. “We

Sale

Sale IT Advisory Corporate Finance

FOCUS Investment Banking Represents Devenish Nutrition Group in its sale to EASY BIO, Inc.

Focus Investment Banking

MARCH 11, 2024

We have worked closely with EASY BIO for many years, and we look forward to continuing to collaborate in the coming years.” “The The acquisition of Devenish North America is part of our strategic growth plans for the North American market,” added Stevenson Hwang, Chief Executive of EASY BIO.

Investment Banking

Investment Banking Sale Investment IT

Brian Goodhart Joins Capstone

Successful Acquisitions

FEBRUARY 7, 2023

” David Braun, Founder and CEO of Capstone “ As the leading mergers and acquisitions firm for the middle market, Capstone strives to be at the forefront in anticipating the strategic growth needs of clients. Brian has assisted companies in raising private and venture-backed capital.

Mergers and Acquisitions

Mergers and Acquisitions M&A Advisory Financial Analysis

FOCUS Investment Banking Represents Accutron in its Sale to Foxhole Group

Focus Investment Banking

OCTOBER 15, 2024

Washington, DC, (October 15, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Accutron Inc. has been acquired by Foxhole Group , a private investment firm focused on the industrial sector.

Investment Banking

Investment Banking Sale Investment Bank

FOCUS Investment Banking Represents CORE Industrial Partners in its Acquisition of National Manufacturing Co, Inc.

Focus Investment Banking

MAY 31, 2024

Further, National’s ability to collaborate with customer engineering teams during the design phase can help expedite the process of bringing new products to market and ensure leading product quality in terms of both performance and aesthetics.

Investment Banking

Investment Banking Manufacturing Bank Banking

Solganick & Co. Advises Pandera Systems in its Strategic Merger with 66degrees

Solganick & Co.

OCTOBER 28, 2022

Pandera engineers, data scientists, and technologists build and run leading-edge technology solutions by leveraging cloud, design thinking, data, and analytics through collaborative relationships with partners and customers. Our clients include startup, growth, middle-market and Fortune 500 companies.

Mergers

Mergers IT Mergers and Acquisitions M&A

Elevating Expertise: Senior Advisor Spotlight, Jonathan Wilfong

Focus Investment Banking

SEPTEMBER 24, 2024

He also co-founded Ouch.com, an online medical supply superstore and collaborated with major medical associations including the Orthopaedic Foundation of America. Their combined IPO capitalizations exceeded $125 million.

Manufacturing

Manufacturing Medical M&A Transportation

A Lookback: Tyton Partners Last 50 Transactions + Key Deal Takeaways

Tyton Partners

APRIL 10, 2024

Excolere Equity Partners is a leading middle market private equity firm that leverages its deep sector experience and strategic and operational expertise to accelerate the growth and enhance the impact of companies in the Education and Human Capital sector.

Education

Education Medical Private Equity Equities

Elevating Expertise: Senior Advisor Spotlight, Mike LeVasseur

Focus Investment Banking

JANUARY 18, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. How are these factors influencing M&A activities in the middle market within this sector?

Sale

Sale Business M&A IT

The Power of Networking: How Investment Bankers Build Strong M&A Relationships

Devensoft

MAY 26, 2023

Instead, effective networking involves building meaningful relationships that can lead to long-term partnerships and successful collaborations. This includes not only potential clients and colleagues, but also other professionals who can provide valuable insights and perspectives on the market.

M&A

M&A Investment Investment Banking Bank

Sandbagging Provisions

What's Market

SEPTEMBER 19, 2022

Facilitates Collaborative Disclosures. These transactions range in size but are generally considered as within the “middle market” for M&A transactions; the transaction values of the 123 deals within the 2021 study ranged from $30 to $750 million.

M&A

M&A Mergers and Acquisitions IT Insurance

Bryce Stirlen Joins FOCUS Investment Banking as Managing Director in the Advanced Manufacturing Group

Focus Investment Banking

MARCH 13, 2025

Bryce Stirlen Joins FOCUS Investment Banking as Managing Director Washington, DC (March 13, 2025) FOCUS Investment Banking , a premier middle market investment bank, is pleased to announce that Bryce Stirlen, will join FOCUSs Advanced Manufacturing Group as Managing Director.

Investment Banking

Investment Banking Manufacturing Bank Banking

Infrastructure Services M&A Trends: What’s Ahead for Engineering & Construction in 2025?

Focus Investment Banking

APRIL 14, 2025

For middle-market business engaging in engineering & construction (E&C) for the infrastructure services sector, 2025 is a promising year. BIM platforms allow teams to collaborate in the development of digital models when planning, designing, managing and executing infrastructure projects.

Engineering

Engineering M&A Investment Business

Investment Banking Today

A Step-by-Step Guide to Selling a Middle-Market Business

These 5 Components Turn Financial Planning & Analysis (FP&A) into a Growth Driver and Competitive Advantage

Trending Sources

Joe Tomarchio Joins FOCUS Investment Banking as Senior Advisor in the Automotive Group

The Role of Private Equity Firms in New York City’s Economic Landscape

MergersCorp M&A International and Spektrum Capital Advisors LLC Announce Strategic Alliance to Enhance Capital Access for Growing Businesses

GlassRatner Acquired by TorQuest Partners, Reestablishes Itself as an Independent Brand

M&A Source® Recognizes Four IBG Partners

Specialty Plastics for Medical Devices Company Initiates Sell-Side Engagement

Sun Acquisitions Facilitates Sell-Side Engagement for Highly Specialized Catering Business serving Niche Markets

Commercial Food-Service Furniture Company Initiates Sell-Side Engagement

FOCUS Investment Banking Represents East Coast Retina, PA in its Sale to Retina Consultants of America

Sun Acquisitions Facilitates Sell-Side Engagement for Wholesale Nursery Plant Grower/Supplier

Vetegrity, LLC. Recapitalized By Private Investor Group

FOCUS Investment Banking Represents SUCCESS Computer Consulting in its Sale to L Squared Capital Partners

FOCUS Investment Banking Represents Accutrol, LLC in its Sale to TASI Measurment

FOCUS Investment Banking Represents Dulles Eye Associates in its Partnership with ReFocus Eye Health

FOCUS Investment Banking Represents Mid-Michigan ENT in its Partnership with Align ENT + Allergy

Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group

TIME TO SELL? SALES OF PRIVATELY HELD BUSINESSES TRENDING UPWARD

Periculum Advises LUNA Language Services in its Sale to GLOBO Language Solutions, LLC.

FOCUS Investment Banking Represents Devenish Nutrition Group in its sale to EASY BIO, Inc.

Brian Goodhart Joins Capstone

FOCUS Investment Banking Represents Accutron in its Sale to Foxhole Group

FOCUS Investment Banking Represents CORE Industrial Partners in its Acquisition of National Manufacturing Co, Inc.

Solganick & Co. Advises Pandera Systems in its Strategic Merger with 66degrees

Elevating Expertise: Senior Advisor Spotlight, Jonathan Wilfong

A Lookback: Tyton Partners Last 50 Transactions + Key Deal Takeaways

Elevating Expertise: Senior Advisor Spotlight, Mike LeVasseur

The Power of Networking: How Investment Bankers Build Strong M&A Relationships

Sandbagging Provisions

Bryce Stirlen Joins FOCUS Investment Banking as Managing Director in the Advanced Manufacturing Group

Infrastructure Services M&A Trends: What’s Ahead for Engineering & Construction in 2025?

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