Focus Investment Banking

AUGUST 6, 2023

While many people see this as merely “doing the right thing,” there is also often an economic payoff. The post Do middle-market businesses need an ESG strategy? In other words, companies can “do well by doing good.” Contact Anna at anna.brumbywhite@focusbankers.com. appeared first on FOCUS Investment Banking LLC.

Middle Market

How2Exit

JUNE 16, 2024

The project is designed to assist budding entrepreneurs and corporate managers in acquiring and scaling lower middle-market companies. Roger discusses the importance of implementing professional infrastructure and operational systems to render these small businesses attractive to middle-market buyers.

Acquisitions

Focus Investment Banking

OCTOBER 16, 2024

3Q 2024 M&A Report : Despite economic headwinds and market uncertainty, Q3 2024 showcased the resilience of the middle market, with deal activity thriving, particularly in the business services sector.Download the full report here. The post Business Services 3Q 2024 M&A Report appeared first on FOCUS.

M&A

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability

Focus Investment Banking

JANUARY 31, 2024

Market-wide deal volume declined due to a scarcity of both buyers and sellers, coupled with fluctuating valuations amid prevailing economic uncertainties. Encouragingly, the latter part of the year witnessed a positive shift, particularly in middle-market deals, where valuations averaged 7.5x

Food

TKO Miller

MAY 11, 2023

EV/EBITDA) Source: TKO Miller's Proprietary Middle Market Packaging Index The BUZZ Around ChatGPT: But is it Accurate? ChatGPT is all the buzz. You see it in the news and cringe when you see kids using it to do their schoolwork.

Middle Market

OfficeHours

AUGUST 18, 2023

Most recently, he thrived as a Private Equity Associate at Sverica Capital Management – a prominent growth-oriented lower middle market private equity firm with an impressive $2.0 As a pre-law student in undergrad, I double majored in Economics and Politics. billion in aggregate committed capital.

Private Equity

The M&A Lawyer

OCTOBER 26, 2015

He and the Merit Harbor team work with middle-market business owners looking to grow, acquire or sell companies in the $10mm to $100mm valuation range. With recent high company valuations and other general macro-economic factors, investors need to get far more involved with a company in order to expect any type of fast growth.

Private Equity

Focus Investment Banking

MAY 9, 2023

1Q 2023 M&A Report: Inflation, rising interest rates and global economic uncertainty are the main themes for 2023 so far. Yet M&A deal activity in the middle market remains fairly steady as investors have plenty of capital to invest and continue to concentrate on quality assets.

M&A

How2Exit

OCTOBER 30, 2023

Jeffery shares his optimism for finding the right opportunity and navigating the current economic climate. rn Key Takeaways: rn rn Paratus Capital is looking for businesses with a clear succession plan and growth potential in niche markets. rn Understanding valuation and deal structure is crucial in the search fund process.

Capital

The Deal

NOVEMBER 27, 2023

On the latest episode of Behind the Buyouts, Investcorp SA head of North American private equity David Tayeh discusses the New York-based firm’s strategy around backing middle market businesses that cater to “needs versus wants.”

Private Equity

How2Exit

OCTOBER 2, 2023

David wisely notes that these multiples are specific to the Main Street segment, and he distinguishes this from the lower Middle Market segment, where multiples can range from 3.2x Reconciled sets the standard for consistency and quality that you can count on. David does not discuss individual stocks or mutual funds.

Business

Intrepid Banker Insights

JANUARY 26, 2023

In a complex economic environment, we aim to deliver the best capital solutions regardless of where a company is in its own business cycle. Previously, Ken was a Partner and Founder at Renewal Capital, a private equity fund making special situations investments in the lower middle market, as well as a partner at investment bank Gordian Group.

Advisory

M&A Leadership Council

SEPTEMBER 21, 2021

Kevin Roberts Senior Advisor, M&A Partners Kevin Roberts has over 25 years of experience growing middle-market sized businesses both as a principal investor and as a strategic advisor. in Finance and Economics with Honors, and he was later the recipient of an M.B.A.

Middle Market

SDR Ventures

AUGUST 24, 2022

After serving middle-market business owners for nearly two decades, SDR understands the immense complexity and abundance of considerations that are coupled with an M&A transaction. ITR Economics recently published an article detailing 3 Important Questions to Answer Before Selling Your Business.

Business

How2Exit

OCTOBER 26, 2024

With an eye towards the future, he delves into the challenges and rewards of transforming lower middle-market businesses into institutions ready for private equity acquisition. He humorously recalls how they dismissed his grand ideas, saying, "Brandon, you're 13. You don't know anything about this."

Mergers and Acquisitions

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

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.

Sale

Intrepid Banker Insights

OCTOBER 17, 2022

We ended 2021 having survived another year of the pandemic, with equity markets at or near all-time highs, interest rates near historic lows, and technology M&A activity at record levels. The return of a “risk off” mindset, combined with increasing discount rates, impacted software M&A and the NASDAQ even more than the wider market.

Valuation

Intrepid Banker Insights

NOVEMBER 16, 2022

Amidst public market volatility and economic uncertainty, private capital investment funds remain open for business, albeit with increased scrutiny and rigorous diligence on every deal. Intrepid Investment Bankers Intrepid Capital Advisory Update – A View From the Trenches Click here for the full report. in Q2 2023.

Advisory

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. For owners and executives of private insurance brokers, Brown & Brown's first quarter earnings call provides a treasure trove of information. insurance brokers.

Insurance

Focus Investment Banking

FEBRUARY 22, 2024

The EBITDA multiple method is what we see utilized almost exclusively in the lower middle market and what we discuss below. Economic Market and Industry Dynamics: Factors such as interest rates can also influence investor activity and in turn, valuation multiples.

Private Equity

Focus Investment Banking

MAY 22, 2023

Most small business owners are nimble, and when they make a decision, they move quickly because that’s how they’ve survived so many economic cycles. Timing : With the help of an advisor, business owners must carefully assess market conditions, the overall economic climate, and their own financial situation to determine the best time to sell.

Business

Software Equity Group

JULY 18, 2023

Even though many buyers and investors have increased their prioritization of gross revenue retention amidst a volatile economic backdrop, NDR is still a vital metric, with implications both for current operations and future valuations. Software operators should also know about the compounding effects of retention.

Business

The Deal

JULY 18, 2023

But the asset class has also carried over its caution from the second half of last year amid economic uncertainty and a tighter fundraising environment. In the core middle market, which typically includes borrowers between $10 million and $50 million in Ebitda, median leverage multiple contracted by about 0.75

Debt

Growth Business

NOVEMBER 23, 2023

Form Ventures Form uniquely supports its portfolio start-ups to understand and navigate public policy FPE Capital Businesses must demonstrate the following: a capable management team, strong presence in large markets, rapid growth potential, disruptive products or services and defensible growth margins with recurring revenues.

Investment

Software Equity Group

JUNE 6, 2023

Even in the face of ongoing economic uncertainty, the middle market SaaS sector is buzzing with activity, driven by innovation, market demand, and the pursuit of strategic opportunities. As a trusted partner in the middle market, we at SEG are thrilled to have played a pivotal role in these SaaS M&A transactions.

M&A

Mergers and Inquisitions

MARCH 27, 2024

middle-market banks (Jefferies, Houlihan Lokey, etc.), Final Thoughts on IB Spring Weeks The bottom line is that investment banking spring weeks were more useful a long time ago – before every finance/economics student in Europe became obsessed with them. Which Banks Offer Spring Weeks? All the bulge bracket banks in the U.K.

Investment Banking

How2Exit

JULY 23, 2023

Through their journey, they recognized the need for education and founded Divestopedia, a platform aimed at providing necessary education for the lower middle market mergers and acquisitions community. Ron's background in real estate investment and marketing provided them with a unique perspective on the industry.

M&A

Chesapeake Corporate Advisors

MAY 4, 2023

And unsolicited offers are happening even in today’s unpredictable economic environment. The Trouble with Unsolicited Offers Unsolicited offers are common for businesses on a strong growth trajectory, with lower risk profiles or recurring revenue models that allow investors to project their returns confidently.

Business

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

iMerge Advisors

APRIL 19, 2025

Why SaaS Businesses Under $50M Require a Tailored M&A Approach Unlike public SaaS companies or unicorn-scale startups, sub-$50M SaaS businesses often operate in a middle zone too large for micro-acquirers, yet too small to attract the attention of bulge-bracket investment banks. Strategic vs. Financial Buyers: Whos the Right Fit?

M&A

What's Market

AUGUST 15, 2022

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. The ABA studies examine purchase agreements of publicly available transactions involving private companies.

Mergers and Acquisitions

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

Focus Investment Banking

OCTOBER 30, 2023

And if the bad times come every five to seven years, which is a typical economic cycle, you can work through that. And the trustee will get in the middle of that decision.” For a middle market company, that is somewhere between $50,000 and $100,000 annually. If it's more cyclical than that, it's difficult. “I

Debt

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Trends and Drivers The most important sector drivers include: Overall Economic Growth – When the economy grows more quickly, companies need more raw materials for cars, TVs, infrastructure, and everything else in modern life. Forecast the production levels for each new mine until it becomes economically unviable.

Investment Banking

Mergers and Inquisitions

OCTOBER 18, 2023

If you have a capital markets offer at a bulge bracket and an M&A or industry group offer at a smaller bank, the best decision depends on “how small” the other bank is. If it’s a 5-person regional boutique , take the BB capital markets offer. But if it’s one of the top few middle-market banks (e.g.,

Capital Market