Intrepid Banker Insights

MAY 29, 2024

I could not be more excited to lead this platform at Intrepid at a time when middle market brands and their franchisees need expert advice as they face generational and institutional transfers, financing needs, and acquisition opportunities,” J.B. The combination of J.B.’s

Advisory 52

Advisory Middle Market M&A Financial Institution 52

Solganick & Co.

MARCH 11, 2024

He brings over two decades of experience including managing the client M&A transaction process from start to finish at Morgan Stanley’s Financial Institutions Group in London. Alexei’s deep understanding of the financial landscape and his strategic thinking will be invaluable assets to our firm.

M&A 52

M&A Financial Analysis Financial Institution Corporate Finance 52

Mergers and Inquisitions

NOVEMBER 1, 2023

Upper-Middle-Market and Middle-Market Firms with Healthcare Teams – It’s the same idea, but they’re smaller and do smaller deals. Healthcare-Only Middle-Market Firms – They tend to specialize in specific verticals, and many are in the “lower-middle-market” category.

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Focus Investment Banking

OCTOBER 30, 2023

In a non-ESOP company, if I'm a bank or a financial institution that has lent you money and something goes awry, generally we can sit down and figure out a way to deal with it. 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.

Debt 52

Debt Retail Business Private Equity 52

Cooley M&A

FEBRUARY 1, 2024

However, the mission-critical nature of cybersecurity products and services has bolstered average disclosed deal value in the middle market. For example, the energy and financial institutions group sectors saw deal values increase 74% and 83%, respectively, year over year. [2] 1] Evercore 2023 Year in Review.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Intrepid Banker Insights

APRIL 1, 2025

Together, they will expand and strengthen relationships with private equity partners that value Intrepid’s core services of M&A, Capital Advisory, Buy-Side Search, and Special Situations and unique capabilities that include access to its corporate parents balance sheet and global relationships, as Japans largest financial institution.

Management 52

Management Private Equity Middle Market Advisory 52