How2Exit

MAY 6, 2024

b' E209: Building Bridges, Closing Deals: Mastering Rapport & Zero Down Strategies w/ Matt Bodnar - Watch Here rn rn About the Guest(s): rn Matt Bodnar is recognized as a rising star in the mergers and acquisitions space. The conversation aims to unravel the strategic nuances of deal-making from Matt's experience.

Mergers and Acquisitions

Focus Investment Banking

JUNE 7, 2024

Washington, DC (June 7, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that Chenega Corporation (“Chenega”) has acquired SecuriGence LLC. FOCUS represented Chenega in this transaction.

Investment Banking

Focus Investment Banking

SEPTEMBER 17, 2024

The PrecisionX platform was formed in 2023 to provide specialty precision metal manufacturing capabilities for critical-use applications in growth-oriented end markets. The platform includes the acquisitions of GEM Manufacturing, Coining MFG, National Manufacturing Co. Ditron Inc. and now, MSK. appeared first on FOCUS.

Investment Banking

Focus Investment Banking

MAY 31, 2024

Download this press release as a PDF The post FOCUS Investment Banking Represents CORE Industrial Partners in its Acquisition of National Manufacturing Co, Inc. These testimonials may not be representative of the experience of all clients; testimonials are not a guarantee of future performance or success. appeared first on FOCUS.

Investment Banking

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. They earn returns primarily from growth via acquisitions and organic sources. Scaling a company’s sales & marketing by hiring more sales reps. The targeted IRR might be in the 30 – 40% range.

Private Equity

Focus Investment Banking

DECEMBER 1, 2023

LFM is excited to add another impressive platform company to the firm’s growing portfolio,” commented Steve Cook, LFM Executive Managing Director. “We We believe SisTech’s excellent production model and strong operational track record are truly differentiated in a fragmented market.

Investment Banking

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins.

Private Equity

Mergers and Inquisitions

MARCH 13, 2023

Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. So, as the Fed hiked rates in 2022 into 2023, all these securities lost value. Is It a Bailout?

Bank

Tyton Partners

JANUARY 18, 2024

While macroeconomic conditions dampened investor sentiment for risk and large-scale M&A transactions, the lower middle market remained healthy and robust, particularly in the global knowledge sector.

Education

Mergers and Inquisitions

JULY 31, 2024

Morgan’s acquisition of Carnegie Steel in 1901 – was an industrials private equity deal. The Top Industrials Private Equity Firms Since “industrials” is such a broad sector, virtually every generalist private equity firm has a presence, from the mega-funds to middle-market funds and lower. trailing EBITDA multiple and a 5.2x

Private Equity

Focus Investment Banking

JULY 28, 2023

However, activity decelerated significantly during the latter half of the year, with larger deals experiencing a more pronounced decline compared to middle-market activity. To ensure continued success in this rapidly transforming market, industry leaders and executives must thoroughly evaluate their company portfolios.

Middle Market

Benchmark International

MARCH 20, 2024

Benchmark International is pleased to announce the transaction between ProStar Adjusting, LLC, and Team One Insurance Services, a portfolio company of Longshore Capital Partners. The transaction creates a strategic expansion for ProStar Adjusting's existing claims-adjusting services and offers a deeper geographic reach.

Insurance

Mergers and Inquisitions

NOVEMBER 1, 2023

They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios). Mispriced Companies and Assets – Some mature healthcare firms trade at low valuation multiples , often because the market misunderstands their contracts, revenue, or track record.

Private Equity

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. The Tritan-Ideagen deal demonstrates the value of strategic acquisitions as a method for entering new markets and expanding globally.

M&A

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking

Mergers and Inquisitions

MAY 17, 2023

They also use “buy and build” strategies, such as bolt-on acquisitions , but most large deals are motivated by efficiency gains. If you go even smaller, you’ll find names like Sumeru (Silver Lake’s middle-market firm), Banneker (founded by ex-Vista employees), Riverwood, and Leeds (with a “knowledge industries” focus).

Private Equity

Mergers and Inquisitions

JULY 23, 2025

The two main divisions in CB are credit/underwriting/portfolio management and sales / “relationship management”; the latter offers a much higher pay ceiling (e.g., And the large firms, such as the bulge-bracket banks and middle-market banks , all offer commercial banking services as well.

Investment Banking

Mergers and Inquisitions

APRIL 24, 2024

below the normal “ middle-market private equity ” cut-off). You’ve prepared independently, including studying the technical skills and building/researching [Models, stock pitches, sample portfolios, etc.] , and you’re confident you can add value or save time for the team. appeared first on Mergers & Inquisitions.

IT

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions.

Investment Banking

How2Exit

FEBRUARY 24, 2023

While the Fortune 500 has a small number of people earning seven figures a year, the middle market private equity-backed companies have a much higher number. Mergers and acquisitions are a big part of this as they can help a business grow quickly. Concept 5: Filter acquisitions for sustainability.

Private Equity

OfficeHours

AUGUST 30, 2023

The durability and growth of our existing portfolio during the pandemic demonstrates the benefits of our consistent investment strategy, as we have never wavered from targeting companies with mission-critical offerings, a history of sustainable profitability, and a stable base of recurring revenue,” said Steve Jarmel, Founder and Partner.

Equities

Focus Investment Banking

JULY 20, 2023

Coining and PMP offer differentiated, highly technical manufacturing capabilities and a long track record of working with customers in demanding, high-growth end markets to produce precision components for mission-critical applications,” commented Matthew Puglisi, Partner at CORE. “We director and owner of Coining and PMP.

Investment Banking

OfficeHours

AUGUST 26, 2023

Before joining Periscope Equity, Joe was an Associate at SFW Capital Partners , a middle-market private equity firm, where he was primarily focused on making control investments into analytical technologies, software, and services businesses. Harry is a former OfficeHours Mentee as well!

Equities

Mergers and Inquisitions

APRIL 10, 2024

And yes, I’m aware of Steve Cohen, David Tepper, and Steve Balmer, but they’re all single-team owners , which is a bit different than owning a portfolio of sports teams. But if your firm focuses on acquisitions or minority stakes in sports teams, the modeling and analytical work becomes far more speculative , like growth equity.

Private Equity

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] billion leading the pack.

M&A

Mergers and Inquisitions

MAY 28, 2025

Private credit has exploded since the 2008 financial crisis, as new regulations and capital requirements drove many large banks away from their lending activities for middle-market companies. It also wants to complete a series of Debt-funded add-on acquisitions. How would you structure a Debt issuance to support this?

Capital Market