Focus Investment Banking

OCTOBER 30, 2023

Washington, DC, (October 30, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is honored to be named among the Top Lower Middle Market Investment Banks for the third quarter of 2023 by Axial.

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Investment Banking Middle Market M&A Bank 52

Focus Investment Banking

JULY 27, 2023

Washington, DC, (July 27, 2023) – FOCUS Investment Banking (“FOCUS”) a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is thrilled to announce its exceptional achievement of being named #1 on Axial’s second quarter 2023 lower middle market investment bank league table.

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Middle Market Investment Banking M&A Bank 52

PE Hub

JULY 11, 2023

The post Rainier Partners, Pfingsten Partners and Southfield Capital show lower middle market alive and well appeared first on PE Hub. Rainier Partners invests in floor services provider SCI.

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Middle Market Capital Investment 75

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a leading national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, is excited to be named among the Top 100 Lower Middle Market Investment Banks of 2023 by Axial.

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Investment Banking Middle Market M&A Bank 52

Align Business Advisory Services

MAY 24, 2023

Align Business Advisory Services was recently featured in a Forbes article discussing the strength of mid-market M&A, despite broader macro volatility. The post We Talk to Forbes: Middle Market M&A Stays Hot appeared first on Align BA. Read the article on Forbes to learn more about our insights and expertise!

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Middle Market M&A Advisory Business 52

Align Business Advisory Services

AUGUST 30, 2023

While the glitzy mega-deals often grab headlines, there’s another type of deal that holds immense potential for businesses and medical practitioners eyeing transitions—it’s called the lower-middle market. In this article, we’ll peel back the layers.

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Mergers and Acquisitions Middle Market Mergers Acquisitions 52

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by GF Data, SDR’s Scott Mitchell joined fellow M&A professionals to discuss the state of lower-middle market M&A and private capital markets. The post Private Equity Roundtable: State of the Lower Middle Market appeared first on SDR Ventures.

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Private Equity Middle Market Equities Valuation 52

Sun Acquisitions

FEBRUARY 24, 2023

CHICAGO, IL – February 23, 2023 — Sun Acquisitions, a Chicago-based mergers and acquisitions firm, has been recognized as a Top 20 Advisor, Lower Middle Market by Axial Network, Inc. (“Axial”). “With over 20 years of experience, we have successfully completed over 450 transactions.

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Middle Market Mergers and Acquisitions Acquisitions Advisory 52

Focus Investment Banking

AUGUST 6, 2023

The post Do middle-market businesses need an ESG strategy? Anna Brumby White, a FOCUS Principal, has over 25 years of experience as an influential business leader working with Fortune 500 companies and small businesses on multiple continents. Contact Anna at anna.brumbywhite@focusbankers.com.

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Middle Market Business Public Trading Valuation 52

Benchmark International

APRIL 12, 2023

Corporate America Today has named Benchmark International the Best Global Middle Market M&A Specialist 2023.

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Middle Market M&A Corporation Mergers and Acquisitions 52

Align Business Advisory Services

MAY 8, 2023

Read More » The post Interest Rates and a Banking Crisis Bolsters Lower-Middle-Market M&A appeared first on Align BA.

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Middle Market M&A Bank Banking 52

Benchmark International

SEPTEMBER 11, 2023

Thanks to the new 1% tax now being levied on any publicly traded US companies that buy back their shares, these larger, cash-rich companies have been given a strong incentive to seek acquisition targets.

Public Trading 64

Public Trading Middle Market Trading Acquisitions 64

TKO Miller

APRIL 20, 2023

We have all seen the data about M&A valuations decreasing and deal volume falling in the second half of 2022. Unfortunately, data as of April, 2023 shows a continued decline in both volume and valuations across the board for almost all sectors and sizes of transactions.

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M&A Middle Market Valuation Business 52

Benchmark International

AUGUST 11, 2023

An escrow account is a financial account managed by a third party, such as a bank or an attorney, and is used to hold funds or assets until specific conditions are met.

Middle Market 52

Middle Market M&A Accountant Bank 52

Benchmark International

JULY 21, 2023

Correctly calculating adjusted EBITDA is essential in an M&A transaction, and all parties must be familiar with the adjustments. EBITDA is used to evaluate a company’s profitability of its core operations by removing items dependent on capital structure, such as interest,

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M&A Middle Market Capital Profitability 52

JD Supra: Mergers

OCTOBER 20, 2023

With the exception of certain proprietary deals, transactions that were not overly competitive or broken auction processes, industry factors have historically limited independent sponsors to lower middle market transactions. In addition to an increasing number of independent sponsors. By: Holland & Knight LLP

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Mergers and Acquisitions Private Equity Middle Market Mergers 143

OfficeHours

JUNE 2, 2023

GTCR: Moving to the Windy City, GTCR is one of the most well-known and established middle-market private equity funds in the world. However, similar to mega funds, it should be noted that upper middle market funds like GTCR also get worked pretty hard. And with the firm recently closing a new $3.25 Best of luck!

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Private Equity Equities Bulge Bracket Middle Market 147

TKO Miller

AUGUST 30, 2023

middle market valuation multiples and deal volume are down slightly through Q2 of 2023. this year through June 2023, but middle market valuations are down approximately 8% based on the TKO Miller analysis. TEV/EBITDA) Source: TKO Miller's Proprietary Middle Market Packaging Index

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Middle Market Valuation S&P Debt 91

Trout CPA: M&A

OCTOBER 28, 2022

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services.

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Middle Market M&A Advisory Management 52

PE Hub

OCTOBER 16, 2023

These funds will focus on providing loans to lower middle-market businesses with EBITDA ranging from $3 million to $25 million. The post Hamilton Lane raises nearly $300m from national and NY small business credit funds appeared first on PE Hub.

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Funds Middle Market Business 98

JD Supra: Mergers

JULY 18, 2023

Like the many competitors at the recently wrapped Calgary Stampede, the M&A market in Q2 dusted itself off and showed its resilience.

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M&A Middle Market Bank Banking 130

PE Hub

JULY 5, 2023

HCAP Partners invests in underserved, lower-middle market companies throughout California and the Western US Based in Grand Rapids, Michigan, Blackford Capital targets lower middle-market companies, with a focus on the manufacturing, industrial and distribution industries PACIV was founded in 1997 HCAP Partners has made an investment in San Juan, Puerto (..)

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Investment Securities Middle Market Capital 92

PE Hub

SEPTEMBER 20, 2023

Based in Chicago, New Harbor invests in lower middle-market healthcare, education, and technology-enabled services businesses. The post Avante backs New Harbor’s buyout of Monroe Biomedical Research appeared first on PE Hub.

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Middle Market Healthcare Education Investment 98

PE Hub

AUGUST 30, 2023

Based in Colorado, Kava Equity will invest in lower middle market companies. The post Southern Ute Indian Tribe Growth Fund forms new investment firm Kava Equity Partners appeared first on PE Hub.

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Equities Funds Investment Middle Market 97

PE Hub

SEPTEMBER 7, 2023

Monomoy Credit Opportunities Fund II is focused on first lien term loans and senior secured notes of lower-middle market and mid-market businesses in the secondary market. The post Monomoy Capital collects $300m for second credit opportunities fund appeared first on PE Hub.

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Capital Funds Middle Market Securities 97

TKO Miller

JUNE 21, 2023

TKO Miller, LLC, a middle-market investment banking firm based in Milwaukee, WI, announced three new additions to its team. Prior to joining TKO Miller, Jack was a private equity intern at Summit Group, where he assisted with the execution of multiple acquisitions in the lower-middle market. MILWAUKEE, WI. –

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Mergers and Acquisitions Acquisition Advisories Middle Market Mergers 99

PE Hub

AUGUST 17, 2023

All-in-all, for those with dry powder, we believe it is an excellent time to be deploying middle market private capital.' The post Churchill’s Anne Philpott: Businesses with these three factors can succeed in any economy appeared first on PE Hub.

Middle Market 96

Middle Market Business Capital IT 96

PE Hub

JUNE 7, 2023

HCAP Partners targets underserved, lower-middle market companies throughout California and the Western U.S. The post Smart home water monitor Flume Inc snags investment from HCAP appeared first on PE Hub.

Investment 102

Investment Middle Market 102

Focus Investment Banking

JUNE 19, 2023

Washington, DC, (June 19, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrial industry.

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Investment Banking M&A Bank Banking 52

Benchmark International

OCTOBER 25, 2023

Benchmark International is proud to announce that we have opened an office in Denver, CO, to better serve the lower-middle market in the Rocky Mountains, Great Plains, and Northwestern regions of the United States—all areas that have historically been underbanked.

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Middle Market Mergers and Acquisitions Mergers Acquisitions 59

PCE

NOVEMBER 13, 2023

Selling your middle-market business is a significant endeavor, requiring meticulous planning, negotiation, and execution. Yet, amid all the intricacies, there's one crucial element that is often underestimated or overlooked: the shareholder agreement.

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Middle Market Negotiation Business M&A 52

OfficeHours

JUNE 22, 2023

You can get into a proper upper-middle-market PE shop quite nicely from management consulting and investment banking alike. The Officehours Guide To Private Equity Part 4: Megafund Vs. Middle Market Private Equity Discover the world of Middle Market Private Equity with expert insights and guidance.

Investment Banking 130

Investment Banking Bank Banking Investment 130

TKO Miller

OCTOBER 3, 2023

Debt remains most available in the lower middle market sector. As a result, transactions have required an increase in equity contributions in response to both the rising cost and difficulty of obtaining debt, signaling that lenders have increased their borrowing criteria. Total Debt/EBITDA Multiples Source: GF Data

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Debt Capital Markets Capital Market Debt Capital 81

Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry.

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Investment Banking M&A Bank Banking 52

Benchmark International

JUNE 9, 2023

The lower middle market is an ideal space for mergers and acquisitions in the staffing sector, as this industry segment typically comprises small and medium-sized businesses. For staffing companies in this market, selling to a more prominent firm can offer a range of benefits.

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Mergers and Acquisitions Middle Market Mergers Acquisitions 52

Focus Investment Banking

JUNE 12, 2023

Thriving US Middle Market Fundraising and Resilient Private Equity Regarding Global M&A Private Equity 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

Private Equity 52

Private Equity M&A Equities Middle Market 52

Accenture: M&A

APRIL 28, 2021

The headlines are crowded with stories about bank mergers and acquisitions among middle market banks. This doesn’t surprise me. While M&A slowed down during the height of the pandemic, it’s ramping up fast now as a mechanism to spur growth and recovery. The post Congratulations, you bought a bank.

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Bank Banking Mergers and Acquisitions Middle Market 104