Focus Investment Banking

MAY 9, 2025

Washington, DC, (May 9, 2025) FOCUS Investment Banking (FOCUS), a national middle market investment banking firm specializing in merger, acquisition, divestiture, and corporate finance services, is pleased to announce the sale of Footing First LLC (FootingFirst) to Morton Buildings, Inc. and Canada.

Investment Banking

Intrepid Banker Insights

FEBRUARY 19, 2025

Dominic brings over 30 years of experience, having successfully completed numerous M&A and capital raising transactions for founder-owned businesses, private equity portfolio companies, and public companies across a wide range of consumer sectors. Dominic will be based in Intrepids New York office.

IT

JD Supra: Mergers

NOVEMBER 15, 2024

In this episode, we are thrilled to be joined by Liz Campbell, Chief Investment Officer at Portfolio Advisors, a global private asset manager specializing in the US middle market.

Portfolio

Global Newswire by Notified: M&A

JUNE 27, 2025

The firm has also established a portfolio of credentials in sectors including HealthCare, Financial Services & Insurance, Automotive (both Manufacturing and Auto Dealerships), General Manufacturing, Energy, Retail, Food & Beverage, Hospitality, Government, and Non-Profits. With more than C$5.0

Advisory

Mergers and Inquisitions

MAY 14, 2025

3) Sum-of-the-Parts Valuation and the NAV Model In some verticals, such as renewables, real estate, and transportation, you often take a portfolio approach and assign a specific value to each item on a companys Balance Sheet to determine what its worth. Distributable Cash Flow for Midstream companies).

Investment Banking

JD Supra: Mergers

FEBRUARY 27, 2024

Since 2020, a steadily increasing number of middle-market private equity deals have included equity rollovers. ​​​​​​​ Given the current acute challenges in arranging acquisition financing on palatable terms and a continued focus on ensuring alignment between private equity (PE) investors and portfolio company management, the use of rollover equity (..)

Equities

Wall Street Mojo

FEBRUARY 9, 2024

Lower Middle Market Definition The Lower Middle Market (LMM) is a segment formed by companies ranging from $5 million to $50 million in annual revenue. It forms the lower end of the economy’s middle market, mainly small and medium enterprises.

Middle Market

OfficeHours

JUNE 2, 2023

however, a majority of Blackstone portfolio companies are companies that you have likely never heard of. GTCR: Moving to the Windy City, GTCR is one of the most well-known and established middle-market private equity funds in the world. And with the firm recently closing a new $3.25

Private Equity

GillAgency

AUGUST 30, 2023

When it comes to lower middle market businesses, a specific segment of the market emerges as the typical buyer. Private Equity Firms: One of the most common types of buyers for lower middle market businesses are private equity firms.

Middle Market

How2Exit

MAY 6, 2024

He focuses on lower-middle market acquisitions, predominantly involving blue-collar, value-oriented, and baby boomer-owned businesses. Matt's portfolio is diverse, including companies that manufacture sinks, pallet racking, and a stint in IT and software businesses, demonstrating his value-driven, long-term investment approach.

Mergers and Acquisitions

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. That’s why, in recent years, we’ve seen more and more private equity firms create a post-acquisition value for their portfolio companies. Increasing Competition for Deals.

Private Equity

The Deal

FEBRUARY 7, 2024

KKR) have elected to combine affiliated BDCs, which they set up to invest in middle market companies. Despite that, the industry hasn’t fully recovered after a tumultuous two years sparked from Fed rate hikes that widened the gap between private middle market loans and Fed paper. FBCC) and Franklin BSP Lending Corp.

Middle Market

The Deal

JUNE 12, 2023

Portfolio company Plate IQ develops accounts payable software for restaurants, hospitality groups and supermarkets. ”We’ve Other recent middle-market investments range from family office tech to A.I. applications for e-commerce and software to rein in supply chain costs.

Middle Market

Global Newswire by Notified: M&A

JUNE 11, 2024

GMS will be integrated into MiddleGround’s portfolio platform PVI Holdings, specifically as part of W&O Supply that is a leading supplier of valves, pipes, and fittings to the global maritime industry. LEXINGTON, Ky.,

Capital

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. The specific growth strategies used by portfolio companies could include almost anything, but a few common ones are: Paying for employees, buildings, and equipment to enter new geographies or markets.

Private Equity

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

OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that? Join GetOfficeHours for valuable industry knowledge.

Investment Banking

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

OfficeHours

JANUARY 25, 2025

If youve been speaking with 1-2 headhunters already, it doesnt hurt to ping others over email/LinkedIn saying – Hope all is well, Ive been connecting with peers of yours around opportunities in the UMM (upper middle-market) PE space – do you have a few minutes to chat over the phone this week?

Recruitment

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.” and auto aftermarket company S&S Truck Parts LLC.

Private Equity

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

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

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

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. In early January , I predicted that the markets in 2023 would be “Bad, but not as bad as 2022.”

Banking

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

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

JANUARY 3, 2024

FAT Brands bought Smokey Bones for $30 million, which adds the first barbeque brand to FAT’s growing portfolio. Cava opened the IPO window and showed that a good company can go public in any market. Subway sold to Roark Capital for $9.6 The partnership enables Smokey Bones to grow via FAT’s aggressive franchising strategy as well.

Acquisitions

The Deal

FEBRUARY 8, 2024

TriplePoint primarily served the greater Kansas City market at the time of the acquisition. The portfolio company has since expanded to nine states in the Midwest and, most recently, the Sunbelt region through add-ons. Caymus bought Columbus, Ohio-based TriplePoint, then known as Temp-Con Inc. , in 2018 for an undisclosed amount.

Private Equity

Intrepid Banker Insights

NOVEMBER 16, 2022

At last week’s ACG Los Angeles Business Conference, our team met with over one hundred institutional capital providers and sponsors to get the inside scoop on what is really happening in the middle market. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

Advisory

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

Tyton Partners

SEPTEMBER 21, 2023

Tyton Partners Achieves Record H1 2023 with Strong Momentum for the Rest of the Year We are pleased to announce that Tyton Partners Investment Banking division has picked up right where it left off in 2022 closing a record number of deals across the PreK-12, Higher Education, and Corporate L&D markets.

Education

Periculum Capital

OCTOBER 27, 2023

Ultimately, GMS, a leading North American specialty building products distributor, was the ideal partner to leverage its extensive network and resources to grow AMW’s existing operations while preserving the Company’s service-focused culture and local market reputation.

Sale

Focus Investment Banking

SEPTEMBER 17, 2024

Washington, DC (September 17, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that PrecisionX Group (“PrecisionX”), a portfolio company of CORE Industrial Partners (“CORE”), a manufacturing, industrial technology, (..)

Investment Banking

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). Upper-Middle-Market and Middle-Market Firms with Healthcare Teams – It’s the same idea, but they’re smaller and do smaller deals. in biology.

Private Equity

Focus Investment Banking

MAY 31, 2024

Washington, DC (May 31, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that PrecisionX Group (“PrecisionX”), a portfolio company of CORE Industrial Partners (“CORE”), a manufacturing, industrial technology, and (..)

Investment Banking

How2Exit

DECEMBER 11, 2023

This approach helps buyers and sellers understand the potential for leveraging liquidity events to grow their wealth and expand their business portfolios. This hands-on approach sets Peterson Acquisitions apart from other education programs that only provide knowledge without practical guidance.

Acquisitions

TM Capital

NOVEMBER 29, 2022

The fragmented category, which only five years ago had little backing from financial sponsors, now has portfolio companies contesting for family and founder owned assets to build businesses of scale. Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middle market. Sunrise, Fla.-based

Capital