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 (..)

Securities

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.

Investment Banking

Focus Investment Banking

JULY 25, 2024

Washington, DC, (July 25, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to again be named among the Top 25 Lower Middle Market Investment Banks of Q2 2024 by Axial.

Middle Market

Focus Investment Banking

APRIL 26, 2024

Washington, DC, (April 26, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to be named among the Top 25 Lower Middle Market Investment Banks of Q1 2024 by Axial.

Middle Market

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.

Investment Banking

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

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

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.

Funds

Successful Acquisitions

APRIL 4, 2024

Capstone’s Abigail Iaconis Earns MMP Certification Capstone Strategic is pleased to announce that Senior Analyst Abigail Iaconis has received her certification as a Middle-Market Professional (MMP) from the Association for Corporate Growth.

Financial Statement

Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – 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 industrials sector. For more information, visit www.focusbankers.com.

Investment Banking

Focus Investment Banking

MARCH 19, 2024

Washington, DC, (March 19, 2024) – 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 technology services industry by Axial, the trusted deal platform serving the lower middle market.

Investment Banking

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.

Investment Banking

OfficeHours

JULY 11, 2023

The SIE, or Securities Industry Essentials exam, is a comprehensive introductory exam created and administered by the Financial Industry Regulatory Authority (FINRA) in the US. The SIE was first introduced in 2018 as a mandatory exam for people seeking to be employed in the securities industry. 4 = 6.125x Revenue, what was NTM?

Investment Banking

Solganick & Co.

AUGUST 14, 2023

Strong balance sheets and available capital from both financial and strategic acquirers has helped support deal activity and valuations, particularly for companies in the middle market and lower middle market.

M&A

M&A Leadership Council

JULY 22, 2023

In addition to his Big4 experience, Tony also brings extensive middle-market experience to Bennett Thrasher, having served in three top 20 middle market CPA firms. Tony specializes in advising private equity and corporate investors on mergers and acquisitions, carve-outs, recapitalizations and divestitures.

Middle Market

Focus Investment Banking

AUGUST 15, 2023

Washington, DC, (August 15, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added two new managing directors, Mike McCraw and William R. Bill”) Snow.

Investment Banking

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

OfficeHours

OCTOBER 31, 2023

This course includes: Lifetime Platform Access Headhunter coverage list and interview guide Paper LBO video walkthrough Two statement LBO guide Three statement LBO from scratch video walkthrough 5+ LBO modeling tests Tech specific modeling guides Growth equity cohort and cap table models Case study frameworks Business intuition guide for verbal cases (..)

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 He uses this data to discuss the median multiples for businesses with less than $500,000 in SDE, which have remained around 2x.

Business

Successful Acquisitions

APRIL 7, 2023

Industry sectors in which she has assisted clients includes aerospace, biomedical devices, credit unions, HVAC, manufacturing, packaging solutions, property management, security, sporting goods, and materials distribution.

Middle Market

OfficeHours

JULY 4, 2023

This course will include: Lifetime Platform Access Headhunter coverage list and interview guide Paper LBO video walkthrough Two statement LBO guide Three statement LBO from scratch video walkthrough 5+ LBO modeling tests Tech specific modeling guides Growth equity cohort and cap table models Case study frameworks Business intuition guide for verbal (..)

Sale

Intrepid Banker Insights

JANUARY 26, 2023

Previously, Lorie held senior banker roles at StormHarbour Securities, Variant Capital Advisors, Seabury Group, KPMG Corporate Finance and Gordian Group. Intrepid has developed a leading middle-market advisory platform, with industry expertise across a broad range of sectors and deep institutional relationships.

Advisory

Sun Acquisitions

MAY 2, 2024

” Based on its extensive successful transaction record, Sun Acquisitions is dedicated to securing optimal pricing and terms for its clients while upholding strict confidentiality standards. This collaboration allows the client to remain focused on its core operations while seamlessly navigating the sale process.

Acquisitions

Focus Investment Banking

OCTOBER 10, 2023

Washington, DC, (October 10, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that Paul Waters has joined the firm as Chief Business Development Officer. Merrill Lynch.

Investment Banking

OfficeHours

OCTOBER 16, 2023

This course includes: Lifetime Platform Access Headhunter coverage list and interview guide Paper LBO video walkthrough Two statement LBO guide Three statement LBO from scratch video walkthrough 5+ LBO modeling tests Tech specific modeling guides Growth equity cohort and cap table models Case study frameworks Business intuition guide for verbal cases (..)

Private Equity

Focus Investment Banking

APRIL 17, 2024

For businesses, these providers are enabling a variety of new services ranging from videoconferencing to software defined networking and security. However, FOCUS continues to see opportunities for middle market CSPs. Furthermore, it is often the middle market CSPs that point the direction for the future of the industry.

Middle Market

Focus Investment Banking

OCTOBER 20, 2023

Washington, DC, (October 20, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that Bearing Distributors, Inc. Bearing Distributors, Inc.

Investment Banking

Mergers and Inquisitions

MARCH 13, 2023

They could have just left the funds in cash, but cash yielded ~0% in 2020 – 2021, so SVB put most of these funds in mortgage-backed securities and other U.S. So, as the Fed hiked rates in 2022 into 2023, all these securities lost value. SVB started selling these AFS securities to raise cash, and it revealed that it took a $1.8

Banking

Chesapeake Corporate Advisors

SEPTEMBER 4, 2024

SSATI”), a custom software development and system integration leader in the US national security community, in its acquisition of DataSync Technologies, Inc. DataSync”), a leader in knowledge management and data analysis. For more information, visit www.ccabalt.com or call 410.537.5988. The post Sensible Solutions and Technologies, Inc.

Investment Banking

Focus Investment Banking

MAY 16, 2024

The transaction will provide NCG’s clients with additional service capabilities (particularly in security and project management) as well as the deep knowledge base and resources of Cantey Tech’s 120+ employees. We made the right choice with Cantey Tech.”

Sale

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. Tyton was sought out for its expertise in complex carve-outs and divestitures, securing over a dozen mandates to divest.

Education

Focus Investment Banking

SEPTEMBER 17, 2024

We’re delighted to have assisted the CORE team in securing another high-quality precision manufacturing company for their expanding PrecisionX platform” commented Jorge Maceyras, FOCUS Managing Director. “We We look forward to watching their continued growth.”

Investment Banking

Focus Investment Banking

DECEMBER 18, 2024

Washington, DC (December 18, 2024) FOCUS Investment Banking (FOCUS), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, announced today that SUCCESS Computer Consulting (SUCCESS), a leader in managed IT and security services for small and medium-sized businesses, has been acquired (..)

Investment Banking

OfficeHours

JUNE 27, 2023

That’s the minimum time we recommend allocating to PE prep to be competitive for a megafund or upper middle market placement during on-cycle. idk all I know is that many firms are Pe Headhunters Just Kicked Off On-cycle Outreach For 2022 Start Dates 50 hours.

Recruitment

Chesapeake Corporate Advisors

APRIL 8, 2024

The company leverages its expertise in data transport solutions, software and systems engineering, and other solutions to deliver critical and innovative capabilities to high- level decision makers that enhance our nation’s security. For more information, visit www.synergyecp.com.

Capital

The Deal

FEBRUARY 8, 2024

Caymus typically invests in lower middle market companies with $2 million to $12 million in Ebitda and $10 million to $100 million in enterprise value, according to the firm’s website. Among other commercial services businesses, Caymus also owns Denver-based traffic control company Colorado Barricade Co.,

Private Equity

Chesapeake Corporate Advisors

OCTOBER 22, 2024

For investors that plan to finance a portion of the deal with debt, a government contracting business with visible, low-risk revenue also paves an easier path to securing financing. That makes lower middle-market government contractors desirable targets, assuming they meet all the criteria a PE group considers important.

Private Equity