iMerge Advisors

APRIL 19, 2025

But navigating this middle-market M&A terrain is anything but simple. Whether you're fielding inbound interest or proactively exploring a sale, this guide outlines the key considerations, valuation dynamics, and strategic steps to position your tech startup for a successful exit in the $3M$50M range.

Valuation 40

Valuation M&A Middle Market Private Equity 40

Chesapeake Corporate Advisors

JANUARY 13, 2023

As local residents of the Baltimore and surrounding areas in Maryland, our team of advisors and staff are all very active in the community, serving on boards, volunteering, and giving back by donating our time and resources.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

How2Exit

DECEMBER 11, 2023

rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions. Devin shares his journey into the mergers and acquisitions space and provides valuable insights into the process of acquiring and selling businesses.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Focus Investment Banking

FEBRUARY 22, 2024

The methodology shared here is to help restaurant owners better understand how investors typically arrive at a valuation. The EBITDA multiple method is what we see utilized almost exclusively in the lower middle market and what we discuss below. Industry dynamics also play a role, such as consumer trends and preferences.

Private Equity 52

Private Equity Valuation Food Equities 52

TM Capital

NOVEMBER 29, 2022

Early-Inning Valuations “There’s been a change in people’s perspective around how they’re categorizing these types of businesses,” said Jarrad Zalkin, managing director at investment bank TM Capital. Dealmakers, however, expect M&A activity to sustain well into 2023, particularly in the lower middle market.

Capital 52

Capital Middle Market Private Equity Business 52

Focus Investment Banking

JANUARY 3, 2024

The deal enables Main Squeeze to enter new markets and accelerate growth, which is particularly timely given the growing consumer demand for better-for-you options at fast-casual concepts. While the uptick in M&A activity was a positive for 2023, some deals reflected adjusted expectations from sellers on valuations.

Acquisitions 52

Acquisitions M&A Portfolio Valuation 52

Mergers and Inquisitions

MAY 17, 2023

Loose Monetary and Fiscal Policy – Zero and negative interest rates and massive money printing tend to inflate valuations the most for high-risk, high-growth companies. Many of these deals also include both secondary purchases (existing shares) and primary purchases (new shares issued, which boost the cash balance).

Private Equity 64

Private Equity Equities Recruitment Funds 64

How2Exit

JULY 23, 2023

In this thought leadership article, we explore the insights shared by John Carvalho, a seasoned M&A professional, to gain a deeper understanding of the strategies and mindset required for successful transactions. The insights shared by John Carvalho provide valuable guidance for those seeking to engage in M&A transactions.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Focus Investment Banking

MAY 22, 2023

Below are some key things that business owners should consider when divesting their business: Valuation : Try to have a realistic idea of the value of your business. This includes capital gains tax, which may apply to the sale of assets or shares. Understanding how a buyer would value your business helps level-set expectations.

Business 52

Business M&A Sale Valuation 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Banking Bank Investment 59

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. the Founders sell some shares to take money off the table, but “the company” doesn’t get any of that cash). Also, you can get in more easily from a middle-market or boutique bank.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Periculum Capital

MARCH 11, 2022

Two of the SHHS owners, Tim Leonard and Michael Shide, shared how important it was to them to get a transaction closed before the end of 2021 even though we did not begin calling potential buyers until August 19th of 2021. Simply put, the Periculum team was absolutely outstanding.”

Sale 52

Sale IT Healthcare Capital 52

Lake Country Advisors

SEPTEMBER 18, 2024

Methods for Evaluating Competitor Pricing Models Analyzing how competitors price their offerings provides critical insights into the market dynamics, the business’s potential profitability, and areas where operational improvements or strategic adjustments may be necessary under new ownership.

Business 52

Business Profitability Capital Shares 52

Focus Investment Banking

OCTOBER 30, 2023

First, the valuation you get can be very fair,” says Beard. And by the way, this valuation is always negotiated. For a middle market company, that is somewhere between $50,000 and $100,000 annually. Technically, the trust owns the shares, but the employees get a vote.

Debt 52

Debt Retail Private Equity Business 52

Mergers and Inquisitions

APRIL 19, 2023

Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below). Valuation – Since many people perceive gold as a stable, irreplaceable store of value, gold miners often trade at higher multiples than base metal miners (see the examples below).

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

OCTOBER 18, 2023

But in capital markets, you work on just one category of deals , such as equity-related transactions (IPOs, follow-ons, convertible bonds, etc.) so you may look up stats on recent issuances and share them with the lead team – but you are not heavily involved in the process. But if it’s one of the top few middle-market banks (e.g.,

Investment Banking 59

Investment Banking Capital Market Recruitment Capital 59

Mergers and Inquisitions

AUGUST 16, 2023

As with PE in many other emerging/frontier markets, it’s more like growth equity than traditional roles at middle-market PE firms and mega-funds in the U.S. poor stock-market performance, slowing growth rates, and an aging population. This may change due to factors like the “decoupling” with the U.S.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

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. With more people working from home, companies are looking for less square footage and more hybrid, shared workspace or hoteling type space.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

Cooley M&A

FEBRUARY 1, 2024

Private equity slowed but not stopped by financing environment Despite record amounts of dry powder accumulating for sponsors, high financing costs, persistent valuation gaps and a closed tech IPO market led to a significant decrease in private equity M&A activity in 2023.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies. E263: Want to Find Hidden Acquisition Gems?

Middle Market 130

Middle Market Acquisitions Private Equity Equities 130

iMerge Advisors

APRIL 12, 2025

But while valuation and deal terms often dominate early conversations, the tax implications of a sale can quietly erode a substantial portion of your proceeds or, with the right planning, preserve millions in after-tax value. Charitable trusts or donor-advised funds: Gifting shares pre-sale can reduce taxable estate and generate deductions.

Business 40

Business Sale M&A Capital 40

How2Exit

FEBRUARY 3, 2025

Summary: In this episode of How2Exit , Ronald Skelton sits down with Todd Sullivan, co-founder of ExitWise, to discuss the realities of selling a business and navigating the mid-market M&A landscape. These experts not only help navigate the process but also significantly boost valuation.

Business 147

Business M&A Valuation Private Equity 147

How2Exit

MAY 6, 2025

With three decades of experience and five books under his belt, John shares a no-nonsense view of the acquisition world—highlighting why rapport trumps spreadsheets, how buyers sabotage themselves, and what sellers really care about when handing over the keys. But don’t let the word “boutique” fool you.

Book-building 130

Book-building Business M&A Advisory 130