Private Equity Professional

JULY 30, 2024

Today, Mr. Keenan focuses on Kinderhook’s environmental services and automotive verticals. Mr. Bubis began his career as an analyst in the investment banking division at Bank of America Merrill Lynch. From 2015 to 2016 he was with Roundtable Investment Partners and returned to Kinderhook as a vice president in 2017.

Legal 130

Legal Banks Investment Banking Investment Banks 130

Private Equity Professional

DECEMBER 5, 2024

Source: Lillie’s Q Sauces & Rubs Brown Gibbons Langs Food & Beverage investment banking group, led by BGL Managing Director Daniel Gomez , acted as the financial advisor to Lillie’s Q for this transaction. “When I launched Lillie’s over 14 years ago, the goal was to get the product into every household.

Investment Banks 130

Investment Banks Investment Banking Capital Banks 130

Private Equity Wire

MARCH 19, 2024

Prior to Genstar, Matt was an Investment Banking Associate in the industrials and business services group at Credit Suisse. Martellaro joined Genstar as an Associate in 2014, also rejoining the firm in 2019 as a Vice President upon completion of an MBA from Harvard Business School.

Capital 87

Capital Private Equity Firms Private Equity Firms Investment Banking 87

Private Equity Professional

DECEMBER 2, 2024

Branford Castle Partners invests in companies with revenues of at least $10 million and EBITDA between $1.5 Its sectors of interest include industrials, specialty manufacturing, consumer products, commercial distribution, business services, and logistics. million and $15 million. The firm, led by President John S.

Debt 130

Debt Banks Investment Banking Investment Banks 130

Private Equity Wire

DECEMBER 11, 2024

Prior to joining Bowmark, Ismail was a director at Levine Leichtman Capital Partners, where he worked for six years, focusing on transactions in the business services and software sectors. Previously, he spent eight years as an M&A adviser at Barclays Investment Bank.

Investing 91

Investing Consultants Consulting Banks 91

Private Equity Professional

AUGUST 14, 2024

.” Boston-based Fort Point invests from $10 million to $30 million of equity in lower middle-market companies with enterprise valuations of $20 million to $100 million. Sectors of interest include business services, healthcare services, information and software, and transportation and logistics.

Banks 130

Banks Investment Banking Investment Banks Debt 130

Private Equity Insights

MARCH 16, 2023

The investment realisations were across asset classes, including recent exits from its private equity platform in the US, the company said on Monday. Read more India’s Lok Capital seeks $200m for Fund IV, gets AIIB support Indian impact investor Lok Capital has secured USD 25m from Asian Infrastructure Investment Bank.

Investors 130

Investors Private Equity Firms Private Equity Firms Bidding 130

Private Equity Wire

MAY 8, 2024

In his new role, Bononami will be responsible for targeting unique investment opportunities and further establishing and scaling the Cap10 business in the mid-market space alongside existing Partners, Founding Partner Fabrice Nottin and CFO and COO Mandar Kulkarni.

Private Equity Firms 95

Private Equity Firms Private Equity Firms Investment Banking Investment Banks 95

Private Equity Professional

NOVEMBER 14, 2024

Branford Castle focuses on investing in companies with enterprise values up to $100 million and EBITDA of less than $15 million. The firm’s preferred sectors include industrials and specialty manufacturing, consumer products and services, commercial distribution, business services, and logistics.

Enterprise Values 130

Enterprise Values Investment Banking Investment Banks Debt 130

Private Equity Wire

NOVEMBER 17, 2023

BV Investment Partners (BV), a middle-market private equity firm focused on the tech-enabled business services, software and IT services sectors, has invested in CallTower, a specialist in cloud-based enterprise-class communications, contact centre and collaboration solutions.

Private Equity Firms 92

Private Equity Firms Private Equity Firms Investing Investment Banking 92

Private Equity Wire

JUNE 24, 2024

Stax specialises in commercial due diligence, value creation and exit planning for private equity firms, PE-backed companies, hedge funds and investment banks, across software/technology, healthcare, business services, industrial, consumer/retail and education.

Consultants 80

Consultants Consulting Due Diligence Private Equity Firms 80

Private Equity Wire

JANUARY 24, 2024

Broad Sky Partners, a private equity firm that partners with middle market business services and consumer services companies, has expanded its investment team with the appointment of RJ David as Managing Director.

Private Equity Firms 81

Private Equity Firms Private Equity Firms Investment Banking Investment Banks 81

Private Equity Wire

JANUARY 5, 2024

Prior to joining Behrman Capital, Thomas was a Vice President at Centre Partners where he worked on buyouts and leveraged recapitalisation transactions in the consumer and business services industries. He began his career as an Analyst in the investment banking division of Jefferies.

Capital 92

Capital Buyout Leveraging Investment Banking 92

Private Equity Wire

JUNE 21, 2024

Benson will join in July, leading business services across Europe as well as coverage in the UK. Astorg’s mid-cap fund has previously invested in IQ-EQ, Normec, Fastmarkets, Third Bridge, Steliau and IPCOM. He has also worked at Arsenal Capital Partners and GTCR.

Mergers and Acquisitions 71

Mergers and Acquisitions Private Equity Firms Private Equity Firms Investment Banking 71

The Motley Fool

FEBRUARY 2, 2024

Most notably, we're executing our 3x3 plan to leverage our risk capital and human capital structure and capability, embed the Aon client leadership model across the firm, and utilize Aon Business Services to set a new standard of innovation in client service. All these are examples of our 3x3 plan in action.

Capital 130

Capital Business Services Debt Shareholders 130

Private Equity Wire

SEPTEMBER 10, 2024

FalconPoint Partners (FalconPoint), a private equity firm focused on investing in North American middle market companies in the business services and industrial sectors, has appointed Adam Gross as Partner, Head of Business Development and Capital Markets.

Capital 52

Capital Private Equity Firms Private Equity Firms Consultants 52

Axial

DECEMBER 11, 2024

Website | LinkedIn Hillandale Advisors, a Charlotte-based two-person investment firm, has been diligently expanding its portfolio since joining Axial in March 2022. They wanted to cover a wider group of boutique investment banks and advisory firms representing relevant deals within their focus areas: services, industrials, and healthcare.

Boutique Investment Banks 52

Boutique Investment Banks Consultants Consulting Investment Banking 52

Axial

OCTOBER 31, 2024

Welcome to the latest issue of The Winning LOI, the Axial newsletter that anonymously reveals small business M&A valuation data and certain key deal terms associated with winning LOIs. To subscribe to The Winning LOI, please enter your email below.

Investment Banking 52

Investment Banking Investment Banks Banks Business Services 52

Axial

JULY 18, 2024

Today’s conversation is with Tom Barber, Co-Founder and Managing Partner at SBJ Capital ([link] a California-based private equity firm investing into the consumer and business services verticals. If you’re a business owner, professional acquirer, or M&A advisor, you can start using Axial for free at Axial.com.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investment Banks Investment Banking 52

The Motley Fool

OCTOBER 25, 2024

Together, we're executing our 3x3 Plan on each of the three pillars, delivering risk capital and human capital solutions through the Aon client leadership model, scaled by our Aon Business Services operating platform. And as we think about Aon Business Services, our data and analytics were a meaningful part of this win.

Taxes 130

Taxes Capital Debt Business Services 130

Axial

DECEMBER 12, 2023

EBITDA Multiple Range (TTM) 4x - 4.5x EBITDA Multiple Range (TTM) 4x - 4.5x

Consultants 52

Consultants Consulting Enterprise Values Investment Banking 52

The Motley Fool

JULY 28, 2023

As we've communicated previously, results were pressured by the impact of external M&A and IPO markets on M&A services, a headwind we now expect to continue in the back half of the year given ongoing external conditions. We delivered strong operational improvement with adjusted operating margins of 33.6%

Capital 100

Capital Business Services Liabilities Debt 100

Axial

JUNE 15, 2023

ACT Capital Advisors Alvarez & Marsal Capital Partners SF&P Advisors Newbury Franklin FOCUS Investment Banking Pinewell Capital Cornerstone Business Services, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banking 52

The Motley Fool

OCTOBER 15, 2024

While we continue to make substantial investments in our transformation, the efficiencies gained from our simplification and other efforts drove a 2% reduction in overall expenses. Turning to the five businesses. Services delivered a record quarter with revenues up by 8%. It was a particularly pleasing quarter in banking.

Banks 130

Banks Assets Leveraging Capital 130

H.I.G. Growth Partners

SEPTEMBER 12, 2022

Patrick Conroy has spent over a decade investing in and advising high growth technology businesses and joins H.I.G. Patrick began his career at Morgan Stanley on the technology investment banking team. from Revolution Growth, where he was a Partner. Patrick will be based in New York.

Capital 40

Capital Leveraging Capital Investments Investment Banking 40

The Motley Fool

OCTOBER 13, 2023

Our revenues were up 10% ex divestitures, and each of our 5 core interconnected businesses posted revenue growth. Let's start with our fastest-growing business, services. Half of that growth was business drivers and the other half rates. And finally, banking revenues. TTS was up 12% from a year ago.

Banks 130

Banks Capital Assets Accounting 130

Axial

JANUARY 30, 2024

Axial is excited to release our 2023 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the 2023 deal-making activities of 807 investment banks and advisory firms that met the qualifications to be considered for league tables.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q3. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Big Picture

JUNE 11, 2024

So that business owner, client, all those things that they care about protecting and, and that are dollar sign related, they can look to the creative planning business services unit to help them with that. We definitely have enough clients to keep all those groups very, very busy. So the RA space is highly fragmented.

Mergers and Acquisitions 65

Mergers and Acquisitions Taxes Consultants Consulting 65

Private Equity Professional

AUGUST 1, 2024

“We are excited to partner with Dan and the American Restoration team as they continue building a best-in-class platform across the residential and commercial restoration space,” said Adam Shaw , a managing director and head of business services at MSCP. Baird & Co.

Investment Banking 100

Investment Banking Investment Banks Financial Services Banks 100

Axial

JUNE 6, 2023

From a sector of interest perspective, Business Services, Industrials, and Healthcare rank as the top 3, followed by Technology, Consumer, and Food & Hospitality. As seen in the chart below, Business Services ranks as the #1 sector for interest but the #4 sector for the deals received. What changed all of a sudden?

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

The Big Picture

SEPTEMBER 23, 2024

That whole distressed debt department at city 00:06:31 [Speaker Changed] Banks are wanting to sell? I work for a really senior guy in the investment bank. This business is just starting. I write a business plan for it. Like, 00:06:56 [Speaker Changed] Like, you know, it’s a business. In those years.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. In 2003, we formed Seneca Health Partners, a small, committed healthcare fund focused on growth stage investing. What is your investment thesis or value proposition?

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 40

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Finance 59