Private Equity Professional

NOVEMBER 10, 2023

The Lincoln Private Market Index (LPMI), which tracks changes in the enterprise value of US privately held companies, increased by 0.8% According to Chicago-headquartered investment bank Lincoln International, the increase was the result of persistent earnings growth but was partially offset by a decline in multiples.

Enterprise Values 100

Enterprise Values Investment Banking Investment Banks Banks 100

Private Equity Professional

SEPTEMBER 17, 2024

Its sectors of interest include business and consumer services, light manufacturing, and value-added distribution. Founded in 2006, Summit Park has made over 40 investments in the lower middle market, totaling more than $2 billion in enterprise value. The firm operates offices in Boston and Charlotte.

Enterprise Values 130

Enterprise Values Legal Investment Banking Investment Banks 130

Private Equity Insights

DECEMBER 12, 2023

The transaction gives the combined firm an enterprise value of more than $1bn, people familiar with the matter said, asking not to be identified discussing confidential information. Warburg Pincus this year hired a top M&A banker, Andrew Sibbald from investment bank Evercore Inc. to co-run its European operations.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Enterprise Values Stakes 130

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

MARCH 2, 2024

On the plus side, an analyst at investment bank Benchmark thinks Paramount stock will soar 67% from here, and hit $19 a share within a year. billion more debt than cash on its balance sheet, raising its enterprise value to $21 billion, the resulting EV/FCF ratio of more than 140 seems a little rich to me. I disagree.

Enterprise Values 130

Enterprise Values Buyout Investment Banking Investment Banks 130

The Motley Fool

AUGUST 25, 2023

At its all-time high in late 2021, its enterprise value soared to $18.7 At its current enterprise value of $4.2 billion, SentinelOne looks more reasonably valued at just 5 times its estimated sales for fiscal 2025. At its current enterprise value of $4.2 Could SentinelOne be acquired?

Enterprise Values 130

Enterprise Values Buyout Private Equity Firms Private Equity Firms 130

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

JANUARY 23, 2024

See below for Winning LOI #29’s anonymized data The Deal Deal Type Change of Control Revenue Range (2022) $16M - $16.5M EBITDA Range (2022) $6M - $6.5M of TEV Seller Note 16.3%

Enterprise Values 52

Enterprise Values Investment Banking Investment Banks Banks 52

Axial

DECEMBER 12, 2023

EBITDA Multiple Range (TTM) 4x - 4.5x

Consulting 52

Consulting Consultants Enterprise Values Investment Banking 52

Axial

SEPTEMBER 28, 2023

Scott Mitchell, Managing Director of Investment Bank, SDR Ventures says “there is a lot of volatility in many consumer oriented businesses right now.” These COVID induced abnormalities are making it difficult for the market to understand which sub-sectors will lead or lag in today’s market.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investment Banking Investment Banks 52

Axial

NOVEMBER 14, 2023

EBITDA Margin Range 17% - 20% Key Industries Healthcare In-Market Date Q1 2020 Axial Deal Data Recommendations* 132 Recipients* 132 # of Pursuits* 42 Deal Pursuit Rate* 31.82% Winning LOI Pursuit to LOI Executed 257 Days Winning LOI Executed to Deal Closed 98 Days The LOI Total Enterprise Value (TEV) Range $14M - $14.5M

Enterprise Values 52

Enterprise Values Investment Banking Investment Banks Banks 52

Axial

OCTOBER 19, 2023

See below for Winning LOI #23’s anonymized data The Deal Deal Type Change of Control Revenue Range (2019) $2.5M - $3M EBITDA Range (2019) $1.25M - $1.5M Exclusivity 60 Days Structure Cash 93.3% of TEV Rollover Equity 6.7%

Enterprise Values 52

Enterprise Values Investment Banking Investment Banks Banks 52

JMI Equity

JANUARY 7, 2025

Prior to joining JMI, Thomet was an investment banking analyst in the mergers & acquisitions group at Bank of America Merrill Lynch. To date, JMI has invested in over 185 software businesses in North America and Europe and completed over 120 exits. He received a B.S. in Commerce from Santa Clara University.

Mergers and Acquisitions 40

Mergers and Acquisitions Enterprise Values Banks Investment Banking 40

JMI Equity

AUGUST 1, 2023

Kurth, based in San Diego, sources and evaluates JMI’s investment opportunities with a focus in the digital health space. His investment experience includes TimelyCare, Jane Software, and Canto. Prior to joining JMI in 2015, Kurth was an investment banking analyst in the technology group at Wells Fargo.

Enterprise Values 40

Enterprise Values Investment Banking Investment Banks Banks 40

Oakhill

MAY 4, 2023

Over the past 35+ years, Oak Hill and its predecessors have raised over $20 billion of initial capital commitments & co-investments and invested in approximately 100 companies representing an aggregate enterprise value at acquisition of over $60 billion. For more information, please visit www.oakhill.com.

Capital 40

Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

Pension Pulse

JULY 11, 2024

A broader worry is that while buyers’ hunger may be back for higher-quality companies, as shown by the uptick in investment-banking activity on Wall Street, the books of PE firms are stuffed with less attractive businesses snapped up at inflated prices.

Buyout 59

Buyout Debt Leveraging Collateral 59

Pension Pulse

SEPTEMBER 28, 2023

We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.

Shareholders 52

Shareholders Financing Finance Banks 52

The Big Picture

APRIL 18, 2023

BARATTA: — that are $10 billion to $15 billion-plus enterprise value company. So we have to work with our investors, our limited partners, other private equity firms to assemble a deal that gets much more than $10 billion of enterprise value. RITHOLTZ: — firms or private equity firms? BARATTA: Yeah.

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

Private Equity Insights

MARCH 17, 2023

The Qatari offer was expected to value the company at about £4.5 An offer of that size would be a markup of around £700 million to Manchester United’s current enterprise value of £3.8 That’s 40% less than the club’s current enterprise value — which already includes a substantial bid premium.

Enterprise Values 130

Enterprise Values Private Equity Firms Private Equity Firms Bidding 130

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. They’re typically making significant but minority investments in fast growing companies. SALISBURY: Honestly, I didn’t really have a long-term plan. I grew up in a family where my mother was a mathematician, my father was a chemist.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

JUNE 11, 2024

Investment banks, there’s two and a few others. It was probably a good maybe 12, 13 years before I got a call from anybody and even knew I had anything with any enterprise value whatsoever. But the brokerage houses, you know, Morgan and Merrill and the investment banks, multi-trillion dollars.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

The Big Picture

SEPTEMBER 26, 2023

And the equity checks being written by these private equity firms are larger than they’ve ever been as well, greater than 50% usually of the enterprise value of the transaction that they’re, they’re taking on that, [ Ritholtz 00:14:56 That, that’s big. Second quarter they felt like the the floor was coming out.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking. RITHOLTZ: Oh, really? KLINSKY: Yeah. They’re trading. They’re advising clients.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Private Equity Professional

MARCH 20, 2025

Mr. Huttner began his career at investment bank North Point Advisors and he holds an undergraduate degree in applied economics and management from Cornell University. ” Gridiron invests in companies with enterprise values between $75 million and $600 million and EBITDA from $10 million to $60 million.

Mergers and Acquisitions 100

Mergers and Acquisitions Enterprise Values Investment Banking Investment Banks 100

The Motley Fool

JANUARY 14, 2025

Citing positive developments in its development programs, analysts from a couple of investment banks think CRISPR Therapeutics (NASDAQ: CRSP) could more than double your money in the year ahead. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now.

Enterprise Values 157

Enterprise Values Banks Investment Banking Investment Banks 157

The Motley Fool

JANUARY 22, 2025

We have earnings out from JPMorgan, Morgan Stanley, Wells, Citi, Bank of America. If it's a bank, it probably reported in the past week. Commercial investment banking, pretty much everybody. Again, investment banking fees were big there, up 24%. Matt, we saw strength across most divisions.

Banks 130

Banks Mutual Funds Stock Market Stock Market 130