Lower Middle Market Deal Digest

Welcome to the April 2022 edition of Axial’s Lower Middle Market Deal Digest, your source of news, deal announcements, and all things LMM.

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Investment Banks
H2 Advisors, Taureau Group, Allegiance Capital Corporation, Next Phase Business Advisors, Business Transition Strategies

Corporates
Health Carousel, Straive, Columbia Forest Products

Private Equity Firms
Cloud Equity Group, Cove Hill Partners, New Harbor Capital

Family Offices
Creach Holdings, Vermillion Group, A K Investments Group

Independent Sponsors
Resurgent Capital, Traction Capital Partners, KTDR Capital

People Moves

Member Shoutouts

Thought Leadership

A Tale of Two Transactions (CSG Partners)
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Parsing the ‘Value vs. Growth Debate in PE (Clearview Capital)
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What You Need to Know About Family Businesses (Pacific Business Advisors)
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Word on the Street – AE Industry Intelligence (Morrissey Goodale)
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Navigating Supply Chain Disruptions (VGM Group)
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An Overview of M&A Activity in the Insurance Space (Butcher Joseph & Co.)
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Post-Merger Integration Success for Tech Companies (Austin Dale Group, Inc.)
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The Results Are In: Small Business Investment Continues to Drive Impact and Spur Economic Growth (Advantage Capital Partners)
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Selling your business and real estate together? (Gibson & Associates, Inc.)
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What is a “Deal Ready” Company? (Vertex Funding)
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Deal News from Sell-Side Members

Clearlake Capital-Backed Wheel Pros Acquires Teraflex, Advised by The Forbes M+A Group.
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Logisyn Advisors Represents Aries Global Logistics in Sale to NTG Nordic Transport Group.
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Peakstone Advises Mesmerize on its Sale of BriteVision to Vidya Brands Group.
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FOCUS Investment Banking Combines Three Tire Businesses into One and Sells it to Big Brand Tire.
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Raincatcher Represents Phoenix-based Southwest Slurry Seal on the Successful Sale of their Company to Capital Alignment Partners.
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Southern Lighting Gallery, Advised by FourBridges Capital Advisors, is Acquired by Saylite, a CORE Industrial Partners Portfolio Company.
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Cascadia Capital Advises Shipfusion in Receiving a Growth Equity Investment from Kayne Anderson Capital Advisors.
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Roth Capital Partners Acted as Co-Manager for Xponential Fitness, Inc. (NYSE:XPOF) in its $104 Million Follow-On.
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Enlyt Health Engages Meritage Partners for its $10MM Series A Round.​​​​​
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Building Products Distributor, Advised by Everingham & Kerr, Inc. has been acquired through a Shareholder Buyout.
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Peakstone Advises EcoKind on its Sale to Primal Pet Group, a Portfolio Company of Kinderhook Industries.
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The Independence Group Completes Transaction for Builder Supplier Company.
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Metropolitan Glass, Inc., advised by GaP Advisors has been purchased by Performance Contracting Inc.
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M&A Transaction: Telos Capital Advises On Site Lube in its Acquisition by Ryder Truck Tental, Inc.
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Exemplis® acquires Edloe Finch, Advised by Stump & Company.
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Deal News from Buy-Side Members

IEQ Industries acquired by Gallagher Fluid Seals, Inc.
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Industrial Opportunity Partners Acquires Raven Engineered Films Division from CNH Industrial.
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Harren Equity Partners platform company Velosio acquires Silverware.
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Mangrove Equity Partners Announces Investment in STCR.
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Presidio Investors makes a Control Investment in Resolve Tech Solutions, Inc., a Leading Technology Services Platform.
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CIVC Partners Portfolio Company, StoneRidge Insurance Brokers, Acquires Generations Insurance Inc.
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NexPhase Capital Announces Investment in Aztec Software.
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White Oak Provides $75 Million Term Loan Financing to North Atlantic Imports.
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Dunes Point Capital, LP Announces Premium Label & Packaging Solutions, LLC’s Acquisition of HP Mile, Inc, Label One and Privateer, LTD.
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American Nuts, a Portfolio Company of Gauge Capital, Acquires DSD Merchandisers.
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LFM Capital Portfolio Company PSI Power and Controls Acquires Salient Power Solutions.
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Geneva Glen Capital Announces Two New Platform Investments and a New Team Member.
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Fidelity Expands Its Next Gen Financial Education Efforts Through New Collaboration with The FIVE Network.
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The Stephens Group Portfolio Investment Westrock Coffee Company, a Leading Integrated Coffee, Tea, Flavors, Extracts, and Ingredients Solutions Provider, to Become a Public Company Through Business Combination with Riverview Acquisition Corp.
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Lloyd Jones Acquires Historic Maybelle Carter, A Senior Living Community in Madison, Tennessee.
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Top April Articles on
Middle Market Review

Building Bonds in a Digital Age: Thoughts from The Axial Closers’ Summit. Read More

Defense in the Spotlight: What are the Opportunities for LMM Stakeholders. Read More

Lower Middle Market Pursuits: Q1 Deal Flow Defies the Odds, Underscoring LMM Stability. Read More

Canada’s LMM Poised for Record Deal Activity in 2022. Read More

Aerospace & Defense M&A: A Shifting Global Landscape [Virtual Roundtable]. Read More

Dealmakers: When you Need Capital Creativity. Read More

Top 25 Lower Middle Market Investment Banks [Q1 2022]. Read More

Highlights of Recent transactions

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