Welcome to the September edition of Axial’s Lower Middle Market Digest, your source of news and deal announcements featuring boutique investment banks, family offices, private equity-backed portfolio companies, and lower middle market businesses.
—–
Featured New Members
– Investment Banks: Allegiance, Financo, Billow Butler, Salem Partners, Berenton Hanley & Co.
– Corporates: Alithya, Fuze HR Solutions, HAWE Hydraulik
– Private Equity Firms: Westhook Capital, Pillsman Partners, OP Capital
– Family Offices: CrownStar Capital, ALEC Capital, Bull Creek Capital
– Independent Sponsors: NTC Group, Squarefield Capital, JQA Capital
***Make sure to follow Axial on LinkedIn to stay up to date on all of the latest market news.***
Shoutouts
- Advent International Raises $2 Billion for Global Technology Fund. Read More
- GeBBS Wins Prestigious NASSCOM 2019 Customer Excellence Award. Read More
- AUA Private Equity Awarded Top PRI Score. Read More
- Carter Morse & Goodrich Named Finalist for “Corporate/Strategic Deal of the Year”. Read More
- Butcher Joseph & Co. Receives Five Nominations for the 18th Annual M&A Advisor Awards. Read More
Thought Leadership
- Direct-To-Consumer Selling Is Coming To Retail Categories You Couldn’t Have Even Imagined (Triangle Capital LLC) Read More
- M&A Quarterly News In The Food and Beverage Industry Sector (Corporate Finance Associates) Read More
- Easy Money? Private Capital’s Drawbacks (Auctus Capital Partners) Read More
- Exit Planning Timeline: How Long Will it Take to Leave Your Business? (Carpenter Hawke & Co.) Read More
- 10 Tips for Preparing for and Managing a Private Equity Investor Relationship (Excellere Partners) Read More
- Who Cares About Culture? Customers Care. A Lot. (Strategex) Read More
- Is The Casper Of Healthcare Just What Private Equity Ordered? (Driehaus Private Equity) Read More
- How Much Collateral Is Needed to Get a Secured Loan? (Fora Financial) Read More
People Moves
- Juniper Capital Management adds Stacy Repult as a Principal. Read More
- Oak Ridge Financial Welcomes Mike Wier to Institutional Fixed Income Team. Read More
- Stephens Enhances European Sponsor Coverage Capability with Simon Tilley Hire. Read More
- Former IBM M&A Practice Leader Joins LockeBridge to Lead Technology Investment Banking Practice. Read More
- Michael Taylor joins Peakstone as Managing Director. Read More
- Paul Cocco, Snack Foods Industry Veteran Joins BMI Mergers & Acquisitions. Read More
- Geoff Baird Joins LLR Partners to Lead its Value Creation Team. Read More
- HBM Welcomes Doug Bolen to Lead Information Technology. Read More
- H.I.G Capital Hires Ed Pallesen to Lead Infrastructure Team. Read More
- Etienne Lecomte joins Advent International France as an Industry Advisor. Read More
Deal News from Sell-Side Members
- Cascadia Capital Advises Firestone Pacific Foods in its Acquisition by Agriculture Capital Management. Read More
- Baker Tilly Capital advises Suburban Group on recent sale to High Street Capital. Read More
- PJ Solomon is Advising MJR Digital Cinemas on its Sale to Kinepolis Group. Read More
- Marlin & Associates Advises StatPro Group plc on a US $230 Take-Private Transaction. Read More
- Skyway Capital Markets Leads Capital Raising Momentum for Washlava with Unique Non-Dilutive Growth Financing. Read More
- The Forbes M&A Group Advises Ponderosa Valley Funeral Services on its Sale to Foundation Partners. Read More
- ROTH Capital Partners Advises SPY on its Merger with Bollé Brands. Read More
- Everingham & Kerr Advises Bucks County Trolley Co. on its acquisition by a Privately Held Company. Read More
- Peakstone Serves as M&A Advisor to Countryside Tank Company on Sale to TerraVest Industries. Read More
- Woodbridge International Closes Sale of Critical Industrial Maintenance Provider. Read More
- Bryant Park Capital Arranges $104.5 Million in Captial for Legis Finance, A Commercial Litigation Finance Company. Read More
- Butcher Joseph Advises AMPAM Parks Mechanical on Employee Buyout. Read More
- Craft Capital Management Secures 2 MM Installment Loan for Leading Online Retailer YogaClub. Read More
- Shamrock Steel Has Been Acquired by Triple-S Steel. Statesman Business Advisors served as the exclusive financial advisor to Shamrock throughout the transaction. Read More
- Capital Value Advisors Represents Bluefin, LLC in its Acquisitionby EMEX Holdings, LLC, a Portfolio Company of 02 Investment Partners LLC. Read More
Deal News from Buy-Side Members
- Halifax Group Invests in Prairie Industries and Nu-Pak. Read More
- Stonehenge Capital invests $5 million in Ohio-based Bedrock Earthworks to boost growth and double workforce. Read More
- Corestream Secures Investment from LLR Partners. Read More
- Huron Capital’s Albireo Energy Acquires Environmental Energy Corp. Read More
- Presidio Invests $75M to Merge 15 Companies, Creating Bravas, a Nationwide Designer of Luxury Smart Home Systems. Read More
- Akeneo Raises $46 Million, led by Summit Partners, to Expand Its Leadership in Product Experience Management. Read More
- High Road Capital Partners’ Portfolio Company U-C Coatings Acquires Eco Chemical. Read More
- Bertram Capital Announces Investment in Solo Stovek. Read More
- Great Point Partners Backed Spine & Sport Physical Therapy Completes Acquisition of Wisdom Physical Therapy. Read More
- TSG Consumer Partners To Acquire Joe Hudson’s Collision Centers. Read More
- Branford Castle Partners hits stride with acquisition of Pulse Veterinary Technologies, an industry-leading provider of products to the global horse and house pet healthcare markets. Read More
- Highview Capital Backed National Fire & Safety Announces Acquisition of Elite Fire Protection Systems. Read More
- Martis Capital Completes Investment in Credible Behavioral Health. Read More
- Volaris Group Expands its Risk and Compliance Offerings through the Acquisition Of Holocentric. Read More
- Valsoft Enters the Aviation Vertical With the Acquisition of Commsoft OASES. Read More
Not a Member of Axial yet?
Last Month on Axial’s Middle Market Review
- A Research-Driven Approach to Deals. Read More
- Independent Sponsors Gain Acceptance. Read More
- The Makings of the M&A Purchase Agreement. Read More
- A Rise in Subscription Credit Facilities. Read More
- You’ve Received an Unsolicited Offer to Buy Your Business – Now What? Read More
- Lots of New Capital for Lower Middle Market Firms. Read More
- What to Expect in an M&A Letter of Intent. Read More
Upcoming Axial Events
Highlights of Recent Transactions
Get in Touch
Email nick.coetzee@axial.net to learn more