Lower Middle Market Deal Digest

Welcome to the August 2021 edition of Axial’s Lower Middle Market Deal Digest, your source of news, deal announcements, and all things LMM.

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Select New Axial Members

Investment Banks
Apex Capital Advisors, High Rock Partners, Swiftnegotia, Viridian Capital Advisors, Securieon Inc

Corporates
Power-Tek Group, Kamchatka, RTM Engineering Consultants

Private Equity Firms
Brock and Grey, Warren Equity Partners, Knox Lane

Family Offices
Navigation Street, Mitchell Family Office, Snell Ventures

Independent Sponsors
Clay Ridge Capital, Duet Private Equity, Oak Rock Capital

People Moves

	Raincatcher Announces National Expansion To Locally Serve National Business Owners Buy, Sell & Build Value. Read More
	Jim Kerr to Retire as CEO of D.A. Davidson Companies, Larry Martinez Named Successor. ​​​ Read More
	Colliers Capital Markets Team Continues Growth with Addition of Matthew Sherry. Read More
	DAK Group Hires Joshua Andermarch to Meet Uptick in Mid-Market M&A. Read More
	Trivest Promotes Mario Masrieh to Principal. Read More
	Martis Capital Welcomes New Associate to the Investment Team. Read More
	Madeleine Esther joins ShoreView as a Vice President. Read More
	Greg Hartley Joins Current Capital as Operating Partner. Read More

Member Shoutouts

Star Mountain Capital Closes its Oversubscribed SBIC Fund at $290 Million Including SBA Leverage. Read More
Cortland Advisors Ranks on Axial’s 2021 List of Top 50 Middle Market Business Services Investors & M&A Advisors. Read More
Skyway Earns Spot on Inc. 5000. Read More
Butcher Joseph’s Patrick O’Neil Honored as Recipient of The M&A Advisor’s Emerging Leaders Awards. Read More
MedWorld Advisors Named #6 on Axial’s Top 20 Lower Middle Market Investment Banks. Read More

2021 M&A Advisor Fee Survey

There’s still time to participate in our 2021 M&A Advisor Fee Guide survey. Since 2017, the annual M&A Fee Guide has grown to be the most authoritative source for middle market M&A, having been downloaded and read by more than 8,000 M&A practitioners worldwide.

All participants who complete the survey will receive a complimentary copy of the research report. Sign up at the end of the survey to receive the 2021 M&A Fee Guide in your inbox. We thank you in advance for your participation and look forward to sharing the results on the current state of M&A advisory fees.​​​​​​

Thought Leadership

FOCUS U.S. Communications Service Provider Quarterly: Summer 2021 Report (FOCUS Investment Banking)
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Bankruptcy Sales and the Stalking Horse: Is It a Fit? (Equity Partners HG)
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Private Equity Deals – Considerations Of The Advantages Of IRC Section 721 (JD Merit)
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How an Idea Reaches Strategic Buyers (MedWorld Advisors)
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Planning Ahead = Top Dollar (O’Keeffe & O’Malley Inc.)
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4 Surprising Reasons Why It’s Better to Own a Big Chunk of a Small Company (Maxima Divestitures Group)
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Top 10 Reasons to Never Accept an Unsolicited Offer for Your Business (Touchstone Advisors)
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5 Features of Successful Plumbing and HVAC Acquisitions (SF&P Advisors)
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DIP Financing Can Help Small Businesses Following Bankruptcy (Cash Flow Resources)
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How Banks Can Ensure Fintech Partnerships Don’t Fail (Persistent Systems Limited)
Read More

Deal News from Sell-Side Members

Auctus Capital Partners Supports ArcScan, Structures $11.15 Million Preferred Series B Investment from Shanghai Haohai Biological Technology.
Read More

Three Twenty-One Capital Partners becomes exclusive investment bank to Revolution Capital, the largest private Canadian invoice factoring company, to source and facilitate the company’s acquisition activity.
Read More

Peakstone Advises V&F Transformers on Sale to Spire Power Solutions, a Mill Point Capital Portfolio Company.
Read More

FOCUS Investment Banking Represents Guaranty RV in its Sale to Bish’s RV.
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Headway Workforce Solutions completes sale of its PathGoal Employer Services division to PrestigePEO; Transact Capital Served as the Exclusive Financial Advisor.
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Slate Partners Advises Zoo Fans On Its Sale To Rite-Hite.
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DC Advisory advises SCHMID Group on a strategic capital raise from XJ Capital.
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Techstrat Client Rybbon Acquired By Blackhawk Network.
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Woodbridge International Supports Acquisition of Technology Development Company.
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Carl Marks Advisors Serves as Exclusive Financial Advisor to WE Transport on Successful Sale to Beacon Mobility.
Read More​​​​

Deal News from Buy-Side Members

Trivest Discovery Fund Announces Investment in Brothers Paving.
Read More

Industrial Opportunity Partners Invests In Brewster And Fine Decor.
Read More

SFW Capital-backed Caron Completes Acquisition of Bigneat.
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CIVC Partners Portfolio Company, iVision, Completes Acquisition of Carve Systems.
Read More

NexPhase Capital-Backed KnowFully Learning Group Acquires ChiroCredit.
Read More

Kainos Capital Acquires Muenster Milling, Family-Owned Pet Food and Ingredient Manufacturer.
Read More

Fulcrum Equity Partners Leads $17.2M Series A in NavigatorCRE.
Read More

Gauge Capital Announces Strategic Investment In Centegix.
Read More

Volaris Group Enters Engineering Market with Acquisition of ASSET InterTech.
Read More

Fulcrum Equity Partners Leads $17.2M Series A in NavigatorCRE.
Read More​​​

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Top August Articles on

Middle Market Review

Don’t Know These 10 SMB Business Brokers? You Should. Read More

No Ugly Babies in M&A. Read More

Riding the eCommerce M&A Wave. Read More

Martin Ice Cream and the Sale of Personal Goodwill. Read More

Highlights of Recent transactions

Submissions for next month?

Email dani.forman@axial.net