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Advisors, Family Offices, Lenders, Private Equity

Axial’s LMM Digest: October Edition


Welcome to the October edition of Axial’s Lower Middle Market Digest, your source of news, people moves, deal announcements, and all things newsworthy in the LMM.

Click here to join the distribution list for this newsletter, sent on the first Friday of every month.

You can also follow along on LinkedIn.

Select New Axial Members This Month

– Investment BanksBKD Corporate Finance, Evergreen Advisors, Tucker Midis Owen, D.A. Davidson, Savills North America

– Corporates: Integrated Prescription Management, Travel Zap Inc., Wharfedale Technologies

– Private Equity FirmsL Catterton, Hidden Harbor Capital, SunTx

– Family OfficesCH Investment Partners, Fairfield-Maxwell Ltd., GreenSummit Investments

– Independent SponsorsArbor Bay Partners, Hayden Creek Capital, NB Group

People Moves

  • Excellere Partners Portfolio Company, Biocare Medical, Appoints Nicolas Barthelemy as Executive Chairman. Read More
  • The Halifax Group Names Doug Hill Partner Promotes David Calder to Principal. Read More
  • Advent International Appoints Former Tesla and Lyft Executive Jon McNeill as an Advisory Partner. Read More
  • Capital Partners Adds Chief Human Capital Officer. Read More
  • Varsity Brands Appoints Steve Down as President of Herff Jones. Read More
  • PJ Solomon Launches Telecom Group with the Hiring of Industry Veteran Joseph Valenti. Read More
  • Cloud Services Leader Garth Carter Joins Baker Tilly’s Consulting Practice to Lead its Value Creation Team. Read More
  • Bill Shea Joins as Skyway Capital Markets Director of Business Development. Read More
  • KPMG appoints Hartaj Nijjar National Leader of Cyber Security Services. Read More
  • Farrah Glover Joins Colliers International as Human Resource Assistant. Read More


Member Shout-outs

  • One Equity Partners Closes Fund VII with $1.75 Billion of Total Commitments. Read More
  • Growth Through Advocacy: Summit Partners Hosts 2019 Women’s Leadership Forum. Read More
  • Corporate Finance Associates Worldwide Expands North American Operations in Miami. Read More
  • Baker Tilly Named a Best Place to Work in Pennsylvania. Read More
  • The Forbes M&A Group Awarded M&A Firm of the Year in Colorado. Read More


Interesting Reads

  • CEO Panel: The Path to Leadership and Lessons Learned Along the Way (HBM HoldingsRead More
  • A Comprehensive Guide to Debt Management (Corporate Finance AssociatesRead More
  • Will That Be Credit, Debit…Or ACH? (Fulcrum Equity Partners) Read More
  • Creative ways to solve valuation differences in M&A negotiations (Cronkhite Capital) Read More
  • Business Owners Can’t Always Sell When They Wish (Pacific Business AdvisorsRead More
  • Creating a Digital Roadmap to Drive Profits (Barnes DennigRead More
  • Five Things Business Owners Should Keep in Mind Ahead of the Next Recession (Crosbie & Company Inc.Read More

Deal Announcements from the Axial Sell-Side

  • Solganick & Co. Serves as Exclusive Advisor to Lone Star Analysis in its Investment by HCAP Partners. Read More
  • Quarton a Cowen Company Advises Max Holder GMBH on its Sale to Alfred Karcher SE & Co. KG. Read More
  • Kontrol Energy Completes Term Loan Financing with FirePower CapitalRead More
  • ROTH Capital Partners Acts as Sole Manager for Reed’s Inc. (Nasdaq: REED) in its $7 Million Follow-On. Read More
  • Copper Run Capital Advises Forge Lumber on its sale to U.S. LBM. Read More
  • Slate Partners Advises Southwest Elevator Company on Recapitalization with Align Capital Partners. Read More
  • Beacon Corporation Completes the Sale of PPMI to Automotive & Industrial Products Supplier. Read More
  • Caber Hill Advisors Supports the Merger between Cornerstone Dental Partners and Ponzio Dental. Read More
  • Peakstone Group Advises on Environmental Services Transaction. Read More
  • MiddleMarch Partners Advises 6th Avenue Capital On Convertible Note From Star Strong Capital. Read More
  • The McLean Group Advises JACS Development on the Recapitalization of Eight Planet Fitness Clubs to Impact Fitness, a Portfolio Company of Morgan Stanley Capital Partners. Read More
  • Paramax Corporation is pleased to announce the sale of Chemical Design, Inc. to Zeton International Inc. Paramax served as exclusive M&A advisor to Chemical Design, Inc. on this transaction. Read More​​​​​​
  • Woodbridge International Closes Sale of Precision Stampings, Inc. to MPI Corporation. Read More
  • Meridian Capital Advises Harbor Wholesale Foods on its Purchase of Regional Assets of Food Services of America. Read More​​​​​​
  • Scura Partners Advises Karma Agency in its Sale to LRW Group, a portfolio company of Tailwind Capital. Read More

Deal Announcements from the Axial Buy-Side

  • Rockbridge Growth Equity Acquires Leading Marketing Solutions Provider, ProSites, Inc. Read More
  • Edgewater Capital Partners to Acquire Haematologic Technologies. Read More
  • Clarion Capital Partners Completes Investment in Harris & Harris. Read More
  • DaySmart Software Completes Growth Recapitalization with LLR Partners and Parthenon Capital. Read More
  • Advent International Acquires Enamor, a Leading Women’s Innerwear Brand in India. Read More
  • Dorilton Capital Invests in Hennigan Engineering Company. Read More
  • Summit Partners Sipartech Announces Equity Partnership with Blackstone. Read More
  • Arsenal Capital Partners Completes Acquisition of Clariant’s Healthcare Packaging Business. Read More
  • ARC Industries Acquires Exhibit Source, Inc. Read More
  • LNC Partners Invests in Prime Capital Investment Advisors, LLC . Read More
  • H.I.G Capital Completes Growth Investment in Circle Graphics Holdings, Inc. Read More
  • CrowdOut Capital Provides Term Loan to Tender Greens. Read More
  • Valsoft Corporation Continues Investment in Hospitality Technology with Acquisition of H&L. Read More
  • Veronis Suhler Stevenson Completes Investment In Quatrro Business Support Services. Read More
  • American Securities and Lindsay Goldberg to Acquire AECOM’s Management Services Business. Read More

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The 7 Most Read Articles from October on Middle Market Review

Visit MMR

  • Top 20 Lower Middle Market Investment Banks [Q3]. Read More
  • A Drop in First Time Funds Among Robust Private Equity Fundraising. Read More
  • 4 Business Development Best Practices for Private Equity Firms. Read More
  • Operating Partners Remain in Demand. Read More
  • Family Offices Continue to Adapt and Grow Read More
  • The Risks and Opportunities of Inorganic Growth. Read More
  • Middle-Market Dealmaking Continues to Outperform. Read More

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