Axial

Self-funded search is on the rise ?? On the latest episode of Mastesr in Small Business M&A, Peter Lehrman sits down with Harvard Business School professors Royce Yudkoff and Richard Ruback, co-authors of Harvard Business Review: Guide to Buying a Small Business. Royce and Rick have spent 15+ years teaching Entrepreneurship Through Acquisition (EtA), watching it grow from a niche MBA pursuit to a mainstream career path for mid-career professionals and beyond. Discussion points include: ?? The EtA category expanding outside MBA programs ?? The rise of self-funded search vs. traditional funded search ?? The evolution of financing options for acquirers ?? How mid-career professionals are transitioning into EtA ?? And more Enjoy the conversation! ?? https://lnkd.in/gUi59CyE ?? https://lnkd.in/g5pRvTMv #EntrepreneurshipThroughAcquisition #SelfFundedSearch #BusinessAcquisition #ETA #PrivateEquity #SearchFunds #MergersAndAcquisitions #HarvardBusinessReview

Check out the February 2025 issue of Deal Digest. Special thanks to Axial member and sell-side partner M&A Healthcare Advisors for sponsoring this issue. M&A Healthcare Advisors has confidentially marketed a total of 20 deals using the Axial sell-side M&A platform and has been featured as an?Axial Top 50?firm.?? The following members are featured in this Digest issue: Select New Members Arable Capital Partners Unbridled Advisory United Comfort Group MainLine Investment Partners pH Partners Six Peak Capital Novistra Capital Apex Dental Partners Thought Leadership Merritt Healthcare Advisors HB Global, LLC. Corporate Advisory Solutions, LLC IT ExchangeNet Sequeira Partners VERTESS People Moves & Member Shoutouts IMB Partners Goldman Sachs Valley Bank Braden Business Systems ATI Restoration, LLC LatticeWork Deal News SRM Equity Partners, LLC The Bloom Organization Victor Capital Partners Cascadia Bridgepoint Investment Banking https://lnkd.in/gmmiuHZd

We’re pleased to share the tenth installment of Axial’s Partner Spotlight series, in which we highlight one of our sell-side members, including the firm’s track record and accolades via Axial. This month we're excited to recognize Cornerstone Business Services, Inc., a lower middle market investment banking firm headquartered in Green Bay, WI. Cornerstone was founded in 2001 with a focus on business ethics and elevating advisory services available to the lower middle market. Since then, the firm has grown to 17 professionals, building businesses and legacies across the country. Cornerstone focuses on businesses with $5M - $150M in annual revenue who are historically profitable with a minimum EBITDA of $750,000. For more information on the Partner Spotlight series, contact Gabrielle Steele or Jack O'Connell.

Which M&A advisors represented the top deals in 2024? We're excited to share the 2nd annual Advisor Industry Awards, which spotlight the top closed deals across 12 unique industries and the Axial sell-side members that brought the deals to market. The Axial team reviewed more than 2,000 deals and took into consideration the following attributes of the deals and firms that represented them: ? Marketed on Axial ? Minimum $500K EBITDA ? Closed in the 2024 calendar year ? The amount of buyer interest generated (measured by pursuits) ? The advisor’s method of selectivity in distributing the deal The deal?did not?have to close via the platform with an Axial buyside member to be considered. Congratulations to these featured Axial members! ?? Royce Yorgason - Bristol Group Business Brokers Tim Dailey - Peakview Partners, LLC Janet Tyler, PCC - TobinLeff, LLC Keith Wegen - Flatirons Capital Advisors, LLC Khaled Azar - Livmo Jason Wallace, CFA, FRM, CAIA - JT Wallace Investments Matt Coyne - Brandywine Mergers & Acquisitions Brian Kerester - Wood Warren & Co. Michael D Rubin Jr. - Gratia Equity Partners Graham Miller, CFA - The Bloom Organization Omar Brown - Young America Capital Dev Patel, CFA, MBA - Capital Canada Limited https://lnkd.in/gGm96ndp

The latest issue of The Winning M&A Advisor features a $5M+ healthcare company that leveraged Axial’s Advisor Finder program to connect with vetted M&A advisors. As part of every Advisor Finder process, we ask the business owner to provide a rationale for why they hired a given advisor. The following attributes contributed to the selection of this issue's Winning M&A Advisor: ? Industry-Specific Expertise ? Flexible Engagement Duration ? Engagement Structure ? Third-Party Valuation Inclusion Read the full issue here ?? https://lnkd.in/gJjdQq3Q

The latest issue of The Winning LOI features a transportation company that reported a revenue range of $2M-$3M and an EBITDA range of $.5M-$1M when the deal confidentially went to market via Axial in Q4 2023. To review the full breakdown of the LOI, click here ?? https://lnkd.in/gE_mBq5k

Why did deals die in 2024? For the third year in a row, we analyzed a selection of Axial-sourced deals with executed LOIs that fell apart in 2024. The findings in today's report are based on 65 unsuccessful transactions across seven buyer types and nine industries. In addition, we reviewed LOI breakage for 2023 vs. 2024. Below is a year-over-year comparison of the reasons LOIs fell apart. Read the full report here ?? https://lnkd.in/ghABnp7f

Check out the January 2025 issue of Deal Digest. Special thanks to Axial member and sell-side partner Vercor for sponsoring this issue. Vercor is a two-time Axial closer, has represented 161 total deals on the Axial platform, and has been featured on?Axial League Tables?twice. ?? The following members are featured in this Digest issue: Select New Members Decosimo Corporate Finance North Branch Capital The Advisory Investment Bank Cardon Partners Marriott & Co., LLC Stronghouse Solutions Andiamo Equity MNP Corporate Finance Thought Leadership Tower Partners Strategic Exit Advisors (SEA) PCE Investment Bankers | M&A | ESOP | Valuation FOCUS Investment Banking Viking Mergers & Acquisitions People Moves & Members Shoutouts Forbes Partners Transom Capital Group Martis Capital Corner Alliance Star Mountain Capital Capital Canada Limited GenNx360 Capital Partners Deal News Tonka Bay Equity Partners CCC Investment Banking One Equity Partners The Peakstone Group Presidio Investors Westbury Group LLC Argosy Private Equity Woodbridge International Branford Castle Partners, L.P. Stillwater Capital Dunes Point Capital, LP M&A Healthcare Advisors https://lnkd.in/gA2p6-mr

The latest issue of Small Business Exits features M&A deal data from 111 recently closed LMM transactions. Sneak peek below ?? https://lnkd.in/gJppY7MH

Do you love your home “IT and AV guy”? We didn’t think so. The latest episode of Masters in Small Business M&A features a conversation with Peter Lehrman & Hagan Kappler, CEO and Co-Founder of Daisy, an emerging leader in home technology installation, integration, and servicing. Discussion points include: ?? Daisy's origin story - a smart home services model ?? A $30 billion industry with no national brand ?? Balancing M&A and franchising strategies for scale ?? The unfair advantage of an experienced M&A team in home services ?? 2025 focus - scaling recurring services and brand identity Enjoy the conversation! ?? Listen - https://lnkd.in/gDsKMbAu ?? Watch - https://lnkd.in/ggRpvbeY