General Information | The Middle-Market

THE COMPANIES THAT COMPRISE THE MIDDLE-MARKET
Although it can be defined in different ways, we generally define the middle-market as including companies that are measured by one or both of the following parameters:
  • Up to $300 million in revenues
  • And/or up to $30 million in Earnings Before Interest, Depreciation and Amortization (EBITDA)
This definition could, in many circumstances, grow to include bigger companies depending on the specific industry characteristics. What is consistent in middle-market companies is that they are entrepreneurially managed and typically are controlled by families, a partnership of shareholders, a sole-proprietor or an investment entity.

THE ENTREPRENEURS OF THE MIDDLE-MARKET
Experience has taught us that middle-market owners and managers tend to have very different needs in capital event transactions from those in larger companies. Accordingly, our personnel leverage their expertise and spend the necessary time to review the options, methodology and strategies for achievement of successful outcomes in all transactions. We assist our clients by helping them effectively manage important internal constituents (employees, customers, vendors and lenders), and we collaborate with their other advisors (legal counsel and outside accounting firm) such that it is a complementary team approach to negotiating with the various parties on the other side of the transaction.

THE ENTITIES WHO FINANCIALLY TRANSACT IN THE MIDDLE-MARKET
The companies, entrepreneurs, financial institutions and investors that transact in the middle-market require an experienced and knowledgeable transaction advisor with expertise in all aspects of this marketplace. It is critical to have knowledge of each of these entities, and how they ultimately work together, in order to reach a successful outcome for a transaction.

Our comprehensive experience as middle-market owners, managers, investors and investment bankers enables us to provide professional services in the manner that best ensures successful outcomes, regardless of the type of transaction undertaken - selling a company, raising capital or advising on an acquisition.

We have spent our careers in the middle-market and offer that expertise, knowledge and experience to our clients.