News & Analysis as of

Middle Market

Goulston & Storrs PC

Adoption Without Drift: How the Lower Middle Market is Selectively Evolving

Goulston & Storrs PC on

Competition among direct lenders continues to compress pricing across private credit markets, including in the lower middle market. At the same time, certain sponsor-driven features that were once more typical of larger...more

Katten Muchin Rosenman LLP

Middle Market Restructurings and Investigations: A Conversation With Novo Advisors Founder Sandeep Gupta

In the latest episode of the TMA Chicago/Midwest Podcast, host and Katten Restructuring Partner Paul Musser sits down with Novo Advisors Managing Partner and Founder Sandeep Gupta. They discusses Sandeep’s “accidental”...more

Farella Braun + Martel LLP

M&A Rebound: Unlocking Value in a Resurgent Market

The M&A landscape is generally experiencing a robust resurgence, with soaring deal values and a palpable sense of renewed optimism among dealmakers. Many are hopeful that these dynamics and current macroeconomic tailwinds...more

Proskauer - Private Market Talks Podcast

[Podcast] Private Market Talks: Navigating Market Complexity with Churchill’s Jason Strife

How are private equity and private credit adapting to a more complex market? In this episode of Private Market Talks, Jason Strife, senior managing director and head of junior capital and private equity solutions at...more

Offit Kurman

Preparing to Sell: The Most Common Deal-Killing Mistakes Business Owners Make, and How to Avoid Them

Offit Kurman on

For many middle-market business owners, 2026 could present an ideal window to explore a sale. With financing markets improved and private equity (PE) sitting on significant amounts of dry powder, strategic buyers are in a...more

Proskauer - Private Market Talks Podcast

[Podcast] Private Market Talks: Inside the GP Stakes Opportunity with RidgeLake Partners’ Todd Milligan

What’s driving the growth of GP stakes investing, and where is the opportunity today? In this episode of Private Market Talks, Todd Milligan, co-head of RidgeLake Partners, joins partner Howard Beber to discuss the...more

Offit Kurman

Rethinking the Early Exit: How Gen X and Millennial Owners Are Selling Smarter in 2026

Offit Kurman on

While much of the exit-planning conversation has centered on Baby Boomers approaching retirement, Millennial and Gen X founders are also a growing segment of today’s middle-market sellers....more

DLA Piper

LSEG LPC’s annual Middle Market & Large Corporate Loans Conference: Key takeaways

DLA Piper on

At the 2025 Middle Market & Large Corporate Loans Conference, hosted by LSEG LPC, financial services professionals convened to review market drivers from the past year and identify opportunities for 2026. The November 2025...more

Levenfeld Pearlstein, LLC

Independent Sponsor Series: Nicolò Vergani of V&A Capital Discusses Investment Strategy and the Middle Market M&A Outlook

To help businesses, investors, and deal professionals better understand the evolving independent sponsor landscape, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor team –...more

K&L Gates LLP

2025 ABA Private Target Mergers Acquisitions Deal Points Study

K&L Gates LLP on

The American Bar Association’s (ABA) Business Law Section has released its 2025 Private Target Deal Points Study, the flagship product of the Market Trends Subcommittee of the Mergers and Acquisitions (M&A) Committee. The...more

Levenfeld Pearlstein, LLC

Independent Sponsor Series: Brien Davis of Fidus Capital Discusses Financing Options for Independent Sponsor Transactions

To help businesses, investors, and deal professionals better understand the evolving independent sponsor landscape, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor team –...more

Offit Kurman

Bridging the Gap: The Art of Communicating with First Time Sellers

Offit Kurman on

It is estimated that 75 million baby boomers could retire by 2030. Many of these boomers have built successful businesses over decades, and they are now ready to sell as they move into the next phase of their lives. This is...more

Troutman Pepper Locke

State of Play in Navigating Distressed Middle Market M&A — PE Pathways Podcast

Troutman Pepper Locke on

This is the first episode in a series of discussions around private equity and distressed assets with attorneys from our Bankruptcy + Restructuring and Private Equity practice groups. Distressed mergers and acquisitions (M&A)...more

Buckingham, Doolittle & Burroughs, LLC

Representations & Warranties Insurance: What You Need to Know

If you are selling a business or acquiring one, particularly in the middle market or large-cap space, you will likely hear the term representation and warranties insurance (RWI). It is a common tool in mergers and...more

Levenfeld Pearlstein, LLC

M&A Insights Series: Katie Balson of Origin Merchant Partners Discusses the Market Outlook, Its Challenges and Opportunities, and...

To help businesses, investors, and deal professionals better understand the evolving independent sponsor landscape, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor team –...more

Levenfeld Pearlstein, LLC

Independent Sponsor Series: A Conversation with Alexander Foshager and John Mensing of Monroe Street Partners (Part One)

Below is his conversation with Alexander Foshager and John Mensing at Monroe Street Partners (MSP), a Chicago-based investment firm that partners with family and founder-owned, lower-middle market businesses across the...more

Levenfeld Pearlstein, LLC

M&A Insights Series – Tariff Impacts, Deal Processes, and Advice for Buyers and Sellers: A Conversation with Dave Kakareka of...

To help businesses, owners, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor and Private Equity...more

Levenfeld Pearlstein, LLC

M&A Insights Series – Valuation Expectations and Industry Trends: A Conversation with Dave Kakareka of Balmoral Advisors (Part 1)

To help businesses, owners, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor and Private Equity...more

Levenfeld Pearlstein, LLC

Valuation Trends, Buyer-Seller Dynamics, and Advice for Sell-Side Businesses: A Conversation with Michael Norton of Houlihan...

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly—a partner in LP’s Corporate Practice Group—shares a series of conversations with M&A experts....more

Seward & Kissel LLP

Legal Trends in Middle Market M&A Deals

Seward & Kissel LLP on

As we close 2024, middle market M&A transactions, typically valued between $10 million and $500 million, have begun to show signs of finally rebounding from their peak in 2021.  As deal activity continues to ramp up, here are...more

Levenfeld Pearlstein, LLC

Private Equity Profiles and Perspectives: A Conversation with Matthew Parsons of Camp Lake Capital

To help businesses, investors, and deal professionals better understand the evolving private equity landscape in the lower middle market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a...more

Levenfeld Pearlstein, LLC

What to Expect When Selling a Business: A Conversation with Jordan Gerber at Caber Hill Advisors

Below is his conversation with Jordan Gerber, a Managing Director at Caber Hill Advisors, an M&A advisory firm that focuses on helping privately-held, middle-market businesses transact with strategic or private-equity-backed...more

Fenwick & West LLP

Middle-Market Companies Are Preparing for Sustainability Regulations While Monitoring Legal and Political Developments

Fenwick & West LLP on

According to a recently released preview of the RSM Middle Market Sustainability Survey 2024: US and Canada, 75% of middle-market companies report their organization has already taken steps to prepare for compliance with at...more

Levenfeld Pearlstein, LLC

Private Equity Profiles and Perspectives: An In-Depth Conversation with Pat Riley and Lukasz Wrona of Akoya Capital

Part 1: The Importance of Differentiation and the Role of Human Capital in Private Equity Investments- To help businesses, investors, and deal professionals better understand the evolving private equity landscape in the...more

Levenfeld Pearlstein, LLC

M&A Segment Trends, Seller and Buyer Motivations, and Process Strategies: A Conversation with Robert Meyer at Peakstone Group

To help businesses, investors, and deal professionals better understand the evolving M&A market, Rob Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. ...more

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