News & Analysis as of

Middle Market

Fenwick & West LLP

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

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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

Porter Hedges LLP

Middle Market M&A Planning: What is Rollover Equity?

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The term “rollover equity” is frequently used in discussions about the sale of middle market companies (which often is described as meaning companies with enterprise values from $10 million to $1 billion[1]), but frequently...more

Levenfeld Pearlstein, LLC

M&A Insights and Outlooks Regarding Financing: A Conversation with Gary Grote of Bridgepoint Investment Banking

Below is his conversation with Gary Grote, Managing Director at Bridgepoint Investment Banking, which focuses on capital raising and M&A advisory solutions. Gary focuses on deals in the healthcare, leveraged finance,...more

Husch Blackwell LLP

The Specter of Nuclear Verdicts and Middle-Market Companies

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The number of cases involving so-called “nuclear verdicts” — that is, verdicts with awards of $10 million or more — have risen sharply, and many of those cases concern product liability claims. For large corporations, such...more

Levenfeld Pearlstein, LLC

M&A Insights and Outlooks in the Packaging and Industrial Industries: A Conversation with Brett Kornblatt of Stout

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

Levenfeld Pearlstein, LLC

M&A Insights and Outlooks: A Conversation with Katie Balson of Origin Merchant Partners

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

White & Case LLP

The Private Credit Golden Age Continues: Key Insights from the LSTA and DealCatalyst 3rd Annual Private Credit Industry Conference...

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On May 9th and 10th, the Loan Syndications and Trading Associations held its third annual private credit industry conference in Ft. Lauderdale, Florida. The major theme of the conference—the speakers of which included...more

Latham & Watkins LLP

In Practice: European Middle Market CLOs Could Rise in 2024 - Despite Some Challenges

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This article describes the current challenges in developing a European MM CLO market, and how asset managers may overcome them. Originally published in Butterworths Journal of International Banking and Financial Law -...more

Crunched Credit

The Fed’s Conundrum: Godzilla vs. King Kong

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It’s a good time for disaster movies…Civil War, The Day After Tomorrow, Armageddon and, of course, in the theatres right now, Godzilla vs. King Kong. Fun on the big screen, not so much in real life. Have you seen Godzilla...more

Integreon

Streamlining NDA Negotiations for Middle Market Investment Banks: The Case for a Transformative, Tech-Enabled Solution

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In the fast-paced world of middle market investment banking, efficiency is currency. Large investment banks representing sellers often enter into thousands of non-disclosure agreements (NDAs) every year. These agreements are...more

Williams Mullen

[Webinar] M&A Series: The Latest Trends in Middle-Market M&A - April 16th, 11:00 am - 11:15 am EDT

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Please join Williams Mullen attorneys Jon Bliley and Rakesh Parikh as they discuss the latest trends in middle-market M&A, touching on several topics, including rep & warranty insurance and indemnification....more

Proskauer Rose LLP

Staying Afloat in an Uncertain Economic World: Hope for the Best, Prepare for the Worst Private Credit Restructuring Year in...

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While global inflation and higher-for-longer interest rates dominated macroeconomic headlines over the last year, middle-market private credit restructurings witnessed three notable trends.  First, these credits remained...more

J.S. Held

Middle Market Builder’s Risk: A Recipe for Success

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Perfecting the Formula for Builder’s Risk Claims Management- A builder’s risk (BR) claim is a type of insurance claim that arises during construction. A BR insurance policy is meant to protect property and construction...more

Williams Mullen

[Webinar] M&A Series: Antitrust Considerations in Middle Market Transactions - June 22nd, 11:00 am - 11:15 am ET

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There has been a significant increase in attention given to antitrust merger enforcement by the United States Justice Department and the Federal Trade Commission under the Biden Administration. While enforcement action taken...more

Ankura

Unlocking the Value of XDR Technology for the Middle Market

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As businesses strive to do more with less, they are turning to technologies that can provide comprehensive visibility and insights into their operations. XDR (eXtended Detection and Response) technology is a solution that...more

Paul Hastings LLP

Market Intersection: A Quarterly Look at the U.S. Credit Markets 4Q22

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In 4Q22, volatile market conditions persisted, including high inflation, rising interest rates, recession anxiety and geopolitical uncertainties. The impact of these conditions was reflected in decreased loan market activity,...more

Paul Hastings LLP

Market Intersection: A Quarterly Look at the U.S. Credit Markets 3Q22

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The U.S. loan market continued to cool in the third quarter, amid an uncertain economic outlook. Geopolitical risks, rising interest rates and a continued threat of recession have caused lenders to focus on credit quality as...more

Ankura

Emerging Middle Market Cyber-Attack Vectors: Are You at Risk?

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The concept of “security by obscurity” is officially outdated. In recent years, cyber-attacks have become increasingly sophisticated, destructive, and indiscriminate. In today’s landscape, cyber threats can come from internal...more

Proskauer Rose LLP

Question of the Week: What kind of competition do you expect in the private credit mid-market in the coming months?

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“Lenders that can write bigger checks will have a competitive advantage for the remainder of the year. Many sponsors have accepted the fact that pricing and terms have tightened and now their main concern is ensuring they can...more

Proskauer Rose LLP

Lending & Secured Finance 2022

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Analysis and Update on the Continuing Evolution of Terms in Private Credit Transactions - Introduction - For the past 11 years, The Private Credit Group at Proskauer Rose LLP has tracked deal data for private credit...more

Rivkin Radler LLP

Leaving New York – But What About One’s New York Business?

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Goodbye New York- Late last year, the U.S. Census Bureau released data showing population shifts across the country during 2021. According to this information, New York lost 1.8 percent of its population... ...more

Proskauer Rose LLP

Navigating the Club in Private Credit Deals

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In light of the recent rise in so-called liability management transactions in the middle market, described by some observers as “lender-on-lender violence”, now is a perfect time for middle market lenders to review and...more

Mayer Brown Free Writings + Perspectives

COVID-19 Related Middle Market Trends

The National Center for the Middle Market recently published the results of a survey of 1,000 financial decision-makers in June 2020 relating to results from the fourth quarter of 2019 and a March 2020 survey of 260 middle...more

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