Insights & Analysis

Industry insights that are curated and delivered to inform your dealmaking strategies. We select the most relevant information, providing a consistent, convenient source for exclusive intelligence and analysis.

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Private Equity

Caymus to Reprise HVAC Strategy in Enviro Services

By Huzair Latif
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Published: February 8th, 2024
The Atlanta middle market firm is hoping to use a familiar playbook with its first platform in the environmental services space, an arena where there have been several deals in 2023 with potentially more to come.
Activism

Activist U: Insurgent Tactics Make the Curriculum

By Ronald Orol
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Published: February 8th, 2024
Top activists, including Glenn Welling, Jeff Smith and Jim Mitarotonda, as well as key legal and financial advisers are volunteering their time at a growing number of university programs on activism.
M&A

Mizuho Eyes Bigger Slice of U.S. Middle Market

By Quratulain Tejani
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Published: February 7th, 2024
Deals for Greenhill and Capstone are indicative of Mizuho's desire to expand in the U.S., particularly in the middle market with private companies and investors, head of the investment and corporate banking unit Michal Katz says.
M&A

Creative Planning Heads North With Kistler-Tiffany

By Quratulain Tejani
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Published: February 7th, 2024
In its fifth transaction of the year, the Overland Park, Kan.-based wealth management firm will grow its presence in the Northeast, an area it will continue to target for deals, CEO Peter Mallouk says.
Scoops & Exclusives

BDCs Find Familiar Partners in Face of Market Headwinds

By Quratulain Tejani
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Published: February 7th, 2024
Though BDCs have fared well over the past few quarters, uncertainty for middle market companies and further interest rate fluctuations could spell more deals between the publicly listed firms.
Private Equity

GTCR Embraces Tech for Fresh Crop of Financial Platforms

By Quratulain Tejani
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Published: February 6th, 2024
Growth through investment in technology is in the cards for a number of recently acquired platforms including: liquidity management company R&T Deposit, nonprofit support platform Foundation Source, and compliance outfit Once For All, among others.
M&A

Chesapeake, Southwestern Merger Signals Step for LNG

By Huzair Latif
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Published: February 6th, 2024
The $7.4 billion merger moves the Haynesville Shale one step further to a long-awaited consolidation, while investors see the deal shoring up the future of the natural gas producers, as well as the U.S. liquefied natural gas industry.
Scoops & Exclusives

Janney's Journey to $1 Billion and Beyond

By Quratulain Tejani
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Published: February 6th, 2024
With a deal for TM Capital adding to an already successful list of acquisitions over the past few years, Janney is looking to stay on a path of growth in the years ahead.