RSM US Middle-Market Business Index Moves Up as Firms Continue Investments

The RSM US Middle Market Business Index (MMBI), presented by RSM US in partnership with the U.S. Chamber of Commerce, increased to 132.9 in Q4/23 from 129.6 in Q3/23 on a seasonally adjusted basis.

December 8, 2023 Joe Brusuelas | Neil Bradley | RSM US | RSM US Middle Market Business Index (MMBI) | U.S. chamber of Commerce Ian Koplin

Carl Marks Wins M&A Advisor Award for Professional Services Deal of the Year

Carl Marks Advisors received the Professional Services Deal of the Year award for the mid-market category at the 22nd Annual M&A Advisor Awards for its work on behalf of architecture and design firm EYP Group Holdings in its sale to Page Southerland Page.

December 7, 2023 Carl Marks Advisors | M&A Advisor Awards | Scott Webb | The M&A Advisor Ian Koplin

Wells Fargo Believes 2024 Will Be a Pivotal Year for the Economy and Markets

Wells Fargo Investment Institute released its 2024 outlook, offerings its ideas for investors to consider in the new year. The institute believes the 2024 economic story could be a tale of two halves for fixed income and equities.

December 7, 2023 Darrell Cronk | Wells Fargo Investment Institute Ian Koplin

Crown Partners Arranges Credit Facility for Fundfi Merchant Funding

Crown Partners, an investment bank focused exclusively on middle-market asset-based finance, arranged a new credit facility for Fundfi Merchant Funding, providing committed capital for the company to fund the growth of its portfolio.

December 6, 2023 Crown Partners | Efraim Kandinov | Fundfi Merchant Funding | Mark Seigel Ian Koplin

Ares Management Raises Approximately $3.3B of Real Estate Secondaries Capital

Ares Management, a global alternative investment manager, raised approximately $3.3 billion of real estate secondaries capital, which comprises the Landmark Real Estate Fund IX, general partner commitments and affiliated vehicles.

December 5, 2023 Ares Management | Jamie Sunday | Landmark Real Estate Fund IX | Michelle Creed Ian Koplin

Carlyle Selects Broadridge Investment Management Technology for Private Credit & CLO Operations

Investment firm Carlyle implemented financial technology company Broadridge Financial Solutions’ cloud-based solution, Sentry, in support of its private credit and collateralized loan obligation (CLO) portfolio management.

December 5, 2023 Broadridge Financial Solutions | Carlyle | Jim Keogh | Mike Sleightholme Ian Koplin

Getzler Henrich’s Gupta Honored As Emerging Leader by American Bankruptcy Institute

Charvi Gupta, a director at Getzler Henrich & Associates, was honored as one of the American Bankruptcy Institute’s 40 Under 40 Emerging Leaders in Insolvency Practice for 2023.

December 4, 2023 American Bankruptcy Institute | Charvi Gupta | Joel I. Getzler | William H. Henrich Phil Neuffer

B. Riley Serves as Sell-Side M&A Advisor to Heart & Vascular Center of Arizona

B. Riley Securities served as sell-side M&A advisor to Heart & Vascular Center of Arizona, an independent cardiovascular physician practice, in connection with its sale to Cardiovascular Associates of America.

December 1, 2023 B. Riley Securities | Cardiovascular Associates of America | Heart & Vascular Center of Arizona Ian Koplin

Atlendis Labs and Cicada Partners Form Partnership to Launch Private Credit Opportunities

Cicada Partners, a credit risk management company, and Atlendis Labs, a private credit financial technology company, jointly announced a strategic and exclusive partnership to launch short-duration private credit opportunities, with an initial focus on asset-backed lines of credit.

November 30, 2023 Atlendis Labs | Charlotte Eli | Cicada Partners | Sefton Kincaid Ian Koplin

M&A Advisor Awards Epiq with Consumer Discretionary Deal of The Year Award

Epiq Corporate Restructuring Group was named a winner of the M&A Advisor’s Consumer Discretionary Deal of The Year award in the more than $100 category. The award honors Epiq Corporate Restructuring Group and its role in the $1.59 billion restructuring of Serta Simmons Bedding.

November 30, 2023 Brad Tuttle | Epiq Corporate Restructuring Group | M&A Advisor Ian Koplin