AJ Ebels

In the world of Mergers and Acquisitions (M&A), where a business owner seeks to sell a majority or all of their ownership to an acquirer, the structure of the purchase price plays a pivotal role. Understanding the various alternatives for purchase price consideration and their implications is crucial for achieving optimal results in a business […]

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Charter Capital Partners is proud to announce that our client, Merrill Technologies Group, has been acquired by Arlington Capital Partners, a Washington, D.C.-area private equity firm. The transaction was led by Charter team members Mike Brown, Partner and Managing Director, Zach Wiersma, Vice President, AJ Ebels, Vice President, and Keegan Ensing, Analyst. Merrill Technologies Group,

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Technology and digital services Q2 2023 saw  a 15.3% decrease in IT Services sector deal volume, with 332 deals closed compared to 392 in Q1 2023. However, multiples rose as buyers targeted companies with innovative technology advancements which demand higher valuations. Continued buyer focus on growth buyout deal structures also bolstered valuations. Customer demand has

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The technology and digital services update for Q1 2023 shows deal volume within the IT Services sector improved in Q1, with a total of 392 deals; this is up 9.8% from the 357 deals closed in Q4 of 2022. This increase demonstrates the resilience of the IT Services industry despite headwinds in the lending environment.

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Charter Capital Partners, a Grand Rapids, Michigan-based investment bank, is pleased to have represented Avon Machining in its acquisition by Auxo Investment Partners. Founded in 1974, Avon Machining is a Shelby Township, Michigan-based precision manufacturer of complex machining solutions, including high precision gears, transmission parts, bearings, housings, and axle shafts for the construction, mining, agriculture,

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Deal volume in the consulting, technology, and digital services sector remained strong in Q4, despite a continued pullback in deal activity over the previous few quarters. 357 deals closed in Q4, which was down from the 405 deals that closed in Q3. The general trend in deal activity over the previous few quarters is likely

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2022 Year in Review

As we look back on 2022, we want to express our gratitude for the many professional colleagues and investors who partnered with us on both our M&A deals and our private capital investment activities. We are thankful for each and every one of you and we look forward to what 2023 has in store.

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With 405 deals closing in Q3, deal volume within the consulting, technology, and digital services industry remained higher than pre-pandemic averages and marked a slight increase from the 401 deals that closed in Q2. Although the uncertain macroeconomic outlook has been a major hit to tech stocks in the public market, privately-held, middle-market companies have

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Deal volume in the consulting, technology, and digital services industry remained steady with the prior quarter, with 384 deals in Q2 compared to 390 in Q1. Although deal volume is slightly off record highs in 2021, the IT Services sector continues to be an area of focus for both strategic and financial buyers.

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Technology and digital Services

M&A activity in the technology and digital services space has soared following the onset of the pandemic as technology firms have garnered significant attention from both private equity acquirers with large reserves of dry powder as well as global strategic acquirers. As we had anticipated, deal levels in our three key verticals caught a second

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Mezzanine financing can allow entrepreneurs to unlock doors to substantial growth for their business. It also offers a patient outlook on financial performance and flexibility to craft an appropriate investment structure to fit the financing needs of the company and goals of the entrepreneur.

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