Griffin Financial Group

We're thrilled to have our own Danielle Kauffman recognized by The M&A Advisor as an “Emerging Leader” for her notable career and industry achievements and contributions while still under the age of 40. She is distinguished as a transactional strategist who guides local, regional and national companies through a range of significant businesses events, from sales and acquisitions to capital raises and recapitalizations. Read more: https://lnkd.in/etc7ijTa Congratulations, Danielle!

We're excited to announce that Samuel Kaplan, CPA has joined our team as a Director in our Boston office. He brings more than a decade of experience advising privately held businesses and #privateequity portfolio companies on transactions including #mergersandacquisitions, #capitalraising, corporate #divestitures and evaluation of strategic alternatives. Welcome to Griffin! Read the press release: https://lnkd.in/g_6EVyXp

Read the complete report: https://lnkd.in/gf6KGE_E 2024 M&A Outlook: Calmer credit markets, slowing inflation, and election-year considerations look to bring about a resurgence in dealmaking. 2023 was relatively quiet for middle-market transactions, especially in comparison to 2021-2022. A significant jump in interest rates over the past 24 months put downward pressure on valuation multiples at a time when acquirers were already becoming cautious due to the possibility of the economy slipping into a recession as the Fed aggressively sought to taper inflation. As it stands early in 2024, there is reason to believe that many of these headwinds are beginning to subside. #mergersandacquisitions

Griffin is now accepting candidates for an investment banking summer internship. The intern will work with us for 10 weeks in person at the Valley Forge office located in King of Prussia, PA. For more information, please visit our Careers page: https://lnkd.in/g3ZMn3YN

BUNDLED MGMT is a national real estate management platform founded in 2018. The Company provides a full range of property management, maintenance and other services to homeowner associations and investor-owned properties in Illinois and Florida. Griffin worked closely with Bundled in an expedited process to solicit, negotiate and close a compelling offer accomplishing all the Company’s goals in the shortest possible time. The Company chose to partner with Shore Capital Partners (“Shore”), a Chicago-based private equity firm with $6 billion in assets under management. #mergersandacquisitions #communitymanagement #hoamanagement

Fire Engine RED, a leading provider of student enrollment services for the higher education market, engaged Griffin Financial Group, LLC as its exclusive investment banker to evaluate its strategic options, in part because of Griffin’s prior experience in the higher education services market. Ultimately, this led to a decision to divest the Student Search business and retain the CRM business. Griffin launched a competitive sale process by identifying and contacting a select list of strategic and financial acquirers that would best meet the shareholders’ goals. This process generated multiple offers and ultimately resulted in the sale of the Student Search business and the F.E.R. brand to Carnegie, a leading provider of higher education marketing and enrollment strategy solutions based in Westford, MA. Read more: https://lnkd.in/eKvzHr-i #mergersandacquisitions #highereducation

American Asphalt Company, Inc. engaged Griffin as its exclusive investment banker to solicit interest for 100% of the Company. Griffin managed a competitive process involving private equity, family office and strategic partners, ultimately resulting in 100% of American Asphalt’s stock being purchased by The Earle Companies, a leading strategic player in the civil construction and asphalt space across the tri-state area. The Earle team will assume 100% control of American Asphalt’s operations, partnering with previous management to continue to drive growth and create value for AA employees and customers. Read more: https://lnkd.in/eY4SPsQE #mergersandacquisitions

Thank you to all attendees and the insightful group of panelists who joined John Lee at the #PrivateDebtSummit hosted by #OpusConnect. Discussion covered a range of topics, including the state of private #creditmarkets, debt and equity financing trends and the industries most affected by them. 

In this quarterly report, Griffin Financial Group provides analysis and commentary on capital markets and valuation trends, mergers and acquisitions and market research within the aggregates, building products and construction materials industries. https://lnkd.in/eD-xzzQJ

John Lee moderated the panel “Taking Chips Off the Table—Exploring Alternatives for Achieving Liquidity” at the Smart Business Dealmakers Conference hosted by UBS Philadelphia. The discussion provided key insights on the approaches #middlemarket companies may take to achieve #liquidity for their shareholders.