Quarterly Update
| June 2017
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Middle Market Commentary
This report and all associated charts, prepared by GulfStar Group with data from GF Data's May 2017 M&A and Leverage Reports, covers middle market deals completed through March 31, 2017. More than 200 active private equity groups provided information on deals they completed in the $10 to $250 million value range. As active participants in middle market transactions, GulfStar Group monitors valuation metrics, particularly EBITDA multiples (the ratio of total enterprise value to EBITDA), to provide clients with a realistic view of the market so they can evaluate options for their businesses.
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Case Study: Utegration and RLH
CEO Bin Yu founded Utegration, a provider of consulting, customization and implementation solutions to the utility industry, in 2008. Capitalizing on the utility industry's demand for digital data integration, the firm quickly carved a valuable niche, earning recognition as SAP's 2015 Utility Industry Partner of the Year. Not surprisingly, many suitors came calling, even early on.
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GulfStar Awarded Corporate/Strategic Deal of the Year ($100 - $250 million)
The M&A Advisor announced GulfStar Group as a winner at the
9th Annual International M&A Advisor Awards on Monday, June 12, at the New York Athletic Club. Financing of GATE, Inc.,
led by Managing Directors Bryan Frederickson and Roshan Gummattira, won Corporate/Strategic Deal of the Year ($100MM - $250MM).
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Know Your Audience in a Company Sale Process
By Brian Lobo, Managing Director, GulfStar Group
No merger or acquisition can successfully be completed without a willing buyer, willing seller and stable debt market to finance the transaction. It is important to recognize that each of these groups approaches the opportunity from their own unique perspective. In the middle of a well-orchestrated transaction should be an investment banker, who pieces it together in a way that best satisfies client objectives.
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GulfStar Managing Directors
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Cliff Atherton Jr.
Managing Director
713-300-2060
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Thomas M. Hargrove
Managing Director
713-300-2050
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Brian Lobo
Managing Director
713-300-2047
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Alan J. Blackburn
Managing Director
713-300-2048
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G. Kent Kahle
Managing Director
713-300-2025
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Colt Luedde
Managing Director
713-300-2015
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Bryan C. Frederickson
Managing Director
713-300-2030
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Stephen A. Lasher
Managing Director
713-300-2010
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Eric Swanson
Managing Director
713-300-2008
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Roshan Gummattira
Managing Director
713-300-2036
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Keith LeBlanc
Managing Director
713-300-2056
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Scott D. Winship
Managing Director
713-300-2011
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Begin with the End in Mind
When you decide it's time to make an important business transaction, it's critical that you assemble the right team of experts to ensure you are optimizing the outcome.
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Securities offered through GulfStar Group I, Ltd. an affiliated entity, member FINRA - SIPC. BrokerCheck.
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