The SDR Team is pleased to announce that SDR has been recognized as the #9 investment bank in Axial’s Top 20 Lower Middle Market Investment Banks in Q3. The winners are based on Axial’s league tables, which take into account three main characteristics: client quality, buy-side targeting, and process effectiveness. This achievment marks the third consecutive quarter in which SDR Ventures has been ranked within the Top 10 on Axial’s league tables.

“Our team is thankful for the continued recognition and shared success between our firm and the team at Axial.  Axial’s platform has continued to be one of our go-to deal resources that instrumental in the success of our processes,” mentioned Scott Mitchell, Vice President at SDR Ventures.

For a complete list of Q3 2019 finalists, please click here.

About Axial’s Q3 2019 Lower Middle Market League Tables

Axial Top IB Badge

Unlike traditional league table structures that have remained the same for years, with firms being assessed against deal volume and deal dollar volume, Axial league tables surface data on investment banks that reveal their selectivity, the relative attractiveness of their client’s businesses, and their overall sell-side process efficacy.

The investment banks at the top of the Axial league table are leaders across the following three categories:

  • Client Quality: Buy-side demand for engagements represented by the advisor.
  • Buy-Side Targeting: The advisor’s ability to balance selectivity, accuracy, and breadth when identifying potential buyers.
  • Process Effectiveness: The advisor’s ability to generate positive outcomes for their client.

Axial League Table data incorporates and includes:

  • Overall Deal Relevance: How many buy-side mandates (financial and strategic) align with the advisor’s engagements.
  • Process Selectivity: How broad or narrow are the advisors’ sell-side processes relative to their peers?
  • Signed NDAs: How many buyers indicate interest in each of the advisor’s engagements, measured by the number of signed NDAs.
  • Buyer Referrals: Feedback we receive from buyers regarding the manner in which the advisor manages their processes.
  • Closed Deals: How many deals has the advisor closed where they involved one or more Axial buyers in the process?

For CEOs and dealmakers in the lower middle market, these league tables are a useful barometer to measure how an investment bank ranks against its peers, and how effective it is in financing and selling lower middle market businesses in various sectors. Together, the Top 20 investment banks are those who work with the most in-demand clients; balance breadth, selectivity, and accuracy in the buyers they engage; and generate the largest number of positive outcomes for their clients.