Markets & outlook · Podcast

Unpacking JP Morgan’s lower middle market push

It offers context on how a large bank is organizing coverage of $100m to $500m transactions and where small-cap M&A and sponsor activity are drawing attention. The discussion also touches on direct lending’s role in that segment, which can help wealth professionals follow shifts in private markets dealmaking.

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Summary

By the markets & outlook desk

Cloud 9fin interviews JP Morgan’s Michael Flynn, the new head of its small-cap investment banking team, about the bank’s expansion into lower middle market coverage. The episode follows JP Morgan’s July move to focus on transactions valued at $100m to $500m and its late-October addition of four managing directors, bringing the small-cap team to 12 bankers. The discussion covers why the small-cap space is growing now, the role of the bank’s direct lending arm in small-cap advisory work, and founder issues unique to the smaller market.

JP Morgan announced in July an expansion of its middle market team to focus on transactions valued at between $100m and $500m.
On 27 October, JP Morgan added four managing directors to the small-cap team, bringing head count to 12 bankers.
Michael Flynn, head of the small-cap investment banking team, speaks with 9fin’s Tom Quinn.
The episode covers why the space is growing now, the bank’s direct lending arm in small-cap advisory work, and founder issues specific to the smaller market.

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