What is driving the change in middle-market ($2M - $500M) financial
decisions? Their investments are clearly changing over the past year,
and I am trying to sort out the cause. While I have already conducted
a significant amount of research into the matter, I'm hoping someone
can simply add information to support or refute the two ypothesises I
have developed.

Given the general complexity of any financial questions, I am just
asking for listings of any resources that might point one way or
another - not a solid argument or answer for either (although I
wouldn't be against it)

1. Banks are simply offering more products to these middle market
companies, which is resulting in higher sales and investment from the
group.

2. Middle market companies are getting over the economic slump and are
looking to expand into new markets, which require more material
resources.

Thanks for any help or links :)