Middle market M&A trends for Q2 2023 show that deal flow remains lower than previous years due to expensive financing and overall economic uncertainty, limiting firms’ capacity for traditional buyouts. This has posed challenges for PE firms, as many firms are looking to delay exits in hopes that valuations will recover in the near term. […]
Middle Market M&A Trends – Q2 2023 Read More »
There is growing importance for sell side due diligence, and a Quality of Earnings (QofE) analysis is a vital component of financial due diligence in M&A transactions. It evaluates a company’s profitability, measured by its Earnings Before Interest, Taxes, Depreciation, and Amortization expense (EBITDA), while taking into account any non-recurring revenues or expense items. M&A
The Growing Importance of Sell Side Due Diligence Read More »
The technology and digital services update for Q1 2023 shows deal volume within the IT Services sector improved in Q1, with a total of 392 deals; this is up 9.8% from the 357 deals closed in Q4 of 2022. This increase demonstrates the resilience of the IT Services industry despite headwinds in the lending environment.
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It’s common for investors and business owners to seek new companies to acquire. Sometimes they do it for strategic reasons – bringing a key supplier in-house or adding to existing production capacity by buying a company with similar capabilities. Other times they do it because they are business builders and want to expand their reach
Five Mistakes when Buying a Business Read More »
In this home services M&A market update the home services industry experienced a transformative year in 2022 in terms of deal volume and industry value, making it a highly attractive sector for investors. The home services industry has seen a significant amount of M&A activity in recent years, driven by the desire to expand market
Home Services M&A Market Update Read More »
Most of the readers of this industrial services update haven’t heard of a major bankruptcy in the industrial services market this quarter. This leads us to reflect on why, when M&A is slowing in other markets, buyers continue to pursue acquisitions in the industrial services space. Here’s just a few reasons, all of which are
Industrial Services Update – Q1 2023 Read More »
Deal volume in the consulting, technology, and digital services sector remained strong in Q4, despite a continued pullback in deal activity over the previous few quarters. 357 deals closed in Q4, which was down from the 405 deals that closed in Q3. The general trend in deal activity over the previous few quarters is likely
Technology and Digital Services Industry Update – Q4 2022 Read More »
As we look back on 2022, we want to express our gratitude for the many professional colleagues and investors who partnered with us on both our M&A deals and our private capital investment activities. We are thankful for each and every one of you and we look forward to what 2023 has in store.
Charter Capital Partners 2022 Year in Review Read More »
Middle market private equity M&A remained strong in Q4 2022, although not to the level of the historic highs from 2021. In Q4, 2,377 private equity deals closed for a combined value of $234 billion. Relative to the previous quarter, deal volume and value were up 4%. The continued availability of capital and a generally
Middle Market M&A Trends – Q4 2022 Read More »
The market for industrial services businesses remains robust for sellers, with significant continued interest from buyers. Total M&A count in the industrial services market increased 6% year-over-year from Q4 2022 to 73 transactions. Facility and field services deal count continues to drive the market, while all other segments lagged. Of note, Q4 2022 was the
Industrial Services Industry Update – Q4 2022 Read More »
With 405 deals closing in Q3, deal volume within the consulting, technology, and digital services industry remained higher than pre-pandemic averages and marked a slight increase from the 401 deals that closed in Q2. Although the uncertain macroeconomic outlook has been a major hit to tech stocks in the public market, privately-held, middle-market companies have
Technology and Digital Services Industry Update – Q3 2022 Read More »
Industrial Services M&A activity rebounded strongly in Q3 2022, increasing ~34% compared to Q2 2022 and ~36% compared to Q3 2021. With higher interest rates putting downward pressure on valuations, we are seeing increasing use of earnouts and other deferred compensation mechanics in transactions, and buyers and sellers seem to be comfortable using creative structures
Industrial Services Industry Update – Q3 2022 Read More »