Posts by Emily Kuznik
Scaling Success: How M&A is Shaping Technology, Media & Telecommunications
Global technology, media, and telecommunications (“TMT”) M&A has continued a strong run with deal value surging from $16 billion in 1H 2023 to $43 billion in 1H 2024, according to Bain & Company. Looking at aggregate figures, Europe, the Middle East and Africa accounted for more than 40% of global activity while North America accounted…
Read MoreFresh Take on Plant Based Food & Beverage Industry Outlook
The food and beverage industry is experiencing significant growth driven by the rising demand for plant-based and functional products. Consumers are increasingly seeking healthier and more sustainable options, including plant-based alternatives to traditional foods and beverages enhanced with health-boosting ingredients like prebiotics and vitamins. This shift has led to an expansion in product offerings, ranging…
Read MoreHiring a Non-Family Manager, Part Two: Incentivizing a Successor
Succession planning in the context of transitioning day-to-day control of a company to a non-family President while retaining ownership of the company. Regardless of the reason that the owner is retiring, it is important that the operational successor has the vision and capability to lead the company during the next phase of its life cycle.…
Read MoreConveyor Systems: Driving Efficiency and Growth in the Material Handling Industry
Introduction The material handling landscape is experiencing a meaningful shift, with conveyor systems emerging as an important driver of efficiencies and innovation in logistics and manufacturing. Carleton McKenna & Co’s 3Q 2024 Material Handling Industry Report explores the conveyor systems market which remains on track for continued expansion opportunities, offering providing attractive prospects for investors…
Read MoreSurge, Innovate, Consolidate: The Pulse of Healthcare and Medtech into 3Q24
Medtech Innovations and Capital Influx The healthcare and medtech sectors have undergone notable transformations in early 2024, driven by increased venture capital funding, strategic private equity investments, and a surge in mergers and acquisitions (M&A). These sectors have seen significant activity, particularly in the medtech space, where late-stage deals have fueled substantial growth. Key innovations,…
Read MoreHiring a Non-Family Manager: It’s a Matter of Trust
There comes a time in every business owner’s life when it is time to make the tough decision regarding succession. The owner may be ready for retirement or need to stop working for personal reasons. While the sale of the company is one option, in this article, we will focus on the owner retaining the…
Read MoreAnalysis of the Material Handling & Process Equipment Manufacturing Market
Industry Dynamics The material handling and process equipment industry is experiencing significant shifts, driven by the accelerating pace of automation and the growing demand for efficiency across various sectors. The industry, traditionally fragmented, has seen a consolidation trend as companies strive to offer integrated solutions and adapt to the evolving needs of their customers. The…
Read MoreBlueprints of Change: Navigating Q1 24’s Construction & Engineering M&A Landscape
Market Shifts and Strategic Opportunities The construction and engineering sector is navigating a period of transformation, influenced by significant market trends and economic conditions. As private equity firms accumulate substantial dry powder, the potential for increased M&A activity looms large, especially as economic conditions stabilize. This capital influx is expected to drive valuations higher for…
Read MoreLeveraged Loan Market Review: Key Insights and Projections
Market Rebound and Issuance Trends The leveraged finance market witnessed a significant recovery in Q4 2023, with US institutional loan issuance reaching approximately $60 billion in December, the highest monthly level since 2021. This resurgence helped mitigate the overall decline in 2023 volumes, which were down 17.3% year-over-year in the US and 10.2% in Europe.…
Read MoreGlobal M&A Report | Market Review 2023
Market Review and Trends The global M&A market faced significant challenges in 2023, recording its second weakest year over the past decade. With an aggregate deal value of approximately $3 trillion, the market saw a 15.8% decline compared to 2022, marking the weakest performance since 2013, excluding the pandemic year of 2020. The market is…
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