Emily Kuznik, Author at Carleton McKenna

Can PEOs Afford a Cyclical Economy?

Rising Demand and Regulatory Challenges Growing demand for Professional Employer Organization (“PEO”) services is particularly evident among small and medium-sized businesses (“SMBs”) that seek to outsource their HR and administrative functions. This surge is driven by the increasing complexity of managing HR tasks in-house, along with the benefits PEOs offer in terms of cost savings,…

The Private Equity Group Partnership: Part Two

When preparing for the sale of a business, there is something called the “two-step process” for private equity group partnerships — an approach in which the owner sells a minority interest in their company to a professional investor such as a private equity group (“PEG”). Often, an owner will partner with a private equity group…

Industrial Distribution Update

Industry Recovery and Market Growth The industrial distribution sector is showing resilience as it continues to recover from the disruptions caused by the COVID-19 pandemic. By mid-2023, industrial production levels had largely rebounded to pre-pandemic standards, highlighting the sector’s adaptability in the face of global challenges. The global industrial distribution market, which was valued at…

Water Safari Resort

Carleton McKenna is currently representing a second-generation, family owned and operated water park resort. Carleton McKenna (“CM&Co”) was engaged to run a full-scale sell-side transaction process, with the goal of maximizing valuation and preserving the family’s hard-earned legacy. After a comprehensive, custom-built and accelerated marketing process, CM&Co created a competitive bidding environment between multiple strategic…

The Private Equity Group Partnership: Part One

For business owners that are seeking liquidity but are not quite ready to sell control of their company and retire, one option is to sell a minority interest in the company to a professional investor such as a private equity group (“PEG”). The sale of the entire company can then be pursued three to five…

Are Pets Becoming More Expensive?

Market Growth and Consumer Spending The pet industry has experienced robust growth, driven by increased pet adoption rates during the pandemic and a surge in consumer spending on pet care and products. In 2023, the industry saw significant expansion, with total spending on pet supplies, food, and services reaching record levels. This trend is expected…

Medical Devices | To Export or Not to Export

Industry Challenges and Market Dynamics The medical devices manufacturing industry has been grappling with a steady decline over the past five years, driven by several factors including post-pandemic supply chain disruptions, shorter product life cycles, and the rising costs of developing new technologies. As the healthcare system adapts to the needs of an aging population,…

Webster Industries & MPE Partners

In February 2024, CM&Co represented Webster Industries (“Webster”), a market-leading manufacturer of engineered class chain, sprockets and vibratory equipment for material handling and power transmission application across diverse industrial end markets, in its sale to MPE Partners. In order to facilitate a successful sale process, CM&Co strategically positioned Webster to showcase various premium valuation-driving attributes.…

Acquirers Remain Thirsty for Craft Beer

Selective Thirst Leads to Strategic M&A The craft brewery and alcoholic beverage industry saw continued consolidation in 4Q23, driven by strategic buyers aiming to expand geographic reach, diversify product portfolios, and enhance production capabilities. Large and regional brewers, as well as non-craft businesses like Tilray and Bayou City Hemp, are entering the craft market, signaling…

Commercial Fluid Power

In July 2023, Commercial Fluid Power (“CFP”) was acquired by leading international supplier of carbon and alloy mechanical tubing and fluid power products, National Tube Supply. CFP is a national, fully-integrated supplier providing finished machining, warehousing, repair and distribution services for specialty tubing and bar products related to hydraulic applications. Carleton McKenna was engaged by…