10 Characteristics of Difficult-to-Value Companies | Part One

10 Characteristics of Difficult-to-Value Companies | Part One

Valuing a business is rarely a cut and dried process. In fact, it is typically a complex process that is driven in large part by the subjective evaluation of company characteristics in addition to objective market metrics. In addition, company valuations are dynamic based on a variety of factors including current market conditions, the trajectory of operating…

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The Valuation Continuum: Unlocking a Higher Multiple Range in Your Industry

The Valuation Continuum: Unlocking a Higher Multiple Range in Your Industry

When owners are considering the sale of their company, there are two important questions they should ask: What is my company worth? and Who are the best buyers? The answers to both questions are subjective and can vary from time-to-time. Company valuations are dynamic based on a variety of factors outside the owner’s control (hence be…

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The Key (Man or Lack Thereof) to Business Value

The Key (Man or Lack Thereof) to Business Value

Want to increase the value of your business to potential buyers? Make yourself dispensable by building a strong management team that collectively is knowledgeable about every facet of the company.  You are probably saying to yourself, “easier said than done.” Understandably so — it is nearly impossible for an entrepreneur not to be ingrained in every facet of their business, from facilitating sales to cultivating…

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Carleton McKenna Bolsters Economic Expansion with Canton-Based Companies

During the first half of 2023, Carleton McKenna spent significant time in the city serving as home to the Pro Football Hall of Fame: Canton, OH. Carleton McKenna closed three transactions with headquarters in Canton, OH over a six-month period. Canton is an up-and-coming industrial hub in the state of Ohio with notable manufacturing and…

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Middle Market 2Q 2023 | Private Equity Report

Performance Highlights and Market Shifts The second quarter of 2023 presented a complex landscape for middle market private equity (PE) transactions. Defined by deal sizes ranging from $10 million to $1 billion, the middle market comprises the Lower Middle Market (LMM), Core Middle Market (CMM), and Upper Middle Market (UMM). Despite economic headwinds, the middle…

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Carleton McKenna & Co and Gates Group Advisors Announce Strategic Partnership

Carleton McKenna & Gates Group Advisors are pleased to announce they have entered a strategic partnership, combining Carleton McKenna’s investment banking experience and Gates Group’s private equity led strategic consulting for business owners.  Cleveland, OH Carleton McKenna & Co, a Cleveland-based investment banking firm, today announced its partnership with Gates Group Advisors (“GGA”) to offer Strategic Consulting focused on delivering shareholder value creation for clients. The Strategic Consulting Services are specifically designed to help…

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Alternative Health Choices to Affect Meat Product Profit?

Market Dynamics and Consumer Trends The meat processing industry is navigating a complex landscape influenced by economic fluctuations and evolving consumer behavior. During the pandemic, a decline in demand from restaurants and food services was offset by increased consumer spending on premium meat products at home. As disposable incomes rose, consumers turned to higher-quality beef,…

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Should You Answer the Call? The Owner’s Guide to Responding

Should You Answer the Call? The Owner’s Guide to Responding

Most owners are bombarded with calls from brokers, investment bankers, and other business owners inquiring about whether the owner would consider selling their company. These calls are received on a monthly and weekly basis, if not daily. There are a variety of ways to handle these calls based on the owner’s current thinking regarding the…

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