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…
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…
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…
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…
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…
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…
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…
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…
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…
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…