Emily Kuznik, Author at Carleton McKenna

Hiring 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.…

Conveyor 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…

Surge, 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,…

Hiring 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…

Analysis 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…

Blueprints 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…

Leveraged 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.…

Global 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…

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…