Surge, Innovate, Consolidate: The Pulse of Healthcare and Medtech into 3Q24

By Emily Kuznik | July 11, 2024

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…

Hiring a Non-Family Manager: It’s a Matter of Trust

By Emily Kuznik | July 8, 2024
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…

Analysis of the Material Handling & Process Equipment Manufacturing Market

By Emily Kuznik | June 25, 2024

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…

Blueprints of Change: Navigating Q1 24’s Construction & Engineering M&A Landscape

By Emily Kuznik | June 17, 2024

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…

Leveraged Loan Market Review: Key Insights and Projections

By Emily Kuznik | May 28, 2024

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…

Global M&A Report | Market Review 2023

By Emily Kuznik | May 8, 2024

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…

Can PEOs Afford a Cyclical Economy?

By Emily Kuznik | April 23, 2024

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…

The Private Equity Group Partnership: Part Two

By Emily Kuznik | April 17, 2024
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…

Industrial Distribution Update

By Emily Kuznik | March 23, 2024

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…

Water Safari Resort

By Emily Kuznik | March 22, 2024
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…