Industry Reports

Q4 2018
On the heels of growth in downstream manufacturing markets, demand in the Industrial Equipment industry has been significant. The Industrial Production Index, a measure of manufacturing, mining, and utility output, indicates robust manufacturing activity and has risen 5.1% year-over-year. Rising industrial output has subsequently lead to a 7.1% YOY increase in demand for new industrial equipment and machinery and is expected to reach $925.4 billion by 2023, according to IBISWorld.
Q4 2018
Demand for special education, autism treatment, and early intervention services continues to grow as educators, pediatricians, parents, social workers, and the US government increasingly recognize the importance of intensive therapy in the formative years. Early childhood special education services have the potential to greatly enhance student outcomes as more children acquire the critical language, social, occupational, and fine and gross motor skills necessary to succeed academically.
Q4 2018
Year-to-date, 66 mergers and acquisitions were announced or closed in the Mapping, Modeling & Simulation industry putting activity on pace to meet or exceed 2017 activity. Strategic companies have been highly active as they leveraged acquisitions to access new customers and disruptive technology. The two largest transactions in 2018—Harris Corporation’s merger with L3 Technologies, Inc.
Q4 2018
Within the Behavioral Healthcare Services industry, companies that offered child and youth-oriented services accounted for 24.3% or 17 of the announced or closed mergers and acquisitions year-to-date. Activity in this segment has largely been driven by the national rise in children with autism (a 15.0% increase from 2016 to 2018, according to Autism Speaks) and the ongoing battle against opioid abuse (which is most prevalent among young adults ages 18-to-25 years old).
Q4 2018
Fundamentals remain healthy for the C4ISR industry, as the Pentagon’s top leaders continue to emphasize that providing resilient information networks and denying enemies the use of their networks is a top priority. Such conviction is reflected in the growing portion of the defense budget related to C4ISR systems. Following the appropriations measure signed in September that allocated $674 billion in defense spending for FY2019, spending increases are prioritizing capabilities to gain and exploit information in the theater from the tactical to the strategic level. 
Q4 2018
The Healthcare Staffing sector continues to benefit from an increasingly tight labor market due to strong economic conditions coupled with increased health care utilization as the US population agencies and a wave of retiring Baby Boomer healthcare practitioners. The gap between openings and hires in healthcare has been widening rapidly since 2014 reaching a projected labor gap in July of approximately 536,000 healthcare professionals according to the Bureau of Labor Statistics (BLS).
Q3 2018
Historically low unemployment, high per capita disposable income, and increasing levels of labor force participation among women are helping drive demand in daycare centers across the US. The long-term shift to service-based economies and the increasing emphasis on education by government and families are expected to support global demand for child care and early education as well as the developing markets for back-up dependent care and educational advisory services.
Q4 2018
The Education Technology market continues to consolidate with rapid merger and acquisition activity in 2018. The number of announced or closed deals year-to-date climbed to 101—nearly double that of YTD 2017. States, school districts, and higher education institutions are prioritizing technology to enhance student learning outcomes and administrative tools.
Q4 2018
The Recreational Products industry has been supported by historical levels of disposable income and significant shifts in consumer preferences towards products and activities that promote healthy lifestyles. According to the Outdoor Industry Association’s “2018 Outdoor Participation Report,” 49.0% of the US population in 2017 participated in outdoor recreational activities, a slight increase from 2016.
Q4 2018
With 91 deals announced or completed in the Personal Care Products & Services industry year-to-date 2018, merger and acquisitions activity is poised to exceed or match that of 2017. This year, historic levels of consumer confidence and per capita disposable income have strengthened demand for personal care products & services. Capstone Headwaters’ Personal Care Products & Services public company index indicates average revenue growth of 9.8% for the last twelve months ending in September.

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