Industry Reports

Published on: 10/18/2019
Private equity (PE) groups, strapped with dry powder, have proliferated fundraising efforts to capitalize on the premium returns achievable in this robust leveraged buyout (LBO) environment. High-growth brands that generate significant revenue through e-commerce sales channels and can effectively mitigate the adverse effects of seasonality are poised to garner attraction from consumer-focused PE groups.
Published on: 10/17/2019
The fundamentals in the Pharmaceutical Outsourcing industry remain solid as the sector continues to benefit from a record number of drugs under development and a rise in research and development initiatives targeting rare diseases.
Published on: 10/11/2019
The dollar value for mergers and acquisitions (M&A) in the FinTech & Payments industries has already hit a record high in 2019, driven by numerous mega-deals. Companies are currently under tremendous pressure from competition and the threat of disruptive technologies.
Published on: 10/08/2019
Recapitalizations are an attractive alternative to a complete sale, allowing business owners to unlock liquidity while remaining in control of their business. The Debt Advisory Team at Capstone Headwaters has worked with numerous business owners over the years to recapitalize their businesses and structure dividend recapitalizations that allow for significant wealth diversification and liquidity creation.
Published on: 10/07/2019
Despite softening manufacturing activity evidenced by an end to the ISM Purchasing Managers’ Index 35-month expansion; the MRO industry has proven resilient to the subsequent downward pressures on production, presenting defensible investment opportunities.
Published on: 10/07/2019
Steady corporate earnings, increased personalized and targeted marketing efforts, and the heightened emphasis on customer experience have supported elevated levels of deal volume in the Marketing Services industry. Operators in the space have targeted scalable businesses to achieve economies of scale, acquire key relationships and contracts, and enhance technology and capabilities.
Published on: 10/03/2019
Capstone Headwaters’ Q2 2019 Rock Products Coverage report discusses M&A activity, notable transactions, and aggregates materials performance through Q2 2019.
Published on: 10/02/2019
Despite a softening global economic outlook, Waste & Recycling companies hold a defensible market position due to stability in waste volumes, increasing municipality and local government privatization of public services, and recurring revenue generation. As a result, the market is largely inelastic to economic downturns and presents a highly attractive stable investment.
Published on: 09/27/2019
Transaction activity involving Aerospace & Defense companies continues to be supported by spending increases in the President’s Budget 2020 growing to $718.3 billion and focusing on innovation and modernization across all warfighting domains.
Published on: 09/25/2019
Leading defense contractors are leveraging buy-and-build strategies to capture prime contracts while also divesting ancillary businesses to become Aerospace & Defense (A&D) pure plays. The continuation of this industry trend is expected to fuel further merger and acquisition (M&A) activity in the Mapping, Modeling & Simulation (MM&S) industry.

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