Industry Reports

Q3 2018
Healthcare Information Technology companies have experienced robust demand as buyers seek inorganic growth opportunities to comply with regulatory requirements, adapt to changing reimbursement policies, and deliver cost-effective and efficient patient care.
Q3 2018
In this quarterly report, provided exclusively for Rock Products, Capstone Headwaters provides insight into mergers & acquisitions, capital markets trends, aggregates production, and pricing through Q3 2018. Capstone Headwaters' Building Products & Construction Services Team advises industry business owners, entrepreneurs, executives, and investors in the areas of M&A, capital raising, and various special situations advisory.
Q4 2018
US Pet industry expenditures are expected to reach $72.1 billion dollars in 2018, equating to a 3.8% increase year-over-year, according to the American Pet Products Association. Public companies in the Pet & Animal Care industry showed robust Q3 earnings with Freshpet, IDEXX Laboratories, and Central Garden & Pet posting pet product revenue growth of 27.0%, 11.0%, and 5.0%, respectively. Strong public company performance has been primarily driven by revenue growth, growth in scale through acquisitions, and premiumization in the industry.
Q4 2018
The Payment Processing industry has been supported by robust macroeconomic tailwinds and the rise in demand for value-added, real-time payment solutions. The global Digital Payment market is expected to grow to $86.8 billion by 2023, increasing at a compound annual growth rate of 18.0%, according to Research and Markets. Emphasis on consumer preferences has fueled consolidation as larger industry operators target companies that provide instant payment solutions.
Q4 2018
Due to the continued deterioration of the nation’s infrastructure, there remains tremendous opportunity for operators in the Water Infrastructure industry to capitalize on the need for cost and time efficient solutions, particularly within the aftermarket and municipal retrofit markets. Large public companies in the space are deploying merger and acquisition (M&A) strategies to fill operational gaps related to products, technology, and geographic exposure. For example, Xylem (NYSE:XYL) has completed six acquisitions since 2016, including two during 2018.
Q4 2018
Despite sensitive economic factors, such as rising tariffs and NAFTA related hurdles, merger and acquisition activity in the Chemicals industry remains unabated. Unstable trade policies and countermeasures between the US and China have generated some uncertainty, however, it has also served as a catalyst for consolidation as operators aim to avoid supply chain disruptions.
Q4 2018
Favorable end-market dynamics continue to serve as a catalyst for the Maintenance, Repair & Operations industry (MRO), as the demand for MRO products and services tends to move in unison with the health of Industrial and Manufacturing industries. The Institute of Supply Management reported a Purchasing Managers’ Index of 59.3% for November, indicating the 27th consecutive month of manufacturing growth.1 Meanwhile, the Industrial Production Index edged to 109.1, advancing 4.7% at an annual rate during the third quarter.
Q4 2018
The cell and gene therapy community gathered recently in La Jolla at the annual “Meeting on the Mesa” of the Alliance for Regenerative Medicine to review the state of the industry. The mood was ebullient as attendees celebrated the emergence of the industry from “R&D/developmental puberty” into commercial adulthood. The clear consensus was that cell/gene therapy, benefiting from substantial R&D and development efforts over the last two decades, has come of age in its ability to provide trans-formative new treatments for patients.
Q4 2018
Expanding US e-commerce sales, growing 15.4% year-over-year in Q2 2018 according to the most recent US Census Bureau report, have increased demand for packaging products and services.
Q4 2018
Due to disruptions in the Retail market, leading brick-and-mortar retailers have felt pressure to revive business models to encompass omnichannel sales solutions. The prioritization to expand into e-commerce markets, enhance customer experiences, and improve supply chain efficiencies has driven consolidation among e-commerce companies. Acquisitions of well-established brands with proven e-commerce traffic have allowed traditional brick-and-mortar retailers to evolve and capture shifting consumer preferences.

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