Industry Reports

Published on: 06/19/2020
Last twelve month (LTM) merger and acquisition (M&A) activity in the HCM SaaS industry continued its upward trend with 150 deals. Deal volume in Q1 2020 reached a quarterly record of 48 deals as COVID-19 didn’t slow deal activity. M&A targets were valued at a healthy median revenue multiple of 5.4x LTM, slightly below the 5.7x and 5.8x peaks we saw in 2016 and 2019, respectively.
Published on: 06/18/2020
Despite lowered revenues among industry players, the Personal Care space has demonstrated resilience among select segments such as do-it-yourself (DIY) products, including hair coloring and skincare solutions, which have experienced heightened year-over-year sales. 
Published on: 06/15/2020
While some software providers have been negatively impacted by the lack of in person events due to COVID-19, the pandemic has largely created positive long-term tailwinds for the industry as nonprofits seek to diversify their fundraising with a heavier focus on digital giving. Recent market trends include the influx of private equity, growing popularity of donor-advised funds (DAFs), and accelerating transition to digital giving.
Published on: 06/11/2020
The MRO industry has been deeply impacted across Retail, Entertainment, Aviation, and Oil & Gas sectors while operators with a focus on essential end markets, deep cleaning and disinfecting, and personal protective equipment (PPE) are experiencing a spike in demand.  Companies with diversified customer bases and end markets are expected to be able to weather the storm, recovering swiftly relative to their peers in highly impacted sectors.
Published on: 06/08/2020
Capstone Headwaters has released its Q1 2020 Transportation & Logistics Public Earnings Update, reporting that public markets have taken notice of trucking companies that have strong balance sheets and the ability to weather freight recessions.
Published on: 06/03/2020
COVID-19 has presented macroeconomic pressures not seen since the Great Financial Crisis, with the unemployment rate near historic highs at 14.7% (Bureau of Labor Statistics) and consumer confidence at its lowest level since 2014, according to the Conference Board.
Published on: 06/01/2020
As the world begins to unwind lockdown measures, organizations have shifted emphasis toward establishing protocols and best practices to ensure workplace safety. Considerations such as overcrowding in communal areas and foot traffic management may result in facilities implementing advanced controlled entries and exits, occupancy limits, and real-time tracking systems.
Published on: 05/28/2020
During COVID-19, the sports world and Sports Technology industry have increasingly leveraged digital platforms to mitigate lost revenues brought by mandated lockdowns.
Published on: 05/28/2020
Capstone Headwaters has released its Q2 eLearning, Corporate, & Professional Training Coverage Report, the report discusses how COVID-19 has accelerated the demand for online learning and highlights how leading public players Cornerstone (Nasdaq:CSOD), Pluralsight (Nasdaq:PS), and GP Strategies (NYSE:GPX) have been impacted by the pandemic.
Published on: 05/28/2020
Following $3.1 billion of volume between January and February, middle market (MM) lending activity came to a screeching halt in March as COVID-19 shuttered businesses, forced millions of Americans into the unemployment line, and tipped the U.S. economy into a recession.

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