How will capital gains tax increases in 2022 impact M&A this year?

Business acquisitions accelerate in response to President Biden’s plan to double the long-term capital gains tax rate for those at the top, from 20% to 40%. When you include the 3.8% net investment income tax (NIIT) and some state income taxes, you could be looking at a 48% all-in capital gains tax rate by January 1, 2022. In this report, we discuss the biggest drivers of accelerated business sale activity, as well as analyze the outlook for eight industry sectors.

How does Biden’s $2 Trillion Infrastructure Plan Impact Mergers & Acquisitions in 2021?

We expect to see a list of proposed tax increases for businesses and business owners under the new Administration, possibly reversing 2017 tax cuts. The first tax increases are expected to roll out in 2022, but there’s a possibility a capital gains tax increase for the wealthiest Americans could take effect even sooner. Biden has also proposed closing the current …

Mergers & Acquisitions Rebound after COVID and the Election – 2021 ClearRidge Outlook

The short story is good news. A rebound is expected in mergers and acquisitions in 2021, gaining momentum throughout the year. Top of mind in Spring is the COVID-19 recovery, vaccine rollout and return to a new normal. Second, we have the implications of a new political climate. Without bias to any political party, a divided congress may be the best …
Mergers Acquisitions 2021

Mergers & Acquisitions Outlook and COVID-19 Update

Deal data is now available through the end of the second quarter 2020. In this report, we review our region’s most active industry sectors and offer an outlook for Fall 2020. We now have data to back up our initial insights into the COVID-19 impact on the U.S. economy, specific industry sectors and the outlook for M&A.  As forecast in ...

M&A Outlook 2020 and COVID-19 Update

In the current COVID-19 climate, we are replacing our analysis of M&A data in the most recent quarter (January-March) with an outlook for M&A activity through the remainder of 2020. The first quarter of 2020 seems a long time ago and has minimal influence on the current M&A environment. Conversely, we now have initial insights into the COVID-19 impact on the U.S. economy, specific industry sectors and the outlook for M&A.

M&A Outlook for Spring 2020; Q4 2019 Transaction Report

In this report, ClearRidge reviews the region’s most active industry sectors and provides an outlook for Spring 2020. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare,

Conroe Concrete acquired by SRM

Conroe Concrete (Yancey Ready-Mix) has been acquired by SRM Concrete. The buyer, SRM Concrete is among the fastest-growing concrete companies in the US, with over 200 locations across 14 states in the Eastern US, expanding South, acquiring ten concrete companies in 2018 and exceeding that growth again in 2019. ClearRidge advised the owners of Conroe Concrete (Yancey Ready-Mix) on the sale.

M&A Outlook for Winter 2019/20; Q3 Transaction Report

In this report, ClearRidge reviews the region’s most active industry sectors and provides an outlook for Winter 2019/20. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare,...

MAC Systems acquired by Summit Companies (CI Capital Partners)

MAC Systems (www.macsystems.co) has been acquired by Summit Companies (CI Capital Partners). The buyer, Summit Companies, is a leading provider of fire life safety services designed to protect buildings, assets and people all across the US. ClearRidge advised the owners of MAC Systems on the sale.

M&A Outlook for Fall 2019; Q2 Transaction Report

In this report, ClearRidge reviews the region’s most active industry sectors and provides an outlook for Fall 2019. Aerospace, Chemicals, Construction, Engineering, Energy, Healthcare,...
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