2022 M&A Outlook Drivers: Tax changes, Interest Rates, Recession Warnings plus industry sector analysis

2022 M&A Outlook M&A transaction activity increased throughout 2021 and continues in 2022. Many private company owners are now working to close a transaction before year-end 2022 and avoid the uncertainty of a new economic, inflationary and tax environment in 2023.  There are three key reasons business owners are …

M&A transaction activity is booming. With President Biden’s $1.75 trillion Build Back Better plan, what’s the outlook for 2022?

Merger Acquisition transaction activity has been increasing throughout 2021. Many business owners have been working to close a transaction before year-end and avoid the uncertainty of a new tax environment in 2022. President Biden’s $1.75 trillion Build Back Better (BBB) Act may soon become law, bringing tax reforms with it, but many of the plan’s initial tax proposals were …
M&A Outlook 2022

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.

Carlson Company acquired by Continental Materials Corporation

Carlson Company of Tulsa, OK has been acquired by Continental Materials Corporation of Chicago, IL. Carlson Company is a family-owned company, formed in 1958, renowned for manufacturing precision large diameter steel flanges, rings, and disks up to 162” O.D, 132” height, and weighing 50,000 pounds. ClearRidge advised the owners of Carlson on the sale.
Carlson Company Tulsa, OK acquired

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,

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,...

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,...

M&A Outlook for Summer 2019; Q1 Transaction Report

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