Mergers & Acquisitions Report, News and Outlook for Q1 2024

Q1 2024 Outlook Mergers Acquisitions In the central region of the United States, M&A activity has remained robust, but across the broader United States, activity was muted in the first half of 2023, picking up through the remainder of the year. Looking ahead to 2024, two factors that will likely bring greater activity: i) stabilizing interest rates contribute to higher valuations and/or higher activity, and ii) consolidation trends in many industries. For the first time in ...

Mergers & Acquisitions Report, News and Outlook – ClearRidge Quarterly Update

2023 has been a stronger year for M&A than many were expecting. At the same time, different industry sectors have registered greater disparity in valuations, deal activity and deal volumes than we typically see. We continue to have strong demand for acquisitions and more clients bringing businesses to market than in a typical year. This may be isolated to Oklahoma, Texas, and the Midwest, but our feel for M&A is …
Mergers & Acquisitions Report

What’s next for Mergers & Acquisitions in 2023? ClearRidge M&A Trends and Outlook

While many anticipated a slowdown in 2023 with talks of a recession, we haven’t seen that in our central and southern region so far. At ClearRidge, we have had one of the busiest starts to any year since our founding fifteen years ago.  As we continue through 2023, we’re anticipating a further pickup in deal activity as there continue to be unprecedented levels of cash available for acquisitions, both from strategic and private acquirers.  Even in the event of a mild recession, company balance sheets are stronger now than when the US economy entered previous recessionary periods. With higher interest rates, companies have been committing more equity to ...
MergersAcquisitionsUpdate_03.02.2023

M&A Activity Diverges from Larger to Smaller Transactions in Q3 2022. What’s next for M&A in 2023?

Global M&A activity plummeted in the third quarter of 2022, but that was attributable to a decline in large transformational industry transactions. Volatile equity markets (that comprise many public company strategic acquirers), rising interest rates and economic uncertainty have weighed on M&A activity. However, for ClearRidge and our private company transactions ($20 Million - $100 Million in revenues), transaction volume has been robust in …
M&A Activity Diverges from Larger to Smaller Transactions in Q3 2022

Second Half 2022 M&A Outlook Drivers: Tax changes, Inflation, Economy, Interest Rates, plus industry sector analysis

Business owners may be contemplating selling in any given year but are often motivated by a trigger event to take action and sell. As discussed in our industry sector outlook research, many business owners are feeling now may be a good time to sell. The pipeline continues to be strong for new businesses coming to market. Analysts expect 2023 to …

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

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 …
2022 M&A Outlook

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.

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 …
Show All