Objective, Investment Banking & Valuation

Objective, Investment Banking & Valuation announced that it served as the exclusive sell-side advisor to Sterndahl Enterprises LLC (“SEI”) in its sale to Frontline Road Safety Group, a portfolio company of The Sterling Group. Founded in 1980, SEI is a recognized leader in traffic safety services, specializing in striping, traffic control, and road safety solutions across Southern California and neighboring regions. With a strong reputation built over four decades, SEI has become a key operator in the region and is known for delivering high-quality, timely services to state agencies, municipalities, and private contractors. The acquisition of SEI brings together Sterndahl’s legacy of excellence in pavement marking in SoCal with Frontline’s dedication to a high-quality, comprehensive suite of road safety services, creating substantial market value. Objective is honored to have supported SEI in this strategic milestone, reinforcing our commitment to providing tailored advisory solutions that drive each client’s objective. To learn more, connect with our Industry Experts: Channing Hamlet, Carl Miller, and Jack Freeman. #InvestmentBanking #MergersAndAcquisitions #TrafficSafety #PavementMarking #AdvisoryServices #SellSideAdvisor #InfrastructureGrowth #RoadSafety #SouthernCalifornia #IndustryExperts #MiddleMarket #StrategicPartnership #ClientSuccess #ObjectiveIBV #Expansion #SterlingGroup #SafetySolutions #EssentialServices

We’re excited to share that Dan Shea, Managing Director Objective, Investment Banking & Valuation recently participated in the L.A. Times B2B Publishing #BusinessAdvisoryRoundtable on Private Equity & M&A Strategies. Dan joined Michael B. Saryan, Chris Manderson, and Michael Piric to discuss the evolving landscape of #PrivateEquity and #MergersAndAcquisitions, diving into market trends, sector opportunities, and strategies for navigating today’s dynamic business environment. Check out the article for valuable takeaways on the sectors seeing the strongest deal activity and how strategic exits can maximize returns for business owners: https://hubs.ly/Q02W3LGv0 #LATimesB2B #IndustryInsights #MarketTrends #BusinessStrategy #ObjectiveIBV

Dan Shea was recently a guest expert on the 'M&A Talk' Podcast, hosted by Morgan & Westfield. In the episode "What To Consider When Timing the Sale of Your Company," Dan discusses important economic and personal factors to consider when selling your business. Listen to the episode: https://hubs.ly/Q02VFqx_0 #InvestmentBanking #MandA #BusinessExit #Leadership #StrategicAdvisory #ObjectiveIBV

Curious about how Fair Value Marks influences investment reporting and decision-making? Our latest piece dives into the impact of current economic conditions and explores various valuation methods. Discover more here: https://hubs.ly/Q02VhPWH0 #FairValueMarks #Assets #Liabilities #FairValue #Investments #Valuation #FinancialReporting #ObjectiveIBV

Trever Acers was recently featured as a guest on The Deal Scout podcast, hosted by Joshua Wilson. In the episode "Essential Tips for Business Owners Facing Acquisition Offers," Trever shares insights on common mistakes that can affect business value, strategies for handling acquisition offers, and the importance of investment bankers in the sales process. Listen to the episode: https://hubs.ly/Q02TY1Dq0 #InvestmentBanking #MandA #TheDealScout #BusinessExit #Leadership #StrategicAdvisory #Acquisition #ObjectiveIBV

As we near 2025, the estate tax landscape is changing, potentially impacting many individuals and families across the U.S. This article breaks down what these changes mean for your estate planning strategy, including current regulations, common myths, and key strategies to maximize wealth transfer while minimizing tax liabilities. With upcoming changes to estate tax exemptions and gift tax regulations, it's a good time to evaluate how to best protect your assets and plan for the future. Read the full article: https://hubs.ly/Q02TCD8v0 Go beyond tax compliance with estate and gift valuations—our team, led by @[Christian Dougherty](urn:li:person:Gstlb7MQ8E) and @[ 📈 Jordi Pujol, CFA 📊 ](urn:li:person:xYFbkVr9H4) helps you preserve wealth and optimize your financial strategy when estate laws change. \#Estate \#EstateTax \#EstatePlanning \#Tax \#TaxExemptions \#StrategicAdvisory \#ObjectiveIBV

What a fantastic experience representing Objective, Investment Banking & Valuation at LA #TechWeek's Santa Monica Innovation Hub: Technology Street Fair on Ocean Avenue! A huge shout out to STARTUPSTARTER, Lorel Scott, and TECH WEEK by a16z for hosting and organizing such a groundbreaking event. The energy was truly inspiring, and I’m looking forward to even more exciting moments ahead this week. It was a pleasure sharing insights on #startup and #portfolio company #valuations with so many brilliant minds. Connecting with industry leaders and entrepreneurs who are pushing the envelope in tech is always incredibly fulfilling. We had fun filling minds with caffeine : ) and value insights. The future is bright, and I’m excited about the possibilities we’re building together! Special thanks to some great friends for stopping by the booth Ivan Lukic, CFP®, Geoff Schneider, CFA, and Charles Werman as well as Salim F. Ahmed, MD, MBA and Georges Akouri-Shan – it was great catching up and hearing about your latest ventures! #TechValuation #Innovation #TechWeek2024 #ObjectiveValuation #TechWeekLA #InnovationHub #SantaMonicaTech #TechnologyFair #StartupCommunity #TechNetworking #Innovators #TechLeaders #ObjectiveIBV #Startups #Entrepreneurship #TechEvents #FutureOfTech #LAStartups #MergersAndAcquisitions #VentureCapital #NetworkingEvent

Health & Wellness Industry Insights: Key Trends from Q2 2024 Here's what you need to know about the latest developments shaping the Health & Wellness sector: 1️⃣ M&A Activity Heats Up M&A activity in health and wellness is on the rise, driven by CPG Food & Beverage, Supplements, and Sports & Recreation. Strategic acquirers are targeting companies offering profitable volume growth, innovative products, and strong market positioning. 2️⃣ Impact of Depleted Savings Consumer excess savings have declined to –$372 billion in Q2 2024 from a peak of $2.1 trillion in September 2021. This could impact future consumer spending as financial cushions diminish. 3️⃣ Natural & Organic Foods Continue to Surge Demand for organic and natural foods remains robust, with the market projected to grow at a CAGR of 15.1% through 2028. Consumers are shifting toward chemical-free, non-GMO, and sustainably sourced options. 4️⃣ Personalization and Technology Drive Growth Advances in wearable devices, at-home diagnostic kits, and AI-powered personalization tools are transforming how consumers manage their health, with a growing demand for tailored experiences. 5️⃣ Omnichannel Boosts Financial Health and Buyer Interest Companies with strong omnichannel presence are demonstrating leading financial performance and attracting significant buyer interest by integrating DTC strategies with physical store expansions. At Objective, Investment Banking & Valuation, our Consumer Practice is dedicated to assisting businesses in the Health & Wellness sector with their sell-side advisory and valuation needs. Download the full industry report here: https://hubs.ly/Q02TsVqB0 #HealthAndWellness #IndustryUpdate #MergersAndAcquisitions #ConsumerTrends #OrganicFoods #Personalization #Omnichannel #MarketTrends

Objective, Investment Banking & Valuation is thrilled to announce that we’ve been named finalists in four prestigious categories for the 23rd Annual The M&A Advisor Awards! Being recognized in the following categories is a testament to our team’s dedication to consistent excellence and the trust our clients place in us: 🏆 Mid-Size Boutique Investment Banking Firm of the Year 🏆 Valuation Firm of the Year 🏆 Corporate/Strategic Deal of the Year ($100MM to $250MM) 🏆 Cross-Border Deal of the Year ($100MM to $1B) These nominations highlight our commitment to delivering outstanding results and successfully navigating the most complex transactions in today’s dynamic market. We’re incredibly proud to share this honor with our peers and partners. A big thank you to our team, clients, and everyone who has supported us along the way! Read more about this recognition in our press release: https://hubs.ly/Q02Tg0MF0 #MAAwards #InvestmentBanking #MergersAndAcquisitions #Valuation #CrossBorderDeals #CorporateStrategy #TeamObjective #DealAdvisory #FutureOfDealmaking #ObjectiveIBV

PitchBook recently noted that the middle-market recovery is gaining momentum: "US PE firms struck 1,699 middle-market buyout deals in the first half of 2024, up about 11.5% from the same period last year." This trend was a focal point at ACG Los Angeles' 2024 Aerospace & Defense Middle Market Leadership Forum, hosted at The Hilton Culver City. The forum provided a timely platform for industry leaders to address evolving trends and opportunities in the A&D sector, underscoring the resilience and growth potential of the middle market. From market shifts to technology integration, discussions sparked fresh perspectives on how A&D companies can navigate and thrive in this evolving landscape. Our Vice President Cody McPherson, had key conversations on expanding the A&D sector under Objective’s Manufacturing & Distribution practice. He also reconnected with industry partners, including Objective, Investment Banking & Valuation's close collaborator, William B. Kirshenbaum, fostering continued collaboration in the sector. A special shoutout to Dan Shea, Managing Director of our Manufacturing & Distribution Practice, for your leadership, mentorship, and sharp eye on both deals — in and out of the boardroom — and behind the iPhone lens! #Aerospace #MiddleMarket #ACG #ACGLA #ACGLosAngeles #AerospaceAndDefense #PrivateEquity #InvestmentBanking #Networking #ObjectiveIBV