Harris Williams’ Post

M&A activity has been expanding across strategic communications and advisory services, a segment of the professional and tech-enabled services sector. As demand from private equity firms and strategic players for these services increases, strategic communications and advisory firms will seek new investors to foster continued organic and inorganic growth and provide shareholder buyout optionality. Key trends driving investor opportunities in the space include growth capital and succession planning, a fragmented market, and attractive cash flow profiles. We share more on these trends and other subsector insights in our Q2 brief. https://lnkd.in/eQS7GuyB

M&A activity has been expanding across strategic communications and advisory services, a segment of the professional and tech-enabled services sector. As demand from private equity firms and strategic players for these services increases, strategic communications and advisory firms will seek new investors to foster continued organic and inorganic growth and provide shareholder buyout optionality. Key trends driving investor opportunities in the space include growth capital and succession planning, a fragmented market, and attractive cash flow profiles. We share more on these trends and other subsector insights in our Q2 brief. https://lnkd.in/e_5M7bgq

Join my colleagues and Bain Experts Jayne Zecha and Doris Galan for an engaging discussion on why a backlog of portfolio investments is likely to come to market when deal activity picks back up and how investors can best prepare in this ever-evolving industry landscape. Follow the link to register.

Last week we looked at statistics around Industrial M&A that cause businesses to fall short of their financial goals. This week we’re jumping into the reasons why – there are seven, and here’s the first one: Overestimation of Synergies: Companies often overestimate the synergies that can be achieved through an M&A investment. This includes cost savings and revenue enhancements that might not materialize as expected. Top 3 Things to Combat Overestimation of Synergies: 1. Seek Expert Insights: As confidentiality allows, gather insights from internal experts and unbiased third-party experts to provide data and insights on market trends, competitors, and technical and operational know-how. This helps form solid, quantifiable baseline assumptions that stand up to scrutiny for each synergy model analyzed. These assumptions, when grounded in reality, will support effective planning and execution. 2. Develop Detailed Tactics: Plan and develop detailed tactics, including activities, deliverables, timelines, and accountabilities to deliver the synergies. 3. Have a Plan B: In the heat of the battle, many fall into the trap of assuming "everything will go flawlessly." Build a robust risk assessment and mitigation plan for each synergy deliverable. There’s more to come next week, but if you’re already thinking you’d like a one-on-one to learn more, send us a message. And visit our website www.chasmbridge.com for an in-depth look at how we can help your company bridge the chasm. #Industrial #BusinessGrowth #Synergy #RiskManagement #MergersAndAcquisitions

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Business advisors, do you find it challenging to provide your clients with the latest, most informed advice in the dynamic M&A market? Understanding ESOP complexities and mastering valuation services can be daunting. To help you stay ahead of market trends, assist your clients in making informed decisions, and offer top-tier advice, we've developed a comprehensive resource center designed specifically to address these challenges. 𝗪𝗵𝗮𝘁'𝘀 𝗶𝗻 𝗶𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂? ·        Latest Market Trends: Stay ahead with quarterly industry reports. ·        Expert Analysis: Deep dives from seasoned professionals. ·        Practical Tips: Actionable advice for real-world scenarios. 📣 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗜𝗻𝘃𝗶𝘁𝗮𝘁𝗶𝗼𝗻: 𝗝𝗼𝗶𝗻 𝗢𝘂𝗿 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗲𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿! Gain access to exclusive content that addresses your specific challenges and enriches your advisory toolkit. This isn't just another newsletter; it's a key resource for enhancing your expertise and decision-making. 👉 Sign up here: https://lnkd.in/epB5rzHG #businessadvisor #markettrends #newsletter #decisionmaking #mergersandacquisitions #esop #businessvaluation

The independent wealth management space continues to evolve rapidly as firms look to address the changing needs of financial advisors and clients. In a consolidating industry, where traditional business models and corporate structures may no longer be sufficient to drive sustained growth, all businesses, no matter the size, may need to transform parts of their structure or operations to thrive in the future. Read more from Osaic Executive Vice President of Business Transformation, Cindy Hamel, in InvestmentNews. https://ow.ly/Mc9w50Q83xx

Join Bain Experts Jayne Zecha and Doris Galan for an engaging discussion on why a backlog of portfolio investments is likely to come to market when deal activity picks back up and how investors can best prepare in this ever-evolving industry landscape. Follow the link to register.