Kaufman Hall’s Post

Here are great interesting insights from the WAV Group... about small brokerages and their MLS partners. How Can Small Brokerages Stay Competitive? By Leveraging their MLS Tech Stack. "The majority of real estate firms operate from a single office, with an overwhelming 81% falling into this category." - NAR 2023 Profile of Real Estate Firms "In 2022, the WAV Group Customer Experience Index (CXI) provided a glimpse into the tech landscape available to brokers and agents within MLS markets. The average number of tech products offered by the MLS in these CXI markets was 13... despite this variety, engagement with tech offerings was primarily concentrated in two categories: tax data and showing software." - WAV Group Customer Experience Index (CXI) "As listing inventory has gotten tight and transaction volume has slowed, these small brokerage firms are particularly challenged to stay profitable. This can lead to cutting technology and support budgets. However, they can tap into a valuable resource — the multiple listing service (MLS) — to bridge this gap and offer their agents a comprehensive technology stack." - WAV Group blog, November 1st, 2023 How Small Brokerages Can Provide Top-Notch Tech Products (wavgroup.com)

Strategy over scale" emphasizes the importance of strategic planning in healthcare systems. Simply expanding may not lead to better patient outcomes or cost savings. It's crucial for healthcare organizations to align their strategic acquisitions with broader goals and solutions to address ongoing challenges, rather than just focusing on acquiring capital. #Healthcare #Strategy #Acquisitions #PatientOutcomes #CostSavings

Kaufman Hall released a report summarizing some interesting trends from hospital M&A deals in the second quarter of the year. To highlight a couple: 1) No for-profit systems on the buy side. All acquirers were tax-exempt in some capacity. 2) Fewer deals as compared to historic averages, but a high average seller size. 3) A focus on strategic acquisitions over scale.

Through the end of July, this year has once again reached the highest year-to-date M&A deal count. It is beginning to appear that 2024 may surpass the previous deal count record held by 2022. Read Today’s ViewPoint from Kim Kovalski to get the latest numbers on transactions, buyers, and deal highlights. #MarshBerry #WealthManagement #MergersandAcquisitions

Blue River Financial Group announced second to best year in deal making activity since its inception, celebrating 19 total transactions, nine new hires, three recognitions, and four designations in 2023. The company closed deals across various sectors such as Distribution, Business Services, Manufacturing, Health & Wellness, and Automotive, and enhanced processes deepening capabilities across all divisions. Sara Clevenger, Blue River Principal and Buy-Side Practice Leader, stated, “one of the key highlights from 2023 was closing our largest-ever buyside transaction with a transformational services add-on for a strategic buyer, which transacted at an enterprise value north of $300MM." William Loftis, Managing Partner, noted, “despite the headwinds, we had another successful financial year. We also undertook important initiatives that will support our growth for years to come.” Bryan Berent, Managing Partner, stated “we have never been better positioned to accelerate our clients’ M&A strategies than we are right now.” Read the full press release. #goblueriver #mergersandacquisitions #investmentbanking 

Shift4 Addresses Sale Rumors, Lays Out Strategic Plan During Q1 Earnings Call - Digital Transactions https://buff.ly/3ygHcGM #payments #Shift4 #earnings #acquiring #pointofsale #acquisitions #valuations #stadiums #sports #POSterminals

The Takeover Panel has published a revised Practice Statement and new guidance on sale processes, including private sale processes. We've provided a summary of what the new guidance on sales processes covers and some of the key points to consider. Find out more 👇 https://gowlg.co/3QBaZQF #CapitalMarkets #CorporateLaw

If you're in the middle of an M&A Transaction....this is what the retail component looks like on both sides of the deal. Those "retail ants" no one ever cared about before, are incredibly powerful today. At this year's Prospectors & Developers Association of Canada (PDAC), we heard several companies say they wish Retail didn't even exist. "I don't like wasting time on someone who only owns 500 shares." Well, here's a fun anecdote: I spoke to a disabled man a few weeks ago. Know what he does for a living? He day trades. Know what he does between trades? HE'S ON EVERY BULLBOARD HE CAN FIND..."I make as many as 2000 comments a week." Here's a guy, living in a little house in the middle of nowhere...purposely INFLUENCING thousands of other shareholders around the world. "Regulators have better things to do than chase a tiny shareholder like me." That's what we're up against folks. And you can see it at AGM voting time. I remember being an insider...joking with the CEO, "you only got 95% this time,".....only now, in 2024....CEO's and other insiders have reason to worry. If you have 100 million shares out, and 40% Retail....you better keep those 40,000,000 shares happy. Because for the first time in history. THEY MATTER...and they know it......When you see M&A transactions fail....and I think we're going to see more and more of them. Retail is likely the reason.

📢 Q3 2023 M&A Review now available 📢 The overall picture for the year to date shows that deal volumes have declined throughout the UK 📉 Wales being the only part of the UK to return a growth in transaction volume year on year. Despite this, the final quarter could see a welcome acceleration of deal volume. As conditions stabilise we anticipate a return to growth in Q4 🙌 Read more about the headline deals in each region here: https://lnkd.in/eUm9mUr5 #Data #MarketIQ