As this extraordinary year draws to a close, we are seeing no end in sight for the current supercycle. The boom in growth and activity continues, fueled by unprecedented technology innovation, a surplus of cash, and low interest rates. Rising inflation and the prospect of upcoming interest rate hikes have not deterred dealmakers.
In our Winter Newsletter, we review the key factors fueling the current market dynamics and we provide three 2022 business resolutions and tips for companies looking to transact in the year ahead. We also take a closer look at the pandemic’s effect on the dealmaking environment and share how we are working with our clients to dissect their financials and identify what we call their COVID valuation gap.
Download Cascadia Capital’s Winter 2021 Newsletter
NEWSLETTER HIGHLIGHTS
- The supercycle continues and we expect deal activity to accelerate again in January.
- 2021 has been an inflection year with the Fourth Industrial Revolution taking flight.
- High prices have heightened buyer expectations; deals are restructured, re-traded, or abandoned if a company misses its numbers by a small margin.
- Companies looking to sell need to understand their COVID valuation gap to avoid surprises.
As we continue living in these historic times, our entire Cascadia team is committed to helping entrepreneur- and family-owned businesses fulfill their aspirations and capitalize on the fundamental shifts happening across all sectors.
As this extraordinary year draws to a close, we are seeing no end in sight for the current supercycle. The boom in growth and activity continues, fueled by unprecedented technology innovation, a surplus of cash, and low interest rates. Rising inflation and the prospect of upcoming interest rate hikes have not deterred dealmakers.
In our Winter Newsletter, we review the key factors fueling the current market dynamics and we provide three 2022 business resolutions and tips for companies looking to transact in the year ahead. We also take a closer look at the pandemic’s effect on the dealmaking environment and share how we are working with our clients to dissect their financials and identify what we call their COVID valuation gap.
As we enter the second half of 2021, the deal market continues to get hotter. Higher prices and robust activity are drawing out even more sellers who want to take advantage of the opportunity. We believe the boom in growth and activity happening how is a supercycle that could last several years – through at least 2022 and probably into 2023.
In our Summer Newsletter, we review the key factors fueling the current supercycle and what this means for business owners and entrepreneurs. We also highlight specific sub-sectors that are skyrocketing and seeing increased investor and buyer interest.
In the early months of 2021, the deal market has continued to accelerate with transactional activity rebounding robustly since the start of the pandemic a year ago. Deal volume and deal value have bounced backed in a v-shaped recovery across private equity (PE) funds and the broader M&A market.
In our Spring Newsletter, we review a number of factors that are converging to produce the best market we have seen since the period of 1997 through 2000. We also take a deeper dive into the surge of activity we are seeing with SPACs (special purpose acquisition companies), as well as the historic wave of the Fourth Industrial Revolution.
Download Cascadia’s Spring 2021 Newsletter
NEWSLETTER HIGHLIGHTS
- The deal market is incredibly robust—with high volume and great valuations—thanks to a number of converging factors.
- The high risk of capital gains or corporate tax increases in 2022 and beyond creates an important window of opportunity for company owners to consider action this year.
- There is enormous interest in growth equity opportunities from a wider spectrum of investors, including SPACs.
- The deal market is becoming slightly less bifurcated, with signs of activity in consumer sectors that may be poised for a resurgence.
- Preparing for the historic wave of the Fourth Industrial Revolution needs to be a top priority for all businesses.
Cascadia Capital is available as a resource to you and your network should you wish to discuss any of our industry insights, transactions or perspectives on the broader M&A and capital markets. Please do not hesitate to contact us directly using the contact information on our team page, or you can browse bankers by industry here. You can also stay up to date with Cascadia Capital’s latest insights by following us on LinkedIn.
As we enter the holiday season and approach year-end, a natural time for reflection and re-evaluation—particularly this year— we bring to you our final thoughts for 2020 in our Year-End Newsletter.
In this issue, we share our perspectives on the current M&A and capital markets, as well as potential implications for your business. We also provide some of the latest market data that supports our thinking.
For the “In Focus” section, our Robotics, Automation, and Artificial Intelligence practice group discusses how the pandemic has fast-tracked automation technologies and created monumental market shifts.
CLOSING THOUGHTS FOR 2020
- The deal market is bifurcated, with buyers laser-focused on growth.
- For growing companies, valuations are higher and buyer interest is stronger than before the pandemic in some cases.
- After a long and hard 2020, many business owners are using the holiday period to re-evaluate the future.
- Automation is an incoming wave we are urging business owners (or management teams) to think about now.
No matter what challenges are thrown at us in 2021, we are excited to continue to work closely with entrepreneur-owned and family businesses to help you position yourself to thrive. In the meantime, we hope you have a safe and restful holiday period and look forward to connecting with you in the New Year.
Cascadia Capital is pleased to provide our March 2020 Newsletter.
In this newsletter, we share our thoughts on the current M&A and capital markets, as well as potential implications for your business. We also provide some of the latest data that supports our thinking.
For our “In Focus” section, we take a deeper dive into what is driving increased private equity activity, specifically in the Technology sector.
Enjoy this quarter’s newsletter and if we can be of any assistance to you, please don’t hesitate to contact us.
