Modern middle-market executives are a talented and determined group of individuals. They know their businesses well and many of them (especially Baby Boomers) have been experts in their industry for decades. However, an unconventional intruder that even the most seasoned professionals find difficult to control has found its way into every industry – digital. The […]
The U.S. just experienced the most active first half of a year in over a decade for middle-market M&A transactions, with 5,260 deals completed. As more and more companies realize the potential value of mergers and acquisitions, the number will likely only continue to climb. However, as the high number of failed M&A deals in […]
Are you thinking about selling your company? Be warned – the process always comes with some degree of stress and uneasiness. But, the quickest way to mitigate those feelings is by hiring an M&A advisor. You may be hesitant to spend the money when you’re focused on bringing in profits from a sale, but outside help from an experienced professional […]
Acquiring a company always involves some level of risk. The best course foundation for a successful investment is a comprehensive due diligence process, which reduces the risk inherent to the transaction, facilitates more informed decision making, and leads to the potential for higher returns down the road. Before you move forward with an offer to […]
Late-stage business owners often talk to our team about Venture Capital (VC) firms having interest in acquiring their companies. At the same time, start-up businesses talk to us about seeking investments from Private Equity (PE) firms. If you’re a business owner and you’re looking to raise capital and/or sell your company – who should you […]
In one of our latest blog posts, we discussed the impact that the Baby Boomer Generation has and will continue to have on our economy. This is especially true when it comes to their retirement. A study from Lindquist shows that since 2011, 10,000 Baby Boomers are turning 65 every day. This trend is set […]
Over the past several years, private equity firms have been increasingly interested in investing in add-on acquisitions, rather than platform companies. While the current economy has solid footing, more businesses are returning to the mergers and acquisitions marketplace. This opens the door for acquiring new platforms and broader possibilities for supporting add-ons. What are Platform […]
“Baby Boomers,” those born between 1946 and 1964, have played a significant role in shaping the economy. So much so, in fact, that economists from Wells Fargo recently released a report analyzing the impact that the retirement of this generation will have on the economy in the near-future and beyond. Ultimately, the effects will be […]
Succession planning is the process of identifying and developing new leaders to replace current leaders when they leave or retire. This is crucial for all businesses, but especially for family-owned businesses, which typically need to consider the family legacy and values they want the company to sustain in the future. Succeeding with Succession Family-owned businesses […]
Symmetrical Investment Group is pleased to announce a new platform investment, one portfolio add-on acquisition, one divestiture of a division, and two strategic real estate acquisitions of properties supporting operating companies. In February, Symmetrical backed an operating partner in the acquisition of Graboyes Commercial Window Company, a US Top-50 regional commercial window installer specializing in […]
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