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Earlier this year, The National Center for the Middle Market at Ohio State published a report titled “Middle-Market M&A – What Executives and Advisors Need to Know in Order to Make the Most of Mergers and Acquisitions.” Participants in the study included 400 executives of middle market companies (with annual revenues from $10MM – $1Bn)…

What’s in this Issue Summer has just begun but it is already hot here in the Southeast! What has also been hot so far in 2018 is the M&A marketplace across the United States. In this issue, we update readers on the state of M&A and private placements so far in 2018 in the Carolinas,…

What’s in this Issue For 2018, we’re focusing the Watermark Wire on industries where we have seen the most momentum in recent years: Chemicals & Materials, Manufacturing and Distribution. With each industry, we’re selecting a leader and sharing the strategies behind their current success story. In this issue, we’ve also compared and contrasted the recent…

Southeast Acquirers Active in Q2’17 Transactions Q2 2017 saw a total of 154 closed M&A transactions of Carolinas and Georgia headquartered companies, totaling $9.1Bn in deal value. Of the closed deals, three were greater than $1Bn, two were between $500-$1Bn, seven were between $100MM-$500MM, 36 were less than $100MM, and the majority of these deals…

Q2’17 saw a total of 91 successfully closed private placement capital raises, totaling just over $940.3 MM, across North Carolina, South Carolina, and Georgia. Across all three states, the Information Technology sector led the way in terms of total deal value with 27 capital raises, totaling $501MM. Q2 2017 Capital Raises by Sector: NC, SC…

Many entrepreneurial companies seek to become backed by venture capital (VC) because such backing signals strong buy-in from a large investor asset class who believes in the company’s business model. Venture capital also helps a company grow. But, as many know, the venture capital community is tight-knit. For companies seeking VC for the first time,…

M&A is a complicated process requiring unique skills and difficult decision-making.  According to the 2017 Private Capital Markets Report, (produced by Pepperdine’s Graziadio School of Business in January 2017 and covered the deal making market over the previous 12 months) 35% of all 2016 sell-side M&A transactions did not close.  The number one reason, explaining…

Table of Contents Historical M&A Transactions Market Summary Nationwide Disclosed M&A Transactions Southeast Disclosed Transactions Southeast Transactions by Industry Consumer Discretionary Healthcare Industrials Information Technology Materials Historical M&A Transactions In 2017, US M&A deal volume is expected to reach its highest level since its last cyclical peak in 2007. However, total closed M&A deals, measured…