Insights
Statistical analysis and insight into activity and trends in M&A and capital markets.
Recent Investment Banking Insights
Waiting for the Dam to Burst in Secondaries
Much of what can be said for the overall M&A market heading into 2024 can be said for secondaries—activity still hasn’t fully recovered, there’s a lot of capital on the sidelines, and global turmoil keeps getting in the way. In this quarterly update, we look back at 2023 and forward to 2024, with close looks at GP-led secondaries and the evolution of underserved areas.
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The Quarterly Rx: 2023 U.S. Biopharma Recap
From the regional banking crisis in March to FTC and IRA legal challenges and global macroeconomic uncertainty, 2023 was another challenging year for biopharma.
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The Goods You Buy Are Being Packaged Differently. Why That Matters to Consumers
Companies are changing how they package consumer products. See how Soteria Flexibles stands out as a leading manufacturer of short-run, customized packaging.
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5 Questions to Expect from Outside Advisors at the Beginning of a Liquidity Event
Consider the questions advisors are likely to ask, as well as which questions might produce the best possible outcome for all parties involved.
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Aviation Services Industry Update
Encouraging business jet activity in recent months and positive Q3 trendlines for U.S. general aviation point to global aviation’s continued recovery.
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Enhancing Results With a Buy-Side Debt Advisor
Buy-side financing has become increasingly complex, with direct lending dominating middle-market leveraged buyouts and acquisitions. New lenders and strategies have emerged, while investment committees have become fickle and are frequently deterred by complex credit stories.
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Increasingly Sophisticated Threats and Evolving Workplaces Prompt Sweeping Upgrades to U.S. Digital Infrastructure
A whole-of-government effort is underway to modernize the federal IT infrastructure and to establish its security and upkeep as indispensable to national security.
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Trick or Treat? Will the 2023 Leveraged Loan Market End on a Sweet Note or Leave Investors Haunted?
The U.S. institutional leveraged loan market showed signs of life in Q3, surging to the strongest quarter in 18 months as lender aggressiveness awoke from the grave.
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How to Avoid Deal-Related Leaks—and What to Do When They Happen
For leaders of founder-owned companies, simply making the decision to sell or bring in an outside investor can be anxiety inducing. The transaction process itself is often filled with apprehensive moments. This primer offers strategies for handling potential leaks.
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The Quarterly Rx: Q3 2023 U.S. Biopharma Recap
Biopharma indices finished Q3 near recent lows, amidst resurfacing macro concerns, including a more hawkish Federal Reserve, equity outflows, and the (now averted) shutdown of the federal government in the United States.
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Does My Family Need a Family Office?
Families with significant resources are increasingly turning to formalized family offices to creatively deploy and manage their capital.
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