Caber Hill Advisors

Insightful article with Craig Castelli commenting on some key considerations when navigating the complexities of private dental group practices 👇

Our Associate Martin Curinka is attending today's final day of ACG Chicago’s Midwest Capital Connection, a premier event for all parties involved in middle market deal making. Reach out to Marty if you're also attending: https://lnkd.in/deQa9Pz4

At the onset of Q4 for 2024, we sat down with several private equity partners to hear their insights into a year marked by economic shifts, volatility, and uncertainty. In a short piece linked below, they recap their respective firm’s performance and look ahead to 2025 forecast.    Prairie Capital's Sean McNally offered this take on the market in 2025:    "Several factors play into the forecast for 2025. First, many pre- and during-COVID investments are now reaching the five-to-six-year mark, and some of the company-building initiatives were delayed due to COVID. These investments are now ripe for potential sales.    Second, the M&A market has been relatively slow, so there’s built-up demand. Portfolios are growing, and firms need to avoid becoming too large. There’s also an abundance of dry powder on the sidelines, with pressure to deploy capital soon. We suspect there will be more active buyers in the next 12 to 18 months as the economy becomes clearer."    See more detailed analysis from Sean and four other PE partners from firms across the country that invest in the middle and lower middle market: https://lnkd.in/gVeNh-nE   #PrivateEquity #MergersAndAcquisitions #MiddleMarket #Advisors

Hear from Craig Castelli and Maria G Melone in a new feature article by Levin Associates following McGuireWoods LLP’s 17th Annual Healthcare Finance and Growth Conference. In the article, along with other experts in healthcare M&A, they share their insights and analysis on subjects such as: - Recent trends - Impact of current economic conditions - Standout sectors in healthcare M&A Read the full piece here: https://lnkd.in/grcAdEhD #healthcare #MergersAndAcquisitions #advisors

Selling a business is one of the biggest decisions an entrepreneur can make, and private equity can offer a powerful option for growth or exit. In a new strategy series we recently published, we feature highlights from conversations with several seasoned private equity partners from firms across the country that invest in the middle and lower middle market. In these roundtable-style articles, the investors share key insights for business owners considering this path. From understanding when it's time to sell to how best prepare a business for a sale, these experts provide practical advice to help sellers maximize deal terms and make informed decisions. Explore the full series here: https://lnkd.in/ghwaCmBg #PrivateEquity #MergersAndAcquisitions #MiddleMarket #Advisors

Coming Soon: Managing Director Maria G Melone is participating in a webinar that will discuss the most common compliance concerns in dental practice transitions. Even if you're not thinking about an exit today, it's helpful to understand what OSHA and HIPAA issues most frequently pose hurdles in the sale or purchase of a dental practice. Secure a higher enterprise value, preferable deal terms, and ensure a smoother closing with the info shared in this valuable webinar. A few spots are still available. Register with our partner Smart Training here: https://lnkd.in/eGP2qu6e

Caber Hill Advisors is excited to announce that it successfully advised in the acquisition of Advance Switchboard Distribution, LLC (ASD), a leading manufacturer of power distribution systems serving diverse electrical markets, by N3 Capital Management. N3 partnered with ASD’s legacy owner, acquiring a majority interest and bringing executive expertise to advise ASD on the next phase of the company’s growth. Founded in 2005, ASD has extensive experience in switchboard manufacturing and engineering, fabricating made-in-America products at its manufacturing facility in Elk Grove Village near Chicago O’Hare International Airport. Caber Hill Advisors Managing Director Jordan Gerber led the transaction. “Jordan and his entire team at Caber Hill were a tremendous asset throughout the deal process,” said Jeff Schneider, President of ASD. “I relied heavily on their expertise, which affirmed I was making the right decision to sell my business. Jordan and his team were always available to address my numerous questions and concerns. I can’t recommend them highly enough.” The deal closed in the third quarter of 2024. Further details of the transaction were not disclosed.

Our advisors recently published a guide for business owners for how to position their company for a private-equity acquisition: as a platform investment vs as an add-on acquisition. If you're planning an exit sometime in the near future, this piece is a great overview of the key differences, considerations, and the implications of each option. Ultimately, the key is to carefully consider the unique demands and opportunities of each—and to choose the one that best aligns with the long-term goals of both the business and owner.  Explore the guide here: https://lnkd.in/gt-S-pGA Or reach out to one of our advisors today: https://lnkd.in/gE6ph-i2 #mergersandacquisitions #privateequity #middlemarket #addon #platform

Join PETER J. HOLTON, MA, CMAA® for his webinar on Transitioning Your Janitorial Business to New Owners. Learn more about transition planning on October 2nd. Registration to be active soon.

Our CEO, Craig Castelli, is taking on a new challenge—running his first-ever Chicago Marathon in less than 40 days! But it's more than just a race; Craig is running to raise funds and awareness for Little Heroes League, a remarkable organization dedicated to supporting medically complex babies and their families at top-ranked NICUs.