Capstone Partners’ Post

Our 2024 Industrials Report is out now! Check out this deep dive into industrials M&A trends including supply chain shifts, strategic investor activity and more: https://bit.ly/45OxoQE #Industrials #MiddleMarket #Growth #Network #Networking #Deals #Dealmaking

Our 2024 Industrials Report is out now! Check out this deep dive into industrials M&A trends including supply chain shifts, strategic investor activity and more: https://bit.ly/45OxoQE #Industrials #MiddleMarket #Growth #Network #Networking #Deals #Dealmaking

Middle Market Growth Magazine just released the 2024 Industrials Report! Check out this deep dive into industrials M&A trends including supply chain shifts, strategic investor activity and more: https://bit.ly/45OxoQE #Industrials #MiddleMarket #Growth #Network #Networking #Deals #Dealmaking

Due to several long-term tailwinds, the industrial market’s strong fundamentals remain intact, and high-quality industrials businesses continue to drive growth and capture strategic buyer and M&A investor attention. Substantial onshoring and nearshoring initiatives are creating a wide range of investment opportunities, while electrification, investments in outdated infrastructure, and a greater emphasis on environmental factors and workplace safety are sparking investment appeal across industrial products, services, and technologies. This latest article from our Industrials Group discusses these trends and other growth drivers generating industrials activity and recent Harris Williams engagements that illustrate the opportunity.

Despite macroeconomic uncertainty and pockets of softness, the industrial market’s strong fundamentals remain intact. Due to several long-term tailwinds, high-quality industrials businesses continue to drive growth and capture strategic buyer and investor attention. In this article, we share the trends generating industrials M&A activity, recent Harris Williams engagements that illustrate the opportunity, and the macro themes benefiting the market. https://lnkd.in/eTQumKRy

Due to several long-term tailwinds, the industrial market’s strong fundamentals remain intact, and high-quality industrials businesses continue to drive growth and capture strategic buyer and M&A investor attention. Substantial onshoring and nearshoring initiatives are creating a wide range of investment opportunities, while electrification, investments in outdated infrastructure, and a greater emphasis on environmental factors and workplace safety are sparking investment appeal across industrial products, services, and technologies. This latest article from our Industrials Group discusses these trends and other growth drivers generating industrials activity and recent Harris Williams engagements that illustrate the opportunity.

Well done to this year’s #Inc5000 fastest-growing private companies in America recipients. 🚀 I am endlessly inspired by the human ingenuity, personal journeys, and determination that go into building a business. Does anyone else spend hours pouring over this list? —it’s like a treasure trove of entrepreneurial brilliance and social science research all in one! I cannot stay away. Keep pressing. Keep building. The world needs your solutions. 🌍 Leap Academy - well done! #futureofbusiness #entrepreneurship #buildingwhatisnext #exponentialgrowth OpenExO

Technology stocks have led markets forward for the past year and a half, but there are signs that markets could broaden out from here: in particular, we saw S&P 500 ex-tech companies deliver positive earnings growth in Q2 for the first time since 2022. When coupled with the potential for slower economic growth, this could be a good time to revisit your exposure and include a broader swath of quality large cap companies (we continue to be underweight the smaller caps that are particularly sensitive to slowing growth). Check out our September Advisor Outlook to learn more about the opportunities we see in today’s market: https://lnkd.in/gt-BhRkZ. #stockmarket #wealthmanagement For Professional Investors Only

At the Lighthouse Conference 2024, Bhavin Gandhi emphasized the importance of not following labels and instead focusing on the value of a company by analyzing key factors such as cash flows, industry growth versus company growth, cost of capital, and return on capital. He highlighted how changes in management can significantly impact the growth of a sector, using the example of large-cap IT versus mid-cap IT stocks. Bhavin also discussed the "Implied Expectations Philosophy", which involves understanding how long-term expectations of a stock's price are discounted today and creating alpha by reading these expectations. Key aspects of this philosophy include considering earning growth, cyclicality, and the idea behind the stock, rather than just relying on labels. 

Manufacturers must proactively adapt their operations to thrive in today’s competitive landscape. RSM Industrials Leader Jason Alexander shares six key trends reshaping the industry. Watch here: https://lnkd.in/e-n2ZfQQ