F.L.Putnam Investment Management Company’s Post

Thank you to McGuireWoods LLP for interviewing North Park Group about our acquisition model and approach. Two years since our first acquisition and we are now at 4 companies in the portfolio. It has been a wild ride since Greg Topel convinced me to jump in. At first I was filled with fear that we would jump and fail. Never find a company to purchase or worse yet - buy one and have it not work out. 2 years later that fear is gone. Now it is clear we have found something that works. It works for us. It works for sellers. It works for investors. It works for employees. It works for partners. We are hunting for acquisition number 5, 6, 7...... We have new investors joining. We have new partners joining. I am still completely filled with fear and imposter syndrome, but it seems to work for us - so let's keep going. https://lnkd.in/gbZtEpnC #Acquisitions #FamilyBusiness #Manufacturing #investmentbanking #privateequity #MandA #mergersandacquisitions #mergersacquisitionsdivestiture #finance #middlemarket #networking #InvestmentBankers #investmentbanks

Professional collaborators know that the true value lies not only in the assets procured but also in the relationships cultivated along the journey. With RSZ Acquisitions, our focus on securing prime 5+ unit commercial multi-family apartments represents more than just acquisitions; it's about crafting a strategic partnership ethos that fuels long-term growth and sustainability. Our due diligence guarantees you a stronghold in the market's most lucrative spots, ready to enhance both our portfolios. Let's discuss how our collaborative efforts can set a new standard for real estate investment success. #CommercialRealEstate #InterestRates #InvestmentOpportunities #MarketTrends #investing #financialfreedom #millionairemindset #realstate #quityourjob #multifamily #multifamilysyndication #syndication #passiveincome #cashflow #investor #healthcareprofessionals #ITProfessionals #HighEarners #multifamilyinvesting #passiveincomeideas #strategy #investment #success #cashflow #cashoncash #Returns #wealth #wealthbuilding #wealthmanagement #commercialrealestate #takeaction #Highnetworthindividuals #QualifiedPurchasers #QualifiedClients #MHP

We're proud to announce the acquisition of Jamesbeck by ZRG Partners, LLC. The acquisition propels ZRG further into the forefront of the talent advisory and executive recruiting sector, continuing its trajectory as a disruptive force dedicated to delivering unparalleled talent solutions. Read the full announcement: https://lnkd.in/e6k39F3Z #dealannouncement #investmentbanking #jamesbeck #zrg #mergersandacquisitions #executivesearch #talentadvisory #investmentbankingjax #harborview #harborviewadvisors #dealclosed Jonathan D. Hollis Katherine Carlo

Ever wondered what private equity groups look for in potential acquisitions? In my recent conversation with Paul Looper from Pineland Capital Partners, we uncovered key factors that influence these decisions. From the strength of management teams to operational efficiencies, each aspect plays a crucial role. For instance, having a strong CFO can significantly boost a company's valuation, a fact backed by McKinsey's research. Tune in to learn how aligning interests with investors can lead to successful outcomes in the private equity world. #LeadingProsperity #BusinessAcquisitions #CulturalFit #PrivateEquity #ManagementTeams #PinelandCapitalPartners #PaulLooper

Did you attend PCBC 2024? Below, IHP Capital Partners’ Jeff Enes shares what he heard at the annual homebuilder industry event... 1.) PCBC 2024 key takeaways highlighted how designers and architects are rethinking multi-family and attached housing to increase density, enhance common area amenities, and reduce parking build costs. These efforts aim to make housing more attainable in terms of pricing. 2.) Narrow (16-foot wide) townhomes may be attractive in dense urban areas but have not been as well received in suburban markets. 3.) The Capital Markets and Mergers & Acquisitions presentations showed a strong interest from public companies in acquiring private homebuilders. This is driven by public companies' desire to increase their land inventory and secure a pipeline of future projects. #peopleprojectspartnerships #IHPCapitalPartners #PCBC #PCBC2024 #housing #homebuilderconference #homebuilding #privateequity #innovative #capitalmarkets #MandA #urbanhousing #amenities

Cliff Booth from Westmount Realty Capital, LLC sheds light on the booming industrial market and why 2024 is shaping up to be a pivotal year for industrial real estate investment. With his decades of experience, he reveals why industrial real estate is your go-to investment this year. From reshoring trends to global supply chain shifts, the market is ripe for strategic acquisitions. Read more insights from Cliff in the full story! #RealEstateInvesting #Industrialrealestate #ReshoringTrends #InvestmentInsights #realestate

Frank Mariani, Exec Chairman of Mariani Premier Group (#11 on the 2023 LM150 list), highlights the surge in acquisitions, acquiring 15 companies in just two years. 🌟 "Private equity is here to stay," emphasizing the new opportunities for liquidity events. Senske Services (#59 on the LM150) who acquired Emerald Lawns last year, with co-founder Luke Hawthorne predicting a rise in industry acquisitions due to predictable, subscription-based revenue. 💼🌱 Jeffrey Domenick, CEO of KeyServ Company, shares that many great landscape companies lack exit strategies, making the industry ripe for consolidation. "We can buy a hundred companies a year for the next 10 years and still have runway," he says. 📈 The future of the green industry looks bright! #Landscaping #PrivateEquity #Growth #BusinessStrategy

Real Estate Acquisitions are the strategic first step! Unlike traditional models, Mackenzie Bowell & Co. ties its earnings to future profitability. Enhanced due diligence and client-centric decisions ensure success. Learn more about this revolutionizing approach with this article: https://lnkd.in/g5NzVNn9 #RealEstateInvesting #LandAcquisition #MackenzieBowell

I am thrilled to announce the completion of an exciting milestone – the merger between @Kingswood Acquisition Corp. and @Wentworth Management Services LLC, resulting in the creation of @Binah Capital Group (BCG)! As CEO, I look forward to leading Binah Capital Group into an exciting future, and I’m grateful to be doing so with @David Shane in the role of CFO, alongside an executive management team comprised of seasoned Wentworth leadership professionals. To be traded on @NASDAQ as BCG, with Kingswood Acquisition Corp. as significant shareholders of this newly-public company, Binah Capital Group emerges from this transaction as a leading independent wealth management enterprise, with $23B in assets under management (AUM) and a pro forma enterprise value of $208M. We are eager to continue our mission – to build a best-in-class broker-dealer platform that provides advisors the tools, resources and support they need to reach new levels of success – while simultaneously striving for growth and value creation for financial advisors, clients and shareholders. I am so grateful for this opportunity to lead Binah Capital Group into a future filled with seemingly endless opportunities. Read more in the press release linked below. #BinahCapitalGroup #BinahCapital #WealthManagement #FinancialServices #NASDAQ https://lnkd.in/eAsQqvm8

Check out this episode I did with Gary Covert on his podcast #LeadingProsperity. We talk about some of the latest trends in lower-middle market M&A. https://lnkd.in/gBuXDyPz