Romanchuk & Co.的动态

The M&A landscape in the building products sector will remain robust as companies navigate sustainability demands, technological advancements, and market expansion opportunities.. Check out our latest sector report at the link below.

?? ???????????????? ?? ???????????????? ??????-??????-?????????? ???????????????? In today's complex economic climate, the buy-and-build concept remains a core strategy in the private equity sector. However, the challenges are immense – especially in light of rising interest rates that increase capital costs and reduce potential arbitrage gains through company mergers. ?? Despite a challenging market in 2023, in which the global exit value decreased by 44% according to current figures from Bain & Company, and the number of transactions decreased by 24%, the buy-and-build approach remains relevant. It is evident that merely purchasing and merging companies is no longer sufficient. A strong focus on organic growth and margin improvement is crucial for success. ?? ???????? ?????? ?????????? ???????? ?????? ???????? & ?????????????? ???????????? ???? ???????????? ????????: 1?? In 2023, 1,067 buy-and-build exits were registered worldwide, a decrease of 24% compared to the previous year. 2?? The average holding period for portfolio companies has increased to over six years, highlighting the need for a thorough integration and growth strategy. 3?? Only companies that grow organically and efficiently increase EBITDA continue to attract premium valuations. ?? This confirms IT Capital Partners' approach that buy-and-build has evolved and must continue to do so. It's about having a clear and implementable value creation strategy. Consolidation must open up new customer segments, enable geographic and cross-channel expansion, create new technological capabilities, and substantially enhance value for customers and employees. ?? Contact us to learn more about how we can create transformative values together. #PrivateEquity #BuyAndBuild #InvestmentStrategies #ITServices

???????? ?????? ???????????? $???? ?????????????? ?????????????????????? ???????????? ???? ?????? ?????? ???????????????? ???????????? ???????????? ?? ???????? ?????????????????????? ??????????????????, ?????????????? ?????????? ???????????? ???? ?????? ???????? ?????????? ???????????? ????????????????? The recent wave of takeovers in the ASX-listed building sector, culminating in a $11 billion spree, has significantly altered the competitive dynamics. This consolidation may herald further volatility and limit competition for building supplies therefore making it imperative for businesses to reassess their strategic plans. This consolidation underscores the necessity for supply chain and procurement strategies. It also highlights the need for cost optimisation and productivity strategies. LTV Partners Partner's help companies build effective growth strategies while also driving performance acceleration through near term tactical plans. And our Investor Ready solution helps companies become attactive to funding. Read this article to learn more about these economic shifts and their potential impact on business growth. ??https://lnkd.in/gpbyvdWq #MarketConsolidation #StrategicPlanning #InvestorReady

?? Making Waves in Industrial Real Estate ?? At Aqua Acquisitions LLC, we believe in the power of transformation and growth. By focusing on acquiring industrial properties nationwide, we’re not just investing in buildings—we’re investing in the future of businesses, communities, and innovation. Our mission is bH simple yet impactful: ? Optimize underutilized industrial assets ? Create value for our investors and stakeholders ? Support economic development in communities across the country We’re proud to be at the forefront of an industry that fuels countless sectors, from manufacturing to logistics. As we continue to expand our portfolio, we’re grateful for the partnerships and collaborations that help us make it all possible. If you’re an owner, investor, or industry professional with an eye for opportunity, let’s connect! Together, we can turn potential into progress. #IndustrialRealEstate #PropertyInvestment #Growth #AquaAcquisitions

SiteOne Landscape Supply posts a 3% drop in net income YoY to $120.2mln on a 4% rise in net sales to $1.41bln. Roughly 8% of that $1.41bln came from acquisitions. Company says the acquisitions pushed up SG&A expenses, while the gross margin slipped to 36.1% from 36.2%. Cheaper PVC and grassseed are hurting growth, as is a weaker repair and remodel market, company says. https://lnkd.in/dhdvmvxQ

Europe’s buyout industry shifted towards supporting fewer but larger portfolio company buy-and-build acquisitions in the first six months of 2024, according to data from the Centre for Private Equity and MBO Research (CMBOR). “With the buyout market mounting a recovery in the first six months of the year and many portfolio companies having largely weathered the worst of the economic headwinds, it’s unsurprising that there’s been a commensurate drop off in buy-and-build deal volume as firms switch focus to once again executing new platform deals,” said Christiian Marriott, head of investor relations at Equistone Partners Europe, which supported the research. “The data highlights the evolving nature of the buy-and-build market,” added Professor Kevin Amess, director of CMBOR at Nottingham University Business School. “While the volume of deals is down, a natural consequence of firms turning attention back towards executing buyouts, the considerable increase in aggregate value is indicative of the industry’s enduring faith in buy-and-build as a tried and tested mechanism for creating value.”

????% ???? ?????????????????? ?????? ?????? ???? ???????????????????? ?????????????????????? So what do you do with sustainability if your goal is to IPO? I am partnering with Corinne Hanson from Greenplaces to tackle this question. ???????? ???? ???? ???????? ???????? ???? ?????? ???? ???? ??????????: ? How investors factor sustainability into company evaluations. ? The most impactful sustainability actions to take before your IPO or exit ? Strategies for sharing your ESG performance during due diligence Whether you're a founder, executive, or in-house counsel, this webinar will equip you with the knowledge and tools to leverage sustainability as a value driver in your IPO journey. ???????????????? ????????: ??????????://????????.??????????????????????.??????/??????????????-????????-???????? #curiESG

Prologis is ramping up their projected spending on acquisitions to between $1.75 billion and $2.25 billion, up from the previous years estimate of between $1 billion and $1.5 billion. Chips are on the table for the world's largest warehouse owner and developer. CFO Tim Arndt "[sees] a very attractive market for acquisitions", and long-term demand drivers of the industrial market continue to look healthy. If you're looking to stay informed, or want to explore investment opportunities, let's connect! #industrialrealestate #Investmentsales #Commercialrealestate

2025 is shaping up to be a promising year for M&A activity, according to insights from our recent survey of private equity partners. Key drivers like robust macroeconomic growth, industry consolidation, and favorable financing options are setting the stage for increased deal volume and stronger market conditions. Private equity firms are zeroing in on resilient sectors like business services, industrial and manufacturing, and facility services — industries ripe for consolidation and growth. With valuation multiples expected to rise, business owners could see higher offers for their companies. The outlook is clear: Private equity firms remain well-funded and motivated to pursue new acquisitions, creating an advantageous environment for sellers in 2025. Stay tuned for our full report in January. Want an early preview? Reach out to us! #MiddleMarket #PrivateEquity #MergersAndAcquisitions

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