Lloyd Bramble

Latest recap and analysis from our team on the events shaping deal dynamics in Q1.

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Continuation vehicles are revolutionizing the lower middle market M&A landscape, offering a range of benefits to investors, business owners, and portfolio companies alike. These innovative investment structures provide increased liquidity and flexibility for investors and owners, align interests for long-term value creation, and maximize value potential for lower middle market companies. By leveraging continuation vehicles, private equity firms can extend their investment horizons, support portfolio companies in their growth journey, and ultimately generate higher returns for all stakeholders. https://lnkd.in/eSHYE3sd #entrepreneur #REAG #mergers #business #acquisitions #lowermiddlemarket #investmentbank

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For the past several years, the National Investment Center for Seniors Housing & Care (NIC) has partnered with Ziegler to provide additional insights into the occupancy, growth, and other key indicators for the Life Plan Community (LPC) sector. This article summarizes the 1Q 2024 metrics for Life Plan Communities by level of living and also in comparison to the non-LPC community types. This analysis covers the primary and secondary markets across the U.S. that are tracked by NIC MAP®️. https://bit.ly/4cnV4xn

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Great WSJ article highlighting our focus on the middle market

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The utility and infrastructure services market is poised for growth, driven by the critical need for infrastructure modernization, the transition to renewable energy sources and the increasing reliance on outsourced service providers. In the post below, we provide an update on the state of the M&A market, insights into the utility and infrastructure services sector and trends shaping the industry. #LincolnPerspectives https://lnkd.in/gsbwdFU2

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View current trends in the Defense & Government Services industry including an overview of sector-specific public company performance and relative trading multiples, recent M&A transactions and prevailing investment themes.

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BlackRock Atlanta recently hosted a fireside chat with Samara Cohen, BlackRock’s Chief Investment Officer of ETF and Index Investments. The conversation was moderated by Teja Tops, an analyst in BlackRock’s Atlanta office, with an audience of fellow analysts. Here were some of Samara’s recommendations for the rising leaders: 1. Look at your career as a marathon, not a sprint. As you paint the portrait of your career, set mile markers for yourself that are both measurable and achievable — then figure out what you want to do next. 2. Move from competency to mastery. During her own analyst years, Samara aimed to move from learning everything she could, as fast as she could, to teaching what she’d learned to others. That’s a crucial way to take ownership of everything you’ve learned. 3. Build up those around you. It’s a win when you can look at someone and say you helped them excel into their best selves.

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Harris Williams recently analyzed U.S. M&A volumes between 1998 and 2023 to uncover trends related to presidential election-year activity and potential impacts for 2024. Our latest article discusses the implications of our analysis for the U.S. M&A market.

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Metric Monday: Intellectual Capital Did You Know? According to survey data from our recently published 2024 Agency & Brokerage Compensation Study, for one out of five firms, there are no consequences prior to termination for producers who do not meet their production goals - see chart below. You can find this chart (below), along with a variety of other data - including average commission rates by line of business, minimum account thresholds, and new business expectations in our published report. The Study also has sections discussing executive & management personnel, service personnel, support personnel, and trends in employee benefits. The report highlights the salary plus bonus compensation by role on a national basis, as well as the median salary bonus by region.   MarshBerry’s proprietary market Study, based on over a decade of research, can be purchased for $1,500. If you have interest in purchasing this report or would like to learn more please reach out to me here on my LinkedIn page or at tim.makowski@marshberry.com

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Tune in to this episode of “It Figures: The CRI Podcast,” as CRI Partner Dean Mead and Anne Ross, Principal Consultant at Muni Credit & Compliance Advisors, LLC, dive deep into how state and local governments finance crucial infrastructure projects like highways and water mains. Learn all about the role of an underwriter and its importance to government debt issuers. Don’t miss this insightful discussion—perfect for anyone interested in government finance and municipal bonds! #GovernmentFinance #MunicipalBonds #InfrastructureInvestment #CRIPodcast

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Tune in to this episode of “It Figures: The CRI Podcast,” as CRI Partner Dean Mead and Anne Ross, Principal Consultant at Muni Credit & Compliance Advisors, LLC, dive deep into how state and local governments finance crucial infrastructure projects like highways and water mains. Learn all about the role of an underwriter and its importance to government debt issuers. Don’t miss this insightful discussion—perfect for anyone interested in government finance and municipal bonds! #GovernmentFinance #MunicipalBonds #InfrastructureInvestment #CRIPodcast

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Stocks just hit a record high. Record highs tend to be a characteristic of a bull market. We compare where this bull stands relative to history.

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Stocks just hit a record high. Record highs tend to be a characteristic of a bull market. We compare where this bull stands relative to history.

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Stocks just hit a record high. Record highs tend to be a characteristic of a bull market. We compare where this bull stands relative to history.

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