Founders recently headed to Las Vegas for the Asembia Specialty Pharmacy Conference. While there, we had the opportunity to meet with specialty pharmacy owners, CEOs, and operators, and share our insight regarding recent developments in the industry and on the current and expected M&A landscape for specialty pharmacies. The conference was capped off as we…
It’s a Founders tradition to welcome new Analysts and Summer Analysts with a night of baseball in the ‘Ham. This year, the day started out gloomy with storm clouds up above, but the evening turned out to be perfect for a night of baseball in the South – the temperature was nice and there was…
As reported in the Q1 2017 Industrials Update, we discuss two major tailwinds affecting the sector; an aging U.S. infrastructure and deferred maintenance on industrial companies. We believe that President Trump’s proposed $1 trillion infrastructure spending plan will be a key business driver over the next decade, and Private Equity Firm’s willingness to deploy capital…
In the Founders’ Q1 2017 SaaS Update we explore recent transactions, analyze key performance indicators for owners to benchmark against, and share interesting quotes from leaders in the space. Also included is a brief literature review of some of the top SaaS related articles we’ve read recently, an overview of our upcoming SaaS and Internet…
As reported in the first quarter Oilfield Service (OFS) Newsletter, 2017 has been a great year for those servicing the oilfield. OPEC’s decision to reduce output by 1.2MM bo/d in November of 2016 kicked off an energy rebound that has brought a renewed sense of security to those servicing the industry. Rig counts have increased…
By: Wesley Legg According to Capital IQ and Founders proprietary sources, there were an estimated 25 transactions involving Alabama companies completed in the first quarter of this year, an increase of 39% versus the same quarter last year. M&A activity was down 20% quarter over quarter, however the fourth quarter often has more activity as…