Archives

  1. HVACR Distribution February 2024 Market Update

    In this edition of Founders’ HVACR Distribution February 2024 Market Update, we take a look at the rapid consolidation that has begun in recent years, driven by the emergence of private equity as well as secular tailwinds such as environmental regulation and indoor air quality. We also look into multiple active platforms expanding through roll-up acquisitions….

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  2. Founders’ Specialty Distribution 2H 2023 Sector Update

    In this edition of Founders’ Specialty Distribution 2H 2023 Sector Update, we discuss how the major specialty distribution companies navigated macroeconomic challenges in 2H 2023. We also look into key trends including what the major players are predicting for 2024 and beyond, their valuation and trading statistics, and notable transactions over the past year. Ever since…

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  3. Solar and Storage Growth Creating M&A Opportunities

    By: Evan Klisares We just returned from the first renewable conference of the year, InterSolar, in San Diego. Booths at the conference were down from ~900 in 2023 to ~500 in 2024, and as one conference-goer noted to me on the floor, they should have renamed this conference the “Times-Are-Tough” show – a nod to…

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  4. Industrial Newsletter: Q3 2023

    In this edition of Founders’ Q3 Industrial Newsletter, our team highlights trends in the private markets and spotlights the industrial and facility services sector. Since our last installment in the second quarter, significant developments have unfolded, shaping the landscape of private markets. Our newsletter delves into those as well as key occurrences and analyze their…

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  5. Construction Materials 1H 2023 Review and Year End Outlook

    In this edition of Founders’ Construction Materials 1H 2023 Review and Year End Outlook, we discuss how the major construction materials companies navigated macroeconomic challenges in 1H 2023. We also look into key trends including what the major players are predicting for 2024 and beyond, their valuation and trading statistics, and notable transactions over the…

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