Market Insights

  1. Eric Cates Joins Founders Advisors as Chief Financial Officer

    BIRMINGHAM, Alabama, May 3, 2024 – Founders Advisors announced today that Eric Cates has joined the firm as Chief Financial Officer. With more than 10 years of experience in finance and corporate development, Cates will provide financial oversight and support for the continued growth and improvement of the Founders platform. “We are excited to welcome…

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  2. Founders Presents VeroSkills with Second Annual John Michael Pierce Award

    In 2022, Founders Advisors established The John Michael Pierce Entrepreneurial Fund to honor and continue the legacy of John Michael as a fun-loving, entrepreneurial and impactful person. Founders Advisors committed $500,000 to be funded over 10 years, along with matching funds from others, to form a philanthropic perpetual fund with a goal of reinvesting returned…

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  3. Founders Hosts 2024 Spring Heritage Forum at Pursell Farms

    Founders recently hosted its spring Heritage Forum at the beautiful Pursell Farms in Sylacauga, Alabama. The 48-hour retreat is a unique opportunity for high-capacity leaders to engage in teaching sessions, small group discussions, fireside chats, recreation (golf and shooting), and 5-star meals all centered around the theme of: living a purposeful life of significance to build an…

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  4. Founders Hosts 21st Annual Crawfish Boil

    Founders recently hosted its 21st annual Crawfish Boil to celebrate the firm’s anniversary at our downtown Birmingham office. The Crawfish Boil is an opportunity for our team to live out aspects of our Mission, Purpose and Values, such as “valuing relationships”, building a “thriving culture”, and putting on emphasis on Community. At Founders, we love…

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  5. Construction Materials 2023 Year in Review Newsletter

    This edition of the Construction Materials 2023 Year in Review Newsletter includes some of the highlights from what the major construction materials companies achieved over 2023, as well as insight into how they see 2024 developing, and an overview of recent M&A activity and trends. It also includes valuation and trading statistics for major players in…

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  6. Capital Gains Taxes & Non-Competes: Recent Insights on Proposed Changes

    By: Billy Pritchard Our deal teams at Founders Advisors are reviewing and processing important news items on key macro environmental factors for lower middle market business owners. Two notable proposals for legislative changes at the federal level are currently in the spotlight: President Biden’s proposal for Capital Gains Tax Increases, and The FTC’s rule proposal…

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