Category

White Papers

Consumer M&A Outlook for 2021 and Beyond

By Lou Sokolovskiy, CEO & Founder at Opus Connect
May 2020

Introduction

This white paper is a joint venture with Assembled Brands. Opus Connect would like to thank Randy Mitzman (VP, Origination and Business Operations) and Michael Lipkin (President and COO) with Assemble Brands for their continued participation and support in the middle market M&A community. The light at the end of the tunnel is finally here, and middle market M&A trends are shifting sharply to reflect what life looks like post-covid as consumer behavior has changed and evolved following a global health crisis. What has emerged is a market that is focusing on supply chain issues, consumers that are more interested in sustainability and ethical supply chains, and transactions that reflect the digital realities of moving into predominantly e-commerce models. The goal of this research is to provide the Opus Connect community with information about the current consumer deal pipeline, emerging and dominant market trends, and how investment bankers, private equity firms, lenders, and executives are navigating 2021’s unique challenges and opportunities.

Thank you to all of our esteemed survey respondents.

Midwest Deal Market Report 2020

By Lou Sokolovskiy, CEO & Founder at Opus Connect
December 2020

Introduction

M&A professionals in the United State Midwest region provide valuable insights into the current state of the market and the deal pipeline during the challenges of 2020 and the COVID-19 pandemic.

Our findings in this report seek to illuminate the challenges faced by the middle market M&A professionals in the Midwest as they continue to make deals, conduct due diligence, and adapt to a changed landscape after a pause during the global economic slowdown. The inherent variety within the M&A market led to a diversity of responses within participants’ responses regarding their deal pipelines, virtual business activities, client acquisition strategies, future deal opportunities, and more.

Opus Connect’s goal is to be a resource to the M&A deal community, conducting this research with the goal of providing a window into the current state of the middle-market M&A deal pipeline in the U.S. Midwest region. A tool for future success, the information gathered aims to promote awareness of current practices as well as the speed and growth potential for deals going forward. Business development strategies are continually changing and growing alongside an industry that is now seeing greater utilization of digital resources and new technologies as some – but not all – parts of the deal process transition to virtual interactions and events. As the global scenario changes, business processes adapt alongside it.

Thank you to our esteemed survey respondents in the Midwestern region for sharing their timely experiences and discussing the impact of COVID-19 with us as we all cope with the curveballs of 2020 and the unexpected issues that arise from shifting the ways in which we do business during a global pandemic.

Manufacturing/Industrial Sector Report 2020: How the Manufacturing/Industrial Deal Pipeline Is Faring After COVID-19

By Lou Sokolovskiy, CEO & Founder at Opus Connect
December 2020

Introduction

M&A professionals in the manufacturing/industrial sector make up a significant portion of Opus Connect’s extensive middle market M&A network, providing valuable insights into the current state of the industry during the challenges of 2020 and the COVID-19 pandemic.

Our findings in this report seek to illuminate the challenges faced by the manufacturing/industrial sector in obtaining deals, conducting due diligence, and adapting to a changed landscape after a pause during the global economic slowdown. The inherent variety within the manufacturing/industrial sector led to a diversity of responses within participants’ responses regarding their deal pipelines, access to capital, debt, portfolio management, and more.

Opus Connect’s goal is to be a resource to the M&A deal community, conducting this research with the goal of providing a window into the current state of the middle-market manufacturing/industrial sector. A tool for future success, the information gathered aims to promote awareness of current practices as well as the speed and growth potential for deals going forward. Business development strategies are continually changing and growing alongside an industry that is now seeing greater utilization of digital resources and new technologies as some – but not all – parts of the deal process transition to virtual interactions and events. As the global scenario changes, business processes adapt alongside it.

Thank you to our esteemed survey respondents in the manufacturing/industrial sector for sharing their timely experiences and discussing the impact of COVID-19 with us as we all cope with the curveballs of 2020 and the unexpected issues that arise from shifting the ways in which we do business during a global pandemic.

Independent Sponsor Report 2020: A Window Into Middle Market M&A After Covid-19

By Lou Sokolovskiy, CEO & Founder at Opus Connect
October 2020

Introduction

Independent sponsors and capital providers within Opus Connect’s extensive middle market M&A network are a valuable source of insight into the current state of their deal flow during the first eight months of 2020. Our findings in this report seek to illuminate the ways in which independent sponsors have both adapted to change and where they continue to pick up and go forward after a pause during the global economic slowdown. The inherent variability in the independent sponsor model led to a diversity of responses within participants’ deal flow and access to capital.

This report provides a collective knowledge base for how a cross-section of independent sponsors are responding to changes in their deal structures. Opus Connect’s goal is to act as a resource and deal community for current and potential members, conducting this research with the goal of providing a window into the current state of the middle market. A tool for future success, the information gathered aims to promote awareness of current practices as well as the speed and growth potential for deals going forward. Business development strategies are continually changing and growing alongside an industry that is now seeing greater utilization of digital resources and new technologies as some – but not all – parts of the deal process transition to virtual interactions and events. As the global scenario changes, business processes adapt alongside it.

Thank you to our esteemed survey respondents in this market for sharing their timely experiences and discussing the impact of Covid 19 with us as we all cope with the curveballs of 2020 and the unexpected issues that arise from shifting the ways in which we do business during a global pandemic.