Prepping for an Active M&A Market
While macroeconomic conditions remain uncertain and the mergers and acquisitions (M&A) market awaits more active days, management teams could develop a “playbook” of the specific strategic initiatives and actions that… Read More
Gaining Momentum: European M&A Outlook for H2 2023
The mergers and acquisitions (M&A) market will remain challenged throughout 2023 although dealmakers are learning to live with the uncertainty. In the last 12 months, private equity (PE) has been… Read More
German Broadband Infrastructure Market Set for Further Consolidation
It is no longer a surprise that access to high-speed internet is a necessity for individuals, businesses and governments worldwide. In Germany, the federal government has recognized this and set… Read More
Riding the Sound Waves – Key Trends in the Audio Industry
The audio equipment industry, a sub-sector of the $263 billion global professional audio/visual (AV) market, is a large, diversified and resilient sector that is projected to grow significantly over coming… Read More
Cybersecurity: Zeroing in on Current and Future Trends
As we enter the second half of the year, the state of cybersecurity is coming into sharper focus following a tumultuous 2022. Here are Lincoln International’s key observations and predictions.… Read More
Investor Appetite for Frozen Food Grows
In the U.S. and in Europe the frozen food market continues to grow. The overall mega themes of products that are high-quality, clean, convenient, fresh, long-lasting, less wasteful and flavorful… Read More
Leading Indicators Show Declining Ability to Service Debt
According to Lincoln International’s proprietary private market database, maintained by Lincoln’s Valuations & Opinions Group, highly leveraged, privately-held companies are feeling the pinch as rising interest rates begin to take… Read More
How Consumer Products & Services Companies Are Viewing M&A Outlook for 2023
In today’s dealmaking environment, uncertainty and caution reign supreme. Consumer confidence has seen declines as high inflation and recession fears dominate. At the same time, investors continue to look for… Read More
Lincoln Private Market Index Grows Modestly in Q1 2023 as a Result of Resilient Private Company Performance
While private company performance has been stronger than expected, are cracks starting to form? The Lincoln Private Market Index (Lincoln PMI), the only index that tracks changes in the enterprise… Read More
Plant-based Alternatives are Poised for Growth
Lincoln International was pleased to host the Plant-based Potential: The Rapid Rise of Alternative Foods and Growth Opportunities Ahead panel at the Food & Drink Expo in Birmingham, UK. During… Read More
Private Equity and Private Credit Resiliency is Not an Illusion
Many macroeconomic factors have contributed to recent public market volatility, including inflation, labor shortages, rising interest rates and recent banking system instability. While private market valuations have demonstrated less volatility… Read More
Innovation and Advancements in Packaging Technology
Advancements in packaging across both active and passive technologies continue to revolutionize the industry as new features, functionality and capabilities broadly become more available. Packaging companies have an increased emphasis… Read More
The Eventual Normalization of the Housing Market will Create a Busy Period for Building Products M&A
In late 2022, building products companies were assessing the impact of the flash freeze in the new residential construction market caused by mortgage interest rates more than doubling. However, as… Read More
Beauty Outlook: Optimism for an Attractive 2023
Many investors are eyeing the year ahead for the beauty and personal care industry as it is ripe for accelerated growth due to several factors. 2022 had a key focus… Read More
U.S. Distribution M&A Continues in an Evolving Market
Macroeconomic uncertainty, particularly the combination of widespread price inflation (and the Federal Reserve’s response to it) and expectations for a downturn in 2023, have eroded investor confidence since mid-2022, driving… Read More
European M&A Outlook: Four Deal Drivers for 2023 and Beyond
After a record-setting 2021, mergers and acquisitions (M&A) activity in 2022 was poised for a normalization, yet it still hovered near pre-pandemic levels for total deal value. Following the retrench… Read More
Structured Capital Can Unlock Incremental Liquidity During Periods of Credit Market Uncertainty
Structured capital is a highly bespoke form of capital that bridges the gap between traditional debt and common equity. As traditional debt markets continue to traverse a period of uncertainty… Read More
Lincoln Private Market Index Grows Modestly in Q4 2022 Amid Public Market Volatility
Amid public market volatility, private company valuations held up, but cracks are showing The Lincoln Private Market Index (Lincoln PMI), the only index that tracks changes in the enterprise value… Read More
Whither Cybersecurity Deal Activity in 2023?
Don More, Managing Director in Lincoln International’s Technology, Media & Telecom Group, recently attended Evolution Equity Partners’ Annual Investor Day in New York to discuss the capital markets and cybersecurity… Read More
UK Hospitality: Unlocking Hidden Value
The hospitality industry has experienced several challenges over the last few years, which at times has led to valuation concerns amongst investors. However, an opportunity presents for businesses to attract… Read More
What’s Old is New Again: Value-Based Care Delivery in the Home
In 1930, physicians visiting patients in their residences represented 40 percent of all encounters. 20 years later this figure had fallen dramatically to just one visit in 10. By the… Read More
Lincoln Private Market Index Modestly Increases, but Private Markets are Beginning to Cool Off
Amid public market volatility, private company valuations held up, but cracks are showing The Lincoln Private Market Index (Lincoln PMI), the only index that tracks changes in the enterprise value… Read More
Specialty Chemicals: The Story of the Specialty Transformation
The specialty chemicals equity story is becoming increasingly important as the historical diversification benefit of more traditional commodity chemicals players – or even the diversified chemical conglomerates of yore –… Read More
The Hidden Gem in European Pet Food: European Investors Spot New Opportunity in Raw & Gently Cooked Pet Food
European investors are capitalizing on the fastest growing segment of the European pet food category, powered by pet owners’ ongoing desire for higher quality and natural food options for their… Read More
How Excess Inventories are Impacting Furnishings Businesses
The macro-level supply challenges initially spurred by the COVID-19 crisis have largely subsided while their lingering effects have continued to weigh on many consumer products companies. The pandemic period saw… Read More