Perspectives
Contributors
I build trust with clients by putting their interests first at all times.
Aude Doyen
Managing Director & Co-Head of Capital Advisory, Europe
LondonRelated Perspectives
Webinar | Q4 European Private Market Insights
Thank you for your interest in Lincoln’s Webinar: Q4 European Private Market Insights. All request submissions will be evaluated and a member of our team will contact qualified requestors with… Read More
The Wall Street Journal | Investors Stuck in Private Valuation Limbo as Recession Looms
Originally posted by The Wall Street Journal on January 30th, 2023. Richard Olson, Managing Director in Lincoln’s Valuations & Opinions Group, offers a perspective on private company performance in Europe.… 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
The Business of Fashion | Beauty’s Top M&A Targets
Originally posted by The Business of Fashion on January 23, 2023. Ashleigh Barker, Director in Lincoln’s Consumer Group, shares how leading beauty companies are well positioned to capitalize on the… Read More
Mergermarket | European Consumer Trendspotter: Consumer Rainmakers Look Past Challenging 2022 with ‘Quiet Optimism’ for New Year
Originally published by Mergermarket on January 12, 2023. Alex Masters, Managing Director in Lincoln’s Consumer Group, offers a perspective on market trends in the consumer industry. View the original article.
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
Private Debt Investor | Podcast: The Window of Opportunity for Private Credit
Originally posted by Private Debt Investor on January 5, 2023. Dominik Spanier, Managing Director in Lincoln’s Capital Advisory Group, reveals several private credit trends. Listen to the podcast.
The Loadstar | Takeover Talk: Mid-sized Deals to Power 2023 M&A Activity
Originally published by The Loadstar on December 23, 2022. Dirk Engelmann and Gaurang Shastri, Managing Directors in Lincoln’s Business Services Group, share their expectations for logistics and transportation mergers and… Read More
Ignites Europe | Deals for Alternative Managers ‘Dwarf’ those for Traditional Firms
Originally posted by Ignites Europe on December 21, 2022. Antoine Dupont-Madinier, Managing Director in Lincoln’s Financial Institutions Group, shares his predictions for alternative asset manager transactions in the European market.… Read More
Just Food | Gloomy Clouds to Hang Over Food Industry M&A in 2023
Originally published by JustFood on December 20, 2022 Alex Masters, Managing Director and Tom Cunningham, Director in Lincoln International’s Consumer group share insights on M&A trends in consumer sector for the… Read More
Just Food | Humanization in Pet Food Bounds Along Amid Premium-Led Growth
Originally published by JustFood on December 6, 2022 Alex Masters, Managing Director in Lincoln’s Consumer Group, shares current growth drivers he is seeing in the pet food sector and expectations… 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
In Vivo Pharma Intelligence | The Growth Path for Drug Discovery Partners
Originally published by In Vivo Pharma Intelligence on November 15, 2022 James West, Director in Lincoln’s Healthcare Group, explains the key trends and mergers and acquisitions (M&A) dynamics in 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
Beauty Independent | What Investors and Retailers are Looking for in Today’s Beauty Market
Originally published by Beauty Independent on November 10, 2022 Jessica Chia, Associate in Lincoln’s Consumer Group, joined Beauty Independent for an In Conversation webinar to discuss market trends in the… 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
Promising M&A Outlook for Frozen Food Companies
Frozen foods have seen notable growth since 2019 as a result of shifting consumer behavior. Strong sales have enabled more efficiencies at scale, but some companies also face capacity constraints… Read More
Surging Medical Inflation Fuels Continued Interest in Self-Funding and Cost Containment
During the past 18 months, inflation has accelerated to levels not seen since the early 1980s. The cost of energy, food and other staples has increased rapidly and is expected… Read More
Midterm Elections Are Imminent, But Investor Eyes Remain Trained on the Fed and Inflation
The term “uncertainty” has dominated headlines much of this year. Election season exacerbates that sense of uncertainty, leaving investors and company executives to weigh the different scenarios each outcome might… Read More
Beauty Independent | In the Post-Girlboss Era, What Role Should a Brand Founder Play?
Originally published by Beauty Independent on October 30, 2022 Ashleigh Barker, Director in Lincoln’s Consumer Group, shares why it is important for brands to have a founder that serves as… Read More
Chief Executive | Lessons Learned from Public M&A Deals in 2022
Originally published by Chief Executive on October 11, 2022 Rob Brown, CEO of Lincoln International, shares insights from public deals for private companies to consider when pursing mergers and acquisitions… Read More
Crain’s Chicago Business | Talking Money and the Economy with a Top Investment Banker
Originally published by Crain’s Chicago Business on October 10, 2022 Rob Brown, CEO of Lincoln International, offers insights into market trends and the state of the economy. Click here to… Read More
Software Sector Shows Resilience in Recurring Revenue Financing
Amid recessionary pressures, the software sector has proven resilient with low default rates and healthy cash flows for most companies. Lenders continue to see opportunities with software companies—even those with… Read More