Our Thinking
We provide strategic advisory utilizing deep industry expertise and unique market perspectives.
SIGNUP FOR OUR EMAIL UPDATESSearch All Perspectives | Search All Publications
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
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
Regulatory Compliance Watch | In-person Exams Resume
Originally posted by Regulatory Compliance Watch on March 3, 2023. The SEC plans to increase its on-site interactions with regulated entities but will continue to conduct remote examinations when applicable.… Read More
Food Ingredients: Recipe for Premium Valuations
Buyers have a hearty appetite for value-added ingredient companies, and that craving has only intensified in recent years. The ingredients space is broad and fragmented across the U.S. and globally… Read More
Aerospace and Defense: Factors Powering M&A Activity
Lincoln International was pleased to speak on the Reshaping the Supply Chain Landscape: M&A Trends panel at Aviation Week Network’s A&D Supply Chain conference. During the panel, industry experts revealed… 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
Webinar | CISO Cybersecurity Priorities and Practices
Thank you for your interest in Lincoln’s Webinar: CISO Cybersecurity Priorities and Practices. All request submissions will be evaluated and a member of our team will contact qualified requestors with… Read More
Private Equity International | How Private Equity Valuations Measure Up
Originally posted by Private Equity International on February 28, 2023. Private equity firms have been navigating market volatility for the past 12 to 18 months, and public market valuations have… Read More
Pitchbook | Private Credit Borrowers Turn to Structured Capital, PIK with Debt Costs on the Rise
Originally posted by Pitchbook on February 27, 2023. Borrowers are navigating higher interest rates and input costs while earnings are slowing in many cases, and lenders are hesitant to add… 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
Private Equity International | Covenant Breaches Trend Upward as GPs Navigate Uncertainty
Originally posted by Private Equity International on February 22, 2023. According to the Lincoln PMI (LPMI), private equity (PE) firms and their portfolio companies are becoming increasingly concerned about financial… Read More