Blue River Financial Group

The industrial automation sector experienced a slight increase in M&A transactions in Q2 2024 fueled by the rising demand for automation and integration of advanced technologies across industries. Deal volume increased 32% year-over-year and 26% sequentially quarter-over-quarter. The uptick in M&A activity highlights a strategic push towards AI-driven automation, buyers aiming to expand their product and service offerings through consolidation and improved operational efficiencies through synergies. These initiatives reflect the IA sector's commitment to optimizing operational efficiencies and advancing technological capabilities across various industries. Download our Industrial Automation Q2 2024 Report to learn more. This market update features insight from Thomas Hagan, Managing Director at Blue River. #industrialautomation #mergersandacquisitions #investmentbanking

Blue River Financial Group welcomed four new team members in Q2 of 2024 and announced a promotion. Matthew Kanterman, CFA joined Blue River as Research Director, and M. Martin Hession came aboard as a Research Analyst. The Buy-Side Division welcomed Niall Garrahan as its newest M&A Advisor. Lisa Koo, an attorney and professional writer, brings her skills and insights to enhance Blue River’s outreach to business owners on behalf of buy-side clients. After quickly distinguishing himself as an M&A super talent, Matt Feldman was promoted to lead Blue River’s Sell-Side Division. Read the full press release. #goblueriver

Blue River Financial Group has advised Revival Animal Health, a leading value-added distributor of pet health products used by breeders, animal shelters and other pet health professionals and portfolio company of Incline Equity Partners, on the recent acquisition of Equine Medical and Surgical Associates. The acquisition will further expand Revival’s offerings in the equine space. Read the full press release. #middlemarket #mergersandacquisitions #investmentbanking #buyside

A private equity-backed organization actively seeking opportunities to partner with clinical trial sites focused on complex clinical trials to expand its geographic and therapeutic reach. This is an opportunity to join a leading platform and benefit from economies of scale while enhancing support and service offerings to existing clients. The buyer is focused on patient recruitment and has a growing site network, creating a unique offering in the market. If you are aware of or represent any companies that may possess these attributes and have interest in pursuing a transaction, please contact Rich Phillips, Managing Director. Our full list of active buyside mandates is available here: https://lnkd.in/dW4kJT9K

Blue River Financial Group proudly announced today that it received recognition for its outstanding performance in 2023 from M&A Source, the leading trade association for middle market transaction advisors. The organization bestowed upon Blue River the prestigious title of Top Firm of the Year in the 10+ person category and awarded William Loftis, Blue River’s co-founder and Managing Partner, the esteemed Diamond Club membership, for surpassing $100 million in transaction volume in a single year. This is the third year in a row Blue River earned Top Firm of the Year, which is awarded to the firm closing the highest enterprise values during the year. Read the full press release. #goblueriver #mergersandacquisitions #investmentbanking

Private equity-backed organization is actively seeking opportunities to partner with clinical trial sites focused on complex clinical trials to expand its geographic and therapeutic reach. This is an opportunity to join a leading platform and benefit from economies of scale while enhancing support and service offerings to existing clients. The buyer is focused on patient recruitment and has a growing site network, creating a unique offering in the market. If you are aware of or represent any companies that may possess these attributes and have interest in pursuing a transaction, please contact Nicole Bialkin Levy, Managing Director. Our full list of active buyside mandates is available here: https://lnkd.in/dW4kJT9K

A private equity firm is actively pursuing strategic acquisitions in the Water Treatment & Filtration industry, aiming to partner with growth-ready entrepreneurs and operators to establish a leading national platform in the industry. The buyer aims to drive aggressive growth and aspires to execute add-on acquisitions to fuel revenue growth, optimize operations, and establish an industry-leading Water Treatment & Filtration platform with a national presence. Seeking businesses in the US and Canada, with $5MM to $20MM in EBITDA. If you are aware of or represent any companies that may possess these attributes and have interest in pursuing a transaction, please contact Christopher Caron, Managing Director. Our full list of active buyside mandates is available here: https://lnkd.in/dW4kJT9K

A renowned private equity firm is actively pursuing strategic acquisitions within the training / certification / education services sector. The buyer is committed to partnering with businesses that share its vision for excellence within the vocational training and education / certification sector. The firm offers strategic partnerships that unlock value for owners and foster growth opportunities, characterized by fair negotiations and tailored deal structures. If you are aware of or represent any companies that may possess these attributes and have interest in pursuing a transaction, please contact Nicole Bialkin Levy, Managing Director. Our full list of active buyside mandates is available here: https://lnkd.in/dW4kJT9K

Blue River Financial Group advised SPI - Specialty Products & Insulation, a leading value-added distributor and fabricator of mechanical and building insulation products and a portfolio company of Incline Equity Partners, on the acquisition of EnerFlex Insulation. The acquisition will bring exciting updates to SPI, allowing product expansion into the industrial removable insulation space. Read the full press release.  #middlemarket #mergersandacquisitions #investmentbanking #buyside

Join us on Thursday, May 23, 2024 @ 12 PM EST for a free #valuation webinar. This live event is designed for business owners and professional M&A advisors. William Loftis and Evan Haigh, CVA, CMAA will explore topics like normalizing adjustments to financial statements; benefit streams influencing value; risks and mitigation techniques that can increase or diminish the purchase price. Click to register today! #mergersandacquisitions #middlemarket #webinar