Objective, Investment Banking & Valuation

Our Life Sciences Services & Tech Practice has released their YTD Industry Outlook which includes industry valuations, trends, transactions, and more. Within this comprehensive #lifesciences outlook you can expect to read about: -M&A trends and transactions -The rise of Contract Research Organizations (CROs) and Contract Development and Manufacturing Organizations (CDMOs) -Industry challenges and opportunities -Investment dynamics and supply chain innovations -The use of new technologies, such as AI innovations, in life sciences services and tech companies Read the full Life Sciences Services & Tech Industry Outlook here: https://hubs.ly/Q02GQNBj0 To discuss the insights found in this outlook, please contact the Life Sciences Services & Tech Practice leader, Channing Hamlet here: https://hubs.ly/Q02GQMM50 #lifesciencesservices #lifesciencestech #industryoutlook #businessowners #mergersandacquisitions #investmentbanking #businessvaluation #valuation #CRO #contractresearch #clinicaltrial #CDMO

We are pleased to announce the expansion of our services with the Aerospace & Defense (“A&D”) area of expertise under the Manufacturing & Distribution (“M&D”) Practice. This initiative will be a primary focus of Vice President, Cody McPherson, under the stewardship of Managing Director and M&D Industry Practice Leader at Objective: Dan Shea. Dan, with over 30 years of experience in transaction advisory, has successfully closed numerous high-profile deals in the A&D space. Mr. McPherson has contributed to multiple deals in the Manufacturing & Distribution Practice at Objective over his sixteen months with the firm, leveraging his prior experience, advisory expertise, and network. “With the heightened attention on the A&D space because of recent global tensions, it is more critical than ever for businesses to have access to expert advice and insights,” said Dan Shea. “Our expanded expertise will ensure that our clients are well-positioned to seize emerging opportunities and adeptly manage the complexities of this dynamic A&D market.” To read the full press release, visit: https://hubs.ly/Q02GCRw-0 To contact Dan Shea or Cody McPherson, visit: https://hubs.ly/Q02GCSws0 #aerospace #defense #aerospaceanddefense #manufacturing #distribution #manufacturinganddistribution #mergersandacquisitions #investmentbanking #businessvaluation #la #losangeles #pressrelease

Earlier this week, Christian Dougherty, Managing Director of the Valuation Group, presented at the July meeting of the Denver Connectors COI Group. The intimate meeting was held on the the one-year anniversary of the group’s establishment and included a presentation from Chris as well as a discussion on current market and industry observations. Some of the key takeaways from the event include: -After two stagnant years, the M&A market is beginning to pick-up as valuations reset and buy-side interest from both private equity and strategic acquirers is increasing. Q4 2024 is looking optimistic based on recent conversations. -Top quality workforce is still scarce but available if companies are willing to make the investment in this talent. -Insurance (e.g., property and casualty, reps and warranty, key-person) is being more sought after and required pre-deal/due diligence and post-transaction. -The coming 2026 estate tax cliff is coming sooner than you believe. It is imperative business owners have a conversation with their trusted advisors, or find them if they do not have the right team in place, to begin planning now to carve value out of their estate before the exemption decreases from $13.61 million per person in 2025 to $5 million, adjusted for inflation. This planning takes time to implement correctly to receive the most value from this estate planning process. In addition to celebrating the anniversary of the group's establishment, they also celebrated group member Scott Mitchell, MBA, MSBA's birthday! We are looking forward to next month's meeting already! Tigran Muradyan David Whelan Faith Schaberg Jan Douglass Bruce Duyvesteyn Carson Simms #Denver #Colorado #COIGroup #DenverConnectorsCOI #businessvaluation #financialadvisor #valuation #eventrecap #businessowner #CEOConversation

📈 Jordi Pujol, CFA 📊 Pujol, CFA 📊, Managing Director of the Valuation Group, recently joined ValuationPodcast.com with host Melissa Gragg as a guest expert. In this episode "Value Creation at Every Stage of the Business Cycle", Jordi breaks down the stages of the business cycle and how value can be added to your business at every step. Key takeaways from this episode include: -The earlier you start thinking about your business's valuation, the better your outcome is going to be at your eventual exit -Critical components of an effective management team -The advantages and disadvantages of giving up equity to investors and/or employees -The value of patentable and non-patentable technologies in different industries -Important factors for long-term success in a strategic acquisition or merger of a similarly sized business Listen to the full episode here: https://hubs.ly/Q02GjrNW0 #podcast #valuation #businessvaluation #businessworth #valuationpodcast #ceoconversation #entrepreneur #businessowner #startup #valuecreation #exitplanning

Choosing to sell your business comes with a myriad of options and considerations. Whether it’s a case of selling the business to retire, merging with another powerhouse to grow, or any of the other routes you might be contemplating, understanding the pros and cons of each exit strategy is crucial. With several different exit strategies to choose from, it can be difficult to identify which strategy is right for your business and your specific objectives. This recent article provides an overview of possible exit strategies, the acquirers that are available for those strategies, and their advantages and disadvantages. Possible exit strategies discussed in this article include: -Outright Sale -Transitioning Ownership -Altering Your Role Read the full article here: https://hubs.ly/Q02FVYcQ0 For a confidential exit strategy consultation, visit: https://hubs.ly/Q02FVY1C0 #investmentbanking #mergersandacquisitions #ceoconversation #entrepreneur #businessowner #exitplan #exitprep #exitstrategy #exitplanning

Fairness opinions serve as an essential tool to ensure that all parties involved receive a fair and equitable assessment of the financial terms of a deal. In the Life Sciences and Healthcare industries, the stakes are particularly high. Transactions in these industries often involve intricate considerations such as regulatory compliance, intellectual property rights, and rapid innovation cycles. Consequently, fairness opinions become even more crucial in these fields, providing an objective evaluation that can help protect shareholder interests and ensure that transactions are conducted fairly. In this article you can expect to read more about: -a case study highlighting the significance of fairness opinions -how the unique characteristics of life sciences impact valuation -the process and considerations in developing fairness opinions -regulatory and ethical dynamics that influence fairness opinions Read the full article here: https://loom.ly/tdZVVvc #businessvalue #businessvaluation #valuation #investmentbanking #mergersandacquisitions #ceoconversation #entrepreneur #businessowner #shareholder #exitplan #exitprep #exitstrategy #fairnessopinion #lifesciences #pharmaceuticals #healthcare

Last week Channing Hamlet, Managing Director, presented an M&A market update report at BDO USA's "A Well Prepared Business Owner" event. It was an intimate event for family business owners to discuss and share key business strategies and challenges. The panel delved into the critical aspects of mergers and acquisitions (M&A), transaction planning, succession planning, post-liquidity strategies, and tax implications of transferring their businesses. Some of the key takeaways from the panel include: -Most business owners underestimate the complexity of selling their company leading them to miss opportunities to increase business value and reduce taxes/liabilities -Failing to plan is planning to fail To contact Channing to learn more about his M&A market update, visit: https://loom.ly/blk-xIo Thank you to Ian I. Kang for inviting Channing to share his insights! The panelists were incredible; amazing work to Rosa Lee, CFP®, Roger Lee, Jason Vierig, Dustin Rever-Ginsburg, and Francisco Munoz. #investmentbanking #mergersandacquisitions #sellside #bdo #event #losangeles #la #exitplanning #strategicexits #businessowner #businessvaluation

The biotech and life sciences industries are experiencing a continuing rebound in 2024. After an overall market slowdown in investments and acquisitions, late Q4 2023 started to show signs of improvement, and those trends are continuing in 2024. Because biotech firms operate on much longer timelines regarding revenue development, determining biotech valuations requires a specialized approach and industry experience. In this article, we’ll highlight key insights on how our Valuation Group approaches biotech firm valuations in this complex and transitioning market environment. Read the full article here: https://loom.ly/s6nrt2s #businessvalue #businessvaluation #valuation #investmentbanking #mergersandacquisitions #ceoconversation #entrepreneur #businessowner #exitplan #exitprep #exitstrategy #biotech #lifesciences #pharmaceuticals #pharma

Please join us in congratulating Channing Hamlet and Dan Shea on being recognized as 2024 Leaders of Influence: Private Equity, Investors & Advisors by the Los Angeles Business Journal. This highly respected accolade celebrates their significant impact in the private equity space through their contributions to our Investment Banking Group, which focuses on sell-side advisory. This marks the fourth year that Channing Hamlet and Dan Shea have been honored on a prestigious Leaders of Influence list since 2020. We are proud to showcase the excellence of our professionals and the impact that they continue to make on the Los Angeles business community and our clients. If you are interested in connecting with Channing or Dan, you can reach them at our website: https://loom.ly/kA1Fu0U To read the full press release visit: https://loom.ly/gjbyriA To access the issue with the full list of recipients on the Los Angeles Business Journal visit: https://loom.ly/KHedpc4 #labj #losangelesbusinessjournal #la #losangeles #southerncalifornia #mergersandacquisitions #investmentbanking #leadersofinfluence #privateequity #financialadvisors

We are thrilled to announce that 📈 Jordi Pujol, CFA 📊, Managing Director and Chanie Smith, Marketing Operations Manager have been selected for the 15th Annual Emerging Leaders Awards by The M&A Advisor. Selected from a distinguished group of nominees, their achievements highlight their commitment to excellence and innovation. “Chanie's strategic marketing mind and unwavering work ethic have been instrumental in driving our firm's growth and success. Meanwhile, Jordi's thought leadership and expert advice have earned him the admiration and trust of our valuation clients. Their accomplishments reflect the high standards we strive for and motivate us to continue pushing the boundaries of excellence in our field." - Mandy Woods, COO of Objective, Investment Banking and Valuation. Congratulations Chanie and Jordi! For a complete list of the 2024 Emerging Leaders Award Winners, visit: https://loom.ly/nNw-BtQ #emergingleaders #mandaadvisor #mergersandacquisitions #investmentbanking #valuation