Institutional Growth Capital for Healthcare AI
Very excited to support another high growth health care business
Our Sector Views and Tactics Navigating the
US M&A Market
An Always Interesting Take On
Economic Confidence
If you ever need to know how strong the economy is, whether investor sentiment is looking up or down, or how confident CEOs are in their future growth prospects, we recommend talking to a good and honest M&A professional. We are in the board room, on the video calls, having the confidential discussions with the decision makers who are ultimately making the bet on a particular acquisition. No matter how large or small the transaction, each of these decisions comes with a particular view on the direction they believe they are heading. Historical data is important and we track it religiously, but there is always more to the story than just the numbers.
Sector Views and M&A Tactics
AI is Starting to Make its Mark on M&A
Like most industries, we see how AI will impact and empower the M&A industry. How will it be embraced by professionals? How will it impact processes and valuation?
Case Study: D&L On The Move (HVAC and Appliance Distribution)
D&L Parts, a family-owned and operated distributor of HVAC and appliance parts, closed and announced its first strategic acquisition of another distributor in an adjacent set of markets.
Introducing…Our Proprietary Tech-Enabled Deal Execution System
We developed technology that we believe gives our clients greater transparency and better execution. We call it Deal Team.
Case Study: The Simultaneous Recapitalization of BDR and Acquisition of BxB
Pleased to announce that our team assisted BDR on its recapitalization by Southfield Capital and simultaneous acquisition of BxB.
Case Study: Roshal Health
Very pleased to share another success story for Roshal Health, one of our longtime clients, delivering stronger health care services on its tech-enabled platform
Case Study: Webb Joining Forces with Heritage Distribution Holdings – Beijer Ref
What a deal! Webb, holding a very attractive position in Ohio and western PA, is combining with Heritage Distribution, backed by Beijer Ref.
Case Study: Exigent Group, a Leading Tech-Enabled Legal Services Business, Completes Transaction with Morae
Uplift advised a high growth tech-enabled legal services business on an industry-transformational deal. Plus, how Uplift is one of the most tech-forward M&A firms in the market
Two Powerful Process Secret Weapons in a Strategic Sale or Recap Transaction
How can you stand out in a market where thousands of businesses are competing for the attention of the highest quality buyers and investors? Two tips for you that make an outsized impact on attracting interest.
HVAC Market Driven by Secular Tailwinds and Outperforming the S&P
HVAC comps appear to be outperforming the S&P – what are the secular tailwinds driving this? And can we expect these tailwinds to continue?
