Insights

Staffing M&A Quarterly Update, Third Quarter 2020

M&A activity for the staffing sector regained traction in Q3 2020, a trend that looks to continue into 2021. Get a quick overview of the staffing market outlook, transaction activity, industry performance and more. Check out the five-year rolling TEV and NTM EBITDA by sector index. Download it now!

GET THE REPORT

Debt Market Update, Fourth Quarter 2020

Is there a “new normal” forming in the credit market? Get the Q4 Debt Market Update and find out. It contains insider input on the private credit market, an overview of middle market transactions, a lender trend map, reasons to pursue debt capital solutions, solid advice on maximizing liquidity, key leveraged finance considerations and more.

GET THE REPORT

Midwest M&A Quarterly Update, Third Quarter 2020

“M&A activity has come back with a fury since June/July. Many are racing to the finish line to complete deals before year-end. Valuation and deal structure are directly correlated to company performance through COVID-19,” said Matt Plooster. Get the Q3 Midwest M&A Quarterly Update from Bridgepoint. It’s the news you need now to make important decisions in the future.

GET THE REPORT

Mixed Animal Health Report, October 2020

How has COVID-19 impacted the mixed animal health business sector? Get the report and see if animal health businesses remain attractive to investors and learn about transactions in the veterinary services industry and the animal health product industry. Also check out trends and statistics for companion animals and production animals.

GET THE REPORT

Trucking & Logistics Report, Third Quarter 2020

Read about the recent trucking transactions, spot rates, valuation levels, cost controls and quarterly performance of this cyclical industry. See what transportation sector leaders from Werner Enterprises, TFI International, USA Truck Inc., JB Hunt Transport Inc. and Crete Carrier Corp. have to say about the COVID-19 impact on trucking and logistics.

GET THE REPORT

TRUCKING & LOGISTICS REPORT, SECOND QUARTER 2020

Reducing costs and augmenting liquidity and capital partnerships will allow many trucking companies to exit the recession and enter recovery well positioned vs. the competition. Learn about this and key trends, forecasts and valuations in the Trucking & Logistics Report for Q2 2020.

GET THE REPORT

IT Services M&A Quarterly Update

“The current environment has proven the resilience of the IT Services sector. We expect both strategics and financial sponsors to remain very active in acquiring companies in 2020,” said Chad Gardiner, Bridgepoint Director. For more insights about this crucial sector of the economy, read Bridgepoint’s IT Services M&A Quarterly Update.

GET THE REPORT

PRIVATE MARKET UPDATE – HEARD ON THE STREET (MAY 5)

It’s the news you need to know. Get a real-time update of what Bridgepoint managing directors are hearing from their close private market relationships. Read what Wall Street insiders have to say about deal opportunities, recovery efforts, the Q2 outlook and more in this brand-new report.

GET THE REPORT

MAIN STREET LENDING PROGRAM UPDATE – MAY 5

Heard of the Main Street Lending Program but unclear how it could positively or negatively impact your company? While the full reach of the government programs are still in question, they may – in the long-term – be more restrictive for a company looking to strategically gain market share by investing in the business or […]

GET THE REPORT

MAIN STREET LENDING PROGRAM UPDATE – APR 27

Unclear on how the Main Street Lending Program might affect your business? You’re not alone. The Fed is reviewing more than 2,000 letters on potential issues with the preliminary guidance, including lowering the minimum loan size and limiting the restrictions on use of funds. Stay up to date on the MSLP with this Bridgepoint Insights […]

GET THE REPORT

PRIVATE MARKET UPDATE – HEARD ON THE STREET (APR 23)

“Things have started to stabilize and most funders are open for business looking to put capital to work,” said Matt Plooster, Bridgepoint Managing Director. Read about this and learn what’s happening RIGHT NOW in today’s Private Market Update, featuring insights from market experts.

GET THE REPORT

Staffing M&A Quarterly Update

Mergers and acquisitions deal activity and access to capital for healthcare staffing are projected to remain dynamic throughout 2020. Get the Staffing M&A Update for First Quarter 2020 to learn about this and other industry trends in the time of COVID-19.

GET THE REPORT

MAIN STREET LENDING PROGRAM UPDATE – APR 15

Despite the CARES Act relief funding, does your company’s 13-week cash flow model show signs of tightening? Wondering about capital availability? If so, get the COVID-19 Relief Update and learn about the CARES Act Main Street Lending Program. The government relief programs are finite – call us at 402-817-7900 to discuss capital options that work […]

GET THE REPORT

Healthcare Market Update – Heard on the Street, Apr 8

Healthcare leaders are working overtime to save lives. Can they save their businesses, too? Learn what medical experts say about market volatility in this unprecedented time of COVID-19. Get today’s Healthcare Market Update for real-time news on this essential sector of our economy.

GET THE REPORT

BRIDGE FINANCING TO THE RESCUE

Need a business solution for immediate cash flow? Get the report, Bridge Financing to the Rescue, from Bridgepoint Insights and learn about this rapid-relief option for securing working capital in times of financial stress.

GET THE REPORT

BRIDGEPOINT INVESTMENT BANKING ANNOUNCES ADDITION OF DIRECTOR CHAD GARDINER TO ITS GROWING IMPACT INVESTMENT BANK

Omaha, NE — Bridgepoint Investment Banking, a leading boutique investment banking firm, has expanded its sector and geographic coverage with the addition of Chad Gardiner as Director of Investment Banking. The addition of Gardiner will support Bridgepoint’s continued growth as a leading full-service impact investment bank providing unique capital raising and M&A solutions and access […]

GET THE REPORT

Healthcare Market Update – Heard on the Street, Mar 25

“Perhaps never before has the value of a quality business leader in a physician practice been more evident,” said Bridgepoint’s Gary Grote. Read more about the latest in healthcare market capital raising, M&A and operations in our Healthcare Market Update – Heard on the Street.

GET THE REPORT

PRIVATE MARKET UPDATE – HEARD ON THE STREET (MAR 25)

“We’re seeing leading, proactive companies and boards accelerate their capital plans. Three weeks ago capital was a commodity, today it’s a competitive advantage,” said Matt Plooster, Bridgepoint co-founder. Read about it in today’s Private Market Update – Heard on the Street.

GET THE REPORT

ASSET-BASED LENDING

“It’s a knick-knack, Patty Whack, give the frog a loan.” The joke illustrates a concept that even kids get: if you want to borrow money, you need to give something of value to the lender in return.

READ MORE

ASSEMBLING YOUR DEAL DREAM TEAM

Selling a company or raising institutional capital is definitely a team sport. Your deal dream team won’t come together overnight, so before you plan to transact, you’ll need to hire or develop your internal leadership team and build relationships with external partners.

READ MORE

STRATEGIC VS. FINANCIAL BUYERS

Bridgepoint Investment Banking recommends business owners to explore the potential deals with both types of buyers, you should understand the differences in their focus and deal process.

READ MORE

DEAL SYNERGIES

The mergers and acquisitions (M&A) universe likes to toss about the phrase “deal synergies” as an indicator of how advisable or valuable a deal might be. However, not all business owners are in favor of this service.

READ MORE

DEBT MARKET UPDATE FIRST QUARTER 2019

Throughout 2018 the debt markets remained historically aggressive in terms of pricing, leverage and covenant flexibility. There has been a surge in non-bank direct lending in the middle market.

READ MORE

PHYSICIAN PRACTICES INDUSTRY UPDATE 2019 MARCH

Public physician practices, surgery centers and hospitals are currently trading at a median multiple of 9.8x (TEV / LTM EBITDA), down from the most recent cycle peak of 11.0x reached in June 2015. Industry valuations follow the S&P 500 index relatively closely. However, public market data is limited as most providers are private.

GET THE REPORT

WHAT IS MEZZANINE FINANCING

Mezzanine financing bridges the gap by providing capital in exchange for a higher interest rate, lower annual debt service and sometimes the option to convert the debt into equity shares of the company defaults on the loan.

READ MORE

‘THINGS TO CONSIDER FOR BUSINESS OWNERS AFTER A MERGER OR ACQUISITION’ – A MIDLANDS BUSINESS JOURNAL ARTICLE

Mergers and acquisitions, two very similar but very different business transitions. Mike Anderson, Managing Director at Bridgepoint Investment Bank broke down the difference in the most recent issue of the Midlands Business Journal. Anderson was asked to break down these two ideas and how companies should approach a sale, by Lee Nelson, staff writer of the Midlands Business Journal.

READ MORE

WHY YOUR TRANSACTION ADVISOR SHOULD BE LICENSED

Transactions are complicated. As such, company owners engaged in M&A or capital raising transactions typically employ a full deal team of investment bankers, attorneys and CPAs to successfully execute the transaction. There are numerous financial intermediaries who act as “investment bankers” on M&A transactions (and even capital raises) without registering as a broker-dealer. As you […]

READ MORE

UNDERSTANDING CAPITAL MARKET FIRMS FOR A SUCCESSFUL TRANSACTION

Many capital market firms work with companies on transactions – but figuring out the differences of each firm and their roles and services can be tricky. Major firm categories include Investment Banking, Private Equity and Venture Capital. These terms are often mistakenly used interchangeably, and understanding their differences is crucial for company owners looking to make a transaction. Use this list as a guide to finding the right type of firm for your company.

READ MORE

THE BANK SAID NO MORE MONEY

For many business owners, the majority of original loans and funding will traditionally come from a bank (usually after initial funding from friends and family). As the years go on, the working capital line continues to grow with the business. But in some cases, due to a lack of hard assets or limitations at the bank due to their size, the banker needs to put a cap on the borrowing limits. So now what?

Great news: you have options. Check out the list below to learn more about different actions you can take to ensure you (and your company) receive the necessary guidance and assistance during this crucial point in time.

READ MORE

5 THINGS TO CONSIDER BEFORE SELLING YOUR COMPANY

Selling a company is no easy feat. Just like running a business, the selling process can be full of ups, downs and everything in between. However, working with company owners in the sales process for over 25 years has revealed to us several key themes that owners should consider before starting the selling process. Before you take that next step, keep these five considerations in mind:

READ MORE

GETTING INVOLVED IN THE BUSINESS TRANSITION PROCESS

How many times have you been caught off guard when one of the bank’s largest clients calls to give you a heads up that they are selling their business, and your mind probably goes right to the thought, “How am I going to replace this loan volume?”. Followed closely by the thought, “Wow – why didn’t the client ask for my advice or involvement in the process?”

READ MORE

THE SECRET TO GETTING YOUR FINANCING OR M&A DEAL DONE

Anyone that’s been through the process of securing capital, making an acquisition or transferring ownership knows how complex, time consuming and frustrating transactions can be. There are many things that can get in the way of a deal closing, like negotiating issues, due diligence surprises, unrealistic valuation expectations, and cultural differences, among others.

READ MORE

MIDWEST BANKING INDUSTRY UPDATE JULY 2017

Midwest banks have traditionally traded at discounted valuations relative to the broader S&P Financials Sectors Index, but the confluence of the Wells Fargo scandal negatively impacting large banks and the Trump election signaling regulatory relief (more positively buoying smaller banks) have had the effect of eliminating that discount.

GET THE REPORT

MIDWEST BANKING INDUSTRY UPDATE Q3 2016

Midwest banks have traditionally traded at discounted valuations relative to the broader S&P Financials Sectors Index, but the confluence of the Wells Fargo scandal negatively impacting large banks and the Trump election signaling regulatory relief (more positively buying smaller banks) have had the effect of eliminating that discount.

GET THE REPORT

Tell us about your company