SMB Owners: Ignored No More

One of the largest segments of businesses in the U.S. has been largely ignored by investment banks, but we’re here to change that.

What is SMB?

We define companies with approximately $500,000-$2,000,000 of annual discretionary earnings as Small and Midsize Businesses (SMB). […]

PRODUCE REPORT: M&A, Investment Activity and Key Trends in the Produce Industry

Free Summer 2018 Produce Report Available Now

As consumers continue to incorporate healthier eating habits into their daily routines, the Produce Industry is responding with product and packaging innovations that drive consumption and convenience. However, the industry is facing significant headwinds such as […]

SDR Provides Pet Industry Insights to CNBC and U.S. News & World Report

In a recent article that appeared on CNBC.com and U.S. News & World Report, reporter Coryanne Hicks enlisted several stock market strategists and pet industry experts to provide insights into the rapidly expanding pet industry and […]

Post-Merger Integration Success Rides On a “Same-Team” Mentality

The word “merger” often evokes images of powerful collaborations and formidable partnerships. While business mergers or acquisitions are generally full of promise (at least at the onset), the full benefits won’t ever come to fruition without successful post-merger integration.

The Harvard Business Review […]

Digging In With a Businessman’s Review

For Business Owners Looking to Optimize Operations and Prepare for an Exit in the Next 1-3 Years, a Businessman’s Review Can Help Set a Baseline and Outline Actionable Goals

There are numerous reasons why business owners enlist the help of investment banks, most […]

Q1 2018 Industry Reports – Available Now

SDR’s Quarterly Reports Explore Recent M&A Activity and Trends for 10 Industries

We’re pleased to release our latest quarterly industry reports, which cover several economic sectors including consumer products, manufacturing, business services, healthcare, technology and agriculture.

We compiled detailed M&A and investment data and […]

Beauty Industry Seeing New Trends and Earlier Investments

In a recent Axial Middle Market Review article, author Meghan Daniels explored new trends in the beauty industry and the consequent effects on M&A and investments in the space. She called upon numerous health & wellness experts, including SDR […]

“Industry Expert” vs. “Generalist” Investment Banks

We are often asked whether we are industry experts, and we welcome this question. As you consider hiring an investment bank, this can be an important factor in your decision-making process. While many other elements will certainly influence your decision, we wanted […]

Examining the Ripple Effects of Blue Buffalo’s Sale to General Mills

General Mills’ landmark deal to acquire Blue Buffalo in an $8 billion cash transaction has once again put the pet food industry in the spotlight. Both sides bring something to the table. The price tag represented more than a […]

Talking Shop at IPPE 2018

I attended the 2018 International Production and Processing Expo (IPPE) in Atlanta, and met with over 30 company CEOs and senior executives to talk about their thoughts and viewpoints on the industry. As a merger and acquisitions advisor, those […]