As we kick off 2023, we want to share an overview of our clients’ success and SDR’s impact in 2022. Our latest Year in Review Report includes firm highlights including trending deal sectors and firm milestones.
SDR Ventures’ Principal, Geoff Eliason, recently went on The Deep Dive podcast hosted by the RIA Channel to discuss the benefits of wealth advisors and investment bankers working side-by-side to better serve the needs of business owners. The podcast was hosted by Jay Hummel, Co-Founder of The Wealth Advisor Growth Network.
After serving middle-market business owners for nearly two decades, SDR understands the immense complexity and abundance of considerations that are coupled with an M&A transaction. We find that many of our clients at the beginning of an engagement are simply thinking of the dollar amount that will hit their bank account on the day of […]
Article Overview Over the last 18 months, the SDR Ventures Team has taken a page out of the Private Equity playbook and successfully deployed a unique sell-side strategy to generate premium valuations for its clients. The strategy, which SDR labels the Pre-investment Roll Up (PIRU), creates value through consolidation by marketing two or more companies […]
Roundtable Overview During a recent virtual roundtable hosted by GF Data, SDR’s Scott Mitchell joined fellow M&A professionals to discuss the state of lower-middle market M&A and private capital markets. The roundtable consisted of 40+ professionals from the Rocky Mountain Region. Advisory Panel Members: – Private Equity Investors – Investment Bankers – M&A Accounting Professionals – M&A […]
Roundtable Overview During a recent virtual roundtable hosted by Axial, SDR’s Scott Mitchell joined fellow M&A professionals to discuss common questions and concerns of business owners looking to complete a transaction process. The questions and discussion framework were provided by a curated group of business owners and operators participating in a variety of industries including […]
M&A Deal Insights: The Sale of Cholula to McCormick On November 30, 2020, Private Equity firm L Catterton confirmed the successful sale of the popular Mexican hot sauce maker, Cholula Food Co to McCormick & Company (NYSE: MKC) for $800 million. With Cholula’s reported 2020E sales of $96 million and ~$32 million in EBITDA, the deal translates […]