SDR BLOG

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 […]

New Products and Key Observations from Global Pet Expo

I recently had the opportunity to attend Global Pet Expo, one of the premier trades hows for the pet industry, held annually in Orlando. The American Pet Products Association (APPA), which hosts the show along with the Pet Industry […]

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 […]

Alternative Approaches to the 4% Retirement Rule

Many people approaching retirement age have worked within the expectation of the 4%-Per-Year Retirement Rule. Nearly 25 years ago, financial adviser Bill Bengen wrote that withdrawing 4% of one’s “nest egg” per year in retirement would be offset by […]

“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 […]

Just Released: Quarterly Industry Reports

SDR’s Q4 2017 Reports Explore Key Trends and M&A Activity in 10 Industries

The SDR Ventures team is pleased to release its Q4 2017 Quarterly Reports that span several economic sectors including consumer products, agriculture, manufacturing, business services, healthcare and technology.

In creating each […]

What Private Equity’s Huge Capital Pile Means for Business Owners

The “capital superabundance” in private equity is having profound effects on the market

Private equity (PE) firms have an enormous amount of capital that is sitting on the sidelines. Estimates of global private equity “dry powder” totaled nearly $1.5 trillion in 2016, which […]