In this edition of Founders’ Industrials Update, we focus our attention on recent macro-economic trends and how they may impact the industrials market in 2019. Market trends analyzed include U.S. GDP growth, Q3 earnings performance, interest rate changes, and the U.S. – China trade relationship. As seen in the chart below, U.S. quarterly GDP growth…
By: Duane Donner In this edition of Founders’ Oil & Gas Equipment and Services Market Insights Report, we discuss how constraints in the Permian have shifted drilling and production activity to other basins across the U.S. With energy prices trading within a normalized range, drilling and production activity should continue to increase throughout the United…
By: Zane Tarence In the Founders’ Q2 2018 SaaS Update, we explore recent transactions, analyze key performance indicators for owners to benchmark against, and share interesting quotes from leaders in the space. Also included is a brief literature review of some of the top SaaS related articles we’ve read recently, an overview of our upcoming SaaS…
By: Duane Donner As the price of WTI remains in the $65 – $70 per bbl range, the question has shifted from over-production to production capacity. Some industry experts believe that there is no longer a risk of a “flooded market”, like in 2015, but now the market is at risk of a supply crunch….
By: Zane Tarence In the Founders’ Q1 2018 SaaS Update, we explore recent transactions, analyze key performance indicators for owners to benchmark against, and share interesting quotes from leaders in the space. Also included is a brief literature review of some of the top SaaS related articles we’ve read recently and an overview of our…
By: Duane Donner M&A transactions in the Industrial sector rose 1.2% in 2017 year over year. The pickup in activity was encouraging given the industry has seen a decline in transactions the previous two years. Although the scarcity of quality businesses willing to go to market has driven this shortage, this trend has positively impacted…