#308: Quarterly Economic and M&A Market Update with ITR Economics, GF Data, and ButcherJoseph

QUARTERLY ECONOMIC AND M&A MARKET UPDATE

There’s a lot going on in the world today that could make a business owner feel anxious and question what to do next with their company. Should you sell your business? Acquire other companies? Reinvest? Play the long game and grow intrinsic value? What about the labor market, geopolitics, and supply chains, and their impact on my growth potential and future value of the business?

ANSWERS AND DISCUSSIONS TO ALL THE QUESTIONS ABOVE START IN THIS FIRST EPISODE OF OUR QUARTERLY ECONOMIC AND M&A MARKET UPDATE SERIES

They are going to be segmented into three sections. Below are each of the three organizations, the topics, and we listed the starting point for each segment - along with the main highlights - so you can jump to one section if you’d like.

View Section:

ITR Economics, Brian Beaulieu // 05:20

GF Data, Bob Wegbreit // 41:45

ButcherJoseph, Jeff Buettner // 1:19:30

First, you will get insights into the current macroeconomic environment, market trends and things to keep an eye on in the future; second, you will hear updates on the data behind recent private transactions, valuations, and deal volume and structures; and lastly, you will hear stories from people who are doing deals in the M&A market. This episode will be a bit longer because we had each organization give a bit about themselves, their company’s background, as well as where they get their information.

WHY ARE WE DOING THIS?

We want to bring to you resources - typically only accessed by people at the heart of private M&A deals and the capital markets - so you can make better decisions, grow the value of your company, and get where you want to go faster.

Middle- and lower-market privately held business owners (we’re defining that as around $2M to $250M in revenue) need more information–on the economy, capital markets, and the M&A market–that is timely, relevant, and useful to them. So many resources are spent gathering and publishing information that is geared toward the public markets, and we believe that privately held marketplaces need - and deserve - more attention.

//WATCH THE INTERVIEW ON YOUTUBE: Intentional Growth™ Podcast

What You Will Learn

ITR Economics, Brian Beaulieu // 05:20

The first segment (05:20) is from ITR economics where Brian Beaulieu goes over an analysis of current market trends and what to expect in the future as a business owner with consumer trends, increases in interest rates, and the predicted 2030 depression. Since 1948, ITR Economics has provided business leaders with economic information, insight, analysis, and strategy. ITR Economics is the oldest privately held, continuously operating economic research and consulting firm in the US.

• How ITR Economics uses rate of change in their forecasts
• The cause of business cycles and why people fear them because there’s no context
• Why the bond market foreshadows high interests rates
• ITRs insight to the 2030 depression and how to shift your mindset towards it
• The consumer and leading indicator trends

GF Data, Bob Wegbreit // 41:45

In the second segment (41:45), Bob from GF Data, a data aggregator on private-equity sponsored M&A transactions with enterprise values of $10-250 million, talks about M&