LM+Co Capital’s Q1 2017 Newsletter


We are pleased to present LM+Co Capital’s Q1 2017 Middle-Market Update. This newsletter offers a recap of 2016 activity and an overview of key trends impacting current US Mergers and Acquisitions (M+A) and Capital Markets.

 

*LM+Co Capital is an independently operated affiliate of LM+Co. A licensed broker dealer, LM+Co Capital is registered with FINRA, SIPC.

Essential Debt Financings Guide For Borrowers

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There is definitely no “one size fits all” when it comes to investment bankers.  An experienced investment banker can help guide a company in choosing the best solution to address its specific capital needs. 

LM+Co’s Guide to Middle Market Debt Financings provides an overview of the various debt financing instruments and related capital providers in today’s middle market and highlights important considerations for potential borrowers prior to a refinancing or recapitalization. Download our article to read more.

Capabilities That Maximize Value

Loughlin Management Partners is proud to share some of our recently completed engagement summaries. These success stories, whether the focus was on Performance Improvement, Private Equity Value Creation, Restructuring  or Corporate Finance, offer a snapshot of both the breadth of LM’s services and the results we achieve for our clients.

Please download our Capability Fact Sheet and read about Our Recent Success Stories to learn more!

 

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Finance Monthly Article Featuring Jim Loughlin + Pat Fodale

Finance Monthly hears from James J. Loughlin, Jr. and Patrick J. Fodale from Loughlin Management Partners + Co who offer us a rich insight into the turnaround management sector in the US including recent trends, tips on when to retain a turnaround manager and strategies in regards to successful turnarounds.

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Choosing the Best Road for a Successful Exit

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You’ve sourced a proprietary deal, invested millions in a company and dedicated countless man-hours throughout the past several years enhancing the business. Now it’s time to sell and realize the return on your investment. But today’s uncertain market is telling you otherwise. In a period defined by low earnings growth, financial sponsors are finding it difficult to exit their portfolio companies with strong returns on their investment. LM+Co’s Private Equity Value Creation team has developed and successfully implemented three roadmaps that ensure a smooth ride and provide financial sponsors with a market-ready plan that establishes the company’s value creation history and future growth potential.

LM+Co Capital’s Q3 2016 Newsletter

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LM+Co Capital is pleased to present our Q3 2016 middle market update, which highlights the key trends impacting US M+A and Capital Markets activity through the first half of 2016. Overall M+A and asset sales deal flow has slowed in this low-growth earnings environment and private equity firms have narrowed their focus to the purchasing of “quality” assets and improving the performance of existing assets. We expect a reversion to the mean in the remainder of 2016, after record levels of activity in 2014 and 2015 – leading to contracted leverage and valuation multiples across the middle-market. We see continued opportunities in the lower-middle-market as buyers look to “roll-up” smaller companies with continued support from the debt markets in the form of low rates and high levels of available levels of capital.

*LM+Co Capital is an independently operated affiliate of LM+Co. A licensed broker dealer, LM+Co Capital is registered with FINRA, SIPC.

LM+Co Featured in May Edition of Acquisition International

In an exclusive interview with Acquisition International, Managing Directors Richard Zytkowicz, Patrick Fodale and John Krupar provide their views on turnaround management an corporate renewal.

The interview, published in the May 2016 issue of the magazine, discusses the importance of  turnaround management in today’s business world, the importance of having the right team of turnaround professionals and the challenges that industry faces in 2016 and beyond.

For further information on LM+Co’s Turnaround and Restructuring Practice, Click Here

To read the full interview featured in Acquisitiion International, Click Here

LM+Co Capital’s Q1 2016 Newsletter

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LM+Co Capital is pleased to present our Q1 2016 middle-market update, which highlights the key trends impacting US M+A and Capital Markets activity at the end of 2015 and into 2016. Hampered by the significant fall in oil + gas prices, as well as significant global macro headwinds, deal flow in the US middle-market is slowing due in part to a contraction in credit markets. We see tremendous opportunity for strategic acquisitions in the energy sector and anticipate increased M+A activity and asset sales throughout 2016 for E+P and related service companies. The middle-market will remain in a state of flux in 2016, driven by a substantial over-hang of available capital to invest and a limited number of quality assets available for purchase.

*LM+Co Capital is an independently operated affiliate of LM+Co. A licensed broker dealer, LM+Co Capital is registered with FINRA, SIPC.

LM+Co’s John Sordillo Featured in Lawyer Monthly

In an exclusive interview with Lawyer Monthly, Managing Director John Sordillo provides his views on the issues and challenges that can arise during the turnaround management process.

The interview, published in the February 2016 issue of the magazine, discusses the importance of timing when introducing a turnaround manager, the steps that can be taken to effectively ward off insolvency and how to navigate the common challenges that turnaround professionals face.

John has been active in the turnaround and restructuring advisory arena for more than two decades, serving in a number of diverse roles, including distressed corporate finance advisor, turnaround advisor and principal investor in distressed companies. His in-depth expertise in the field provides a unique perspective on how companies, and their stakeholders, can manage a tightening credit market as financial recovery continues to pick up pace.

For further information on LM+Co’s Turnaround and Restructuring Practice, Click Here

To read the full interview featured in Lawyer Monthly, Click Here

Middle-Market Oil Field Service Companies: Fighting Zombie Loans in the Oil Patch

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Plummeting energy prices have dramatically increased the number of failing middle-market Oil Field Services (OFS) companies. These zombies in the oil patch can’t stem the virus of negative cash flows despite cutting labor costs, operating expenses and capital budgets. They are still trying to operate but often not paying all their obligations to lenders, vendors, sub-contractors, employees and other creditors. Despite their struggle to survive, many face imminent collapse and liquidation after becoming increasingly over-levered and saddled with equipment they can’t sell.

Lenders are realizing that these zombies lurk in their portfolios, and are witnessing companies, in essence, liquidating to survive. In today’s market, recovery options for lenders are limited as over-supply has led to incredibly low realizable values on OFS equipment. Waiting and hoping for the business to return is no longer an option for lenders. Further delays will only result in the company’s continued deterioration and possible free fall into restructuring or liquidation. Lenders increasingly need to assess and deal with these zombies with the help of an outside professional that can provide their OFS companies with the expertise and guidance to address the immediate lack of liquidity and develop restructuring alternatives that maximizes recovery.

As energy price volatility continues in global markets, LM+Co provides a full range of advisory services to lenders and the OFS companies in their portfolio. Our Energy + Power team can help OFS companies adjust their strategies, restructure operations and develop an approach to confront turbulent market conditions.