Debt Capital Market Update - Q3 2023
TKO Miller Debt Capital Market Analysis
- Leverage multiples have pulled back significantly in M&A transactions from their 2021...
So, You Don't Think You Have Any Debt? Ask Your Employees How Their Day is Going
I sit on a non-profit Board of Directors. This organization is very conservative. They have a line of credit they have never...
Interest Rates, M&A, and Middle Market Trends
We have all seen the data about M&A valuations decreasing and deal volume falling in the second half of 2022. Unfortunately,...
Key Themes From A Recently Attended Private Equity Conference
I spend a lot of my time talking to private equity professionals. This might beg the question, "why would you want to do THAT?"
Bank Failures & Bailouts: What Does This All Mean For Middle-Market Mergers & Acquisitions?
I am not a big "place blame" person (unless you are my sister), so this blog won't be about assigning blame, political...
Cults of Personality Are Stupid: Inflation, Market Meltdowns, and Uncertainty Taught Us That At Least
My Sister-in-law, Margie (or Maggot if you are her brother), is a brilliant woman working in biotech on the West Coast. She...
Flexible Packaging Newsletter - Q2 2021
TKO Miller Market Analysis
Despite a dramatic increase in raw material prices and a shortage of qualified labor, the flexible...
Flexible Packaging Newsletter - Q1 2020
TKO Miller Market Analysis
- The COVID-19 outbreak, thought to have started in a wholesale seafood and meat market in Wuhan,...
Debt Capital Market Update - Q4 2019
TKO Miller Debt Capital Market Analysis
- Leverage multiples remain at peak levels in M&A transactions due to an aggressive...
Flexible Packaging Newsletter - Q4 2019
TKO Miller Market Analysis
- Flexible packaging multiples have increased 20% since 2015 (see valuation index below) as...
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