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Axial Radar: Growth vs. Cost Management

Axial Radar

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Happy Friday and welcome to another edition of Axial Radar!

As the country anxiously awaits Congress’ approval of a second Covid relief package, it feels apropos to discuss how business operators are thinking about modifications to their P&L, specifically SG&A, before the relief (hopefully) arrives.

A recent McKinsey survey surfaced two strategic categories as the top priorities for business executives over the next 12 months: Growth, second only to Cost Management. The adjacency of Growth and Cost as the first and second priorities perfectly sums up the year 2020. Cautious optimism combined with some good old jaded pessimism. Head down to this week’s featured Industry Trends article to read more about how businesses are prioritizing different aspects of their SG&A as they plan for 2021.

Our featured buyside members this week include a lower middle market focused PE firm, a Philly-based investment firm, and a Texas family office. On the sellside, we’ll introduce you to a leading financial services company and a Southwest focused investment banking firm.

Click here to follow Axial on LinkedIn and stay up to date on the latest trends in the world of Lower Middle Market deal making.


Axial

Featured Members

SagePeak Capital

Sagepeak Capital
Private Equity Firm

Sagepeak Capital is a private equity firm that invests in companies with sales between $5M and $40M. The firm creates value in their investments via long-term growth achieved through operational changes rather than financial engineering practices. Sagepeak was founded by veteran lower middle market investor, Ed Honos. Prior to founding Sagepeak, Ed spent 10+ years at Coppermine Capital and Merrill Lynch.
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Samco Capital

SAMCO Capital Markets
Investment Bank

SAMCO Capital Markets, Inc. is a broker/dealer specialized in serving institutional investors. The firm’s expertise lies in public finance, financial advisory, underwriting and trading, institutional sales, taxable fixed income trading and investment banking. Headquartered in Austin, SAMCO strives to be the leading financial services company based in the Southwest. SAMCO has offices in Austin, Dallas, Edmond (OK), Houston, Plano and San Antonio.
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Eureka

Eureka Equity Partners
Private Equity Firm

Eureka Equity Partners is a private equity firm focused on investing in and building niche-market leaders at the lower end of the middle market. Eureka’s core focus is partnering with exceptional management teams to acquire businesses with up to $100M in revenue across industry segments in which Eureka brings significant experience and operating resources, including business services, health care services, specialty manufacturing and consumer products. Eureka is also experienced and comfortable effecting minority recapitalizations with flexible investment structures designed to uniquely meet the needs of the company, its management team and other shareholders.
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Four Bridges

FourBridges Capital Advisors
Investment Bank

FourBridges Capital is an investment banking firm that serves business owners across the Southeast. The firm acts as the interface between its clients and the capital markets, helping them to identify potential investors or acquisition targets and successfully complete transactions. FourBridge’s senior professionals draw on both expertise in investment banking and experience as C-level executives, and they have spent most of their careers serving the middle market.
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Treaty Oak

Treaty Oak
Family Office

Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices. The firm partners with privately held and family owned businesses to address funding needs, ownership transitions and succession planning issues while preserving legacy, existing culture and values. Treaty Oak seeks to build long-term partnerships with their management teams.
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This week from
Middle Market Review

Preparing for a Transaction — Virtual Business Owner Roundtable
Read More

The Top Thought Leaders in the Lower Middle Market
Read More

SEC Amendments Facilitate Capital Access for SMBs
Read More

Business Valuation Misconceptions
Read More

Industry Trends

Reimagine: Preparing for SG&A in the Next Normal

BMI M&A

Source: McKinsey & Company

Get in Touch

Reach out to dani.forman@axial.net to learn more

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