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Axial Radar: Looking Beyond Retail Stock Prices

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Axial Radar

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Happy Friday and welcome to another edition of Axial Radar!

The weekend can’t come soon enough for big box retailers. Walmart and Target reported earnings earlier this week. What followed was the worst single-day decline in each respective company’s share prices since the infamous Black Monday market crash of 1987. Amazon shares followed suit, dropping 8%, as investors attempted to digest the news and its implications on the future of retail.

Despite the gore in the public markets, there is a flicker of light coming out of the Fulfillment By Amazon (FBA) corner of the retail world. For those who are unfamiliar, Amazon offers small businesses the ability to use their logistical networks (packaging, shipping, customer service, etc) for their own products. There’s a small but growing group of investors that have begun aggregating these third party sellers operating through FBA. As of March 2022, investors had raised almost $15B for the acquisition and aggregation of third party FBA brands. Scroll down to this week’s featured Industry Trends article to read more about the robust M&A activity in the FBA space, and why it’s poised to continue throughout the year.

Our featured buy-side members this week include an information services focused investment firm, a CT-based PE firm, and a hands on healthcare investment firm. On the sell-side we’ll introduce you to an M&A consulting firm and one of Canada’s leading middle market investment banks.

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

Endicott

Endicott Group
Private Equity Firm

Endicott Group invests exclusively in technology-enabled, B2B information services companies that provide critical data and analytical tools to a wide range of sectors and end-markets. The firm provides a combination of deep operational, business-building experience, and extensive investment expertise that spans three decades. Endicott is committed to integrity, transparency and partnership investing.

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Kainos Capital

JGH Consulting
M&A Advisory Firm

JGH Consulting, led by Greg Hicks, provides M&A advisory services to a wide range of industries. The firm represents motivated sellers from small to middle-market companies with gross revenues of $3M-$250M. Leveraging years of industry knowledge, expertise, and buyer networks, JGH takes great pride in maximizing company value.

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Winsupply

BHMS Investments, LP
Private Equity Firm

BHMS Investments, LP is a Westport, CT-based private investment firm focused on the North American lower middle-market. Founded in 2010, BHMS invests in a wide variety of control and structured equity opportunities ranging from consolidation strategies to conventional leveraged buyouts. The firm’s focus industries include Business and Insurance Services.

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FTI Consulting

CCC Investment Banking
Investment Bank

CCC Investment Banking is one of Canada’s leading independent mid-market investment banks. With over 200 deals closed, CCC’s focus is serving the successful owners of private businesses, while also representing small and mid-cap public companies as well as divisions of larger companies. CCC is known for developing innovative solutions that create value.

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FTI Consulting

Ivy Hill Health
Independent Sponsor

Ivy Hill Health throws everything into what they love. Unlike private equity or other investment companies that dictate client agenda from a distance, Ivy Hill Health jumps in alongside management teams to help clinics flourish and take their business to the next stage of growth.

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This week from
Middle Market Review

Healthcare M&A Update: The Challenges of Returning to Normal [Virtual Roundtable]
Read More

Dealmakers: Independent Sponsor Seeks to Acquire Companies of Aging Entrepreneurs
Read More

Dealmakers: Healthcare M&A Hiccups, Heartburn, High Stakes
Read More

Building Bonds in a Digital Age: Thoughts from The Axial Closers’ Summit
Read More

 

Industry Trends

FBA Brands See Robust M&A Activity As Buyers Increasingly Pursue The Amazon Channel

Amazon Aggregators Approach $15 Billion in Cumulative Capital Raised

Capstone

Source: Capstone Partners

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

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