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Writer's pictureTaylor Bauer

Merger and Acquisition Trends in the Lower Middle Market for 2019


This year has been a very good one for mergers and acquisitions (M&A) activity in the United States. That being said, global political tensions, trade wars, and volatile markets have confidence a bit lower than the year’s average heading into 2019. With all of that in mind, a few things will shape how M&As play out over 2019, particularly in Q1 and Q2.


All of the political turmoil, not just in the US but also in places like the UK and France, leaves investors and corporations feeling uneasy. Does this translate to a shaky lower middle market? The short answer is no, particularly regarding established small businesses and new startups. Compared to the lower middle market’s activity during the third quarter of 2017, domestic M&A activity increased by more than 30 percent during the third quarter of 2018, for a total of $1.67 trillion YTD. That happens to be the highest U.S. YTD value on record, according to experts who track global M&A activity. Best of all, 2019 could look even better.


Even though global M&A activity slowed during the third quarter of 2018, this past year has so far registered the second-highest global value on record: $2.72 trillion across 13,575 deals. The highest global M&A value — $2.94 trillion — was posted in 2007. That has been so lucrative for a major reason - liquidity is driving acquisition demand despite higher interest rates. Investors and business owners in the lower middle market have been willing to be very aggressive because the need to deploy capital has sort of overwhelmed a more conservative approach historically. In the past economic cycle, many companies used excess capital to repurchase their own shares or pay down debt. Given the current low-growth environment, a number of companies are looking externally to grow via acquisition.


All of this translates to a market perfect for small business owners in the lower middle market who are looking to grow their portfolio and professional reach. The combination of plenty of cash that needs to be spent, business confidence growing in the lower middle market, and demographics should overcome any wisps of headwinds from trade wars and slowly rising interest rates. If a merger or acquisition was on your radar, now might be a great time to capitalize on a lot of perfectly timed things happening in the international economy.


SA Capital Partners can assist you in finding great merger and acquisition connections, and truly works the lower middle market in a way that is beneficial to all involved. Their passion for financial services remaining a human industry comes from a desire to know their clients, understand what they want out of their next lower middle market business, and the next best step towards success.


About SA Capital Partners: SA Capital Partners is an innovative financial services firm that specializes in mergers & acquisitions advisory and capital raising for lower middle market businesses. We aspire to give all the tools necessary to complete any transaction. SA Capital Partner’s financial services industry specialists provide comprehensive, integrated solutions to banking transactions. Our breadth of services and industry knowledge allow us to understand each client’s unique business needs. Our goal is to make all financial services available to every small business. Website: www.sacapitalpartnersllc.com Phone: (212)-235-2761 Email: info@sacapitalpartnersllc.com #sacapitalpartners #sacapital #sacapitalpartnersllc

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