Featured on Automation.com: From Shop Floor to Boardroom: How Automation is Transforming Manufacturing Deals

Featured on Automation.com: From Shop Floor to Boardroom: How Automation is Transforming Manufacturing Deals

Featured on Automation.com: From Shop Floor to Boardroom: How Automation is Transforming Manufacturing Deals

September 9, 2024

perfect time to sell-min

As Featured on Automation.com: This article by Randy Rua was recently published as a featured article on Automation.com, a leading online publisher of automation-related content.

Article Summary

In today’s competitive environment, manufacturing companies are facing mounting challenges, including supply chain disruptions, rising operational costs, labor shortages, and geopolitical instability. To combat these issues, many are turning to automation technologies like robotics, AI, and machine learning. This shift is not only transforming operations but also reshaping the M&A landscape. Companies with advanced automation capabilities are becoming more valuable, attracting potential buyers and investors.

Automation is driving efficiencies in maintenance, material handling, and real-time monitoring, improving scalability and “future-proofing” businesses. In addition, M&A processes themselves are being streamlined through automation, from deal sourcing to strategy development. As automation continues to evolve, it will be a key factor in driving manufacturing M&A activity through 2025.

 

Read the full article here

 

About the Author: Randy Rua is the president of NuVescor, a leading provider of mergers and acquisitions services for manufacturers in Michigan and beyond. For more information, contact Randy at rrua@nuvescor.com.

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Understanding Buyer Priorities: The 8 Financial Metrics That Drive Manufacturing Business Valuations

Understanding Buyer Priorities: The 8 Financial Metrics That Drive Manufacturing Business Valuations

Understanding Buyer Priorities: The 8 Financial Metrics That Drive Manufacturing Business Valuations

September 5, 2024

Understanding Buyer Priorities: The 8 Financial Metrics That Drive Manufacturing Business Valuations

We’re currently seeing a consolidation trend in the manufacturing sector as buyers try to grow their market share and improve their bottom lines. Given this trend, now may be the right time for manufacturing business owners to think about selling their companies. However, selling a manufacturing business means finding the right buyer and maximizing the value, both of which require a good grasp of the key financial metrics that influence buyer decisions.

1. EBITDA

EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is typically the first metric buyers consider when evaluating a manufacturing business. By excluding the costs of depreciation and amortization, taxes, and debt payment from the company’s earnings, EBITDA is a way to show how much cash profit the firm generates. Acting as a rough proxy for cash flow, EBITDA shows buyers the cash available for them to pay themselves, buy new equipment, reinvest in the company and help generate cash that provides working capital for growth.

 

2. Gross Margin

Buyers use your gross margin to assess how efficiently your company produces goods. It can be hard to interpret gross margin in the manufacturing sector because of different reporting methods, so buyers will dig into the details to evaluate the costs and profitability of producing every component. A healthy gross margin is seen as a sign that your business can maintain current operations and potentially increase profitability as it scales.

 

3. Overhead Costs and Break-even Analysis

Buyers are also keen to understand overhead costs and your company’s break-even point—how many sales you need to make and at what margin to at least cover your costs. Considering these details helps a potential buyer understand how susceptible your business is to sales fluctuations. A comprehensive break-even analysis can help buyers assess the risk and figure out how much of a sales drop your company can withstand before it starts losing money.

 

4. Sales Trends and Customer Concentration

Buyers analyze historical sales data to identify patterns and potential risks. They pay particular attention to customer concentration—how much of your revenue depends on a small number of customers. If a significant portion of your sales, say 30%, comes from one or two customers, losing them could significantly impact the stability of your business. If your customer base is less concentrated, that lowers the risk, making it more appealing to buyers.

 

5. Revenue trends

Buyers will average revenue over time to get a picture of the health of the business, rather than just looking at a snapshot in time. The key here is that growth is good but that not all growth is equally appealing. Potential buyers are looking for steady growth of, say, 10-15% year on year over a period of time. That kind of growth is attractive because it shows consistency and indicates that the team knows how to grow the business in a sustainable way. On the other hand, rapid “hockey stick” growth can be concerning for some buyers. If they see, for instance, 30% growth, they may worry about how sustainable the growth is or even if they are buying at the peak before a potential downturn.

A downward trend in revenue is obviously more of a warning sign for potential buyers, who will want to take a closer look into the reasons behind it.

 

6. Debt to EBITDA Ratio

The debt to EBITDA ratio is a metric that is fundamental to how the deal will be structured. Buyers use this ratio to determine how long it might take to pay off debt and how much debt your company can support based on its earnings. A high debt-to-EBITDA ratio might indicate your business is over-leveraged, potentially reducing its attractiveness. On the other hand, a lower ratio suggests that your company is financially robust and capable of servicing its debt while still providing a good return on investment.

 

7. Working Capital

Working capital is typically defined as current assets minus current liabilities and represents the amount of capital that your company needs to maintain ongoing operations. If your business ties up a significant amount of capital in inventory or accounts receivable, it may raise concerns about cash flow management.

Take, for example, a proposed sale price of $4 million for a manufacturing company that procures a large quantity of raw materials from China. To optimize costs, the company purchases these materials in bulk, resulting in high inventory levels. The company serves large customers with extended payment terms, leading to substantial accounts receivable (AR). In this scenario, the business has approximately $2.5 million in receivables, $1.8 million in inventory, and minimal accounts payable, resulting in working capital of around $3.5 million. However, given relatively modest sales figures of around $5 million, buyers might be concerned about the amount of capital that is tied up in inventory and receivables relative to sales. The worry is whether the buyer will have to keep that ratio the same as sales grow, potentially impacting future liquidity.

Buyers also expect working capital to be included in the sale price of the business so the company can continue to operate smoothly post-acquisition. In this case, with the suggested $4 million purchase price, the buyer would be paying just for working capital, leaving little for goodwill or other assets. With this kind of example, it’s easy to see how managing working capital efficiently is essential to maximizing the value of your sale.

 

8. Profit Margins and Sustainability

Buyers typically look for profit margins in the 10-15% range because that indicates there’s a healthy balance between pricing and cost management. On the other hand, margins below 10% can raise concerns about potential issues with pricing strategy or cost control. If margins dip closer to 5%, buyers may still consider the business, but they will likely offer both a lower valuation and require a solid plan to improve margins.

Profit margins that are too high can also be concerning to buyers. For instance, margins in the 30-50% range might initially seem appealing but raise questions about sustainability. Will an attempt to scale increase infrastructure costs or drive up other expenses that erode the margins? Buyers will want to carefully evaluate whether high margins are the result of a robust business model or artificial inflation caused by unsustainable practices.

Each of these metrics conveys information about the financial health, profitability, and potential for future growth of your business. Understanding and optimizing these metrics can make your company more attractive to buyers.

 

Why Now Might Be the Right Time to Sell

While there is no way to predict what the future holds, Private Equity and strategic buyers are active right now, and demand is strong for quality manufacturing businesses. However, whether the time is right to sell your business depends on more than just macroeconomic conditions and buyer demand.

At NuVescor, we know that the decision to sell isn’t simply a business transaction – it’s about securing your financial future, maintaining your hard-earned reputation, and ensuring the continued growth of what you’ve built. You want a buyer who doesn’t just see the financial value of your business, but who also shares your vision, appreciates your values, and is committed to upholding your legacy.

The manufacturing M&A experts at NuVescor can help you assess whether now is a good time to sell your manufacturing business, based on your unique goals and situation. We follow a proven process designed to help you make this complex decision and move forward with confidence.

Learn more about our sell-side services.

If you’re ready to take the next step, book a meeting or contact us to discuss how we can help you maximize the value and find the right buyer.

 

 

 

 

 

 

M&A in 2024 and Beyond: Cautious Optimism in Industrial Manufacturing

M&A in 2024 and Beyond: Cautious Optimism in Industrial Manufacturing

M&A in 2024 and Beyond: Cautious Optimism in Industrial Manufacturing

August 27, 2024

M&A in 2024 and Beyond: Cautious Optimism

Characterizing the mergers & acquisitions (M&A) climate over the past several years as “mercurial” is indeed an understatement.

While our company’s purpose is to provide strategic M&A guidance and counsel to companies in the industrial manufacturing (IM) sector, for any executive – no matter what business she or he is involved in – it is important that we keep our collective eyes on the entire M&A landscape, as all our industries are inextricably intertwined.

So, before we can look forward, we need to step back and revisit recent M&A history. Two thousand and nineteen was a solid year, which was then followed up a significant drop-off in 2020 – driven by the pandemic. M&A activity increased to record numbers the following year, but such factors as an everchanging regulatory environment in many sectors, a turbulent geopolitical state-of-affairs and tenuous global economic conditions – including rising interest rates – saw M&A activity decline in both 2022 and 2023. 

In fact, 2023 global M&A activity dropped 16 percent from a year earlier, to $3.1 trillion, while in the U.S., from an S&P 500 market value perspective, transaction activity plummeted to its lowest levels in two decades1.

Further, in the auto manufacturing sector – an industry in which our firm is entrenched – deal volume in 2023 was down about 30%, while deal value dropped sharply – about 22% compared to 2022.2

One would think that based on these numbers if there is a light at the end of the tunnel – it is that of an oncoming train.

But we do not think that is the case.

While 2023 was a down year in total, momentum did pick up through the second half of the year, with the final three months the most active. Further, the first five months of 2024 have been strong ones for M&A activity. Through May 31, the overall deal value totaled $535 billion, up nearly 30% from the $412 billion in the same period a year ago.3 And while there will always be potential roadblocks, the mood in the M&A market is one of at least cautious optimism.

M&A 2024 and Beyond: Activity Drivers

Profitability continues to – and will always be – top-of-mind for executives. As their companies continue to navigate the headwinds of high inflation and interest rates, along with structurally high input costs, including, but not limited to, labor costs, they are challenged with seeking fiscally appropriate opportunities.

However, with the understanding of potential rate cuts and future policy changes, these challenges will turn into opportunities. As companies continue to pursue both transformative and strategic ambitions, we should see an overall rise in M&A activity.

Among other signs of increased M&A through the balance of 2024 and beyond:

  • Whether as buyers or sellers, financial sponsor activity could accelerate in 2024. With pressure to return Distribution to Paid-in-Capital, we are looking at sponsors in all sectors and disciplines to monetize
  • Due in large part to inflation and interest rates, valuations have begun to return from their high levels
  • Companies will continue to focus on their core businesses and more secure supply chains
  • The tremendous increase of artificial intelligence (AI)-driven M&A through all sectors and disciplines

Turning to Industrial Manufacturing

As with many other industries, the first 120 days of this year saw an uptick in IM (industry manufacturing) M&A value over the same period in 2023. From my perspective, we can attribute these to several factors, most notably improved executive confidence and profitability growth. These two factors, among others, helped propel the increase in larger deals and activity.

Here are some other factors we think will shape IM M&A activity:

  • The pandemic-driven supply chain issues that severely hampered all industries – primarily manufacturing – are dwindling. Competitively priced raw materials are now more readily available, thus helping to stabilize or even reverse – declining margins.
  • AI, arguably one of the most significant technological advances since Henry Ford created the assembly line, will not only help manufacturers become more competitive, but also more appealing to potential buyers
  • There remain significant amounts of capital among private equity (PE) groups to deploy across the IM landscape
  • Ongoing geopolitical instability continues to have manufacturers look closely at nearshoring, reshoring or onshoring operations, which, in turn, will increase valuations and offset price- and cost-driven outsourcing.
  • Thanks to legislative efforts such as the Inflation Reduction Act, as well as millions in leftover loan proceeds from the Paycheck Protection Program (PPP), a substantial number of strategic acquirers have the cash to fund the suitable deal

Additionally, we expect easing monetary policies and a clearer picture of policy direction after the November elections should foster an increase in transaction activity at least in into 2025, in what is shaping to be a dynamic M&A playing field.

About the Author

Randy Rua is president of NuVescor, a leading provider of mergers and acquisitions services for manufacturers in Michigan and beyond. He can be reached at rrua@nuvescor.com.

Learn more about our services that help owners sell their manufacturing business and complete a successful transaction. Or book a call with one of our manufacturing M&A specialists. 

1 McKinsey: Top M&A trends in 2024: Blueprint for success in the next wave of deals, February 2024

2 PwC: Automotive: US Deals 2024 midyear outlook, June 2024

3 PwC: US Deals 2024 midyear outlook, June 2024

Understanding Buyer Motivations and Strategies in M&A

Understanding Buyer Motivations and Strategies in M&A

Understanding Buyer Motivations and Strategies in M&A

An interview with Nick Good, Advisor with Rua Associates

July 18, 2024

Navigating the world of mergers and acquisitions (M&A) can be a complex journey, especially for business owners looking to sell their companies. Recently, Seth Getz from NuVescor had an insightful discussion with Rua Associates Advisor Nick Good, who shared valuable insights into the different types of buyers in the market and how their motivations can impact the sale process.

 

Types of Buyers and Their Motivations

One of the key topics discussed was the variety of buyers that sellers might encounter. According to Nick, understanding the different motivations of these buyers is crucial for a successful sale. “We see different types of buyers with unique motivations. Corporate buyers, for instance, are often looking to expand their market share or acquire new technology,” Nick explains. “They’re typically motivated by strategic benefits and might be willing to pay a premium for synergies they foresee.”

On the other hand, financial buyers, such as private equity firms, have a different approach. “Financial buyers are generally focused on the potential for financial returns. They look at your business as an investment and are keen on its growth potential and profitability,” Nick says. This distinction is vital for sellers to understand, as it can significantly influence the negotiation process and the final deal structure.

 

Strategic Growth Through M&A

Nick also touched on how companies can leverage M&A to achieve strategic growth. “Acquiring another business can provide immediate access to new markets, customers, and capabilities,” he notes. This approach can be particularly beneficial for businesses looking to accelerate their growth trajectory without the time and resource investment required for organic growth.

However, Nick cautions that this strategy comes with its challenges. “Integration is a critical phase. It’s where many deals falter. Ensuring cultural alignment and operational compatibility is essential for the long-term success of the acquisition,” he emphasizes.

Preparing for Sale to Maximize Value

Preparation is key to maximizing the value of a business when it comes time to sell. Nick advises that owners should start planning well in advance. “It’s not just about cleaning up the financials, although that’s important. It’s also about having a strong management team in place and demonstrating a clear growth strategy,” he says.

He also points out the importance of understanding the current market trends and valuation multiples within the industry. “Being well-informed allows you to set realistic expectations and position your business more attractively to potential buyers,” Nick adds.

 

Practical Steps for Succession Planning

For those considering succession planning, Nick offers practical advice. “Start early and involve key stakeholders in the process. Whether you’re passing the business to family members or selling to an external party, having a clear plan can mitigate potential conflicts and ensure a smoother transition,” he advises.

Nick also highlights the importance of seeking professional guidance. “Engaging with experienced advisors can provide you with the expertise needed to navigate the complexities of M&A and succession planning,” he recommends.

 

“Knowledge and Preparation are Your Best Allies in this Journey”

In the ever-evolving landscape of M&A, understanding the motivations of different buyers, strategically preparing for sale, and planning for succession are critical components of a successful exit strategy. As Nick Good puts it, “Knowledge and preparation are your best allies in this journey.”

By understanding what drives different buyers and preparing your business accordingly, you can maximize value and achieve a successful outcome.”

For more insights and personalized advice, Nick Good and Seth Getz can be reached through NuVescor, where they continue to support business owners in navigating the complexities of mergers, acquisitions, and succession planning.

How M&A is Shaping the Plastic Parts and Injection Molding Industry

How M&A is Shaping the Plastic Parts and Injection Molding Industry

How M&A is Shaping the Plastic Parts and Injection Molding Industry

June 27, 2024

plastic injection molding blog

The plastic parts and injection molding industry shows a reflection of the broader manufacturing landscape. Notably, market consolidation is increasing. It’s a market where business owners have a unique opportunity to leverage these trends for strategic growth through M&A.

A Market of Contradictions

The performance of plastic part manufacturers is a tale of two cities. If you’re in the automotive field, for instance, it can be a challenging place right now. Many manufacturers had shifted their focus to parts for electric vehicles (EVs), but now they are increasingly reverting to producing parts for gas engine vehicles. Your performance very much depends on which product line you’re most invested in. Defense, on the other hand, is booming, and there’s plenty of opportunity for plastics manufacturers there.

This mixed bag creates a diverse buyer pool. Strategic players are seeking acquisitions for different reasons: expanding capacity, entering new markets, or acquiring specific capabilities like finishing expertise. For example, suppose a company has a lot of defense work but doesn’t have the right equipment or people. In that case, it’s currently easier to buy a company focused on, say, automotive, which has extra capacity than to ramp up existing resources. This kind of market landscape presents a golden opportunity for plastic parts manufacturers to align with buyers’ strategic goals.

 

A Surge in M&A Activity

Recent industry reports show M&A activity in the plastics industry rebounded during the second half of 2023 after a rather challenging start, and this activity seems to be continuing in 2024. Several critical factors are driving this consolidation wave:

  • Economies of Scale: Larger companies can use their buying power to secure better deals on materials and equipment, driving down production costs.
  • Technological Advancements: M&A is a strategic pathway to acquire expertise in cutting-edge technologies like automation, robotics, and additive manufacturing (3D printing). Instead of developing the latest automation and robotics technologies in-house, which could be time-consuming and expensive, a company can instead acquire a smaller company that already specializes in these areas.
  • Market Expansion: Companies are using M&A to gain access to new markets, product lines, and customer bases, enhancing their competitive edge.

 

The Future of the Industry: Continued Consolidation Through M&A

The current trend towards consolidation through M&A in the plastic parts and injection molding industry will continue. Here’s why:

  • Benefits of Diversification: Companies heavily reliant on a single niche or customer base are vulnerable to market fluctuations. Diversification through M&A allows companies to weather economic ups and downs.
  • Rise of Regional Powerhouses: Expect the emergence of larger, regional companies with a presence across the medical, aerospace, defense, and automotive sectors. This diversification will enable them to manage risk and offer their clients a wider range of capabilities.
  • The Fate of Smaller Players: Smaller, non-diversified companies may struggle to compete. However, those catering to niche markets with strong growth potential can still thrive independently.

And let’s not forget the upcoming wave of baby boomer retirements that will further drive M&A activity. Many plastics parts manufacturing businesses are owned by this generation, and the perceived volatility of the industry and economy can discourage some from passing the torch to the next generation. This creates a prime opportunity for M&A, making it a highly attractive and timely option. To stay ahead of the curve, it’s crucial to act now before others capitalize on this trend.

 

Beyond the Bottom Line: What Buyers Value

Turning to buyers, what are they looking for today? Beyond financial performance, there are two key factors that, in my experience, are significantly impacting a company’s value proposition in today’s market:

  • Inventory Management: Gone are the days of overflowing, untracked warehouses. Buyers seek partners who demonstrate efficient inventory control and clear justifications for holding specific materials. Streamlined operations are key.
  • Automation: Modernization is no longer optional. Companies lagging behind in automation will find themselves at a disadvantage. Integrating automation demonstrates a commitment to efficiency and future-proofing.

 

Strategic Advice for Business Owners

For business owners considering M&A, it is essential to identify your niche and focus on your strengths. Understanding your company’s unique value proposition—whether it’s expertise in automation, a strong customer base in a growing industry, or dominance in a particular niche market—is crucial for attracting the right buyer. Engaging a strong M&A advisor can help identify and connect you with strategic buyers aligned with your goals.

Conclusion

The plastic parts and injection molding industry has some unique opportunities for strategic growth, and now is the ideal time for business owners and potential buyers to leverage these trends. Companies that strategically position themselves and take a disciplined approach to preparing for M&A can enhance their value, and buyers have plenty of options for strategic acquisitions.

Engaging an experienced M&A advisor can help you navigate this complex landscape and connect you with strategic partners aligned with your goals. At NuVescor, we’ve had years of experience coping with market ups and downs and helping companies work through the challenges.

If you’re a mid-sized manufacturer seeking to sell your business or a buyer looking for a strategic acquisition, contact us to see how we can help you navigate the M&A process and achieve a successful outcome.