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M&A Insights

Perspectives on lower middle market transactions.

Advisory commentary for manufacturing and industrial business owners.

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How we package insight for fast decisions.

Proof-Led Homepage Format

Lead with measurable outcomes, then services, then team credentials.

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Board-Ready Insight Format

Short, high-signal commentary with explicit implications and action steps.

Halvard Partners insights

Why Manufacturing Business Owners Underestimate Their Company's Value in a Sale

Many owners anchor valuation expectations to tax-return net income, which can materially understate true earnings power. Normalization bridges are often decisive: owner compensation adjustments, one-time expenses, and other non-recurring items can significantly change adjusted EBITDA.

The Buyer Landscape for Industrial Companies

The Buyer Landscape for Industrial Companies

Private equity activity has expanded materially. Knowing which buyer types are currently most aggressive improves process design and outreach quality.

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When to Start Planning Your Exit

When to Start Planning Your Exit

Most owners start too late. Strong outcomes usually require 12-24 months of preparation before formal market outreach.

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