Download the FOCUS U.S. Communications Service Provider Quarterly: Spring 2017 Report

Communications_Service_Providers

The Communications Service Provider Index (CSPI) dipped into the red for our spring reporting period with a three-month loss of 1.0%. This significantly trailed the 5.5% gain in the S&P 500 and the 9.8% gain in the NASDAQ over the corresponding time period. This period’s underperformance also moves the CSPI behind the broader indices for… Read more »

Download the Government, Aerospace and Defense Group’s Spring 2017 Report

GAD-report-banner

The latest issue of the FOCUS Government, Aerospace, and Defense Group Report — highlighting aerospace and defense — is now available. The new GAD Report includes: Major Q1 2017 Deals in the GAD Sector Performance: S&P 500 vs. GAD Government Sector Q1 2017 Aerospace Sector Q1 2017 Defense Sector Q1 2017 M&A Activity in the… Read more »

Download the FOCUS Healthcare and Life Sciences Report: Spring 2017

healthcare-report-banner

Inside, be sure to read the new article, “America’s 2017 Healthcare Economy: A Year of Opportunity and Uncertainty,” followed by two short sidebars discussing “Eight Ways to Improve Healthcare Deploying Three New Technologies—Artificial Intelligence (AI), Robotics, and Virtual Reality (VR)” and “How a Decade of Healthcare Trends Evolved: 2017 versus 2007.” Clearly, the way healthcare… Read more »

Download the FOCUS Telecom Business Services Quarterly: Spring 2017 Report

Telecom_Business_Services

The FOCUS Telecom Business Services Index (TBSI) enjoyed a solid gain of 7.5% in our spring reporting period. This outperformed the 5.5% gain in the S&P 500 but lagged the 9.8% increase in the NASDAQ. This was the fifth straight reporting period that saw the TBSI in positive territory. Please register to download FOCUS Telecom… Read more »

Trump Policies Likely to Make 2017 a Good Year for Buying Companies

Image of a businessman in dark suit playing chess

A guest article in the January 20, 2017 issue of Mergers & Acquisitions observes that: “Private equity players are already looking ahead at how the merger and acquisition (M&A) landscape will shape up over the next four years and where to find the next big opportunity… Currently, corporates are flush with cash, while the private… Read more »

2017 Market Outlook: Calls Heads or Tailwinds as Markets Swing on Policy Shifts*

sailing into the sunset

The Economy Resuscitates, Stocks Gain, Rates Rise, Inflation Grows — Heightened Volatility and Potential for Big Market Swings Likely

In 2017, there is cautious optimism for accelerating U.S. and global economic growth, improving corporate fundamentals, modest stock gains, and higher yields on expectations of fiscal stimulus and regulatory policy easing.

Full-on optimism is tempered by the rippling effects of rising inflation, a stronger dollar, weak credit markets, uncertain commodity pricing, and game-changing political events that raise the potential for big market swings.

GE Aviation Acquires Leader in Digital Aircraft Records Management

GE Aviation announced March 27, 2017 that it has acquired Critical Technologies, Inc., branded as AirVault®, a privately-owned supplier of cloud-based digital records management. AirVault’s expertise to digitally manage mission-critical records across an industrial supply chain network strengthens GE’s ability to focus on asset lifecycle management and maintenance optimization for the aviation industry.

FOCUS Investment Banking Advises AirVault in Strategic Sale

Critical Technologies, Inc. dba AirVault has been acquired by GE Aviation

We are pleased to announce the sale of our client Critical Technologies, Inc. (dba AirVault), in the transaction described below.  AirVault provides its patented electronic records management solutions to airlines worldwide. FOCUS has provided strategic advice to the company for nearly a decade, which now has resulted in this compelling transaction with one of the… Read more »

Download the FOCUS Carrier-Focused Telecom Technology Quarterly: Spring 2017 Report

Carrier_Focused_Telecom_Technology

In public markets, the FOCUS Carrier-Focused Telecom Technology Index (CFTTI) rebounded from the loss we reported in our winter report to deliver a strong return of 12.6% for our spring reporting period. This gain outperformed both the 7.5% gain in the S&P 500 and the 9.4% gain in the NASDAQ over the corresponding three-month period…. Read more »

The Artful Synergist, or How To Get More Value from Mergers and Acquisitions

Synergy word cloud

According to a February 2017 McKinsey & Company article, “Keeping your deal team small ensures confidentiality, but pinpointing synergies requires bringing more people on board…Making sure that large M&A deals create value is as much about knowing whom to involve—and when—as it is about knowing how to capture synergies. The larger the deal, the more… Read more »