Industry Reports Archives

FOCUS Carrier-Focused Telecom Technology Quarterly: Summer 2022

FOCUS Carrier-Focused Telecom Technology Quarterly: Summer 2022

Richard Pierce2024-01-22T11:02:41+00:00Downloads, Industry Reports, Telecom Technologies & Services|

The FOCUS Carrier-Focused Telecom Technology Index (CFTTI) did not escape from the overall market carnage and dropped 15.8% in our summer reporting period. This decline was steeper than the drop in both the S&P 500 (down 5.5%) and the NASDAQ (down 12.1%). This period’s declines were also enough to push the sector into negative territory for the full year. The CFTTI is now down 15.7% compared to this time last year, which once again compares unfavorably to the 1.7% drop in the S&P 500 and the 12.1% drop in the NASDAQ. Sector multiples continued to decline. The sector revenue multiple dropped from 2.6x a year ago to 2.1x currently, and the sector EBITDA multiple fell from 12.8x to 10.2x over the same time frame.

Supply Chain Technology and Logistics Index – Spring 2022

Supply Chain Technology and Logistics Index – Spring 2022

Eric M. Oganesoff2024-02-22T21:58:06+00:00Downloads, Industry Reports, Supply Chain|

The logistics industry has gone through a tremendous amount of turmoil since March 2020 and the volatility continues. Business owners are thinking about major players in the market, trends and how to stay competitive. Our quarterly report begins to address these topics.

FOCUS Enterprise-Focused Telecom Technology Quarterly – Spring 2022

FOCUS Enterprise-Focused Telecom Technology Quarterly – Spring 2022

dev2024-01-22T11:02:36+00:00Downloads, Industry Reports, Telecom Technologies & Services|

Public Markets

The FOCUS Enterprise-Focused Telecom Technology Index (EFTTI) continued its downward slide with a loss of 8.4% in the past three months. This performance was essentially in-line with the 8.5% loss in the S&P 500 but better than the 13.4% drop in the NASDAQ over the corresponding time period. The EFTTI is also in negative territory for the full year with a decline of 6.4%. This underperformed the 1.2% dip in the S&P 500 but outperformed the NASDAQ’s 11.7% decline. Compared to this time last year, the sector revenue multiple dropped from 6.3x to 5.4x.The sector EBITDA multiple also declined, but at a much more modest rate as it went from 24.0x a year ago to 21.8x currently.

Women’s Health – Q1 2022 Acquisition Activity and Outlook

Women’s Health – Q1 2022 Acquisition Activity and Outlook

Andy Snyder2024-02-22T22:15:26+00:00Downloads, Industry Reports|

The first quarter of 2022 delivered six reported Women's Health transaction, marking a sharp increase in transaction activity compared to the end of last year.

Urology – Q1 2022 Acquisition Activity and Outlook

Urology – Q1 2022 Acquisition Activity and Outlook

Andy Snyder2024-01-22T11:02:29+00:00Downloads, Healthcare, Industry Reports|

The first quarter of 2022 delivered three reported urology practice acquisitions, continuing a pattern of smaller deal volume and larger deal size when compared to other practice specialties undergoing M&A consolidation.

Orthopedics – Q1 2022 Acquisition Activity and Outlook

Orthopedics – Q1 2022 Acquisition Activity and Outlook

Andy Snyder2024-01-22T11:02:29+00:00Downloads, Healthcare, Industry Reports|

The 1st quarter of 2022 delivered nine reported orthopedic practice acquisitions, continuing the trend of increasing deal volume.

Home Health & Hospice – Q1 2022 Acquisition Activity and Outlook

Home Health & Hospice – Q1 2022 Acquisition Activity and Outlook

Andy Snyder2024-01-22T11:02:26+00:00Downloads, Healthcare, Industry Reports|

The first quarter of 2022 delivered twenty-eight reported home health and hospice acquisitions, coming down from peaks levels to end the past year However, Q1 has historically brought lower M&A levels, and we expect deal volume to rebound throughout the year.

Gastroenterology – Q1 2022 Acquisition Activity and Outlook

Gastroenterology – Q1 2022 Acquisition Activity and Outlook

Andy Snyder2024-01-22T11:02:26+00:00Blogs, Downloads, Healthcare, Industry Reports|

The first quarter of 2022 delivered ten reported gastroenterology practice acquisitions, continuing the high level of M&A activity we saw last year Several deals were announced in the first few weeks of the year, likely spilling over from efforts to close in 2021.

ENT & Allergy – Q1 2022 Acquisition Activity and Outlook

ENT & Allergy – Q1 2022 Acquisition Activity and Outlook

Andy Snyder2024-02-12T22:57:15+00:00Downloads, Healthcare, Industry Reports|

The first quarter of 2022 delivered two reported ENT practice acquisitions, coming down from a flurry of deal activity to end last year.

Dermatology – Q1 2022 Acquisition Activity and Outlook

Dermatology – Q1 2022 Acquisition Activity and Outlook

Andy Snyder2024-02-12T22:57:13+00:00Downloads, Healthcare, Industry Reports|

The 4th quarter of 2021 delivered two reported cardiology platform acquisitions, signaling an imminent wave of increasing private equity investments into the specialty.