Welcome to another addition of our Quarterly Economic and M&A Middle Market Update.  We have a lot of material packed into this segment.  For your convenience, each segment is timestamped in the show notes so you can navigate to the section you find most relevant. Our goal is to bring business owners and entrepreneurs information that is timely, relevant, and actionable.

In this first segment, ITR Economics CEO Brian Beaulieu highlights China’s demographic and economic challenges, contrasted by India’s promising rise in manufacturing, while also shedding light on evolving monetary dynamics within the BRICS nations. As he dives into the U.S. economic landscape, discussions ranged from the resurgence in housing to concerns surrounding rapid interest rate adjustments and potential debt crises.

In the second segment, Doug Farren, an expert on the U.S. middle market, dives into the 2023 Middle Market Indicator report’s insights. Highlighting the middle market’s pivotal role in the U.S. economy, the report showed a promising 12% revenue growth and 10% employment growth, though concerns about inflation’s impact and talent acquisition remain.

In the third part, I help untangle the complicated terrain of the current market shifts and explore how they impact valuations, deal structures, strategic buyers, and private equity firms. We dive into the ripple effects of Federal Reserve interest rate changes, the challenges and opportunities these shifts bring, and how to expertly maneuver the M&A, private equity, and real estate sectors amidst these changes.

I’m followed by Jeff Campbell, who talks about the ever-evolving world of retail and e-commerce. Drawing from his 20 years of experience and insights from eMarketer’s 2023 U.S. e-commerce forecast, Campbell underscored the continued dominance of physical stores, the rising influence of Gen Z, and the imperative for brands to diversify their online presence.

Click here to listen to the Podcast.