Category: PEO Mergers & Acquisitions

Organic Sales Engine During a Recession

PEO Expectations During a Recession As the United States begins its journey toward a recession, experienced […]

Organic and Acquisitional Growth

PEO Growth Growth within the PEO industry comes in two ways, organic and via acquisition. Each […]

Market Drivers & Signs

Insight Into Market Drivers Inflation in the United States is at its highest since 1982 and […]

Should I Speak With A PEO Buyer If I’m Not Ready To Sell?

Having a conversation with a PEO Buyer, even if you are not ready to sell, can provide a PEO owner with valuable insight into the market, strategy, and deal mechanics.

The Rationale Behind Various Deal Structures

Article covering the rationale behind various deal structures commonly present within PEO M&A along with descriptions of these structures.

Deal Flow in the PEO Industry

Opening As you may imagine, M&A deal flow within the PEO industry slowed immensely during the […]

PEO: AEBITDA & Provisions

Overview This article will cover the difference between earnings before interest, taxes, depreciation, and amortization (EBITDA) […]

Want a Higher Multiple? Scale or Sales is Important.

Realistic Expectations   While the average valuation is higher today than in years past, it is […]

Simple Truths in the PEO M&A Process

PEO M&A Insight   Whether you are an experienced veteran of mergers and acquisitions or a […]

Selling a PEO

Overview Selling a PEO will be a time consuming and stressful ordeal, but it is worth […]

Paychex and Oasis Transaction: Commentary and Opinion

Disclaimer: The following article is solely the opinion of the author and is not based on […]

Cyclicality Within the PEO Industry

Overview   I was recently asked for my insight on cyclicality within the PEO industry. Cyclicality […]

Are PEOs a Sound Investment?

Investment interest has grown in the PEO industry. Whether it be through acquisitions via private equity […]

Bear Market? What to expect within the PEO industry.

Article Overview Recent dips in the stock market have many speculating that a bear-market may be […]

Is the PEO industry poised for growth?

Is the PEO Industry Poised For Growth? Revenue in the PEO industry has almost doubled (+92%) […]

PEO Industry External Factors and Potential Market Disruptors

Overview This article will cover potential market disruptors and external factors that could influence the PEO […]

Private Equity Firms in the PEO Industry

For Private Equity Firms Interested In The PEO Industry   Introduction The PEO model is a […]

EBITDA Add Backs

Overview In the world of M&A, different valuation methods are used.  In the PEO industry, the […]

PEO: Before You Call The Investment Banker

Overview Many PEO Owners begin their pre-exit strategy by contacting an Investment Banker to start the […]

PEO & Private Equity

Private Equity Interest in the PEO Space   Investment interest into the Professional Employer Organization (PEO) […]

Having An Exit Strategy Doesn’t Mean You Need To Exit

Overview   When we personally self-reflect we are the better for it.  The thought process behind […]

Acquisition Growth – Organic Growth Must Coincide

Overview Strategic acquisitions can further a geographic reach, increase revenue and after consolidation synergies are realized, […]

What is your exit strategy?

WHAT IS YOUR EXIT STRATEGY? Overview: What is your exit strategy? Within the industry as a […]

I’m thinking about selling my PEO

I’m thinking about selling my PEO This question may have entered your mind over the years.  […]

PEO: EBITDA Increase

  In an industry where there is active consolidation in the marketplace, and high multiples with […]