Capstone Partners Releases 2024 Middle Market Business Owners Research Survey: CEOs Focus on Performance Improvement, Turn to Capital Market Growth in High Interest Rate Environment
Capstone Partners has released its 2024 Middle Market Business Owners Survey Report, analyzing data from 404 privately-owned companies. Key findings reveal that 60.8% of CEOs concerned with inflation/interest rates are reducing business expenses, while 44.1% completed capital markets transactions in the past year.
The survey shows that 45% of business owners were approached by private equity firms for acquisition, and 49.5% plan to execute growth strategies in the next 12 months. Notable trends include a 17.1% increase in performance improvement needs and 37.9% of CEOs lacking exit planning. Economic optimism continues to decline, with only 15.3% of CEOs expressing a very positive outlook for 2024.
Capstone Partners ha pubblicato il suo Rapporto sulla Survey 2024 degli Imprenditori del Mercato Centrale,analizzando i dati di 404 aziende a proprietà privata. I risultati principali rivelano che 60,8% dei CEO preoccupati per inflazione/tassi d'interesse stanno riducendo le spese aziendali, mentre 44,1% hanno completato transazioni nei mercati dei capitali nell'ultimo anno.
Il sondaggio mostra che 45% dei proprietari di aziende sono stati contattati da fondi di private equity per acquisizioni e 49,5% pianificano di attuare strategie di crescita nei prossimi 12 mesi. Tendenze notevoli includono un aumento del 17,1% nelle necessità di miglioramento delle performance e 37,9% dei CEO che non dispongono di piani di uscita. L'ottimismo economico continua a diminuire, con solo 15,3% dei CEO che esprimono una visione molto positiva per il 2024.
Capstone Partners ha publicado su Informe de Encuesta de Propietarios de Empresas del Mercado Medio 2024, analizando datos de 404 empresas de propiedad privada. Los hallazgos clave revelan que 60.8% de los CEO preocupados por la inflación/tasas de interés están reduciendo los gastos comerciales, mientras que 44.1% completaron transacciones en los mercados de capital en el último año.
La encuesta muestra que 45% de los propietarios de negocios fueron contactados por firmas de capital privado para adquisiciones, y 49.5% planean ejecutar estrategias de crecimiento en los próximos 12 meses. Las tendencias notables incluyen un aumento del 17.1% en las necesidades de mejora del rendimiento y 37.9% de los CEO que carecen de planificación de salida. El optimismo económico sigue disminuyendo, con solo 15.3% de los CEO expresando una perspectiva muy positiva para 2024.
Capstone Partners는 404개의 개인 소유 기업에서 데이터를 분석한 2024년 중소기업 소유자 조사 보고서를 발표했습니다. 주요 결과에 따르면, 60.8%의 CEO가 인플레이션/금리 우려로 사업 경비를 줄이고 있으며, 44.1%는 지난 1년 동안 자본시장 거래를 완료했습니다.
조사 결과 45%의 기업 소유자가 인수 목적으로 사모펀드로부터 접근을 받았으며, 49.5%는 향후 12개월 내에 성장 전략을 실행할 계획입니다. 주목할 만한 경향으로는 17.1%의 성과 개선 요구 증가와 37.9%의 CEO가 퇴출 계획이 없는 것으로 나타났습니다. 경제에 대한 낙관주의는 계속해서 감소하고 있으며, 15.3%의 CEO만이 2024년에 대해 매우 긍정적인 전망을 가지고 있습니다.
Capstone Partners a publié son Rapport sur l'Enquête 2024 des Propriétaires d'Entreprises du Marché Intermédiaire, analysant les données de 404 entreprises privées. Les principales conclusions révèlent que 60,8% des PDG préoccupés par l'inflation/les taux d'intérêt réduisent les dépenses commerciales, tandis que 44,1% ont réalisé des transactions sur les marchés de capitaux au cours de l'année dernière.
L'enquête montre que 45% des propriétaires d'entreprises ont été approchés par des sociétés de capital-investissement pour des acquisitions, et 49,5% prévoient d'exécuter des stratégies de croissance dans les 12 prochains mois. Les tendances notables incluent une augmentation de 17,1% des besoins d'amélioration des performances et 37,9% des PDG n'ayant pas de plan de sortie. L'optimisme économique continue de décliner, avec seulement 15,3% des PDG exprimant une perspective très positive pour 2024.
Capstone Partners hat seinen Bericht zur Umfrage unter Mittelstandsunternehmern 2024 veröffentlicht, in dem Daten von 404 privat geführten Unternehmen analysiert werden. Zu den wichtigsten Ergebnissen gehört, dass 60,8% der CEOs, die sich um Inflation/Zinsen sorgen, die Geschäftsausgaben reduzieren, während 44,1% im letzten Jahr Transaktionen auf den Kapitalmärkten abgeschlossen haben.
Die Umfrage zeigt, dass 45% der Unternehmensinhaber von Private-Equity-Firmen hinsichtlich einer Übernahme angesprochen wurden, und 49,5% planen in den nächsten 12 Monaten Wachstumsstrategien umzusetzen. Bemerkenswerte Trends sind ein 17,1% Anstieg des Bedarfs an Leistungsverbesserungen und 37,9% der CEOs, die keinen Ausstiegsplan haben. Der wirtschaftliche Optimismus nimmt weiterhin ab, da nur 15,3% der CEOs eine sehr positive Sicht auf 2024 äußern.
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Key Findings:
- The share of business owners afflicted by heightened interest rates increased
5.1% compared to our 2023 survey, rising to the second most prominent hurdle behind elevated inflation. - Among CEOs concerned with inflation/interest rates, the majority (
60.8% ) have accounted for the higher-for-longer interest rate environment by reducing business expenses—a strategy that most plan to continue over the next 12 months. - The lion's share (
42.5% ) of CEOs surveyed indicated that a party change in the White House (from Democrat to Republican) would have a positive impact on business operations. Macroeconomic issues are slated to be the most important factor in the 2024 election regardless of CEOs' political stance. - Many business owners have turned to the capital markets to prompt growth amid economic turbulence as
44.1% of CEOs surveyed completed at least one capital markets transaction over the last 12 months. - Private equity groups have continued to contact owners to explore buyout opportunities, with
45% total business owners surveyed contacted by a private equity firm looking to acquire their company over the last 12 months. - The share of business owners surveyed that require performance improvement support increased
17.1% year-over-year (YOY) as CEOs have been under pressure to maintain financial stability amid heightened inflation and a difficult operating environment. - Nearly half (
49.5% ) of CEOs surveyed plan to execute growth strategies over the next 12 months to capture additional market share and gain scale in preparation for a market rebound. - The middle market has demonstrated a need for succession planning and growth strategy services as
37.9% of CEOs surveyed in 2024 indicated they have yet to start planning a business exit. - The share of CEOs surveyed with a very positive
U.S. economic outlook has declined each year since 2021—falling to15.3% in 2024. - Based on our survey data, revenue growth has continued to have a strong impact on owners' industry outlook, both of which have remained optimistic for 2025.
Through this research, Capstone has evaluated the health of the middle market in 2024, uncovering recent challenges faced by business owners and the resources required to offset these challenges. The report also provides an analysis of forward-looking growth strategies and initiatives, business owners' outlook on their respective industries and the broader
To access the full report including a breakout of the results by industry, click here.
Make your voice heard in our upcoming survey here.
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For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions and financial advisory services. Headquartered in
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FAQ
What percentage of business owners plan growth strategies in 2024 according to Capstone's survey?
How many middle market companies participated in Capstone's 2024 survey?
What percentage of CEOs have no exit planning strategy in 2024?
How many business owners were contacted by private equity firms for acquisition in 2024?
