Early 2024 Deal Activity Predictions

By Jeffrey Simpson Early 2024 Deal Activity Predictions Bank lending, private capital, industry consolidation — What lies ahead for fuel delivery and HVAC companies? The new year has brought a continuation of 2023 trends that stemmed from a generally higher interest rate environment, tightened commercial bank lending standards, and the slowing deployment of capital from […]

How a Seller Can Enjoy Tax-Free Growth: a QSBS Primer

By Jeffrey Simpson How a Seller Can Enjoy Tax-Free Growth: a QSBS Primer Sometimes the answers are right in front of us if we view a problem from a different angle. The problem I’m referring to is the tax bite small business owners face when it comes time to sell their businesses. And while it […]

The New Player on Your Field: Why You Should Get to Know Private Credit

By Jeffrey Simpson The New Player on Your Field: Why You Should Get to Know Private Credit By now you’ve likely heard that the tide of easy lending from local and regional banks has started to recede in 2023. Credit decisions have slowed and borrowing standards have edged higher. We’ve certainly seen it as we […]

The Summer of Uncertainty

By Jeffrey Simpson The Summer of Uncertainty “In times of rapid change, experience could be your worst enemy.” – J. Paul Getty For anyone playing in the retail fuel distribution space – either as a provider or in a client support role – you have seen your share of challenges over the years and adjusted […]

Keeping Up with the Consolidators

By Jeffrey Simpson Keeping Up with the Consolidators How the Right Capital Partner Can Help Fuel Distributors and HVAC Companies Scale and Succeed Accelerating consolidation. Impending environmental regulation. Competitors looting your already thin technician and driver ranks. It’s enough to disrupt more than one night of any business owner’s sleep. But for most fuel distribution […]

Our First Blog Article: Time to Stay or Time to Go?

By Jeffrey Simpson Our First Blog Article: Time to Stay or Time to Go? As we once again enter the high season for heating oil and propane fuel distribution and HVAC industry merger and acquisition activity, I ask our readers:  Are you ready to battle on for another year or is it time to take […]