Resources

Recent Reimagining M&A in These Unprecedented Times Webinars
In these educational sessions, New Direction Partners experts presented an update on current printing and packaging industry trends, and how the M&A market is shifting due to the impact of the COVID-19 pandemic. A key result is an expectation that we will see more tuck-ins as we come out of this crisis, which has placed significant stress on many businesses in our industry. For many of these businesses, finding a buyer who is willing to do a tuck-in is much preferable to simply closing their doors. During this session, you will:

• • Learn about the tuck-in process and various ways of configuring tuck-ins
  • Gain a general overview of the M&A environment in what is likely to be our new normal
  • Better understand if COVID-19 will impact your company valuation
    • In partnership with NAPCO
    • In partnership with PIAlliance, GAA, PINE
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• SEG Systems worked with Peter Schaefer of New Direction Partners to find a buyer that fit culturally with their business and could help spur further growth for the company. SEG Systems President Reid Johnson explains his experience in working with New Direction Partners and how they helped him find the perfect partner in TENEX Capital/Orbus. Watch Here.
• Leading printing company Sandy Alexander recently announced that Snow Peak Capital has made a majority investment in the company. In this video discussion, CEO Mike Graff explains the value working with New Direction Partners delivered to both buyer and seller in bringing this transaction to completion, including the importance of their industry knowledge and M&A expertise. Watch Here.

• NAPCO hosted a recent webinar “A Creative Approach to Selling Your Business: Capitalizing on the Latest M&A Trends”, presented by Peter Schaefer and Jim Russell.
  Are you thinking about selling your printing, packaging or display graphics company? As M&A experts in the printing, packaging and display graphics industries, Peter Schaefer and Jim Russell of New Direction Partners will be discussing the steps potential sellers need to be taking as they plan for a sale. With many years of experience in this area and having facilitated more than 300[CS1] industry mergers and acquisitions, New Direction Partners has its finger on the pulse of the latest trends, opportunities and barriers in what is arguably one of the most dynamic M&A environments we have seen in many years. In this session, you will learn:
  • The steps potential sellers should be taking to prepare their companies for sale;
  • The different types of buyers who are active in M&A in the printing, packaging and display graphics industries;
  • The types of deals we are seeing and how they are structured; and
  • How best to translate all of this to your decision-making process.Even if you don’t see a sale on your immediate horizon, this session will provide you with valuable information and insight about the best ways to position your company so you are better prepared if and when that time comes. View presentation here. 

• NAPCO hosted a webinar, “2021 – The Best Time In Over A Decade To Sell Your Company”, presented by Peter Schaefer and Paul Reilly.
  The combination of a robust economic recovery out of Covid and pending capital gain tax rate increases, coupled with rising interest rates, makes 2021 the best time in many years to evaluate the sale of your business. Peter Schaefer and Paul Reilly of New Direction Partners, two of the most experienced investment bankers in the printing and packaging industries, will guide you through the complexities of today’s M&A world. They will explain how pending capital gains tax increases can wipe away any improvements that might be achieved by waiting for your profits to increase, as well as how rising interest rates will impact the ability of buyers to complete acquisitions.
  In this session you will learn about:
  • The latest M&A trends in the printing and packaging industry
  • How the proposed legislative and regulatory changes are likely to affect overall mergers & acquisitions in the printing and packaging industry
  • What printing and packaging businesses should think about when considering a sale
  • The perspective of potential buyers in this environment
  • View Presentation Here
• GAA hosted a webinar, “Successful Succession Planning…Is the Future of Your Business Secure?”, presented by Peter Schaefer.
  One of the most often overlooked aspects of strategic planning is succession planning. When you are looking for an exit strategy, area ready to hand off the business to other family members and head for the beach, or face unforeseen circumstances, having a strong succession plan in place is critical. And it can take several years to execute on that succession plan. In this session, participants will learn about the key elements of the plan to successfully transfer leadership and ownership of a printing and packaging firm, typical timelines, and strategies for ensuring optimum valuation.
  The program focused on:
  • Key elements of a succession plan.
  • Exit strategy timelines.
  • Leadership and Ownership changes.
  • Ensuring bench strength.
  • Valuation methods.
  • View Presentation Here
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• GAA and PIAlliance hosted a webinar “10 Attributes of High-Growth Companies” presented by Peter Schaefer.In a highly competitive industry, printers must focus on two things to succeed: efficiency and growth. The first delivers a better bottom line; the second produces a more robust top line. In this session, New Direction Partners experts shared what they have found to be the 10 attributes of high growth printing companies, providing insight to owners and managers about how they can ensure high growth in their own businesses. This includes:Ensuring the right sales and sales management strategies.
  Putting in the time and effort to create and execute on actionable business plans.
  Ensuring accountability within the organization for achievement of strategic and tactical goals.
  The role of mergers and acquisitions
  … and more
  View presentation here.
• John Edwards speaks about how working with New Direction Partners helped him re-enter the book printing business. Watch the Video Here.
• Mittera has been on a roll with acquisitions, including the acquisition of Trend Offset. In this video, Mittera President Todd Nelson talks about working with New Direction Partners to get this significant acquisition done. Watch the Video Here.

• A Three-Pronged Route to Post-Pandemic Business Recovery
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  In this session, Paul Reilly and Tom Williams shared their perspective on how best to achieve post-pandemic business recovery. Taking the right actions now can leave a printing business in better shape for the future than it would be if the need for change hadn’t been as urgent.
  During this session, you will:

  • Learn how to keep employees safe in accordance with some of the guidance that has been provided by PRINTING United Alliance;

  • Gain insight on how to safeguard and strengthen the health of your business;

  • Hear how to use — and not use — PPP loans and other resources provided by the CARES Act

• Peter Schaefer discusses the recent acquisitions of Creel Printing and Trend Offset Printing by industry consolidator Mittera, as well as the overall state of M&A activity in the commercial printing and packaging industries.
• RPI Print CEO Rick Bellamy talks about the importance of qualified professional help during the M&A process.
• Industry Veteran John Lacagnina Shares M&A Experiences
• Paul Reilly discusses the state of the industry as we work through the pandemic, including increasing activity in mergers and acquisitions.
• Monica Weaver and Doug Bacon Discuss Value of NDP in Transition of TGI Direct Ownership.
• Analysis on Printing Industry Leaders Cenveo, RR Donnelley and Its Spinoffs, Quad and InnerWorkings
• April Webinar  “Calculating Ownership Costs and ROI”
• Commentary: Peter Schaefer on Cenveo Chapter 11 Bankruptcy Filing
• Succession Planning: Is the Future of Your Business Secure (Webinar)
• Paul Reilly talks to WhatTheyThink about business valuation
• Calculating Ownership Costs and ROI by Joe Polanco
• TiE Catalyzing, Paul Reilly (1-hour presentation with advice for presenting to P/E groups)
• Year-End Recap and Mega Trends in the Printing & Packaging M&A Market
• RR Donnelley President and CEO Thomas J. Quinlan III Reveals Corporate Growth Strategy and His Vision for Overall Industry Opportunities on PI Xchange Live
• New Direction Partners Discusses RRD’s Acquisitions of CGX and Courier Corp.
• NDP Indices: Peter Schaefer on the Printing and Packaging Stock Index
• NDP Indices: Printing and Packaging EBITDA Trend Chart
• Peter Schaefer, of NDP, Discusses M&A Trends in Printing and Packaging
• NDP’s Paul Reilly on the 5 Steps Required to Complete a Merger
• NDP’s Paul Reilly on the 5 Best Reasons to Hire an Investment Banker (Video)
• NDP’s Paul Reilly on the Five Most Important Actions That Increase M&A Value
• NDP’s Paul Reilly on the Five Actions a Seller Should Take After Signing an LOI
• NDP’s Paul Reilly on the Five Actions a Buyer Should Take After Signing an LOI
• NDP: (Re)Interest from PE Buyers
• NDP: Multiples & Hot Segments