Country / Language

CohnReznick Releases Middle Market Pulse: Liquidity and Capital Formation Survey Results


9/12/14

CohnReznick’s National Liquidity and Capital Formation Advisory Group surveyed a cross section of middle market CEOs, CFOs, and other C-suite business executives across the United States regarding liquidity and capital formation and past, current, and future business indicators. Three hundred responses were received and compiled in a proprietary research report. Our research methodology also included in-depth personal interviews with a cross-industry set of executives to explore their underlying thinking, drivers, and attitudes regarding liquidity and capital formation.

The results show an optimistic outlook on growth, access to capital, and liquidity among companies across many industries. Further, the survey reveals:

  • 20% of middle market companies will likely engage in a liquidity or capital formation event over the next six months. With nearly 200,000 middle market businesses in all industry segments and geographies, according to the National Center for The Middle Market, this could mean a considerable number of transactions through the end of 2014.
  • 88% of middle market executives, who would likely invest raised capital in an increased workforce, would moderately or greatly increase hiring volume.
  • Only 35% of middle market executives reported being somewhat or very familiar with the various components of the JOBS Act. 
  • Only 28% of middle market executives said that they are somewhat or very comfortable with crowdfunding as a legitimate means of raising capital. Further, only 2% of middle market executives will investigate provisions of the JOBS Act, including crowdfunding, as a potential source of capital.
     

Highlights from the research report and interviews have been graphically reported in our publication, Middle Market Pulse.


View the report online
.


Download the PDF version
.

For more information, visit our Liquidity and Capital Formation Resource Center.


Please Join Us: Fourth Annual Liquidity and Capital Raising National Forum

CohnReznick is pleased to present our Fourth Annual Liquidity and Capital Raising National Forum, which is designed for key decision makers at mid-sized companies who want to increase their knowledge about liquidity issues and capital raising and meet and network with private and public sources of capital. The Forum will take place in:

New York: September 29
Boston: October 24
Atlanta: October 30
Baltimore: November 5
Los Angeles: November 20

Registration is now open in New York and Boston and will be open soon for our other cities.


This has been prepared for information purposes and general guidance only and does not constitute professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is made as to the accuracy or completeness of the information contained in this publication, and CohnReznick LLP, its members, employees and agents accept no liability, and disclaim all responsibility, for the consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.

Search Our People

Search Our People

Look ahead. Gain insight. Imagine more. Is your business ready to break through?

View our new TV commercial..

Industry Outlooks

Industry Outlooks

Gain insight into what is ahead for the Commercial Real Estate, Technology and Middle Market Private Equity industries.

READ MORE

Learn about our upcoming events.

READ MORE

Working With Us

Working With Us

What makes CohnReznick different from others in our profession? And what should our clients come to expect when working with us? The answer is The CohnReznick Advantage. Contact us to learn how we can out the CohnReznick Advantage to work for your business.


People

The value of an organization is determined by the skills and qualities of its leaders. With more than 280 partners serving clients nationwide, CohnReznick is renowned for the diverse experiences, knowledge and backgrounds of its leadership.

Learn More

Services

We align our services in three segments: Accounting and Assurance, Tax, and Advisory. This approach allows us to provide holistic solutions to complex business problems and to seize upon opportunities requiring an integrated approach.

Learn More

Industries

Accounting and tax issues different significantly based on an organization's industry. We provide clients with expertise in nearly two dozen industries – we know the opportunities, the obstacles, the competitive landscape.

Learn more

Insights

CohnReznick professionals are thought leaders in their industries. Clients benefit from relevant and timely economic, legislative and industry insights that can keep them a step ahead of competition.

Learn More

Global Reach

Our involvement in the Nexia International network of firms enables us assist our clients wherever they do business-providing local expertise and connections wherever they needed. Nexia is comprised of 20,000 professionals operating in over 100 countries.

Learn More