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


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.

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