Business Services Industry Trends Quarterly Update

Q1 2023 | BGL

Major public equity indices reversed previous declines in Q1 2023, ending the quarter up 7% quarter-over-quarter but still down 12% year-over-year. Ongoing labor shortages, supply chain disruptions, and the regional banking crisis have added to investor concerns about the overall health of the economy. However, the increasing likelihood for interest rate cuts following the collapse of certain regional banks has spurred more positive sentiment in the public markets.

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PETER J. HILL
Managing Director

Valuation multiples within the Business Services subsectors covered by BGL have also increased, and at a higher rate than the public markets. All three BGL Business Services composite indices are outperforming the S&P 500 year-over-year, averaging slightly over 9%.

Volatile equity markets and credit availability have tempered M&A activity in the Business Services sector. However, the ample supply of equity capital will continue to serve as a catalyst for M&A, with both corporate and private equity buyers competing for high-quality assets. Heading into the second quarter, market indicators suggest that sector transaction activity will continue to outperform the broader market.

BGL’s Quarterly Business Services Update highlights public company operating metrics and M&A activity in the Human Resources Outsourcing, Contact Center Services, and Fixed Asset Management subsectors. BGL remains committed to informing clients of the current state of the Business Services market and is always available to discuss appropriate M&A strategies and financing alternatives with its clients and prospects.

Complete the form above to learn how each subsector of Business Services is performing quarter over quarter.

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