Industry Reports | Founders Advisors

HCM Market Insights – August 2026

Rachael Jenkins — Thu, 10 Sep 2026 13:53:38 +0000

In this edition of Founders’ Human Capital Management Market Insights, our team provides insights from the human capital management (HCM) marketplace. This report summarizes M&A activity, sector spotlights, labor force indicators, public valuation multiples, and trends across (HCM).

Our update also includes insights into:

2026 M&A Market in Review
Locums M&A Case Study
Staffing Services Valuation Scorecard
A complimentary Investment Grade Assessment w/full report (Access Code: IGA_NE)
Upcoming HCM Conferences
Labor Market Insights & Macro Trends

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Perimeter Security Solutions M&A Update – Q1 2026

Rachael Jenkins — Tue, 19 May 2026 17:28:54 +0000

In this edition of Founders’ Perimeter Security Solutions M&A Update, our team provides intel on current trends and M&A activity taking place in the market, including:

Key Factors Driving Buyer Interest in the Perimeter Security Sector
Recent M&A Transactions
An Overview of What Business Characteristics Drive Enterprise Value
Buyers Actively Pursuing Deals in the Perimeter Security Sector
An Overview of Founders’ Perimeter Security Sector Coverage

If you or anyone you know has questions about the market around the facility services industry, please feel free to reach out to Kat Candela, Director of Founders’ Industrials team & Perimeter Security Sector Coverage Leader, for more information.

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Roofing Market M&A Update – May 2026

Rachael Jenkins — Wed, 13 May 2026 23:59:50 +0000

In this edition of Founders’ Roofing Market M&A Update, our team provides intel on current trends and M&A activity taking place in the market, including:

U.S. Residential Roofing Market Size & Average Valuations
M&A Market Overview
Consumer Macroeconomic Outlook
Recent M&A Transactions
Private Equity Backed Roofing Platforms
An Overview of Founders’ Residential Services Sector Coverage

If you or anyone you know has questions about the market around the residential services industry, please feel free to reach out to Madison Davis, Director of Founders’ Consumer Team & Residential Services Sector Coverage Leader, for more information.

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Pool Services M&A Update: Q1 2026

Rachael Jenkins — Fri, 08 May 2026 18:15:29 +0000

In this edition of Founders’ Pool Services M&A Update, our team shares a curated collection of data from the industry.

The newsletter includes data points highlighting:

Industry trends
Alerts about major recent transactions
Valuation Scorecard
Pool buyer relationships
- Existing Platforms
- Financial Investors
An overview of Founders’ Home Services Sector Coverage

If you or anyone you know has questions about the market around the home services industry, please feel free to reach out to Madison Davis, Director of Founders’ Consumer Team & Home Services Sector Coverage Leader, for more information.

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Construction Materials Sector Update – April 2026

Katie Burns — Wed, 29 Apr 2026 13:58:07 +0000

The April 2026 edition of the Construction Materials Sector Update provides an in-depth look at full-year 2025 performance, key industry trends, and notable transaction activity across the construction materials landscape. This report offers a detailed view of how leading public and private companies navigated a dynamic operating environment in 2025 — and where the sector is headed as we move into 2026

In summary:

Strong results despite mixed conditions: Construction materials companies closed out 2025 on a high note, with most delivering full-year results that met or exceeded targets. After a weather-challenged first half, a meaningful volume recovery in the second half — paired with disciplined pricing and cost management — drove record gross profit per ton at several major producers.

Infrastructure and private investment driving demand: Federal infrastructure spending under the IIJA continued to provide a durable demand floor, with roughly half of authorized highway and bridge funds still unspent entering 2026. Data centers, grid modernization, and coastal rebuilding emerged as important incremental demand drivers, partially offsetting persistent residential weakness.

M&A activity at its most active in years: Strategic buyers drove an exceptionally active deal environment in 2025, with disclosed transactions exceeding $6 billion in announced deal value. Buyers prioritized aggregates scale, vertical integration, and portfolio optimization — themes that show no sign of slowing heading into 2026.

Cautious optimism for 2026: Management teams across the sector are guiding to modest volume growth, continued mid-single-digit pricing gains, and steady margin expansion, supported by infrastructure backlogs, data center demand, and improving private nonresidential activity. Tariffs, IIJA reauthorization, and residential affordability remain the key variables to watch.

Click here to read the full report.

If you’d like to discuss trends or opportunities in the construction materials industry, please contact Dennis Coker, Managing Director of our Building Materials Practice.

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HCM Market Insights – March 2026

Katie Burns — Thu, 02 Apr 2026 17:45:25 +0000

In this edition of Founder’s Human Capital Management Market Insights, our team provides insights from the marketplace. This report summarizes M&A activity, sector overviews, labor force indicators, public valuation multiples, and trends across human capital management (HCM).

Our update also includes insights into:

2025 M&A Market in Review & Outlook for 2026
Staffing Services Valuation Scorecard
HCM Sector Spotlight
An opportunity to take our Investment Grade Assessment (Access Code: IGA_NE)
Upcoming HCM Conferences
Labor Market Insights & Macro Trends

If you or someone you know have questions regarding anything discussed, or the general HCM marketplace, please feel free to reach out to Neal England, Managing Director and leader of Founders’ Business Services Practice.

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SaaS Industry Update: February 2026

Katie Burns — Fri, 27 Feb 2026 06:32:59 +0000

The SaaS market is entering 2026 in a reset environment, not a collapse. Public multiples have repriced, scrutiny has increased, and AI is reshaping

competitive moats. In our February 2026 SaaS Industry Update, we outline what is changing and where disciplined operators can still create value.

Key Highlights:

M&A activity rebounded in 2025, with global deal value reaching approximately $3.0 trillion, up 31% year over year, and more than 900 deals over $500 million signaling renewed buyer confidence.
Vertical AI is scaling quickly. Early AI native platforms are growing near 400% year over year with roughly 65% gross margins, positioning AI as operating infrastructure rather than a feature add on.
Valuation is tied to fundamentals. Sustained growth, strong retention, and rule of 40 momentum remain the drivers of premium outcomes.
The market is quality first. Median public SaaS revenue multiples have stabilized well below prior peaks, and only about 17% of the public SaaS universe meets the Rule of 40 benchmark.

If you or someone you know have questions regarding anything discussed, or the general SaaS marketplace, please feel free to reach out to Brad Johnson, Managing Director of Founders’ Technology & Business Services Group.

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Enterprise Support Software Market Update: Q1 2026

Katie Burns — Sat, 31 Jan 2026 16:22:38 +0000

In this edition of Founders’ Enterprise Support Software Vertical Coverage Report, our team shares key market takeaways and recent activity across the Enterprise Support Software landscape. The report includes coverage across supply chain software, FP&A software, and workflow and process automation software, along with broader insights on valuation trends and investor priorities. This report includes:

Quarterly market update and key themes shaping buyer underwriting and SaaS valuations
Public comps, trading multiples, and operating benchmarks for each covered vertical
Recent M&A activity and notable transactions across Supply Chain, FP&A, and Automation
A recap of Founders’ annual Tech Summit, Silicon Y’all, including themes and participant highlights
A practical sellside process guide focused on how founders can evaluate transaction paths and outcomes

If you or someone you know has questions about the market around the Enterprise Support Software industry, please reach out to Billy Pritchard, Managing Director and Enterprise Support Software coverage leader, for more information.

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Marketing Technology and Services Market Update: November 2025

Lauren Smith — Tue, 25 Nov 2025 16:32:04 +0000

In this edition of Founders’ Marketing Technology and Services Market Update, our team provides the latest insights from the marketplace, including:

Analysis of sector-specific key performance indicators and valuation trends
Curated content for entrepreneurs and operators, including:
- How AI search visibility is transforming the B2B buyer journey and strategies for maintaining high “AI visibility”
- What marketers are focused on when selecting MarTech vendors in today’s competitive landscape
- Best practices for managing equity compensation plans for your “A” players
M&A activity, public market trends, and active market participants

If you or anyone you know has questions around the Marketing Technology and Services sector, please feel free to reach out to Brad Johnson, Managing Director on Founders’ Technology & Business Services Team, for more information.

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SaaS Industry Update: November 2025

Lauren Smith — Thu, 20 Nov 2025 17:22:36 +0000

The SaaS market is proving more resilient than many expected in late 2025, thanks to sustained macro-momentum, strategic dealmaking, and rapid technology change. In our latest SaaS Industry Update, we unpack the major forces driving the software landscape today—and highlight where savvy investors and operators are focusing their attention.

Key Highlights

Macro tailwinds still in place. Despite concerns of softness in job growth and global uncertainty, leading market voices point to strong consumer activity and ongoing tech investment as pillars of support.
AI is no longer optional—it’s foundational. The narrative at the recent Silicon Y’all 2025 Summit was clear: companies must embed AI into their core strategy, not treat it as a side experiment.
Metrics reflect the evolving SaaS reality. While growth rates have moderated and retention has slightly slipped, margins are improving and M&A volumes remain strong—testament to investor confidence in the long-term value of software businesses.
Valuation discipline meets strategic opportunity. Transaction activity continues at a robust pace, and public multiples highlight the differentiation between high-growth, high-margin leaders and the rest of the pack.

If you or someone you know have questions regarding anything discussed, or the general SaaS marketplace, please feel free to reach out to Chris Weingartner, Managing Director of Founders’ Tech & Business Services Group.

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