Executive Reports

Kaulkin Ginsberg has published substantive research publications about the outsourced business services (OBS) industry. Drawing largely on our knowledge of and relationships within the industry, these publications are widely recognized as definitive published resources.

The 2014 Accounts Receivable Management Midyear Review

The Great Recession that started in the fall of 2007 was the single worst economic event to hit the U.S. since The Great Depression hit in the fall of 1929. Recessionary effects are still felt today throughout the global economy. In the U.S., nearly seven years after its onset we are only now beginning to reach pre-recession levels of economic activity. As for the ARM industry, it has been forever changed.

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An Industry in Transition
Trends and Events Shaping ARM

The accounts receivable management (ARM) industry has undergone some major changes, which have uprooted the industry as a whole. In our recent webinar with Mike Ginsberg and Rozanne Andersen, we provided insight into the following areas of interest for credit grantors, collection professionals, debt buyers, vendors and other ARM professionals.

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Accounts Receivable Management Industry Report
2013 Midyear Review

Debt collection, long considered one of the oldest professions in the United States, is going through a metamorphosis that is dramatically impacting accounts receivable management (ARM) companies of all sizes. Regulatory and economic changes are having a direct correlation to the way that credit grantors, collection agencies, debt buyers, collection law firms and vendors are running their businesses. In many instances, compliance trumps performance across major market segments as the new age of regulatory oversight sets in, while the economy continues to recover from the worst setback since the Great Depression. Recovery managers and ARM companies alike are revamping established practices to adapt to the "new world order" that is being imposed upon them.

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Q1 2013
Outsourced Business Services Sector Review

The OBS sector continued to enjoy an active M&A market during the first quarter of 2013, despite the roller coaster trends unfolding throughout the global economy. But, as we all know, statistics alone do not tell the whole story about a sector's M&A performance. In this report we will dig into each of the OBS industries and discuss what key trends are unfolding and how they may impact the OBS M&A market throughout 2013, and beyond.

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Revenue Cycle Management
Outsourcing Industry Report

This report provides an overview of the U.S. healthcare revenue cycle management (RCM) industry including its primary service offerings, key market trends, and future growth opportunities. Due to our involvement as a strategic advisor to the RCM industry and its level of attractiveness to strategic and financial buyers, we have also incorporated an overview of the recent merger and acquisition (M&A) activity within this industry and market trends we see unfolding going forward.





Q4 2012 Outsourced Business Services Sector
Year-End Review

Despite the tumultuous trends unfolding in the United States due to a presidential election, pending fiscal cliff and uncertain economic future, the OBS sector experienced a rather robust M&A market in 2012. In fact, it could be described as explosive compared to 2011





Survive Today and Thrive Tomorrow: 8 Tactics from Successful ARM Companies

The stagnant economic recovery combined with increased regulatory scrutiny and compliance requirements has made it particularly challenging for many U.S. based debt collection agencies, debt purchasing companies and debt collection law firms to sustain their business performance and growth.





Kaulkin Ginsberg Q3 2012 M&A Report: Outsourced Business Services Sector Review

Despite some significant upcoming events and their potential impact on the U.S. economy, such as the Presidential election and the expiration of the Bush tax cuts, the outsourced business services (OBS) sector has continued to support an active merger and acquisition (M&A) market.





Customer Relationship Management Outsourcing Industry Report

This complimentary report provides an overview of the customer relationship management (CRM) industry and how it has evolved over the past 50 years. We have summarized the current primary service offerings, industry trends, regulatory activity and emerging market trends.





Kaulkin Ginsberg Q2 2012 M&A Report: Outsourced Business Services Sector Review

Our Q2 2012 report provides M&A and related market trend overviews for the Accounts Receivable Management (ARM), Customer Relationship Management (CRM) and Revenue Cycle Management (RCM) industries, which comprise Kaulkin Ginsberg’s OBS sector. This report also offers an update on regulatory trends from Rozanne Andersen, Esq., and an article from Mike Ginsberg on how owners can avoid pitfalls when negotiating a deal directly with a buyer prospect.





q1

Kaulkin Ginsberg Q1 2012 M&A Report: Outsourced Business Services Sector Review

" Ready, Set, Deal!” was the rallying cry of buyers and sellers in the OBS markets as the volume of completed transactions in Q1 2012 reached their highest level in the past year with 21 deals completed representing almost $700 million in deal value. By comparison, only 8 transactions representing less than $100 million in deal value were completed in Q1 2011. " Learn More


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Kaulkin Ginsberg Q4 2011 M&A Report

For the most part, buyers gravitated toward strong performing companies in growth markets (e.g., Healthcare), and underperforming companies with good clients and synergistic cost savings. Deal activity peaked in Q3, but declined again in Q4 as the holidays slowed down due diligence and companies started to focus on strategic planning for 2012.


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Kaulkin Ginsberg Q3 2011 M&A Report

In the third quarter of 2011, the number of mergers and acquisitions in the accounts receivable
management (ARM) industry kept pace with deal activity during the same period a year earlier, but total transaction value well exceeded totals from Q3 2010, according to Kaulkin Ginsberg Company, the leading M&A and strategic advisory firm in the outsourced business services sector.


LATEST BLOGS

The reason why buyers are looking beyond profits when establishing their pricing level

September 23, 2014

Experienced business buyers fixate upon a selling company’s profitability when establishing purchase price. Throughout their diligence process, they would seek answers to critical questions about the seller’s profitability, including:


Is the selling company’s current level of profitability sustainable?


Are adjustments needed to determine the seller’s normalized EBITDA?


Are profits derived from one client or from a diverse ba ....
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DCS 2014 Presentation - Fast Tracks for ARM Executives

September 18, 2014

Last week at DCS 2014, I presented on the topic “Where is the ARM Industry Heading” during the Fast Tracks segment. Living up to its name, Fast Tracks is intended to provide the audience with quick bursts of information on specific topics. Here are a few of the pressi ....
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Mid-Year Predictions: What to Watch for in the ARM Industry

September 9, 2014

Nearly seven years after the onset of the Great Recession, we are only now beginning to reach pre-recession levels of economic activity. The U.S. ARM industry has been forever changed. As strategic planning is a big focus in the fall for most executives, here are some of our mid-year predictions for the ARM industry:

Prediction #1 - As this graphic illustrates, we expect that more consumers will wind up in col ....
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EVENTS

2014 TRMA Fall Conference


Hilton Portland & Executive Tower, Portland, Oregon
September 30th- October 1st, 2014

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FCIB 25th Annual Global Conference


The Sheraton Inner Harbor Hotel, Baltimore, MD
October 12th-14th

Join FCIB in Baltimore this October for three days of networking with your peers from around the world and....

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ARM U


FHI 360 Conference Center, Washington, DC
October 14th-15th, 2014

ARM-U will feature educational presentations, panel discussions and networking opportunities with industr....

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