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Home » Authors » Brad Williams
Brad Williams

Brad Williams

Brad Williams has 15 years of experience in the investment banking industry. He has structured and executed a wide range of complex transactions, including corporate sales, acquisitions, mergers, inter-family planning options, joint ventures, recapitalizations and leveraged buy-outs. Brad can be reached at bwilliams@theberingergroup.com / 717-951-2800 for further comments or questions.

Articles

ARTICLES

review my predictions

Brad Williams: 2023 predictions

Review 2022 predictions and make new ones for 2023.
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Brad Williams
February 8, 2023
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 As 2022 comes to a close it is now time to review my predictions from last year as well as predict ten more trends I see as we enter 2023. Just like last year, I will stay away from prognosticating about where the stock market will be at this end of the year; instead, I will stick to identifying trends that supply houses will find important in this upcoming year. With all that being said, let's jump right in and review my 2022 predictions.


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making the gears fit

Brad Williams: An unprecedented year for M&A

Challenges buyers face and what they should keep in mind.
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Brad Williams
December 9, 2022
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This past year has been an unprecedented year for the mergers and acquisitions (M&A) space, hitting $5 trillion in volume in 2021 through over 40,000 transactions. The number of transactions in the distribution and manufacturing space has caused owners to take a closer look at their options regarding selling and/or acquisition options.


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Storm clouds

Brad Williams: Mid-year state of the market

Storm clouds
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Brad Williams
August 5, 2022
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During JP Morgan’s investor day, investors heard optimistic tones coming from JP Morgan CEO Jamie Dimon, who referred to our situation as “Strong economy, big storm clouds,” and went on to explain “I’m calling it storm clouds because they’re storm clouds. They may dissipate.” Dimon, who is known for his keen eye on the market, added that a recession is possible, but it would be unlike past downturns because of the unique mix of economic conditions we see ourselves in today.


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estate tax changes

Brad Williams: Recommended estate tax changes to make before 2022 ends

Five tips to be proactive with your estate tax.
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Brad Williams
April 7, 2022
No Comments

The federal gift and estate tax exemption is currently the highest it has been since the tax was enacted over 100 years ago.


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