Jason (Jay) Weiland

The Middleby Corporation has acquired JC Ford, a leading manufacturer of tortilla and chip production equipment, based in Columbia, Tennessee. JC Ford, founded in 1945, generates $70 million in annual revenue and specializes in automated solutions. The acquisition strengthens Middleby's position in the fast-growing snack food market, aligning with its Food Processing Group’s strategy. Middleby CEO Timothy FitzGerald highlighted the synergies and growth opportunities this acquisition offers, as JC Ford’s innovative solutions have become industry standards with a strong customer base and recurring revenue. Read More Here: https://lnkd.in/ebxE8zTA PerishableNews.com Branded Hospitality Ventures Hospitality Hangout Podcast #production #hospitality #automation #marketing Steve Spittle Scott Heim Timothy FitzGerald Sarah Tresser Jaime Nau Darcy Bretz Krishna R. Valerie Hanson, CFSP Shawn M. Lange

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A globally integrated #supplychain has allowed #semiconductor companies to realize efficiencies through scale and specialization, thereby creating roughly $1 trillion in efficiencies. In our recent report, we explore how the #semiconductor industry is beginning to improve #resilience through geographic diversification. In our latest report, “Emerging Resilience in the Semiconductor Supply Chain,” we explore how the semiconductor industry is beginning to improve resilience through geographic diversification. One major factor driving this resilience is a renaissance in industrial policy. Semiconductor-related policies, aimed at fostering innovation, economic and national security, and broader growth, have been announced and are being implemented by the US, EU, Mainland China, Taiwan, South Korea, Japan, and India, among other countries. Semiconductor companies, in turn, are responding. We project $2.3 trillion in new investment in wafer fabrication between 2024–2032, compared with $720 billion in the 10 years prior. Moreover, these investments are being made in ways markedly different from recent history. The US is projected to capture 28% of these capital expenditures, as opposed to the pre-CHIPS Act pace of investment, in which the US would have captured just 9% of global capital expenditures.

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The growth in automation is not limited to large companies and industries. Small and midsized U.S. manufacturers have increasingly embraced automation, as the confluence of rising demand for American-made products, tighter labor markets, and the greater breadth and availability of lower cost/higher ROI technology has made the investment more attractive. #americanmanufacturing #automation #robotics #madeinusa #manufacturing #roi #smallbusiness

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BEST LINKS ON M&A THIS WEEK Matt’s Favorites The secret to becoming a great manufacturing business - https://bit.ly/3Nve1UH A great reminder that you have to commit - https://bit.ly/40fziJt Finance & Capital The Taxonomy of Moats, aka “How to get an unfair advantage” - https://bit.ly/3NvuVmb The State of Private Equity in 2024 with Charts & Data - https://bit.ly/4faYSDB Selling A Business How to figure out if the SMB you want to buy is over-reliant on the Selling Owner - https://bit.ly/3UgAiZX Why deals aren’t always as simple as you’d think - https://bit.ly/3YrujEd

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It seems like 2025 is poised to bring significant changes from a manufacturer's perspective. Many manufacturers, regardless of size, engage in both importing and exporting products. The looming disruptions in this landscape are undeniable. Amidst this uncertainty, the focus shifts to the potential opportunities that will arise. While some may remain unknown, directing attention towards these possibilities becomes crucial. #Manufacturing #Opportunities #2025 #Uncertainty

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Early last month, we published a short paper exploring the state of M&A activity in the automotive aftermarket and our insights into its projected rebound in 2025. We are honored to see our work highlighted by Aftermarket Matters in their article, "Automotive Aftermarket M&A to Rebound in 2025." Their coverage sheds light on the nuances of our findings and helps amplify an important discussion within the industry. It underscores the collective effort of our Automotive Aftermarket and Transaction Service teams to bring actionable perspectives to the automotive aftermarket community, especially as we navigate a dynamic and evolving market. We invite you to read the article and join the conversation about what’s next for M&A in our industry. Check it out here: https://lnkd.in/gskGKGxU A big thank you to Aftermarket Matters for featuring our work and to all our colleagues and partners who continue to drive innovation and growth in the automotive aftermarket. For those interested, the full paper can also be downloaded here: https://lnkd.in/gKehHnBF Barry Neal Elena Yakushkina John Brussock Bernhard Weissensteiner

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Are you developing a medical device or digital health? Come learn about regulatory and legal impacts and how design for manufacturing is critical to your startup's success.

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Consumer goods companies know that customers have hit a ceiling for spend. Price pass-through is not an option. To drive the next phase of cost reduction, companies must think structurally. Based on our experience, clients can reduce supply chain costs by 8-15% and inventory requirements by 5-15% through network redesign. In this analysis for Supply Chain Management Review, we discuss five key considerations for network optimization all companies must consider:

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The pandemic caught businesses off guard, but they can prepare for the next looming disruption to semiconductor supply chains—the AI chip shortage. Success will hinge on proactive vigilance, strategic foresight, and swift action to reinforce supply chains. Learn more in our annual #tech report. https://bit.ly/3YBEqqh

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The M&A market is poised for a buoyant 2025 and success will favor those who are prepared. For buyers, this may mean initiating due diligence earlier and using those insights to make competitive well-informed bids. For sellers, it means presenting assets in a credible manner through comprehensive sell-side due diligence. Prepare for what’s ahead: http://ms.spr.ly/6045oFl05

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"The idea of America as the Arsenal of Democracy in World War II—innovative, productive, and hard-working—is now firmly a part of the story we tell about ourselves. It is a source of pride, patriotism, and inspiration. And it’s a true story. But that was then, and this is now. Today, Americans are waking up to the reality that we can’t make things in sufficient quantities to keep us safe, while our principal adversary is flooding the world with its manufactures. Many of our allies are in even worse shape. Rebuilding and rearming before it’s too late are the urgent tasks before us. Thankfully, industrial decline is a solvable problem—anda choice. We can make better choices, create better incentives, and use the strengths we still have to our advantage. Not only is mass production a solvable problem. It’s already being solved. Half of our business at Palantir Technologies, where I work as chief technology officer, is with commercial clients. We work every day to create software that helps the free world’s most important industrial concerns supercharge production, see into their supply chains, and empower their workers, from the C-suite to the assembly line. I’ve seen the results, and I believe this model—what’s sometimes called software-defined production—is key to rebuilding the American industrial base." https://lnkd.in/g_MPzfFH

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For many manufacturing companies, capacity planning may seem like a relic of the past. However, geopolitical tensions, tariffs and heightened M&A activity are bringing capacity planning back to the forefront. David Petrucci shares how these trends underscore an urgent need to revive capacity planning processes for operational efficiency and competitiveness in The Protiviti View. https://bit.ly/4htOBEx

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In Part 5 of the in-depth analysis on nearshoring from the Alvarez & Marsal Private Equity team, they dive into Southeast Asia as a possible option for meeting the U.S.'s manufacturing needs. While it’s farther away and traditionally seen as a hub for outsourcing, factors like favorable trade agreements and competitive labor costs could lead to a fresh look at its potential. Read the insights from our experts here: https://lnkd.in/eGHFe7d6 James Guyette Nicolai B. Joon Hyun #SupplyChain #Nearshoring #Manufacturing

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The tide is turning. Companies that understand RISK is the only certainty are prioritizing #reshoring to diversify their manufacturing value chains. https://lnkd.in/eEyC--ED

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Despite all the clear benefits that digital and AI can deliver on the #shopfloor, most #manufacturers are not realizing the full potential of this opportunity. Read our latest article including my friends and colleagues John Knapp and Kasey Phillips, Ph.D. to learn how #manufacturers can achieve higher levels of efficiency and keep pace with the ever-accelerating changes in the business landscape.   https://lnkd.in/eA2yBH72

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It's one thing to hear about cutting-edge industrial technologies, but seeing them in action is an entirely different experience. I didn’t fully grasp the scale and impact of Sortera Technologies, Inc.'s systems until I witnessed them in person. Thanks to CNBC, you can now get a behind-the-scenes look at how Sortera’s technology is revolutionizing aluminum recycling and reintroducing valuable materials back into domestic industries. The potential here is game-changing for sustainability and efficiency. Kudos to the entire Sortera team for making this vision a reality! Check out the full segment here: https://lnkd.in/eZ5VKjhP #PlanetaryHealth #Recycling #IndustrialTech #Aluminum Michael Siemer, Ben Pope, Curt Sacks, Kyle Teamey, Libby Wayman, Alfred Lam, PhD, Nicholas Andruschak, Chris Thomas, Bill Caesar, RA Capital Management

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Insights from my AlixPartners colleague Neal Ganguli feature in this timely -- and thought-provoking -- story in Automotive News: https://lnkd.in/gcyFaSpQ Given where EV sales stand, what's the right choice R&D bet for auto suppliers to make -- without jeopardizing their futures? Feel free to reach out if this is an issue your company is grappling with. #researchanddevelopment #automotive #suppliers

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A globally integrated #supplychain has allowed #semiconductor companies to realize efficiencies through scale and specialization, thereby creating roughly $1 trillion in efficiencies. In our recent report, we explore how the #semiconductor industry is beginning to improve #resilience through geographic diversification.

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BIG NEWS (and just in time for CES 2025): The Automotive and Industrial Practice at AlixPartners and Berylls by AlixPartners have announced a partnership in the Americas with the artificial-intelligence firm FULLY AI. The partnership combines AlixPartners’ and Berylls by AlixPartners' extensive knowledge of the automotive industry with FULLY AI's technological expertise, yielding, among other things, a virtual, AI-based assistant for automakers and auto dealers. Reach out if you'd like to hear more! https://lnkd.in/ecBFY9w6 #AI #artificalintelligence #Automotive

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