Roebling Capital Partners

This week: meet the University of Kentucky team 🎓💡 competing in the Pitch Cup! Garrett Weiler Ana Cortes Ethan Blevins Jackson McDonner Dylan Moore Ivey Redd

Stay tuned as the competition unfolds!

We’re thrilled to kick off The Pitch Cup — our region’s first-ever bakeoff pitch competition! 📅 On December 3, 2025, top students will take the stage to showcase their talent and compete for the cup. Follow along and cheer them on as we build the next generation of investment banking & private equity talent! 🚀 Gatton College of Business and Economics University of Cincinnati Carl H. Lindner College of Business Xavier University – Department of Finance – Williams College of Business

Roebling Capital Partners is having an exciting 2025! With four new platform investments and new talent joining our team, we look forward to partnering with owners and intermediaries on the opportunities ahead. Active Add-On Searches -->Animal Nutrition -->Sporting Goods -->Chemicals -->Fleet Services Platform Criteria -->EBITDA: $3M–$20M -->U.S.-based Focus: value-added distribution, light manufacturing, B2B services We remain committed to responsiveness, transparency, and building long-term partnerships. Finder fees are available for off-market opportunities. 📩 Opportunities can be sent to: inquiries@roeblingcp.com

Q1 2025 M&A gave the market hope for a breakout year in PE buyouts—it was the strongest Q1 in the last five years, excluding the 2022 anomaly of post-pandemic pent-up demand. But Q2 landed with a thud, weighed down by tariff turmoil and Liberation Day uncertainty. That drag will likely persist until trade negotiations settle. 2025 is not shaping up as many hoped. But that’s also why we believe 2026 could be a banner year for dealmaking, as clarity returns and pent-up demand is unleashed. #PrivateEquity #MergersAndAcquisitions #DealFlow  

Until US tariff rates stabilize, uncertainty will remain a major drag on dealmaking. Buyers dislike moving cost profiles when it’s unclear who will absorb the incremental costs. Deals exposed to tariffs will only get done if: 1️⃣ Tariff exposure is predictable in the country the company/target does business with, or 2️⃣ Sellers are willing to shoulder post-close risk via contingent payments (which are rarely a seller’s favorite). In short: until this line flattens, expect caution in domestic/U.S M&A. #PrivateEquity #MergersAndAcquisitions #GlobalTrade

Rates remain stubbornly high, job growth is slowing, and business and consumer confidence are dipping. The result is likely a sluggish deal environment through Q3—and perhaps Q4—as many wait for a clearer green light before pursuing exits or acquisitions.   But this pause is also building pent-up demand. As conditions normalize, we expect to see a stronger wave of deal activity ahead. Thanks to Pitchbook for the dashboard.   #PrivateEquity #MergersAndAcquisitions #Macro

Public-to-private transactions are gaining momentum. The trend reflects increased interest from private capital and a market leaning toward flexibility outside the public markets.

Roebling is excited to support White Stone Fleet Service, one of our portfolio companies, as they expand their marketing team. White Stone delivers essential on-site diesel repair services to commercial fleets across the Midwest and is seeking motivated individuals eager to gain hands-on marketing and CRM experience. https://lnkd.in/gtP5Wh_Y

Trade/Tariffs remain the top concern in Q2 2025, but their urgency has declined since last quarter. Inflation and political uncertainty are gaining ground, and concern over labor quality continues to fall. Business focus is shifting from global pressures to domestic complexities.