funeral transactions

Is private equity “hunting” Carriage Services

By Funeral Director Daily / September 3, 2024 /

  Last week we learned of an August 1, 2024, event which required the filing of a Securities and Exchange (SEC) Form 13G.  That event was the acquisition of more than 5.0% of the common stock of Carriage Services by an entity.   As you can see from this form, provided by the Carriage Services…

Thinking outside the box on acquisitions

By Funeral Director Daily / August 5, 2022 /

I recently came across this article from the Dayton (Ohio) Daily News.  The article told the story of the Routsong Funeral Home acquiring the Morris Sons “funeral business” of the same community.  What was interesting was that the article told of the Routsong Funeral Home “picking up (the) pre-funded funeral service arrangements for an additional…