Solganick & Co.

SEPTEMBER 30, 2022

September 30, 2022 – Manhattan Beach, CA and Dallas, TX – Solganick & Co. has published its latest Healthcare IT M&A Update for Q2 2022. You can download the full report here: Solganick HCIT Q2 2022 M&A transactions have remained active in the healthcare IT sector in Q2 2022. Consumer Health 3.7x

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Chesapeake Corporate Advisors

JANUARY 13, 2023

2022 was a strong year for CCA, following a record-breaking 2021. In the video below, CCA Managing Partner, Charlie Maskell, Director, Tim Brasel, and Managing Director, Mike Zuidema break down the CCA team, investment banking, and corporate advisory highlights from 2022.

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Software Equity Group

MAY 8, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. In 2022 and 2023, the Fed raised interest rates repeatedly to counteract high inflation.

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Software Equity Group

MAY 7, 2024

But what are the key influences shaping valuation multiples in today’s M&A deals? As you contemplate your exit strategy, it becomes increasingly crucial to understand the external factors driving the valuation of your SaaS company. In 2022 and 2023, the Fed raised interest rates repeatedly to counteract high inflation.

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Software Equity Group

DECEMBER 21, 2023

Software Equity Group closely monitors M&A activity, historical trends, and insights from the investor and strategic buyer community to paint a more complete picture of what’s happening. Here’s a closer look at what the future looks like for the SaaS M&A market and its valuation multiples.

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FineMark

JANUARY 20, 2023

These periods are now known as “Minsky Moments.” 2022: One for the Record Books These days, words such as “unprecedented” or “extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. Seventy years of peace in Europe were shattered as Russia invaded Ukraine in February 2022.

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Mergers and Inquisitions

NOVEMBER 1, 2023

When you hear the words “healthcare private equity,” two thoughts probably come to mind: Wait a minute, isn’t healthcare a risky/growth-oriented sector? Before delving into these nuances, we should take a step back and define the sector: Definitions: What is a Healthcare Private Equity Firm? Why do PE firms operate there?

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Lake Country Advisors

JULY 5, 2022

Various sectors from different industries have experienced consistent growth in 2022, thanks to the professional services of reliable M&A business advisors in Wisconsin. Why is it a Seller’s Market for a Merger or Acquisition in 2022? How to Sell a Profitable Wisconsin Business in 2022?

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Cooley M&A

JANUARY 25, 2023

Although 2022 saw a general decline in M&A activity in the life sciences industry compared to 2021’s frenetic pace (when deal volume was up 52% from 2020 ), life sciences deal flow in 2022 on balance remained strong despite the headwinds. Let’s dig in. Let’s dig in.

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Focus Investment Banking

SEPTEMBER 19, 2024

Here’s how: Lower Cost of Debt Private equity firms typically use leverage (borrowed capital) to finance a significant portion of their acquisitions. Valuation Dynamics While lower interest rates may fuel M&A activity by making financing cheaper, they also influence company valuations.

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Software Equity Group

MARCH 13, 2023

The public markets may have taken a beating, but behind the gloom-and-doom headlines, there was still plenty of good news for private SaaS companies in 2022. Following are some highlights of SaaS M&A deal activity over 2022. Median EV/TTM Revenue Multiple Down from 2021’s high of 7.3x, 2022’s median EV/Revenue multiple of 5.6x

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OfficeHours

JANUARY 26, 2024

When You Need to Return Cash in order to Raise More original article sourced by Ryan Gould, Bloomberg, sourced link above The world’s private equity firms have cash to burn. Private equity players have to face reality at some point,” said Per Franzen, head of private capital for Europe and North America at EQT AB.

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Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. The table of contents below offers quick links for readers seeking specific information in later sections.

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The Harvard Law School Forum

SEPTEMBER 22, 2022

Posted by Gregory Pryor and Michael Deyong, White & Case LLP, on Wednesday, September 21, 2022 Editor's Note: Gregory Pryor and Michael Deyong are partners at White & Case LLP. As predicted in our previous M&A report, 2022 has not lived up to the runaway performance of 2021. more…).

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Sica Fletcher

MARCH 8, 2024

Starting in H2 2022, the insurance M&A market has seen a notably difficult 18-month period, afflicted with high interest rates, lowered deal volumes, and lowered valuations. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise.

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TechCrunch: M&A

JULY 27, 2023

Uplift had raised nearly $700 million in equity and debt, securing $123 million at a reported $195 million valuation in its Series C round alone. Klarna , once Europe’s most valuable VC-backed company, suffered an 85% valuation cut, from $45.6 billion in July 2022 following an $800 million round. billion to just $6.7

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Cooley M&A

OCTOBER 12, 2022

On September 28, 2022, Cooley sponsored the third virtual event in Axios’ Dealmakers series: A Conversation on M&A in Today’s Market. In their discussion, Leigh and Drumond surveyed 2022’s volatile deal flow, market outlook and impacts on various deal participants.

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Sica Fletcher

JULY 23, 2024

Since H2 2022, industries across the board (including insurance) have seen declines in deal volume as prospective buyers have withheld their funds for more favorable conditions in which the cost of debt is not so high. On average, modern deal structures typically consist of about 75% equity, with only 25% in actual cash.

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Focus Investment Banking

MAY 10, 2024

During the same time, private equity firms started betting on the sector, particularly in specialty segments. And private equity firms saw untapped growth potential in food distribution, especially in the produce segment. Financial : Private equity groups seeking to acquire a company as an investment. What’s Ahead?

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The Deal

DECEMBER 5, 2023

Mubadala co-invested with Vista Equity Partners LLC in the $8.4 billion, both in 2022. Other parts of Mubadala will pick up smaller equity checks. “We’re seeing digital transformation across a variety of horizontal software capabilities,” Osman said. billion buyout of tax compliance software maker Avalara Inc. and the $2.3

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Solganick & Co.

MARCH 11, 2022

March 11, 2022 – Solganick & Co. “Public market software company valuations have been battered starting in November of 2021. “We’re not seeing that in the lower middle market, where 2022 M&A is off to a brisk pace, with near-record investor interest and plenty of ready capital available to fund deals.”

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Intrepid Banker Insights

OCTOBER 17, 2022

Intrepid Investment Bankers A Rollercoaster Ride for Software Markets It has been a disconcerting journey through the first three quarters of 2022. We ended 2021 having survived another year of the pandemic, with equity markets at or near all-time highs, interest rates near historic lows, and technology M&A activity at record levels.

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Sica Fletcher

JULY 11, 2024

On the other hand, deal volume has seen small dips and valleys since the start of the economic downturn in H2 2022, as depicted in the graph below: Insurance M&A Deal Volume, 2020-2023 This indicates that buyers in 2024 are happy to pay more than before for insurance brokerages (and buy at a loss, in some cases).

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The Deal

OCTOBER 17, 2023

Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. “We do think some of the transactions that may have launched in 2022 will start to get done in the back half of 2023.”

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FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. Eventually, the Consumer Price Index retracted, dropping from its peak of 9% in summer 2022 to its current rate of about 3%. in the rising rate period and 11.8%

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Sica Fletcher

MAY 29, 2024

2) our team noted unexpected increases in the valuation multiples offered for insurance agencies, as depicted below. In only the last two years, we’ve seen the percentage of equity in insurance M&A transactions double, indicating a strong growth trajectory for equity to play increasingly larger roles in future deals.

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Solganick & Co.

DECEMBER 21, 2023

While overall deal volume dipped slightly compared to the record-breaking highs of 2022, falling by around 5%, the total value of transactions remained surprisingly resilient, hovering near the $400 billion mark, according to data from S&P Global Market Intelligence.

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Cooley M&A

FEBRUARY 7, 2023

That said, cross-border M&A remained largely resilient in 2022, with a return to healthy pre-pandemic levels, and while the types of deals we see in 2023 may evolve, many observers believe that deal volume will remain buoyant throughout the year. Regulators, particularly in the US, are becoming more skeptical of remedies in merger cases.

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Focus Investment Banking

JANUARY 18, 2024

It has taken two years to return to those levels, after 2022 and 2023 were burdened with interest rate hikes and fears of a recession. And, at least in recent years, there has been enough capital at private equity firms to handle any liquidity needs. As 2024 starts, the U.S. stock markets are at or near their all-time highs.

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Focus Investment Banking

SEPTEMBER 10, 2024

Dairy Sector Transaction Activity: Focusing on Processors, Producers and co-packers Tracking dairy processors, producers and co-packers in the US and Europe, we saw a softening of activity in 2023 after an active market in 2022. Earlier reports indicated 15 billion euros as a ballpark valuation of the ice cream business.

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Cooley M&A

NOVEMBER 20, 2023

Compensation matters, including retention packages, equity treatment and related disclosure, are always key negotiating points in M&A transactions. Typically, M&A transactions involve converting target equity awards into buyer equity awards and granting new hire and retention awards to incoming employees.

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Software Equity Group

NOVEMBER 13, 2023

SaaS founders must stay attuned to the shifting preferences of private equity (PE) investors and strategic buyers. Our 2023 State of SaaS M&A: Buyers’ Perspectives Report unveils the evolving priorities of top software-focused private equity investors and strategic buyers amidst economic uncertainty.

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Wall Street Mojo

JANUARY 4, 2024

A Paper LBO, also called a Pen and Paper LBO, usually prepared by candidates during private equity interviews, is a miniature paper version of a full Leveraged Buyout (LBO) Model. Further, it helps interviewers assess a candidate’s knowledge of private equity concepts. What Is A Paper LBO?

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Cooley M&A

JANUARY 23, 2024

While the year saw an overall decline in M&A activity (down 17% from 2022) , total pharmaceuticals and life sciences deal value in 2023 increased by approximately 50% compared to 2022. Why did life sciences outperform the market? The last quarter of the year ended with a surge of deal activity. billion, Mirati for $5.8

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Mergers and Inquisitions

MAY 17, 2023

Ever since the 2008 financial crisis, there has been massive hype about both private equity and technology. Over the past few decades, technology private equity has gone from “barely existing” to representing the largest single sector in PE by both deal value and deal count. Why Did PE Firms Start Buying Tech Companies?

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Software Equity Group

FEBRUARY 5, 2024

SaaS Company X: Bridge Analysis Example Let’s say Company X ended 2022 with 100 customers worth $1,000,000 in ARR. We can also see that the customers Company X lost were smaller than the average customer size of $10,000 in 2022. This would be the starting customer count and ARR for 2023.

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Sica Fletcher

MAY 8, 2024

While we’ve already written extensively on the process of insurance agency valuation , the following sections focus on what to look for in the earliest stages of considering a sale - in other words, what deciding factors to look for to determine whether you should sell your agency. A Growth in Owner Equity. What Documents Do I Need?

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