iMerge Advisors

APRIL 9, 2025

Morgan bring unmatched reach and capital markets expertise. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Firms like Goldman Sachs , Morgan Stanley , and J.P.

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 13, 2025

Whether you're preparing for a full exit or exploring growth capital, understanding how to craft a compelling CIM is critical to a successful outcome. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. What Is a Confidential Information Memorandum?

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Valuation M&A Mergers and Acquisitions Business 40

iMerge Advisors

APRIL 13, 2025

Stock Sale: Sellers typically pay capital gains tax on the sale of their shares, often resulting in a lower effective tax rate. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Buyers, however, do not receive a step-up in asset basis, which can reduce future tax deductions.

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Sale Stock M&A Negotiation 40

iMerge Advisors

APRIL 15, 2025

But when it comes time to sell your company or raise capital, what once felt like a technical shortcut can become a legal and financial landmine. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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M&A Acquisitions Valuation Sale 40

Solganick & Co.

JUNE 2, 2024

The data analytics sector in particular anticipates an increase in M&A activity through the remainder of 2024 and into 2025, especially around emerging technologies like generative AI. Source: Edge Delta You can access the full report here: Solganick Data Analytics Update 1H 2024 final About Solganick & Co.

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M&A Mergers and Acquisitions Mergers Valuation 52

iMerge Advisors

APRIL 8, 2025

Depending on deal structure, you may face capital gains, ordinary income, or state-level taxes. Transition to an advisory role? Founders who approach the process with clarity and the right advisory team are best positioned to maximize value and achieve their goals. Also consider your post-sale role. Will you stay on as CEO?

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M&A Valuation Private Equity Advisory 40

iMerge Advisors

APRIL 14, 2025

Purchase Price Adjustments: The Working Capital Tug-of-War One of the most commonand contentiousclosing table negotiations involves net working capital (NWC) adjustments. Buyers want to ensure the business has enough short-term assets (like receivables and cash) to operate post-close without an immediate capital injection.

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Negotiation Acquisitions M&A Mergers and Acquisitions 40

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. Deal Structure Asset sales vs. stock sales, earn-outs, rollover equity, and working capital adjustments all add complexity.

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IT M&A Valuation Advisory 40

iMerge Advisors

APRIL 14, 2025

Final Tax Filings and Capital Gains Reporting One of the most immediate post-sale obligations is reporting the transaction to the IRS and your state tax authority. Capital Gains Tax: If you sold equity, the gain is typically taxed as a long-term capital gain (assuming you held the shares for more than a year).

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 14, 2025

Buyers want to understand how much cash has been collected for services not yet delivered and how that impacts working capital and post-close obligations. Capitalization Table and Option Schedules Cap tables are often outdated or incomplete. A well-documented EBITDA bridge can materially impact valuation.

Sale 40

Sale M&A Valuation Private Equity 40

iMerge Advisors

APRIL 15, 2025

Even if the buyer is headquartered in the EU, the presence of Chinese capital could trigger a CFIUS review due to data sensitivity and indirect foreign influence. With the right advisory team, you can navigate these hurdles confidently and keep your deal on track.

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M&A Mergers and Acquisitions Advisory Negotiation 40

Sica Fletcher

JULY 31, 2024

Equity Over Time in Insurance M&A Transactions Modern capital structures, however, have also changed significantly in the last several years, including various types and classes for categorizing equity, all of which determine who gets paid in what order. When selecting an advisor, consider the following: Reputation.

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M&A Insurance Debt Equities 52

Accenture Capital Markets

OCTOBER 13, 2022

A quick recap based on numbers Eight months ago, we found wealth management firms in Asia wanted to nearly double assets under management (AUM) by 2025 from 2021 levels and grow revenues nearly 60 percent. The post Why Relationship Managers are more crucial than ever appeared first on Accenture Capital Markets Blog.

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Management Advisory Capital Market Capital 52

iMerge Advisors

APRIL 9, 2025

Whether you're contemplating a full exit, raising growth capital, or simply planning ahead, understanding your companys valuation is foundational to making informed strategic decisions. Two buyers may value the same company very differently based on their strategic priorities, synergies, and capital structure.

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Valuation M&A Profitability Discounted Cash Flow 40

iMerge Advisors

APRIL 14, 2025

Financial and Tax Documents Final working capital adjustment schedules Tax allocation statements (especially in asset sales) IRS Form 8594 (Asset Acquisition Statement) Payoff letters for outstanding debt or convertible notes 5. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 8, 2025

SaaS businesses, in particular, are often valued on a multiple of ARR (Annual Recurring Revenue), with high-growth, capital-efficient companies commanding the highest premiums. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. The post How do I sell my software company?

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Valuation M&A Sale Negotiation 40

Accenture Capital Markets

AUGUST 23, 2022

This is just one of the strategic plays designed to capitalize on this evolving opportunity. Capturing that opportunity efficiently will be anything but an easy undertaking, but it could allow firms to significantly grow their assets under management and broaden their guidance and advice propositions between now and 2025.

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Management Investment Collaboration Bank 52

Solganick & Co.

APRIL 24, 2024

Solganick expects M&A deals to increase in the technology services sector for the remainder of 2024 and continuing into 2025. Solganick is a data-driven investment bank and mergers and acquisitions (M&A) advisory firm focused exclusively on software and IT services companies.

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Mergers Mergers and Acquisitions M&A Consulting 52

iMerge Advisors

APRIL 8, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Manage the Deal Process and Diligence Once you receive indications of interest (IOIs) or letters of intent (LOIs), the process shifts into negotiation and diligence. The post How do I sell my software company?

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M&A Valuation Private Equity Negotiation 40

Sica Fletcher

JUNE 11, 2024

2023 saw a modest drop in insurance brokerage deal volume, from 1043 in 2022 to 957 in 2023, which experts predicted would remain static as the market regrouped to begin a slow growth into 2025. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Broker Insurance Valuation S&P 52

iMerge Advisors

APRIL 10, 2025

As we explored in Tax Law Changes And The Impact on Personal Taxes From Selling A Software Company , sellers must consider how cross-border structuring affects capital gains treatment, repatriation of proceeds, and withholding taxes. Buyers, meanwhile, must navigate transfer pricing rules, IP migration costs, and potential double taxation.

M&A 40

M&A Valuation Acquisitions Advisory 40

Sica Fletcher

JULY 23, 2024

Possible Changes in Tax Law May Drive Transactions H2 2021 specifically saw a small surge in deal volume because of expected increases to the laws surrounding capital gains taxes. On average, brokerages that represent themselves take home 30% less than those represented by an experienced M&A advisory firm.

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M&A Insurance S&P Valuation 52

InvestmentBank.com

MAY 6, 2021

through 2025 (3PL), following a steep decline in 2020. Increasingly, many customers are asking suppliers and manufacturers to deliver products only when needed: reducing on-hand inventory and freeing up capital to invest elsewhere. According to IBISWorld, the industry is expected to increase at an annualized rate of 4.3%

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Economics Manufacturing Investment Capital 52

Solganick & Co.

NOVEMBER 12, 2024

We expect M&A deal volume to increase in the technology services sector for the remainder of 2024 and continue into 2025. Cybersecurity M&A activity is expected to accelerate in 2025, benefiting from potential interest rate cuts and valuation realignment as sellers seek liquidity. For more information please contact us.

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Mergers and Acquisitions M&A Acquisitions Mergers 40

JD Supra: Mergers

FEBRUARY 6, 2025

With the Presidential and Congressional transitions taking place this month, we expect increased investment and transactional activity in capital markets. Originally presented at the ABA Derivatives & Futures Law Committee Winter Meeting - January 30, 2025. By: WilmerHale

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JD Supra: Mergers

MARCH 7, 2025

Given the UKs status as the largest centre for private market asset management in Europe, and the importance of fair and robust valuation practices in private markets, the FCA has addressed its review to valuation practices in the fund and portfolio management sector, as well as advisory services in the private equity, venture capital, private debt.

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Align Business Advisory Services

JANUARY 23, 2025

While many independent operators continue running their businesses as they always have, a new breed of competitor has emerged – one backed by significant private equity capital, armed with cutting-edge technology, and laser-focused on efficiency. Looking the many deals that Align has done in this market.

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Private Equity Equities Capital Business 52

iMerge Advisors

APRIL 14, 2025

Summary of: What Buyers Are Looking for in AI and SaaS Company Acquisitions in 2025 As we move deeper into 2025, the M&A landscape for AI and SaaS companies continues to evolve shaped by macroeconomic pressures, shifting capital markets, and the accelerating integration of artificial intelligence across enterprise software.

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Acquisitions Valuation M&A Private Equity 40

Tyton Partners

JANUARY 27, 2025

In 2025, K-12 districts will navigate a landscape defined by a new administrations push for school choice, rapid technological innovation, and pressure to innovate their program and operations. 1) Will a Federal Tax Credit Scholarship Bill Pass in 2025? How will they adapt? Our K-12 team shares their predictions for the year ahead.

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Education Private Equity Investment IT 52

Cooley M&A

JANUARY 30, 2025

With the 2025 proxy season in full swing, lets take a fresh look at the landscape. The 2024 activism landscape saw a marked increase in campaigns focused on strategic and operational changes, such as cutting costs, streamlining research and development, and returning capital to shareholders through share buybacks.

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Investors M&A S&P Management 93

iMerge Advisors

APRIL 12, 2025

This article explores the key tax considerations when selling a software business, including deal structure, capital gains treatment, allocation of purchase price, and strategies to optimize your tax position. Earn-outs tied to performance: May be taxed as capital gains or ordinary income depending on structure and contingencies.

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Business Sale M&A Capital 40

iMerge Advisors

APRIL 13, 2025

For software founders and tech CEOs preparing for a sale, growth capital raise, or strategic acquisition, understanding the purpose and power of a QoE report can be the difference between a smooth transaction and a value-eroding negotiation. But what exactly is a QoE report? What Does a QoE Report Cost and Who Prepares It?

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M&A Valuation Advisory Negotiation 40

iMerge Advisors

APRIL 15, 2025

But when it comes time to sell your software company or raise institutional capital, those early oversights can become material liabilities. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Founders focus on building product, acquiring users, and iterating fast.

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M&A IT Valuation Advisory 40

Focus Investment Banking

FEBRUARY 5, 2025

The challenges of 2024 will remain looking into 2025, but there is a strong appetite for M&A in the year to come. With closer operational integration and a shared vision for growth, the new structure is the natural next step in growing the Companys international offerings in M&A, debt advisory, and equity raising.

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M&A Investment Banking Economics Debt 52

iMerge Advisors

APRIL 9, 2025

Whether you're considering a strategic exit, raising growth capital, or simply planning for the future, understanding your companys valuation is essential. Are you preparing for a sale, raising capital, issuing equity to employees, or planning estate transfers? The Software Company Valuation Process: Step-by-Step 1.

Valuation 40

Valuation M&A Discounted Cash Flow Advisory 40

iMerge Advisors

APRIL 12, 2025

Working capital adjustments: How is net working capital calculated and settled? appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Negotiate the Right Terms Not Just the Right Price Once you receive a Letter of Intent (LOI), the real negotiation begins.

Negotiation 40

Negotiation M&A Valuation Private Equity 40

iMerge Advisors

APRIL 14, 2025

Working capital adjustments: These can significantly impact the final payout. Make sure the target working capital is based on normalized, seasonally adjusted figures. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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M&A Negotiation Government Advisory 40