iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 13, 2025

full sale, recapitalization, growth equity) This section should be concise but compelling it sets the tone for the rest of the document. Management and Team Key executives and their roles Succession planning and retention risks Incentive structures and equity ownership Buyers often view the team as part of the asset.

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Valuation M&A Mergers and Acquisitions Business 40

iMerge Advisors

APRIL 15, 2025

In this article, well outline the key privacy, security, and compliance documentation that buyers especially private equity firms and strategic acquirers expect to see during due diligence. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Securities 40

Securities M&A Valuation Risk Assessment 40

iMerge Advisors

APRIL 13, 2025

Buyer and Seller Preferences In practice, the structure often reflects the relative negotiating power of the parties: Buyers especially private equity firms often push for asset sales to minimize risk and maximize tax benefits. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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Sale Stock M&A Negotiation 40

iMerge Advisors

APRIL 15, 2025

Why Open Source Raises Red Flags in M&A Buyers particularly strategic acquirers and private equity firms are increasingly cautious about open-source software (OSS) usage. 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.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. Kavaliro is expecting to increase its workforce in these two areas by over 20% in 2025. ORLANDO, FL.,

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Consulting Sale IT M&A 40

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. John-Michaels career spans an impressive range of finance disciplines, including derivatives, private equity, and investment banking.

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Investment Banking Bank Banking Investment 52

iMerge Advisors

APRIL 8, 2025

Prepare the Business for Sale Buyers especially private equity firms and strategic acquirers expect a clean, well-documented business. Rollover Equity: Retaining a stake in the new entity, common in private equity deals. Transition to an advisory role? Learn more in Asset versus Stock Sale. Will you stay on as CEO?

M&A 40

M&A Valuation Private Equity Advisory 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. Private equity buyers, on the other hand, may require more extensive diligence and internal investment committee approvals.

IT 40

IT M&A Valuation Advisory 40

Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered.

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M&A Insurance Debt Equities 52

iMerge Advisors

APRIL 10, 2025

Private equity firms may offer liquidity with continued involvement, especially in roll-up or growth equity scenarios. Firms like iMerge maintain active relationships with strategic acquirers, private equity groups, and family offices. Strategic buyers (e.g., The post How do I find buyers for my software company?

Private Equity 40

Private Equity M&A Equities Valuation 40

iMerge Advisors

APRIL 8, 2025

Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Are you seeking a full exit, partial liquidity, or a growth partner? Timing also matters.

M&A 40

M&A Valuation Private Equity Negotiation 40

Sica Fletcher

JULY 23, 2024

Because the current administration is keeping this option on the table in the proposed 2025 budget , it’s entirely possible that we may see a similar surge in deal volume as brokerage owners attempt to sell their businesses before any new laws are enacted. Talk To An Advisor We acknowledge our bias on this one, but the research doesn’t lie.

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M&A Insurance S&P Valuation 52

iMerge Advisors

APRIL 14, 2025

Buyers whether strategic acquirers or private equity firms will typically expect at least GAAP-compliant financials. While not every company needs an audit, here are scenarios where theyre strongly recommended or expected: Enterprise value exceeds $10M$15M Private equity buyers are involved Complex revenue models (e.g.,

Sale 40

Sale M&A Valuation Private Equity 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. Whereas 2022 saw equity making up nearly 17.5% the freedom of brokers to work with a variety of carriers, and c.) as of H1 2024.

Broker 52

Broker Insurance Valuation S&P 52

iMerge Advisors

APRIL 15, 2025

For example, if your SaaS platform dominates a specific industry vertical and is being acquired by a competitor or a private equity firm with a roll-up strategy in that space, the deal may attract scrutiny. With the right advisory team, you can navigate these hurdles confidently and keep your deal on track.

M&A 40

M&A Mergers and Acquisitions Advisory Negotiation 40

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. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

iMerge Advisors

APRIL 14, 2025

These agreements can become sticking points if compensation, non-competes, or equity rollover terms are not aligned with expectations. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. In founder-led businesses, key person risk is a major concern.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Key Drivers of Software Company Valuation Buyerswhether strategic acquirers or private equity firmsevaluate a range of quantitative and qualitative factors. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Here are the most influential: 1.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

iMerge Advisors

APRIL 14, 2025

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). appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. For federal purposes, this is currently taxed at up to 20%, plus the 3.8%

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 14, 2025

Employment and Equity Matters Offer letters or employment agreements for key team members joining the acquirer Option cancellation or acceleration agreements Cap table and option ledger as of closing Equityholder release agreements 4. key customers or licensors) Waivers of rights of first refusal, co-sale rights, or drag-along provisions 3.

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 14, 2025

Buyersespecially strategic acquirers and private equity firmsare not just purchasing code; theyre acquiring the legal rights to use, commercialize, and defend that code. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Acquisitions 40

Acquisitions M&A Valuation Advisory 40

iMerge Advisors

APRIL 10, 2025

For example, a European private equity firm seeking to acquire a U.S.-based appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. These reviews can delay closings by 36 monthsor longerand in some cases, result in outright deal prohibitions.

M&A 40

M&A Valuation Acquisitions Advisory 40

Solganick & Co.

JANUARY 21, 2024

Private equity’s evolving role : PE firms remained active, but their focus shifted towards portfolio optimization and supporting existing investments through M&A. Large-scale platform acquisitions took a backseat to bolt-on deals and tuck-in acquisitions ( source: Bain & Company: Private Equity in Technology 2023 ).

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M&A Consulting IT Acquisitions 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. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% of all transactions through YTD 2024.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

InvestmentBank.com

MAY 6, 2021

through 2025 (3PL), following a steep decline in 2020. Investment banks that position themselves to provide advisory services designed to meet the industry’s need for consolidation and innovation are sure to do well. 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

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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Valuation Portfolio Management Private Equity Asset Management 165

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.

Private Equity 52

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.

Acquisitions 40

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.

Education 52

Education Private Equity Investment IT 52

Align Business Advisory Services

FEBRUARY 12, 2025

For owners of electrical contracting businesses, whether commercial or residential, 2025 presents a unique opportunity to evaluate strategic alternatives. With a robust M&A market and strong industry fundamentals, now may be the ideal time to consider options ranging from private equity investment for growth to a complete exit.

Private Equity 52

Private Equity M&A Equities Investment 52

Focus Investment Banking

FEBRUARY 5, 2025

Although the market was weighed down by high interest rates and private equity firms hesitant about extending themselves, buyers did open up a bit on dealmaking, and sellers continued to look for the exitbut still at a premium price.

M&A 52

M&A Investment Banking Economics Debt 52

iMerge Advisors

APRIL 15, 2025

Why IP Assignment Matters in M&A Buyersespecially strategic acquirers and private equity firmsare buying more than just revenue. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. The post We had a few early contractors who never signed IP assignment agreements.

M&A 40

M&A IT Valuation Advisory 40

iMerge Advisors

APRIL 12, 2025

A $50 million offer with a clean cash close may be far superior to a $60 million offer with a risky earn-out, escrow holdbacks, or equity in a volatile acquirer. Sophisticated buyers whether private equity firms or strategic acquirers will scrutinize your financials, customer contracts, churn metrics, and codebase.

Negotiation 40

Negotiation M&A Valuation Private Equity 40

iMerge Advisors

APRIL 13, 2025

Our approach includes: Valuation modeling to test different earn-out scenarios Negotiation support to align buyer and seller expectations Legal coordination to ensure terms are clearly documented Post-close advisory to monitor performance and mitigate disputes We believe earn-outs should be a tool for value creationnot a source of friction.

M&A 40

M&A Valuation Advisory Mergers and Acquisitions 40

iMerge Advisors

APRIL 12, 2025

Stock Sale: The buyer acquires the equity of the company. Here are some common income types and their tax treatment: Goodwill and equity sale proceeds: Typically taxed as long-term capital gains if held for more than one year. Net Investment Income Tax, if applicable). However, not all components of a deal qualify.

Business 40

Business Sale M&A Capital 40