iMerge Advisors

APRIL 15, 2025

Founders who address these issues early can avoid costly surprises and preserve leverage in negotiations. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Positioning for a Clean Exit Open-source software is not inherently a problem but unmanaged OSS is.

M&A 40

M&A Acquisitions Valuation Sale 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. Negotiation & LOI (12 months): Term sheet discussions, exclusivity, and selection of the lead buyer.

IT 40

IT M&A Valuation Advisory 40

iMerge Advisors

APRIL 16, 2025

As we noted in Top 10 Items to Prepare When Selling Your Website , the earlier you begin preparing your documentation, the smoother the diligence process will beand the more leverage youll retain in negotiations. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Business 40

Business M&A Valuation Negotiation 40

iMerge Advisors

APRIL 8, 2025

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. 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?

M&A 40

M&A Valuation Private Equity Negotiation 40

iMerge Advisors

APRIL 15, 2025

Beyond the standard due diligence and contract negotiations, certain transactionsespecially those involving foreign buyers, sensitive technologies, or market concentrationcan trigger government reviews that delay or even derail a deal. 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 Acquisitions 40

iMerge Advisors

APRIL 16, 2025

But when it comes time to raise capital, negotiate a strategic partnership, or prepare for an exit, the question becomes: how do you actually value your software companys IP? These structures require careful negotiation and alignment of incentives. Equity Rollovers: Founders may retain a stake in the IPs future upside post-acquisition.

Valuation 40

Valuation M&A Engineering Negotiation 40

iMerge Advisors

APRIL 8, 2025

A good advisor does more than find buyers; they shape the narrative, run a competitive process, and negotiate terms that protect your interests. Navigate Due Diligence and Legal Negotiations Once you sign an LOI, the buyer will begin due diligence a deep dive into your financials, operations, technology, and legal structure.

Valuation 40

Valuation M&A Sale Negotiation 40

iMerge Advisors

APRIL 10, 2025

This includes: Managing NDAs and information flow Coordinating management presentations Soliciting and comparing indications of interest (IOIs) Negotiating letters of intent (LOIs) and exclusivity terms Running this process while continuing to operate your business is no small feat. The post How do I find buyers for my software company?

Private Equity 40

Private Equity M&A Equities Valuation 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.

Broker 52

Broker Insurance Valuation S&P 52

Sica Fletcher

OCTOBER 16, 2024

The tables below outline the multiples proper, while the sections that follow take a deeper look into factors affecting RIA valuations as well as market conditions moving into Q4 of 2024 and into 2025. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

JULY 31, 2024

Look at industry publications and data centers to identify which advisory firms have the best reputations. If you aren't sure where to begin when selecting an advisory firm, an initial consultation is a good place to start. When selecting an advisor, consider the following: Reputation.

M&A 52

M&A Insurance Debt Equities 52

iMerge Advisors

APRIL 9, 2025

The real value is unlocked through a well-run M&A process, strategic positioning, and expert negotiation. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Thats where experienced advisors come in.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

iMerge Advisors

APRIL 14, 2025

This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Escrow releases are not always straightforward.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 14, 2025

Final Thoughts Audited financials arent always required, but GAAP-compliant statements and a well-organized financial package are non-negotiable in todays M&A environment. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Sale 40

Sale M&A Valuation Private Equity 40

iMerge Advisors

APRIL 14, 2025

Avoid overpromising outcomes or speculating on changes to roles, compensation, or culture especially if those details are still being negotiated. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Acquisitions 40

Acquisitions Shares M&A Valuation 40

iMerge Advisors

APRIL 14, 2025

What You Need Ready Before Closing By the time you reach the closing table, most of the heavy lifting due diligence, negotiation, and documentation should be complete. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 19, 2025

Understanding these dynamics is essential to tailoring your positioning and negotiating leverage. These can bridge valuation gaps but require careful negotiation. As weve discussed in selling to a private equity firm vs. a strategic buyer , the right fit depends on your companys growth profile, team goals, and post-exit aspirations.

Valuation 40

Valuation M&A Middle Market Private Equity 40

iMerge Advisors

APRIL 15, 2025

Firms like iMerge specialize in helping software founders navigate these complexities, from structuring secure diligence processes to negotiating favorable deal terms. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Shares 40

Shares Trading M&A Architecture 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.

M&A 52

M&A Insurance S&P Valuation 52

iMerge Advisors

APRIL 12, 2025

Summary of: How to Negotiate the Best Deal When Selling Your Software Company For many software founders, selling their company is the most consequential financial event of their lives. Negotiating the best deal requires more than a strong pitch deck or a high revenue multiple. But in M&A, value is multidimensional. For how long?

Negotiation 40

Negotiation M&A Valuation Private Equity 40

iMerge Advisors

APRIL 15, 2025

The earlier you address this, the more leverage youll have when it matters mostat the negotiating table. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Start by identifying the gaps, securing retroactive assignments, and documenting your efforts.

M&A 40

M&A IT Valuation Advisory 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? And more importantly, do you need one?

M&A 40

M&A Valuation Advisory Negotiation 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 13, 2025

appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Build Relationships Before You Need Them Strategic acquisitions rarely happen out of the blue. The post Whats the best way to position my company to strategic acquirers like Google or Adobe?

M&A 40

M&A Valuation Business Negotiation 40

iMerge Advisors

APRIL 13, 2025

Consulting agreements: Retaining the founder in an advisory role for a defined period. these structures can be powerful toolsbut they must be negotiated carefully to avoid misalignment or post-close tension. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A 40

M&A Sale Valuation Advisory 40

iMerge Advisors

APRIL 9, 2025

But in practice, valuation is a nuanced negotiation part science, part art. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Multiples vary widely depending on growth rate, customer retention, market positioning, and buyer type (strategic vs. financial).

Valuation 40

Valuation M&A Discounted Cash Flow Business 40

iMerge Advisors

APRIL 12, 2025

Disagreements over allocation can become a sticking point in negotiations. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Allocation to intellectual property or customer lists may be taxed at capital gains rates, depending on how they were developed and held.

Business 40

Business Sale M&A Capital 40

iMerge Advisors

APRIL 14, 2025

Reverse breakup fees: In rare cases, sellers may negotiate a fee if the buyer walks away without cause. These terms are often non-binding, but they set expectations and can influence negotiations later. If your continued involvement is critical to the buyer, use that as leverage to negotiate favorable terms early.

M&A 40

M&A Negotiation Government Advisory 40