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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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.

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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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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. The post Whats the difference between an asset sale vs. stock sale for tech companies?

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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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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? Also consider your post-sale role. Or exit entirely?

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M&A Valuation Private Equity Advisory 40

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. The answer will shape your buyer universe. Strategic buyers (e.g.,

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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.

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IT M&A Valuation Advisory 40

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.,

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Sale M&A Valuation Private Equity 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.

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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. Changes in the buyer pool.

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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.

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M&A Valuation Private Equity Negotiation 40

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.

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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.

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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.

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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.

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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 When you're ready, iMerge is available for private, advisor-level conversations. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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M&A Valuation Acquisitions Advisory 40

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.

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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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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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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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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.

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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

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.

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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.

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iMerge Advisors

APRIL 12, 2025

Sophisticated buyers whether private equity firms or strategic acquirers will scrutinize your financials, customer contracts, churn metrics, and codebase. Private equity firms may be focused on recurring revenue, margin expansion, or bolt-on synergies. Understand the Buyers Perspective Every buyer has a thesis.

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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.

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iMerge Advisors

APRIL 13, 2025

Why Buyers (and Sellers) Rely on QoE Reports Traditionally, QoE reports were commissioned by buyers especially private equity firms to validate the financial health of a target company. QoE reports are typically prepared by specialized accounting or advisory firms with M&A experience.

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iMerge Advisors

APRIL 13, 2025

Why Revenue Mix Matters in SaaS Valuation Buyerswhether private equity firms, strategic acquirers, or public market investorsare increasingly sophisticated in how they assess SaaS businesses. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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