The Deal

OCTOBER 2, 2023

and has been building a Malaysian factory where it plans to be fully online by the first half of 2025 and one day produce about 36 million batteries per year. Earlier this year, investors filed a class-action lawsuit against the company for misleading them about its U.S. and Lenovo Group Ltd. Fremont, Calif.-based

Manufacturing 69

Manufacturing Electronics IT Investors 69

The TRADE

DECEMBER 29, 2023

Adam Gould, head of equities, Tradeweb Fixed income ETFs have continued to prove their worth as an extremely flexible product for investors. They’ve Credit trading provides a good example of the benefits, where RFQ negotiation and trading can all be automated. DORA applies to more than 22,000 financial entities in the EU.

Trading 72

Trading Investors Risk Assessment Management 72

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. 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. Timing also matters.

M&A 40

M&A Valuation Private Equity Negotiation 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. Is codebase ownership clear?

Valuation 40

Valuation M&A Engineering Negotiation 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. Running it while navigating an M&A process is exponentially more so. Deals can take 69 months from initial outreach to close.

Business 40

Business M&A Valuation Negotiation 40

Focus Investment Banking

MARCH 28, 2024

In our conversations, many investors feel that ophthalmology has gotten “crowded” (which makes sense, since Dermatology reached a similar “peak” in PPM count around 35 organizations). Investors tell us that they are waiting for more clarity on rates before going to market. Platform Creation” transactions are very rare.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

iMerge Advisors

APRIL 19, 2025

Understanding these dynamics is essential to tailoring your positioning and negotiating leverage. Team alignment Founders, key employees, and investors should be aligned on timing, valuation expectations, and post-sale roles. These can bridge valuation gaps but require careful negotiation.

Valuation 40

Valuation M&A Middle Market Private Equity 40

iMerge Advisors

APRIL 19, 2025

Buyers whether private equity, strategics, or growth investors evaluate a range of financial and operational metrics. As discussed in SaaS Valuation Multiples: A Guide for Investors and Entrepreneurs , valuation multiples can vary widely based on these metrics.

M&A 40

M&A Advisory Business Valuation 40

iMerge Advisors

APRIL 9, 2025

As we detail in SaaS Valuation Multiples: A Guide for Investors and Entrepreneurs , the valuation range can vary significantly based on sector, buyer type, and market timing. The real value is unlocked through a well-run M&A process, strategic positioning, and expert negotiation. Thats where experienced advisors come in.

Sale 40

Sale Valuation M&A Discounted Cash Flow 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. The more you can anticipate buyer questions and proactively address them, the smoother and more lucrative your exit will be.

Sale 40

Sale M&A Valuation Private Equity 40

iMerge Advisors

APRIL 14, 2025

If employees hear about the deal from external sources or worse, from a leaked investor memo it can erode trust and damage your internal culture. Avoid overpromising outcomes or speculating on changes to roles, compensation, or culture especially if those details are still being negotiated.

Acquisitions 40

Acquisitions Shares M&A Valuation 40

iMerge Advisors

APRIL 14, 2025

Corporate Approvals and Resolutions Board and shareholder resolutions approving the transaction Consents from investors, preferred shareholders, or third parties (e.g., 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.

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

Cleary M&A and Corporate Governance Watch

MARCH 29, 2023

However, we expect that there will be lots of negotiating over the fiscal 2024 budget, so one or more of these proposals may find their way into the final budget. Individual Tax Rate Increases Currently, the top marginal individual income tax rate is 37% until after December 31, 2025, when the top marginal tax rate will be increased to 39.6%.

Accountant 52

Accountant Medical Investment Funds 52

The TRADE

DECEMBER 27, 2024

Ash Sharma, multi-asset trading analytics manager, Aviva Investors Next year will be a very interesting year for global economic markets with the sticky inflation and interest rates still at the forefront of everyones mind, as well as the global impacts of Trumps policies effects already being felt.

Trading 69

Trading Management Risk Management Equities 69

Lake Country Advisors

APRIL 4, 2025

In 2025, the landscape of business sales is evolving, with shifting buyer expectations, regulatory updates, and economic factors playing a significant role in how deals are structured. A business broker brings specialized expertise, industry connections, and negotiation skills to maximize business value and ensure a seamless transaction.

Broker 52

Broker Business Negotiation Valuation 52

Lake Country Advisors

APRIL 9, 2025

In 2025, digital tools, artificial intelligence, and automation are making transactions faster, more efficient, and more secure. With digital solutions, brokers can streamline negotiations, vet buyers more effectively, and facilitate seamless transactions.

Broker 52

Broker Business Valuation Negotiation 52

The TRADE

FEBRUARY 13, 2025

Featured in its final report on equity transparency, published in December, the European Securities Markets Authority (ESMA) added an additional line to its text surrounding the specific characteristics of negotiated transactions, preventing exchanges from using the model on their own behalf.

Trading 52

Trading Negotiation Broker Equities 52

Cooley M&A

JANUARY 22, 2025

billion kicking off 2025 with a bang, will the pounds go back on in the new year? Below we take a look at drivers of these dynamics over the past year and offer our predictions for whats to come in 2025. With J&Js announced deal to acquire Intra-Cellular Therapies for $14.6

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

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

Map Your Company to Their Strategic Roadmap Start by identifying 23 potential acquirers and studying their product strategy, M&A history, and investor communications. To position your company effectively, you must understand what strategic acquirers are trying to solve and how your business fits into that puzzle.

M&A 40

M&A Valuation Business Negotiation 40

iMerge Advisors

APRIL 9, 2025

But in practice, valuation is a nuanced negotiation part science, part art. As we explore in SaaS Valuation Multiples: A Guide for Investors and Entrepreneurs , understanding the drivers behind those multiples is critical to setting realistic expectations and preparing for a successful transaction.

Valuation 40

Valuation M&A Discounted Cash Flow Business 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

The TRADE

DECEMBER 27, 2024

It is abundantly clear that data quality is non-negotiable in understanding liquidity dynamics and market microstructure. We expect this to continue into 2025 as its adoption spreads, driven by advancements in technology and shifting market dynamics. Matt Barrett, CEO and co-founder, Adaptive Trading technology is at a tipping point.

Trading 72

Trading Capital Market Capital Proprietary Trading 72

The TRADE

DECEMBER 31, 2024

Bruno Lettich, global head of rates trading, Standard Chartered and Thomas Kikis and global co-head, corporate sales and head of markets, US and Americas, Standard Chartered The coming change in US administration will see a front-loaded agenda of policy change in 2025.

Trading 52

Trading Government Risk Management Investors 52

Cooley M&A

FEBRUARY 3, 2025

That said, Q4 was the strongest quarter for M&A involving VC-backed startups since early 2023 and we see signs of strong momentum heading into 2025. Lets take a closer look at key developments in tech M&A during 2024 and what we could see in 2025. Tech M&A may not be back, but its story is far from over.

M&A 59

M&A Mergers and Acquisitions Private Equity Acquisitions 59