iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity. Strategic vs. Financial Buyers: Whos the Right Fit?

M&A 40

M&A Advisory Business Valuation 40

Sica Fletcher

JULY 23, 2024

In it, we provide readers with a quick and simple overview of the current insurance brokerage M&A market , after which we discuss several macroeconomic and industry-specific factors that could drastically affect transactions in the next six months. The market is already highly competitive, but it’s also limited to what buyers can afford.

M&A 52

M&A Insurance S&P Valuation 52

iMerge Advisors

APRIL 15, 2025

For software startups handling significant volumes of user data, privacy and security compliance is no longer a back-office concern its a core value driver in M&A. Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? Buyers will compare this to your internal procedures. AWS, Google Cloud).

Securities 40

Securities M&A Valuation Risk Assessment 40

iMerge Advisors

APRIL 16, 2025

Summary of: Software Company Valuations in 2025: Trends, Multiples, and Strategic Implications As we move into 2025, software company valuations are entering a new phaseone shaped by macroeconomic recalibration, AI-driven disruption, and a more disciplined capital environment.

Valuation 40

Valuation Private Equity M&A Equities 40

Devensoft

MAY 16, 2023

Mergers and acquisitions (M&As) are surefire ways of helping companies grow in size and leapfrog their rivals. However, while they are significant investments that promise game-changing returns, neglecting M&A cybersecurity can present serious risks. trillion by 2025. What Is Cybersecurity Due Diligence?

M&A 52

M&A Mergers and Acquisitions Securities Acquisitions 52

Global Newswire by Notified: M&A

APRIL 13, 2025

ACQUISITION BY BNP PARIBAS CARDIFOF AXA INVESTMENT MANAGERS UPDATE PRESS RELEASE Paris, 14 April 2025 After entering into exclusive negotiations on 1.

Investment Manager 59

Investment Manager Management Acquisitions Investment 59

iMerge Advisors

APRIL 15, 2025

Summary of: Open Source in AI SaaS: Licensing and IP Risks in M&A And How to Prepare In todays AI-driven SaaS landscape, leveraging open-source libraries and pre-trained models is not just common its foundational. These licenses are generally low-risk in M&A. Their concern isnt philosophical; its legal and financial.

M&A 40

M&A Acquisitions Valuation Sale 40

iMerge Advisors

APRIL 14, 2025

Summary of: Last-Minute Deal Dynamics: What to Expect Before Closing an Acquisition For founders and CEOs navigating the final stretch of an M&A transaction, the days leading up to closing can feel deceptively quietuntil theyre not. Key considerations include: Defining working capital : Exclude cash? Include deferred revenue?

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

OfficeHours

OCTOBER 23, 2023

Written by a top OfficeHours Coach; Original article published on October 16, 2023 In today’s world, there is much uncertainty around public markets. However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets.

Investors 130

Investors Private Equity Equities Investment 130

OfficeHours

OCTOBER 20, 2023

For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Currently, inflation in the U.S.

Investors 130

Investors Private Equity Equities Debt 130

iMerge Advisors

APRIL 8, 2025

This article outlines the key stages of a successful software company sale, with insights tailored to founders and executives navigating the M&A landscape. A good M&A advisor will run a pre-diligence process to identify and resolve red flags before buyers see them. Do you want to stay on post-transaction or transition out?

M&A 40

M&A Valuation Private Equity 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. But even the most promising exit can be derailed by avoidable missteps.

Business 40

Business M&A Valuation Negotiation 40

iMerge Advisors

APRIL 11, 2025

The answer, as with most things in M&A, is: it depends. Negotiation & LOI (12 months): Term sheet discussions, exclusivity, and selection of the lead buyer. Market Timing Broader M&A market conditions including interest rates, public SaaS multiples, and buyer appetite can influence how quickly buyers move.

IT 40

IT M&A Valuation Advisory 40

Global Newswire by Notified: M&A

FEBRUARY 18, 2025

18, 2025 (GLOBE NEWSWIRE) -- H&E Equipment Services, Inc. Eastern Time on February 24, 2025, includes a fully negotiated merger agreement and the related financing commitments. BATON ROUGE, La., NYSE: URI) (United Rentals). The Herc definitive offer, which expires at 12:01 p.m.

Mergers 40

Mergers Negotiation Stock Finance 40

iMerge Advisors

APRIL 8, 2025

Choose the Right M&A Advisor While some founders attempt to sell their company directly, most successful exits especially in the $5M$100M range involve a specialized M&A advisor. Summary of: How Do I Sell My Software Company? A Complete Guide for Founders Selling a software company is a high-stakes, high-reward endeavor.

Valuation 40

Valuation M&A Sale 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? Why IP Valuation Matters in Software M&A In traditional industries, valuation often centers on tangible assets and cash flow.

Valuation 40

Valuation M&A Engineering Negotiation 40

iMerge Advisors

APRIL 10, 2025

Well also explore how firms like iMerge Advisors help founders navigate this critical phase of the M&A process. A seasoned M&A advisor like iMerge can leverage proprietary databases, industry relationships, and past deal flow to identify buyers who are actively acquiring in your niche. What kind of exit are you seeking?

Private Equity 40

Private Equity M&A Equities Valuation 40

Sica Fletcher

JUNE 11, 2024

The Insurance Brokerage M&A Market in 2024 On average, insurance brokerages are seeing the highest valuations they’ve had in a decade. 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.

Broker 52

Broker Insurance Valuation S&P 52

iMerge Advisors

APRIL 15, 2025

But even the most seasoned operators can be caught off guard by the legal and regulatory hurdles that surface late in the M&A process. In this article, well explore the lesser-known legal and regulatory approvals that may apply when selling a tech company, including antitrust clearance, CFIUS review, and sector-specific compliance.

M&A 40

M&A Mergers and Acquisitions Advisory Acquisitions 40

iMerge Advisors

APRIL 19, 2025

But navigating this middle-market M&A terrain is anything but simple. Understanding these dynamics is essential to tailoring your positioning and negotiating leverage. The buyers are sophisticated, the diligence is rigorous, and the margin for error is narrow. Multiples vary by growth rate, churn, and net revenue retention.

Valuation 40

Valuation M&A Middle Market Private Equity 40

iMerge Advisors

APRIL 15, 2025

This article outlines a practical, risk-mitigated approach to sharing sensitive technical assets during M&A due diligence. Why This Matters: The Asymmetry of Disclosure In most M&A conversations, the seller bears the burden of disclosure. On one hand, transparency is essential to move a deal forward.

Shares 40

Shares Trading M&A Architecture 40

iMerge Advisors

APRIL 14, 2025

Summary of: When to Tell Employees About Acquisition Discussions And How Much to Share For founders and CEOs navigating the early stages of M&A, one of the most delicate decisions is when and how to inform employees that the company is in acquisition discussions. According to PwC , nearly 50% of announced M&A deals fail to close.

Acquisitions 40

Acquisitions Shares M&A Valuation 40

iMerge Advisors

APRIL 14, 2025

In this article, well break down what buyers expect, when audits or GAAP compliance become essential, and which financial documents are often overlooked yet critical in a successful M&A process. Summary of: Will a Buyer Expect Audited or GAAP-Compliant Financials? What Financial Documentation Are You Overlooking?

Sale 40

Sale M&A Valuation Private Equity 40

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. The following sections outline factors affecting these individual deals, including fee structure, client demographics, and growth potential.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

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. Our manufacturing footprint is growing and we’re investing a lot, so I expect our revenue to show results in a 2025 timeframe,” Talluri said. said Wednesday, Sept.

Manufacturing 69

Manufacturing Electronics IT Investors 69

iMerge Advisors

APRIL 9, 2025

Summary of: What Is My Software Company Worth? A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the first and most pressing question is often: What is my software company worth? The answer is nuanced, shaped by a blend of financial performance, market dynamics, buyer appetite, and strategic positioning.

Sale 40

Sale Valuation M&A Discounted Cash Flow 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. But what exactly goes into a closing binder? And more importantly, what should you have ready before the ink dries? What Is a Closing Binder?

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 14, 2025

Escrow Releases and Contingent Consideration Most M&A deals include an escrow holdbacktypically 10% to 15% of the purchase priceto cover post-closing indemnification claims. This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical. Net Investment Income Tax for high earners.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

IBG

AUGUST 1, 2024

A major role of an M&A advisor is to help the seller keep their eye on that bigger picture, adds IBG managing partner John Johnson (Oklahoma). “We We are always alert to the tax aspects and, during the sale and negotiating process, will work to negotiate a structure that favors the seller. This is a timely concern.

Sale 52

Sale Business Negotiation M&A 52

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

Lake Country Advisors

MARCH 13, 2025

Cross-border M&A transactions are gaining momentum in 2025, fueled by global economic integration and emerging market opportunities. Mitigating Legal Risks Legal risks in M&A transactions can stem from contract misinterpretations, intellectual property concerns, or licensing issues.

Broker 52

Broker M&A Business Negotiation 52

Cooley M&A

JANUARY 22, 2025

Unlike in 2023, when a Q4 dealmaking binge over the holidays led to the sector outperforming the market, life sciences M&A cut down and stuck with it throughout 2024. Unlike in 2023, when a Q4 dealmaking binge over the holidays led to the sector outperforming the market, life sciences M&A cut down and stuck with it throughout 2024.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

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.

Negotiation 40

Negotiation M&A Valuation Private Equity 40

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

iMerge Advisors

APRIL 13, 2025

Summary of: Whats a Fair Earn-Out Structure in a Software M&A Deal? In software M&A, earn-outs are often the bridge between a sellers valuation expectations and a buyers risk tolerance. Reasonable Time Horizon Most earn-outs in software M&A range from 12 to 36 months.

M&A 40

M&A Valuation Advisory Mergers and Acquisitions 40

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. How Does the Digital Shift Impact Business Brokerage?

Broker 52

Broker Business Valuation Negotiation 52

iMerge Advisors

APRIL 15, 2025

Summary of: Unassigned IP from Early Contractors: A Hidden Risk in M&A Due Diligence In the early days of a startup, speed often trumps structure. One of the most common red flags that surfaces during M&A due diligence is the lack of signed IP assignment agreements from early contractors or freelancers.

M&A 40

M&A IT Valuation Advisory 40