iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Without clear ownership, you cant transfer rights in a sale.

M&A 40

M&A Acquisitions Valuation Sale 40

Tyton Partners

FEBRUARY 3, 2025

As we project toward 2025, this sector is poised to sustain its robust performance, driven by substantial investor interest and the opportunities presented by a highly fragmented market. In 2025, investors are expected to focus increasingly on companies that enhance operational efficiencies within the education sector.

Education 52

Education Sale Investors Medical 52

iMerge Advisors

APRIL 15, 2025

Well also explore how early preparation in these areas can materially impact valuation and deal certainty. A well-documented compliance program can enhance buyer confidence, reduce indemnity holdbacks, and even justify a premium valuation. Buyers will compare this to your internal procedures.

Securities 40

Securities M&A Valuation Risk Assessment 40

Global Newswire by Notified: M&A

JANUARY 6, 2025

- Secures improved, long-term CO2 sales contract,creating immediate bottom-line accretion and future financial upside - PEKIN, Ill., 06, 2025.

Economics 40

Economics Valuation Sale Securities 40

iMerge Advisors

APRIL 9, 2025

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? Understanding the Core Valuation Framework At its core, the valuation of a software company is typically based on a multiple of earnings or revenue.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

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. Are they aligned with your goals?

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. Are they aligned with your goals?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 14, 2025

What You Might Be Overlooking Before a Sale As a founder preparing for a potential exit, one of the most common and consequential questions youll face is: Do we need audited financials or GAAP-compliant statements before going to market? A well-documented EBITDA bridge can materially impact valuation.

Sale 40

Sale M&A Valuation Private Equity 40

iMerge Advisors

APRIL 14, 2025

For many founders, the sale of a company is the culmination of yearssometimes decadesof work. Final Tax Filings and Capital Gains Reporting One of the most immediate post-sale obligations is reporting the transaction to the IRS and your state tax authority. Be sure to consult a tax advisor familiar with your jurisdiction.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 19, 2025

Whether you're fielding inbound interest or proactively exploring a sale, this guide outlines the key considerations, valuation dynamics, and strategic steps to position your tech startup for a successful exit in the $3M$50M range. Strategic fit If your product fills a critical gap for the buyer, valuation may exceed financial norms.

Valuation 40

Valuation M&A Middle Market Private Equity 40

Solganick & Co.

JUNE 2, 2024

It covers the latest M&A transactions, provides a data analytics market map, updates on industry size and growth data, and publicly traded companies and valuations in the sector. has advised on the sale of 6 data analytics software and services firms. Solganick & Co. billion—with a CAGR of 12.7% until 2030.

M&A 52

M&A Mergers and Acquisitions Mergers Valuation 52

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Modeling 98

Financial Modeling Financial Models Insurance Business 98

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. Deal Structure Asset sales vs. stock sales, earn-outs, rollover equity, and working capital adjustments all add complexity.

IT 40

IT M&A Valuation Advisory 40

Focus Investment Banking

JANUARY 10, 2025

I hope 2024 treated you and yours incredibly well, and I’m looking forward to an even better year in 2025. The focus of the collision vision in 2025 is to double down on the most important and timely topics in the collision repair business and to triple or even quadruple down on offering actionable insights for your business.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

iMerge Advisors

APRIL 8, 2025

This guide walks you through the full lifecycle of a software company sale, from preparation to closing, with insights tailored to SaaS, cloud, and enterprise software businesses. Do you want to stay on post-sale or transition out quickly? Your answers will shape the deal structure, buyer pool, and valuation expectations.

M&A 40

M&A Valuation Private Equity Advisory 40

iMerge Advisors

APRIL 16, 2025

This article explores the key frameworks, valuation methods, and strategic considerations for assessing the worth of your software IP whether its proprietary code, algorithms, patents, or data assets. 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 16, 2025

In our experience advising software and SaaS companies at iMerge, weve seen how certain pitfallsoften overlooked in the early stagescan materially impact valuation, deal structure, and even the likelihood of closing. In practice, valuation is a function of growth rate, retention, margin profile, market positioning, and revenue quality.

Business 40

Business M&A Valuation Negotiation 40

iMerge Advisors

APRIL 19, 2025

While the market for software acquisitions remains active, smaller SaaS businesses often face unique challenges in positioning, valuation, and deal execution that differ markedly from their larger counterparts. These businesses typically face: Valuation complexity due to hybrid revenue models (e.g.,

M&A 40

M&A Advisory Business Valuation 40

InvestmentBank.com

SEPTEMBER 18, 2019

until 2025 [2]. billion in sales annually in the U.S [4]. Turmeric and curcumin sales have been a burgeoning and extremely researched market over the last 5 years [5] [6]. billion of annual sales revenue [8]. What was the premium above the 2016 valuation? They account for $3.67 EBITDA multiple.

Food 52

Food Valuation Acquisitions M&A 52

iMerge Advisors

APRIL 8, 2025

This guide walks you through the full lifecycle of a software company sale, from pre-market preparation to post-closing transition. Do you want to stay on post-sale or transition out quickly? Are you optimizing for valuation, cultural fit, or speed? Understand What Your Company Is Worth Valuation is both art and science.

Valuation 40

Valuation M&A Sale Negotiation 40

iMerge Advisors

APRIL 9, 2025

A Strategic Guide to Valuation For software founders and CEOs, few questions carry more weight than: What is my software company worth? Whether you're contemplating a full exit, raising growth capital, or simply planning ahead, understanding your companys valuation is foundational to making informed strategic decisions.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

iMerge Advisors

APRIL 16, 2025

Summary of: The Role of Due Diligence in Selling a Software Company In the sale of a software company, due diligence is not just a procedural step it is the crucible through which the deal is tested, validated, and ultimately shaped. Failing to address these areas can lead to valuation discounts, escrow holdbacks, or even deal termination.

M&A 40

M&A Valuation Debt Advisory 40

Focus Investment Banking

SEPTEMBER 10, 2024

The rise of plant-based alternatives has impacted traditional dairy sales, but the industry remains strong. The North American ice cream market is currently valued at $22 billion in retail sales, with a projected growth rate of 3.4% The ice cream division, which posted sales of $8.57 CAGR through 2027. It saw growth of 0.6%

Food 52

Food Private Equity Business Sale 52

iMerge Advisors

APRIL 8, 2025

Whether you're responding to inbound interest, planning a strategic exit, or exploring liquidity options, the process requires careful orchestration from valuation and positioning to buyer outreach and deal structuring. Prepare the Business for Sale Preparation is where value is either created or lost.

M&A 40

M&A Valuation Private Equity Negotiation 40

Growth Business

DECEMBER 1, 2023

Jenkins told The Times earlier this year that he wants to take the business from having a handful of clients now to somewhere between 15 and 20 clients by the end of 2025. In February 2022, GoCardless announced a Series G funding round of £254m ($312m), making it the latest European and UK tech unicorn with a valuation of £1.7bn ($2.1bn).

Banking 98

Banking Bank Business Engineering 98

Solganick & Co.

MAY 13, 2024

Some of his firm’s notable M&A transactions include Accenture’s acquisition of Nexira, Pandera Systems merger with 66 Degrees, Waypoint Consulting’s sale to WIPFLI, Visual BI’s sale to ATOS, as well as Flagship Solutions Group’s merger with Data Storage Corp, and others within the technology sector.

M&A 40

M&A Investment Banking Mergers and Acquisitions Private Equity 40

The Deal

JUNE 26, 2023

“We don’t really expect that to start bearing fruit from the phase-downs until the middle of 2024, but it should lead to a significant uptick in unit volumes in the back half of 2024 and through 2025 to 2026,” Lee said. platform Master Group’s acquisition of Valley View, Ohio-based HVAC distributor Refrigeration Sales Corp.

Capital 52

Capital Private Equity Sale Investment 52

iMerge Advisors

APRIL 16, 2025

While both strategic buyers and financial buyers can offer compelling valuations, their motivations, deal structures, and post-acquisition expectations differ significantly. They typically acquire companies with the intent to grow them over a 37 year horizon and exit at a higher valuation.

M&A 40

M&A Valuation Business Advisory 40

iMerge Advisors

APRIL 14, 2025

Core Components of a Closing Binder Though the exact contents may vary depending on deal structure (asset vs. stock sale), jurisdiction, and industry, most closing binders for startup acquisitions include the following categories: 1. 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

Focus Investment Banking

MARCH 28, 2024

Some PPMs have gotten very large, with partnerships across a broad geographic area and valuations likely north of $1B. Our Expectations in 2024 and 2025 Generally, many of the largest and most desirable ophthalmology practices have gone to market and been acquired. For example, all affiliated practices are in the Southeastern US.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Solganick & Co.

APRIL 24, 2024

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first quarter of 2024, continuing to exceed pre-pandemic levels in aggregate. Managed Services Providers (MSPs) The managed services provider (MSP) industry saw strong M&A activity in Q1 2024.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

iMerge Advisors

APRIL 10, 2025

This article outlines the key regulatory hurdles in cross-border M&A for tech companies, with a focus on how they impact deal structuring, valuation, and execution timelines. These restrictions can affect not only deal feasibility but also valuation. In the U.S.,

M&A 40

M&A Valuation Acquisitions Advisory 40

iMerge Advisors

APRIL 14, 2025

Prematurely disclosing a potential transaction can create unnecessary turbulence especially in high-talent environments like SaaS, where key engineers or sales leaders may interpret the news as a signal to explore other opportunities. According to PwC , nearly 50% of announced M&A deals fail to close.

Acquisitions 40

Acquisitions Shares M&A Valuation 40

Focus Investment Banking

JANUARY 17, 2025

As an example, he offered a hypothetical single shop doing $3 million in sales at a 10% EBITDA (earnings before interest, taxes, depreciation and amortization) margin. In the most recent results from 2023, Gerbers sales were $2.9 That valuation, depending on how you look at it, boils down to 193% of sales, or about 15 times EBITDA.

Private Equity 52

Private Equity Equities Mergers and Acquisitions Business 52

iMerge Advisors

APRIL 15, 2025

If your codebase includes controlled encryption algorithms or your platform is used in defense-adjacent applications, the sale may require export licenses or carve-outs to exclude sensitive assets from the transaction. As we discussed in How Do I Handle Customer Contracts During the Sale of My Software Business?

M&A 40

M&A Mergers and Acquisitions Advisory Acquisitions 40

Software Equity Group

SEPTEMBER 17, 2024

C Corps are favorable for stock sales, making them ideal for larger exits. However, they may be less advantageous for asset sales due to double taxation. Assuming your shares meet these QSBS requirements, you must hold them for at least five years to exclude your gains on the sale.

M&A 52

M&A Corporation Stock Investors 52

iMerge Advisors

APRIL 14, 2025

Key negotiation points include: How deferred revenue is treated in working capital Whether it reduces the purchase price or is excluded from NWC How revenue recognition policies align with GAAP or buyer standards Misalignment here can lead to double-counting or undercounting revenue, which may trigger last-minute valuation disputes.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40