iMerge Advisors

APRIL 9, 2025

This article explores what makes an M&A advisor truly effective in the tech sector, highlights key players across different deal sizes, and offers guidance on how to evaluate the best fit for your companys unique goals. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 13, 2025

This article breaks down the key differences between asset and stock sales, with a focus on how they impact software and tech companies. This type of outcome is common in tech M&A, where deal structure is as much about negotiation as it is about accounting.

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Sale Stock M&A Negotiation 40

Chesapeake Corporate Advisors

MAY 24, 2024

This article was originally published on December 1, 2023 on the I-95 Business website. By having the company’s financials vetted by a qualified accounting firm early in the process, you gain confidence in your numbers and assurance that they will be less open to scrutiny during negotiations.

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Business Negotiation Investment Banking Sale 52

OfficeHours

JULY 18, 2023

If the larger roll-up acquirer has the ability to finance these acquisitions with incremental debt capacity, the equity value uplift may be even greater (although the reasons for this are beyond the scope of this article). This begs an important question: why do roll-ups receive a higher value than smaller acquisition targets?

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Private Equity Equities Investment Mergers and Acquisitions 130

Viking Mergers & Acquisitions

MAY 18, 2023

Since these values all mean different things to your company, an advisor or broker will use their expertise to determine the most appropriate figures to use in negotiations. Look for a broker with a strong record of well-negotiated and profitable sales. Viking has recommendations for all of these services.)

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Business Mergers and Acquisitions Broker M&A 85

The Deal

FEBRUARY 7, 2024

General Atlantic LLC wealth platform Creative Planning LLC has inked another deal for an independent registered investment advisory firm in 2023, The Deal has learned. The firm is in negotiations with two other players at the moment and hopes to seal the deals by the end of the year, according to Mallouk. “We’re

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Accountant Advisory Management Financial Services 52

Lake Country Advisors

MAY 20, 2024

From business valuation to negotiations, the top M&A advisors guarantee smooth transactions and negotiations that favor your objectives. These professionals can help you win where you once failed with the help of their industry acumen and solid negotiation skills. Facilitating negotiations. Coordinating due diligence.

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M&A Business Mergers and Acquisitions Negotiation 52

How2Exit

APRIL 29, 2024

rn rn rn Article: rn Embracing Entrepreneurship through Hair and Beauty Mergers and Acquisitions rn The pathway to entrepreneurial success is littered with trials and triumphs, as epitomized by Tina Bradley's journey in the hair and beauty sector. But you're gonna have to take some risk too."

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M&A Business Mergers and Acquisitions Acquisitions 130

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.

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IT M&A Valuation Advisory 40

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. Who Performs A Valuation?

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Valuation M&A Insurance S&P 52

Chesapeake Corporate Advisors

MAY 7, 2024

This article was originally published on June 8, 2023 on the I-95 Business website. The Tax Specialist helps you understand the tax implications of the sale—early on, based on the business valuation, then again later, after your team has negotiated a sale price. Selling your business may be one of the most pivotal events of your life.

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Business Sale M&A Negotiation 52

Chesapeake Corporate Advisors

APRIL 8, 2024

This article was originally published on October 7, 2023 on the I-95 Business website. Strong Execution and Negotiation Even the best deal strategy can fall down in execution. Today’s volatile economic environment has many business owners wondering if it is possible to sell their company now and achieve a good outcome.

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M&A Investment Banking Negotiation Investment 52

How2Exit

JULY 23, 2023

57:31) Listen Here The Story of The Episode-The Art of Mergers and Acquisitions: Insights from John Carvalho In this article, we delve into the world of mergers and acquisitions with John Carvalho, President of Stone Oak Capital and co-founder of Divestopedia. Buyers should make fair offers and be proactive in their acquisition strategies. (57:31)

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Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The Tesla board fell short on many – seemingly, all – levels: directors were not independent, their process was flawed in terms of timeline, negotiation etiquette, and a failure to conduct appropriate benchmarking, they did not fully inform their shareholders, and did not properly justify the scope of Musk’s staggering compensation.

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Negotiation IT Consulting Profitability 64

iMerge Advisors

APRIL 16, 2025

This article explores the key trends shaping software company valuations in 2025, with a focus on SaaS, AI-enabled platforms, and vertical software businesses. Our article on SaaS Key Performance Metrics and Valuation Multiples offers a detailed breakdown of how these KPIs influence deal outcomes.

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Valuation Private Equity M&A Equities 40

iMerge Advisors

APRIL 16, 2025

This article outlines the most common pitfalls we see when software companies go to market, and how to proactively avoid them. 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.

Business 40

Business M&A Valuation Negotiation 40

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. private equity firms, investment banks, individual investors).

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M&A Insurance Valuation Advisory 52

Software Equity Group

APRIL 9, 2024

Doing so too soon could weaken your position in negotiations or cause misunderstandings. Guidance from an M&A Advisor : Your advisory team will typically oversee this intricate process for you, given its complexity. This intelligence is vital in helping you negotiate better terms and maximize your company’s value.

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Negotiation M&A Investors Shares 52

Sica Fletcher

JUNE 14, 2024

S&P Global Data, PitchBook, PWC) or through M&A indexes provided by M&A advisory firms. Negotiating Your Insurance Agency Purchase Price Even after you’ve determined the most likely insurance agency purchase price, the reality is that the rest of the M&A deal process is highly nuanced and requires a great degree of skill.

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Insurance Valuation M&A S&P 52

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.

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Valuation M&A Engineering Negotiation 40

Sica Fletcher

JULY 2, 2024

For example, knowing how much equity the buyer has utilized in previous deals can give you a good idea of what to expect when you finally sit down at the negotiating table. Keep a close eye on earnouts, post-closing employment contracts, and how well a buyer supports the seller following the finalized negotiations.

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Insurance M&A Private Equity Advisory 52

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. 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.

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M&A Valuation Private Equity Negotiation 40

Sica Fletcher

SEPTEMBER 17, 2024

The following article provides a brief overview of EBITDA and adjusted EBITDA valuations for insurance agencies. This is why it’s so important to have an experienced partner on your team handling the valuation and all associated negotiations. For example, let’s say that half the agency’s clientele are members of the local country club.

Insurance 52

Insurance Valuation Profitability M&A 52

Sica Fletcher

MAY 15, 2024

This article breaks down the question, “how much is my insurance agency worth” in further detail, but the table below provides a surface-level overview based on varying degrees of revenue and operating expense: How Much Is My Insurance Agency Worth: A Breakdown Answering the question, “how much is my insurance agency worth?”

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Insurance S&P M&A Valuation 52

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.

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Valuation M&A Sale 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.

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M&A Mergers and Acquisitions Advisory Acquisitions 40

iMerge Advisors

APRIL 9, 2025

In this article, well unpack the key valuation drivers, explore current market multiples, and offer practical steps to help you assess and enhance the value of your software business. For a deeper dive into valuation methodology, see our article on Business Evaluation Methods. Thats where experienced advisors come in.

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Sale Valuation M&A Discounted Cash Flow 40

iMerge Advisors

APRIL 10, 2025

This article outlines the key strategies for identifying and engaging qualified buyers for your software company, whether you're running a bootstrapped SaaS platform or a venture-backed enterprise software firm. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Private Equity 40

Private Equity M&A Equities 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. For more on this, see our article on Tax Law Changes and the Impact on Personal Taxes from Selling a Software Company.

Sale 40

Sale M&A Valuation Private Equity 40

Sica Fletcher

SEPTEMBER 3, 2024

The following article details the process of selling an insurance agency book of business in 2024, including deviations from the process of selling an agency, the valuation process, and common payout structures. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Insurance Business Valuation M&A 52

Sica Fletcher

JULY 31, 2024

The following article details the major trends we’ve identified in the current market and provides prospective sellers with a few insights to help them secure a favorable payout. Look at industry publications and data centers to identify which advisory firms have the best reputations.

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M&A Insurance Debt Equities 52

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal. Contact us to discuss a future partnership.

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Insurance Valuation M&A S&P 52

iMerge Advisors

APRIL 14, 2025

This article outlines the key tax and legal documents you should be prepared to manage after selling your software or technology business, with a focus on the months following the transaction close. This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical.

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Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 14, 2025

This article explores the timing, messaging, and depth of disclosure around M&A conversations, with a focus on software and technology companies. Avoid overpromising outcomes or speculating on changes to roles, compensation, or culture especially if those details are still being negotiated.

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Acquisitions Shares M&A Valuation 40

iMerge Advisors

APRIL 14, 2025

This article breaks down the essential components of a closing binder, outlines what you need to prepare in advance, and offers strategic insights to help you close with confidence whether you're selling a SaaS platform, a data analytics startup, or a niche B2B software business. But what exactly goes into a closing binder?

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Acquisitions Mergers and Acquisitions M&A Sale 40

Sica Fletcher

OCTOBER 16, 2024

The following article examines valuation multiples for registered investment advisor (RIA) firms as of 2024, based on data gathered from our SF Index and available third-party sources. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

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Valuation Mergers and Acquisitions Insurance M&A 52

Wall Street Mojo

JANUARY 4, 2024

Article Link to be Hyperlinked For eg: Source: Paper LBO (wallstreetmojo.com) The basic paper LBO has a structure and mechanism similar to a full-fledged LBO. Also, ascertain the transaction fees, such as legal and advisory costs, since they impact cash flows. Recommended Articles This article has been a guide to what is a Paper LBO.

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Debt Private Equity Mergers and Acquisitions Investment 52