iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Understanding the Core Valuation Framework At its core, software company valuation is typically based on a multiple of earnings or revenue. What is my software company worth?

Valuation 40

Valuation M&A Private Equity Sale 40

Solganick & Co.

JANUARY 28, 2025

About Solganick: Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies. Investment banking firm Solganick & Co. (“Solganick”) has issued its latest mergers and acquisitions (M&A) report on the IT Solutions and VARs sector.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

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.

M&A 40

M&A Advisory Business Valuation 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. How these client demographics affect RIA valuations really depends on what the buyer is looking for, as indicated by the table below.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes. Buyer perception has changed.

Broker 52

Broker Insurance Valuation S&P 52

MergersCorp M&A International

DECEMBER 2, 2024

New York, NY – The Korea Trade-Investment Promotion Agency (KOTRA) in New York is excited to announce its strategic partnership with MergersCorp M&A International, an american leading investment banking and advisory firm specializing in mergers and acquisitions (M&A) and corporate finance.

Corporate Finance 52

Corporate Finance M&A Finance Finance 52

Sica Fletcher

MARCH 12, 2024

As one of the most active M&A firms in the insurance sector, we are frequently asked how insurance agency valuations work. This article discusses the fundamentals of insurance agency valuations, plus a few lesser-known factors that play into these processes before we give an overview of the insurance M&A market in 2024.

Valuation 52

Valuation Insurance M&A Profitability 52

Chesapeake Corporate Advisors

MARCH 22, 2023

You may have heard the term “business valuation” in the context of selling a company. But a business valuation is much more than a tool to assess how much a buyer might pay for the company you have spent years building. At any stage of your business’ lifecycle, a valuation can create a competitive advantage.

Valuation 52

Valuation Business Advisory Sale 52

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Key Figures That Impact Valuation A business with growing revenue will surely attract buyers at a good price, right? Various factors impact your business valuation. Simply growing your top line revenue isn’t enough to ensure a high valuation and a good offer. However, they still expect EBITDA to support the valuation.

Valuation 52

Valuation IT Profitability Sale 52

InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

Valuation 52

Valuation Business Mergers and Acquisitions Management 52

iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For buyers, its the foundation for initial valuation modeling and due diligence planning. But what exactly should a CIM include?

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

Sica Fletcher

MARCH 14, 2024

Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience. In addition, getting the valuation process started demands a hefty bill and entails poring over extensive documentation for several weeks.

Insurance 52

Insurance Valuation M&A Consulting 52

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. However, not all AI is valued equally.

Valuation 40

Valuation Private Equity M&A Equities 40

Solganick & Co.

OCTOBER 7, 2022

The report covers the latest mergers and acquisitions trends and valuations for the industry sector. is a data-driven M&A advisory firm and investment bank with expertise in the Healthcare IT sector. October 7, 2022 – Manhattan Beach, CA – Solganick & Co. ’s Healthcare IT M&A Group Solganick & Co.

M&A 52

M&A Healthcare IT Mergers and Acquisitions 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

Valuation 52

Valuation M&A Utilities Mergers and Acquisitions 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. Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect?

Securities 40

Securities M&A Valuation Risk Assessment 40

Sun Acquisitions

JULY 20, 2023

It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business.

Advisory 40

Advisory Business Negotiation M&A 40

How2Exit

SEPTEMBER 18, 2023

He is now the founder of a M&A advisory consultancy and brokerage, helping private practices in the healthcare sector prepare for sale and find buyers. He has experience in buying and selling businesses, as well as providing M&A advisory services to clients.

Healthcare 147

Healthcare Investment M&A Business 147

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

M&A 52

M&A Securities Mergers and Acquisitions Investment Banking 52

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. Their concern isnt philosophical; its legal and financial. Model-Specific Licenses (e.g.,

M&A 40

M&A Acquisitions Valuation Sale 40

Sun Acquisitions

APRIL 7, 2022

Sun also provided advisory services throughout the diligence period. We work with clients that are interested in the confidential sale , acquisition or valuation of privately held companies. CSI is a leader in the sourcing and distribution of engineered component parts and assemblies serving OEM’s and is based in Charlotte, NC.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Align Business Advisory Services

AUGUST 6, 2024

When evaluating offers, business owners exploring exit strategies are increasingly encountering the concept of rollover equity, as buyers and sellers look for innovative ways to bridge valuation gaps and structure mutually beneficial deals. Definition and Advantages Rollover.

Equities 98

Equities Business Valuation IT 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. Valuation Alignment Misalignment on valuation expectations is one of the most common causes of deal delays or failures.

IT 40

IT M&A Valuation Advisory 40

MergersCorp M&A International

NOVEMBER 21, 2024

The MergersCorp Advantage MergersCorp Investment Banking prides itself on its holistic approach to M&A advisory. Advisors conduct in-depth valuations, assess potential synergies, and identify suitable targets or buyers. This includes everything from initial strategic planning to deal execution and post-merger integration.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Mergers and Inquisitions

OCTOBER 30, 2024

Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. The main problem is that many people enter corporate finance jobs without truly understanding them. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Periculum Capital

APRIL 13, 2023

Periculum was engaged by the estate of the late Jim James to not only drive the highest valuation for both the operating business and associated real estate in one transaction, but also to preserve the strong 21st Amendment brand and significant community presence developed over the past 50 years with the ownership transition.

Sale 52

Sale IT Advisory Corporate Finance 52

MergersCorp M&A International

DECEMBER 9, 2024

Malta, a small archipelago in the Mediterranean Sea, has established itself as a powerhouse in the gaming industry, drawing in companies and investors from around the globe. Several factors contribute to Malta’s unique position, making it an attractive destination for gaming businesses and entrepreneurs.

Corporation 52

Corporation Investors Mergers and Acquisitions Business 52

iMerge Advisors

APRIL 10, 2025

Heres what to look for: Sector Specialization: Advisors who focus on SaaS, cloud, cybersecurity, or e-commerce understand the nuances of valuation, buyer behavior, and deal structuring in those verticals. Firms like iMerge Advisors specialize in software and internet businesses, providing hands-on guidance from valuation through closing.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Heres what to look for: Sector Specialization: Advisors who focus on SaaS, cloud, cybersecurity, or e-commerce understand the nuances of valuation, buyer behavior, and deal structuring in those verticals. Firms like iMerge Advisors specialize in software and internet businesses, providing hands-on guidance from valuation through closing.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Sun Acquisitions

APRIL 28, 2022

We work with clients that are interested in the confidential sale, acquisition or valuation of privately held middle market and main street companies. Sun Acquisitions has successfully managed and handled engagement across all industries and is recognized as a leading M&A advisory firm in the Midwest.

M&A 98

M&A Acquisitions Mergers and Acquisitions Sale 98

How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. It is also important to have an accurate valuation of the business and to be aware of any liabilities or assets that could affect the sale.

M&A 130

M&A Business Book-building Sale 130

Solganick & Co.

DECEMBER 21, 2023

Valuation Adjustments, Strategic Optimism : Despite the overall M&A market facing headwinds from inflation and rising interest rates, valuations within the IT services sector have remained relatively stable. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Sun Acquisitions

JULY 13, 2022

We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.

Sale 98

Sale Acquisitions Mergers and Acquisitions Transportation 98

Lake Country Advisors

OCTOBER 31, 2024

Defining Your Level of Involvement Decide if you want to be hands-on in operations or prefer an advisory role. In an advisory role, you will provide financial backing and strategic guidance without being involved in daily management. Evaluating a business thoroughly before making this decision is critical.

Business 52

Business Profitability Debt Shares 52

iMerge Advisors

APRIL 13, 2025

Final Thoughts Choosing between an asset sale and a stock sale is not just a legal formality its a strategic decision that can materially impact valuation, taxes, and deal certainty. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. What Is a Stock Sale?

Sale 40

Sale Stock M&A Negotiation 40