iMerge Advisors

APRIL 10, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. For mid-market or lower-middle-market tech companies, they may not be the right fit. Mid-Market Tech Deals ($50M$500M) This is where sector-focused investment banks shine.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. For mid-market or lower-middle-market tech companies, they may not be the right fit. Mid-Market Tech Deals ($50M$500M) This is where sector-focused investment banks shine.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

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

JUNE 15, 2023

After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

Chesapeake Corporate Advisors

JUNE 26, 2024

The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing. The CCA team made a huge difference in getting our deal over the finish line.” For more information, visit www.ccabalt.com or call 410.537.5988.

Investment Banking 52

Investment Banking Debt Corporation Advisory 52

Periculum Capital

DECEMBER 23, 2022

Periculum’s dedicated senior leaders that are involved in each step of a transaction— from buyer identification to final negotiations—culminated in the successful execution of the sale. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. appeared first on Periculum Capital.

Sale 52

Sale IT Advisory Negotiation 52

Periculum Capital

JULY 13, 2023

After successfully opening three new locations in 2020 and 2021, Pet Palace engaged Periculum in late 2022 to run a targeted sell-side process positioning the Company as a premium asset in a highly fragmented market. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Advisory Corporate Finance 52

Periculum Capital

MARCH 12, 2022

In addition to designing the customized debt placement solicitation process, Periculum assisted Morgan with information preparation, outreach to and ongoing communication with prospective lenders, negotiation of term sheets, documentation and the closing. The post Periculum Completes Senior Debt Placement for Morgan Foods, Inc.

Debt 52

Debt Food Debt Capital Markets Capital 52

Chesapeake Corporate Advisors

JUNE 26, 2024

The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing. The CCA team made a huge difference in getting our deal over the finish line.” For more information, visit www.ccabalt.com or call 410.537.5988.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

Periculum Capital

NOVEMBER 15, 2022

Their skillful negotiating, creativity, and unwavering commitment to me was so much more than I ever expected to receive from an M&A advisor.” About Periculum Capital Company, LLC Periculum is a leading investment and merchant banking firm serving the corporate finance needs of middle market companies.

Sale 52

Sale IT Government M&A 52

Periculum Capital

MARCH 8, 2024

“We focused on telling Mark’s story by using the rich data he and his team collected about their customers, projects, market opportunities and dynamic changes occurring in the industry,” said Sean Frazer, a partner at Periculum. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Capital Advisory 52

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. These can bridge valuation gaps but require careful negotiation. Earn-outs Contingent payments based on post-close performance.

Valuation 40

Valuation M&A Middle Market Private Equity 40

iMerge Advisors

APRIL 16, 2025

Private Equity Remains a Dominant Buyer Class Private equity firms continue to be the most active acquirers in the software space, particularly in the lower middle market ($5M$50M ARR). Our guide on earn-outs in software M&A offers practical advice for navigating these negotiations.

Valuation 40

Valuation Private Equity M&A Equities 40

How2Exit

JULY 23, 2023

This focus allows for a deeper understanding of the industry, the market dynamics, and the unique challenges and opportunities it presents. Carvalho's own journey from working at Deloitte to starting his own M&A advisory firm and co-founding Divestopedia is a testament to the power of focus and specialization.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal. The buyer has all the leverage.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Chesapeake Corporate Advisors

MAY 15, 2025

CCA helped us identify and negotiate a win win transaction with the EI Group, an ideal partner for our team moving forward. Stuart Knott, Head of the Business Services Team at CCA, added, AMA has long been recognized as a leading environmental consulting and training provider in the Mid-Atlantic market.

Consulting 52

Consulting Investment Banking Engineering Corporation 52

iMerge Advisors

APRIL 12, 2025

This structure is more common in lower middle-market deals and is often preferred by buyers for its tax benefits and liability protection. Disagreements over allocation can become a sticking point in negotiations. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Business 40

Business Sale M&A Capital 40