Solganick & Co.

AUGUST 21, 2024

May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. Solganick provides mergers and acquisitions advisory exclusively to software and IT services companies. Review the case study here.

M&A 52

M&A Mergers and Acquisitions Consulting Mergers 52

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

Solganick & Co.

DECEMBER 21, 2023

Meanwhile, cybersecurity concerns also continue to drive M&A activity, with established players like Palo Alto Networks and Crowdstrike actively acquiring smaller firms bolstering their security portfolios. 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

Tyton Partners

NOVEMBER 28, 2023

Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. To further empower our founders, we connect them with our extensive network through our pro-bono Expert Advisory Council. million women.

Capital 59

Capital Funds Investment Portfolio 59

Lake Country Advisors

AUGUST 7, 2023

Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. On the other hand, economic downturns may lower business valuations but could also present opportunities for strategic buyers looking for bargains.

Business 96

Business Sale Negotiation Broker 96

Solganick & Co.

DECEMBER 2, 2024

May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

M&A 40

M&A Consulting Mergers Investment Banking 40

Periculum Capital

MARCH 11, 2022

SHHS” “Company”), a leading home healthcare service provider, in its sale to Fortis Home Health and Hospice, LLC (“Fortis”), a portfolio company of Grant Avenue Capital, LLC (“Grant Avenue”). The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Sale 52

Sale IT Healthcare Capital 52

Sica Fletcher

JUNE 20, 2024

Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest. Ultimately, this paved the way for PE firms to take an increasingly larger share of the insurance M&A market starting about a decade ago. for insurance agencies. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 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. of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

How2Exit

FEBRUARY 24, 2023

After 21 years of being a CEO, he made a career pivot and started the CEO Advisory Guru, where he consults to private equity firms, private equity portfolio companies, and founders who are building to exit. ” This is when a company’s valuation is higher than it should be due to the competitive nature of the market.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

Software Equity Group

APRIL 4, 2023

Refined Target Audiences As the business organically grew and we added acquisitions to our portfolio, the marketing team needed to refine its target audience and identify our ideal customer profile (ICP) for new segments. Our customer marketing manager worked closely with Product, which owned our Customer Advisory Board (CAB).

Sale 52

Sale Book-building Business M&A 52

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. This meant that when it came to it, the thorny issue of valuation was well thought through and understood by all parties. Our discussions led to Bridges investing £8.5

Private Equity 59

Private Equity Equities Investment Business 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: A recent deal in the sector, ideally one your target bank has advised on.

Investment Banking 59

Investment Banking Bank Banking Investment 59

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. Advisory Role The business sale process is extremely rewarding but equally excruciating. 15.4.3 Do not feel uncomfortable to push back. 15.4.4 Do not rush or get ahead of yourself.

Business 52

Business Sale Broker IT 52

Mergers and Inquisitions

MARCH 22, 2023

But that would have happened anyway because of the firm’s plans to spin off its IB group into Michael Klein’s advisory firm, M. So, if you’ve accepted an offer at CS, all you can do at this point is network around and look at fields outside of IB (Big 4, corporate banking, valuation, corporate finance, etc.), Klein & Co.

Bank 98

Bank Banking Government Investment Banking 98

Cooley M&A

JANUARY 25, 2023

Amid depressed valuations, biotechnology companies also saw an increasing number of demands from activist investors that in certain cases led to more deal activity. With new general merger guidelines anticipated in 2023, companies should expect to see more from the agencies pushing the boundaries of traditional antitrust enforcement.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Solganick & Co.

JANUARY 22, 2025

Recognize (PE firm), through its portfolio company, Blue Mantus , has acquired SME Solutions and Colligio. Solganick expects 2025 to show increased deal volume and valuations as large strategic buyers seek AI, data analytics, cloud, and cybersecurity targets. Pomeroy Technologies acquired Soroc Technology.

M&A 40

M&A Mergers and Acquisitions Consulting Investment Banking 40

Solganick & Co.

NOVEMBER 12, 2024

Download the complete report here: Solganick Technology Services M&A Update Q3 2024 Here are the highlights: Transaction volume and valuation multiples for technology services companies has remained solid during the third quarter of 2024, continuing to exceed pre-pandemic levels in aggregate. of all transactions through YTD 2024.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

JD Supra: Mergers

MARCH 7, 2025

The UKs Financial Conduct Authority ("FCA") has published findings from its multi-firm review of valuation processes for private market assets.

Valuation 163

Valuation Portfolio Management Private Equity Asset Management 163

How2Exit

JANUARY 13, 2025

The Secret to PE Deal Origination in the Middle Market - Watch Here About the Guest(s): Brian Scanlon is the Managing Partner of DealGen Partners, a company specializing in deal origination primarily for private equity funds and their portfolio companies. Such adaptability is vital as market valuations and dynamics change.

Middle Market 130

Middle Market Acquisitions Private Equity Portfolio 130

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e., If you have an advanced medical or academic background (e.g.,

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64