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

How2Exit

JUNE 23, 2025

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. Working capital traps are real – Mismanaging receivables, payables, or inventory can silently kill your valuation.

Business

PCE

JUNE 9, 2025

Industry Trends Largest Transactions Closed Target Buyer Value($mm) Please Share This Tweet Share Pin It Share RELATED RESOURCE PCE Names Valuation Practice Leader Read now RELATED RESOURCE Resource Title goes here Read now PCE Investment Bankers, Inc. You can depend on us to deliver maximum results.

M&A

Software Equity Group

JULY 9, 2025

These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. In our conversations with hundreds of founders and CEOs, the vast majority who attempted to run their own process ultimately experienced a retrade, a reduction in valuation, or unfavorable shift in terms during diligence.

Private Equity

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. Moreover, buyers may adjust deal terms based on compliance maturity.

Securities

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

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

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

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. Breaches can trigger indemnification or escrow claims.

M&A

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. For guidance, see our article on Website Valuation and Discretionary Earnings.

Valuation

Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. This often necessitates more comprehensive preparation and advanced business valuation services to gauge the true worth of your company. Others opt for a clean break.

Middle Market

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.

Sale

Lake Country Advisors

JUNE 11, 2025

If you plan to stay on during the transition or beyond: A stock sale often makes more sense when you’re continuing in an executive or advisory role. This path can offer closure without long-term obligations. Because the company structure remains intact, it’s easier to preserve workflows and relationships.

Sale

Mergers and Inquisitions

DECEMBER 4, 2024

This sector is the most different in terms of valuation and technical analysis because of nuances around licensing, player salaries, and different revenue streams. Be prepared to discuss a recent sports deal (ideally involving a team or league) and have a rough idea of the trends, drivers, and valuation differences (see below).

Investment Banking

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. For more information or to inquire about an M&A opportunity, please contact us.

Mergers and Acquisitions

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. are quite specific to each company, and you never get this granular in advisory or investing roles. What Are Corporate Finance Jobs?

Corporate Finance

iMerge Advisors

APRIL 15, 2025

But make no mistake: this is a diligence item that can materially impact deal certainty and valuation. Proactive IP Hygiene Increases Valuation At iMerge, weve seen firsthand how early legal cleanup can increase deal confidence and reduce friction. Heres a step-by-step approach: 1.

M&A

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.

Business

Sun Acquisitions

JULY 24, 2025

Sun also provided advisory services throughout the diligence period. ” About Sun Acquisitions Sun Acquisitions is a premier mergers and acquisitions firm dedicated to assisting clients with confidential sales, acquisitions, and valuations of privately held companies.

Acquisitions

Align Business Advisory Services

JULY 17, 2025

Why a True Business Valuation Requires More Than Just Numbers If you’re a business owner in the trades, you’ve probably come across online business valuation tools, like ServiceTitan’s calculator. For familiarizing yourself with the basics of the valuation process, tools like.

Valuation

Solganick & Co.

JULY 24, 2025

Valuation multiples for publicly traded cybersecurity companies ranged from a median of 14.2x versus 5.5x). Valuation multiples for publicly traded cybersecurity companies ranged from a median of 14.2x Total funding for venture capital-backed cybersecurity companies reached the highest level in 3 years and totaled $9.4

M&A

Solganick & Co.

JULY 22, 2025

You can download the complete report here: Solganick Technology Services M&A Update 1H 2025 About Solganick Solganick is a data-driven investment bank and M&A advisory firm focused exclusively on software and technology services companies.

Mergers and Acquisitions

Mergers and Inquisitions

MAY 14, 2025

3) Sum-of-the-Parts Valuation and the NAV Model In some verticals, such as renewables, real estate, and transportation, you often take a portfolio approach and assign a specific value to each item on a companys Balance Sheet to determine what its worth. Distributable Cash Flow for Midstream companies).

Investment Banking

JD Supra: Mergers

APRIL 22, 2025

The defense technology sector (defense tech) has experienced remarkable growth in recent years, with projections indicating continued expansion in the near future. This surge is largely driven by increased global defense spending, particularly in the United States. According to the U.S. billion.

Advisory

JD Supra: Mergers

JUNE 18, 2024

Accounting firm mergers and acquisitions (“M&A”) are blossoming due to strong recurring revenue models, a great record of organic growth over three decades, light asset investment requirements, and economic recoveries and growth worldwide following the pandemic. These factors have created the opportunity for industry consolidation.

Accountant

JD Supra: Mergers

APRIL 23, 2025

Below is part 2 of his conversation with Michael Norton, Director of Business Development at Houlihan Capital, a solutions-driven valuation, financial advisory, and investment banking firm. In this Q&A, Michael delves into valuation and deal trends, buyer-seller dynamics, and advice for sell-side businesses.

Valuation

How2Exit

AUGUST 12, 2024

E237: AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux - Watch Here About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the mergers and acquisitions space.

Valuation

Trout CPA: M&A

MARCH 29, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When it comes to selling your business in a merger or acquisition (M&A) transaction, getting the best valuation possible is likely your top priority.

Valuation

JD Supra: Mergers

JULY 26, 2024

Below is his conversation with Brett Kornblatt, who is Managing Director of Industrials-Packaging at Stout, a global advisory firm that specializes in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. By: Levenfeld Pearlstein, LLC

M&A

How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A

Align Business Advisory Services

MARCH 25, 2024

Because of this, understanding the art and science of valuation is essential. Read More » The post The Insider’s Guide to Business Valuation appeared first on Align BA.

Valuation

Align Business Advisory Services

AUGUST 12, 2024

Integrating high-tech tools like drone inspections, project management software, and advanced materials makes their processes more efficient and accurate, which can significantly boost their company valuations and make them more appealing to.

Valuation

JD Supra: Mergers

JUNE 1, 2023

The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks. The partners also. By: Lowenstein Sandler LLP

Private Equity

iMerge Advisors

MARCH 9, 2023

The post SaaS Valuation Multiples Understanding the Rule of 40 appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Valuation

Successful Acquisitions

SEPTEMBER 11, 2023

The Verdict is In on the Sell Side: Business Valuation Basics By Brian Goodhart Valuation is a fundamental aspect of the complex and intricate world of mergers and acquisitions. Today, we will delve into the intricate art and science of valuation, exploring its various components and purposes.

Valuation

How2Exit

OCTOBER 13, 2024

With poignant anecdotes and practical advice, Lane emphasizes the value of good advisory and how his current firm, Optima Mergers and Acquisitions, bridges gaps in the small and lower middle market. Proper valuation and advisory are essential. Effective communication is the backbone of any M&A process.

Sale

Sun Acquisitions

AUGUST 2, 2022

After targets are identified and screened, Sun 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