iMerge Advisors

APRIL 16, 2025

This includes: Proprietary source code and architecture Patents and trade secrets Customer data and usage analytics Machine learning models and training data APIs, SDKs, and developer ecosystems These assets can drive premium valuations, especially in strategic acquisitions.

Valuation 40

Valuation M&A Engineering Negotiation 40

iMerge Advisors

APRIL 16, 2025

Summary of: The Role of Due Diligence in Selling a Software Company In the sale of a software company, due diligence is not just a procedural step it is the crucible through which the deal is tested, validated, and ultimately shaped. Buyers whether private equity firms, strategic acquirers, or growth investors are not just buying code.

M&A 40

M&A Valuation Debt Advisory 40

Software Equity Group

JANUARY 31, 2023

Most private equity firms and strategic buyers can’t simply buy or invest in whatever company they want. Assess your technical architecture, code, and other products for any problems and resolve them as needed. Private Equity Investors The same is true for private equity (PE) firms, which are fiduciary investors.

M&A 52

M&A Private Equity Mergers and Acquisitions Investment 52

Software Equity Group

MARCH 11, 2024

Some of this data may be publicly available, but your sales team can also be a valuable source of anecdotal information based on what they’re hearing in the field. For example, a VP of sales or marketing may be more interested in creating revenue. That is, what pricing models do your competitors use, and how much are they charging?

Valuation 52

Valuation Profitability Business IT 52

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. The exit opportunities are also quite good because many appraisal professionals get into development, investment sales, lending, and even real estate private equity roles.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Beyond M&A

FEBRUARY 7, 2025

Mature firms under private equity (PE) ownership often require guidance a few years before their next exit. Just as an architect assesses a buildings structural integrity before a major sale, we conduct exit readiness assessmentsevaluating cyber, people, product, and technology. Tech must be modern, scalable, and AI-ready.

Architecture 130

Architecture Investors Investment Valuation 130

The TRADE

MARCH 31, 2025

During his tenure, McLoughlin co-led a redesign of the firms operating model, integrating a cloud-native data architecture while automating a significant portion of multi-asset execution, and implementing an upgraded trading and investment platform. Mark Turner has joined Liquidnet as managing director, co-head of sales and trading, Americas.

Debt Capital Markets 59

Debt Capital Markets Trading Architecture Asset Management 59

The TRADE

DECEMBER 20, 2024

In the third quarter of this year, Cboe saw 40% of our data sales coming from outside the US and we expect that to continue. In Europe, we recently published our first retail survey with The Options Institute, Cboes education arm, and the results suggested a strong interest in exchange-traded equity options but that more education is needed.

Trading 59

Trading Retail Equities Education 59

iMerge Advisors

APRIL 14, 2025

For founders and CEOs contemplating a sale or capital raise, understanding what buyers are prioritizing today is not just helpful its essential. Whether the buyer is a strategic acquirer, a private equity platform, or a growth-stage investor, the bar has risen. Valuations are no longer driven by top-line growth alone.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40