Midaxo

APRIL 25, 2023

How to outline the process for negotiating deal terms and determining valuation? Negotiate terms and valuation : Outline the process for negotiating deal terms and determining valuation, including methods for assessing the target’s worth and deal structures (e.g., How to create a target identification process?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Wizenius

AUGUST 16, 2023

This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. Factors like valuation, IRRs, and payback periods come into play.

Private Equity 52

Private Equity Equities Investment Banking Financial Models 52

Solganick & Co.

OCTOBER 6, 2023

Business Valuation: Understand and obtain a professional valuation or estimate to understand the worth of your technology business. Identify and reach out to potential buyers, which could be competitors, financial investors (private equity firms), or firms in adjacent sectors.

Sale 52

Sale Business Valuation M&A 52

Software Equity Group

MARCH 26, 2024

Top Software Private Equity Firms Here is a select list of the most active PE investors in the SaaS and software industry over the past year (data taken from the SEG 2024 Annual SaaS Report ). Thoma Bravo maintains an active portfolio of 76 firms, with $134B in AUM and a $435M median valuation. The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

The Deal

DECEMBER 5, 2023

The deals reflect a deeper trend towards PE investment in horizontal software that crosses industries, as well as Mubadala’s experience collaborating with large software sponsors. The typical investments are large enough to require GPs to bring in other sponsors or institutional investors.

Corporation 52

Corporation Investment Equities Funds 52

Tyton Partners

JANUARY 29, 2024

As we turned the page on 2023 in our end-of-year newsletter , we highlighted themes that defined a relatively challenging market for investors. Efforts to help districts shift from still-analog and under-developed business processes and workflows to more digital ones will be a core feature of investor opportunities in the K-12 ecosystem.

Education 59

Education Investment Investors Funds 59

How2Exit

MARCH 24, 2024

rn rn rn ESOPs impact the community by keeping the business local, retaining jobs, and allowing profit to stay within the community rather than going to external investors. rn rn rn An ESOP can flexibly fund the purchase of shares through bank loans and seller financing, with significant tax savings effectively covering transaction costs.

Business 130

Business Private Equity Mergers and Acquisitions Equities 130

How2Exit

JULY 3, 2023

Furthermore, Kirk Michie emphasizes the importance of working with entrepreneurs who are willing to collaborate closely with their advisors. This collaborative approach allows for a deeper understanding of the client's goals and aspirations, enabling the advisor to tailor their guidance accordingly.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Software Equity Group

NOVEMBER 3, 2023

When it comes to evaluating a software company, PE investors and strategic buyers focus on certain criteria that can make or break a deal. The financial health of a software company plays a pivotal role in attracting potential buyers and investors. Is the Company Financially Healthy?

Profitability 52

Profitability Private Equity Equities Investors 52

How2Exit

AUGUST 8, 2023

rn One of the reasons why sale-leasebacks can result in a higher valuation is the creditworthiness of the operating business. Investors in sale-leasebacks are willing to pay more for the property because they have confidence in the certainty of the long-term lease and the business's inability to leave.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Tyton Partners

FEBRUARY 3, 2025

As we project toward 2025, this sector is poised to sustain its robust performance, driven by substantial investor interest and the opportunities presented by a highly fragmented market. In 2025, investors are expected to focus increasingly on companies that enhance operational efficiencies within the education sector.

Education 52

Education Sale Investors Medical 52

Wall Street Mojo

JANUARY 18, 2024

Certificate of Deposit (CD) Definition A certificate of deposit (CD) is an investment instrument mostly issued by banks, requiring investors to lock in funds for a fixed term to earn high returns. Certificate of deposit rates essentially require investors to set aside their savings and leave them untouched for a fixed period.

Financial Institution 52

Financial Institution Accountant Bank Banking 52

How2Exit

FEBRUARY 23, 2023

Techniques such as mirroring, labeling, and calibrated questioning can help to build rapport and establish a collaborative relationship. The DCF method requires the input of experienced professionals such as financial advisors and valuation experts in order to arrive at a fair and accurate valuation.

Business 130

Business Negotiation DCF Acquisitions 130

Software Equity Group

AUGUST 5, 2024

If you can succeed in these two areas, your SaaS business stands a great chance of growing and attracting the interest of investors and buyers. This translates to increased profitability and, in turn, enhances your company’s value in the eyes of investors.

Sale 52

Sale Valuation Business Acquisitions 52

Software Equity Group

OCTOBER 31, 2023

However, there may be a significant gap between the vision itself and the tangible data that will allow them to articulate where they are going—and convince investors of its viability. This includes effectively communicating future expectations to investors, managing the business, strategizing, and mitigating risks.

Financial Models 52

Financial Models Financial Modeling Business Profitability 52

Cooley M&A

JANUARY 23, 2024

Valuation disconnects persist In the post-COVID era, the life sciences market has experienced an increased polarization of successful and distressed companies, with sharp contrasts in liquidity and investment interest as buyers focus on de-risked assets. Collaborate or buy?’

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Nonetheless, they will collaborate closely with you, relying on your provision of accurate information.

Negotiation 52

Negotiation M&A Investors Shares 52

Sun Acquisitions

SEPTEMBER 16, 2024

Take a strategic approach by assessing your business’s strengths, weaknesses, opportunities, and threats (SWOT analysis), identifying potential buyers or investors, and determining your desired exit timeline. Start early, ideally years before you intend to exit, to allow sufficient time for preparation and implementation.

Negotiation 59

Negotiation Business Sale Management 59

Software Equity Group

OCTOBER 16, 2023

In the context of SaaS M&A, buyers and investors hold a similar sentiment: high customer retention can boost your company’s valuation. LEARN MORE: For More Details on How Customer Retention Impacts Your Company’s Valuation, Download 18 Factors to Track When Valuing Your Software Business.

Acquisitions 52

Acquisitions Shares Sale M&A 52

Software Equity Group

OCTOBER 16, 2023

In the context of SaaS M&A, buyers and investors hold a similar sentiment: high customer retention can boost your company’s valuation. LEARN MORE: For More Details on How Customer Retention Impacts Your Company’s Valuation, Download 18 Factors to Track When Valuing Your Software Business.

Acquisitions 52

Acquisitions Shares Sale M&A 52

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. It’s a more challenging market environment right now than we’ve seen in many years,” said Charlie Kim , who co-chairs Cooley’s capital markets practice.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

How2Exit

MARCH 10, 2023

Ron Post Show notes: At the time of this interview, I was already knee-deep in the outline and had started writing a collaborative book building Rapport. Finally, Morgenstern believes that it is important to remember that when taking on outside investors, their expectation is that they will get their money back plus a lot more.

Book-building 130

Book-building Negotiation Business IT 130

The Deal

SEPTEMBER 22, 2023

Most of those are acquired by large IP houses,” Ivest co-founding partner Aston Loch said following the firm’s August purchase of CloudCo at a roughly $100 million enterprise valuation. They wanted somebody who cared about the brand and who could collaborate with their management team.” combining two separate but related businesses.

Entertainment 40

Entertainment Private Equity Business M&A 40

Cooley M&A

FEBRUARY 7, 2023

Companies lacking cash turned to M&A to provide liquidity, while companies with cash on hand were able to capitalize on depressed valuations and undertake strategic transactions. the SEC does not shut the door on the use of projections in deSPACs).

M&A 59

M&A Mergers and Acquisitions Mergers Finance 59

Software Equity Group

MAY 2, 2023

SaaS leaders usually understand this, but they are often less clear on how to create a strong GTM that, in turn, improves valuation. How GTM Success Impacts Valuation Successful GTM strategies can impact your valuation by improving EBITDA, helping you scale, and driving strong retention metrics.

Business 52

Business Sale Valuation Accountant 52

Software Equity Group

DECEMBER 26, 2022

With record amounts of deployable capital behind them, private equity (PE) investors account for nearly 60% of mergers and acquisitions (M&A) deals in tech today. Do you understand the different categories of buyers, including private equity investors, and how they differ from one another?

M&A 52

M&A Mergers and Acquisitions Private Equity Acquisitions 52

Software Equity Group

JUNE 20, 2023

Influencer marketing means collaborating with influential individuals to increase your reach, build trust, and educate your audience about your products. We also collaborate with industry experts , like Paul Lachance, to publish research on specific industries where we have a focus.

Collaboration 52

Collaboration Business M&A IT 52

Software Equity Group

APRIL 24, 2024

With a large total addressable market eager to adopt new technologies and supporting software, both PE investors and strategic buyers maintain great interest in this sector. Our expert advisors can help your company understand its potential valuation and recommend steps to achieve an optimal M&A outcome.

Manufacturing 52

Manufacturing M&A Business Management 52

Cooley M&A

JANUARY 22, 2020

As we noted in our blog post earlier this year – Use of Earn-Outs to ‘Bridge’ the Valuation Gap – using post-closing purchase price adjustments or arrangements, such as milestone payments, to bridge valuation gaps may simply create additional valuation disputes down the line. Shareholder Activism—Failed Clinical Trials.

M&A 40

M&A Pharmaceutical Acquisitions Capital 40

Software Equity Group

MARCH 7, 2024

“Under her leadership, Bravo has introduced the industry’s first AI predictive pricing tool for secondhand retailers, enabling accurate and optimized pricing for merchandise, including future valuation of inventory. Her focus revolves around optimizing value for all stakeholders, including customers, strategic partners, and investors.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

“Under her leadership, Bravo has introduced the industry’s first AI predictive pricing tool for secondhand retailers, enabling accurate and optimized pricing for merchandise, including future valuation of inventory. Her focus revolves around optimizing value for all stakeholders, including customers, strategic partners, and investors.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

“Under her leadership, Bravo has introduced the industry’s first AI predictive pricing tool for secondhand retailers, enabling accurate and optimized pricing for merchandise, including future valuation of inventory. Her focus revolves around optimizing value for all stakeholders, including customers, strategic partners, and investors.

Management 52

Management Collaboration IT Business 52

Software Equity Group

AUGUST 13, 2024

Today, the transformation continues as cloud-based SaaS solutions equip institutions with intuitive and cost-effective tools to empower teachers and students, enable collaboration, and modernize the business of education at every level. In short, technology is changing the face of Education as we know it, and software is playing a leading role.

Education 52

Education M&A Private Equity Funds 52

How2Exit

JULY 13, 2023

They also mention their collaboration on a chocolate roll-up project, which involved researching different industries and using tools and templates to identify the chocolate industry as the most suitable for their parameters. The episode concludes with a discussion on the importance of collaboration and sharing ideas as entrepreneurs.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Tyton Partners

DECEMBER 15, 2023

Investors took a step back to rethink their investment evaluation criteria that had shifted dramatically in the frenzy of the pandemic; many woke with a hangover from inflated valuations that made sense in 2021 but now appear unthinkable. We remain committed to supporting investors across all education opportunities.

Education 59

Education Capital Raising Capital M&A 59

Beyond M&A

MARCH 18, 2025

If investors want to make informed decisions, they need to look beyond whats written in the repo and assess the people, processes, and hidden risks lurking beneath the surface. Yet, many investors focus purely on technical quality without assessing the people behind it. But heres the truth: code is only half the story. The problem?

Investors 130

Investors Debt Mergers and Acquisitions Architecture 130

Beyond M&A

APRIL 8, 2025

You know whats wrong, and you can guide the investor (and sometimes the management team) to a clear outcome. But that doesnt help you, the investor, make a decision. So it’s not surprising, that when this happens, Investors often ask us: Can this CTO step into the next phase of growth and embrace change ?

Investors 130

Investors M&A IT Architecture 130