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7 Things I Learned from Lana Coronado - Author and Chair for MBH who have acquired 25 companies in less than 2 years.

How2Exit

It is important to ensure that all of the legal documents are in order and that the sale is conducted in a legal and ethical manner. By doing this, she has been able to create a network of relationships that have allowed her to become the chairman of a publicly traded company. Lana has also taken the time to learn and educate herself.

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How to Prepare an Exit Strategy: A Guide for SaaS Founders

Software Equity Group

A thorough exit strategy planning process will help you understand your options, define your objectives, get the right metrics and documents in order, and identify areas for improvement that could help you attract a buyer and increase your valuation in an M&A exit. Get your legal documents in order.

M&A 52
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Highlights from Cooley’s M&A Dealmakers Roundtable: SPACs!

Cooley M&A

Just as it would in a traditional IPO, the target must be prepared to provide the required financial information and other documentation necessary to operate as a public company, including PCAOB financials. Revisiting Governance Documentation. For more on Chairman Clayton’s remarks regarding SPACs, see this Cooley Pubco post.

M&A 52
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Dual-Track Processes: How to Turbocharge Your Exit

Cooley M&A

The usual pros and cons of being a publicly traded company will also need to be considered. Some of the benefits, of course, include the ability to use listed paper as acquisition currency and to offer liquid stock options to employees, heightened corporate visibility and public company premium valuation. What’s the time frame?

IPO 52
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Buy Side M&A Blog Series - Vol 7 - Valuing The Target

RKJ Partners

This valuation framework and basis is incorporated into the letter of intent (LOI) and purchase agreement, two legal documents signed by both the buyer and seller that layout the basic and detail terms of the business acquisitions. Essentially, comparable company analysis looks at the value of publicly traded companies.

M&A 40
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Keeping Up with Delaware Appraisal Jurisprudence Since Aruba: Deal Price Reigns Supreme, But Will Recent Decision Lead to More Arbitrage?

Cooley M&A

Buyers should keep a detailed record of any internal discussions and deliberations regarding deal price, and carefully document the type and amount of expected synergies reflected in the deal price, as synergy reductions will help to counteract any upward adjustment for increases in value. Adjustments to Deal Price for Synergies.

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Why Software Companies Choose Software Equity Group

Software Equity Group

The SEG SaaS Index helps users conduct their own research on over 100 publicly traded SaaS companies. These documents are influential tools for presenting your company in the best possible light and facilitating meaningful and informed engagements with potential buyers.