Software Equity Group

OCTOBER 22, 2024

In today’s economic climate, retention is everything: Software companies with Net Revenue Retention (NRR) rates above 120% are trading at a remarkable 63% premium over the market median. These factors make high-NRR companies attractive to investors and buyers, often resulting in higher valuation multiples.

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Valuation Investors IT Management 52

Sun Acquisitions

MAY 15, 2023

Here is a beginner’s guide to understanding valuation for family businesses. Identify Your Valuation Goal: Before getting started, you must identify the overall objective you are trying to achieve with this process. Doing research ahead of time will help determine which valuation methods are best suited for your needs.

Valuation 52

Valuation Business M&A Debt 52

Francine Way

JULY 10, 2017

The core element of M&A is company valuation. Strategy, due diligence, financing, purchase price, and buyer-seller alignment all revolve around valuation and the enterprise value for the buyer and the seller. Valuation focuses on two questions: 1. It drives prices, ROI, and financing. What is the company worth?

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Valuation M&A Equities Shares 130

Sun Acquisitions

JANUARY 22, 2024

Economic downturns, market disruptions, and unforeseen global events can all throw a wrench into even the most well-laid plans. However, with the right strategies in place, navigating the current economic landscape while selling your business is possible and can be successful.

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Economics Business Mergers and Acquisitions Sale 59

Global Newswire by Notified: M&A

NOVEMBER 15, 2024

The market is also impacted by supply chain dynamics, economic conditions, and changes in defense strategies. Some of the leading drivers of the ammunition market comprise the existing global conflicts, innovation programs by military forces, and the growing interest of civilians in shooting sports.

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Valuation Economics 40

Software Equity Group

FEBRUARY 28, 2023

Our report provides context for private companies to better understand factors influencing their valuations and evaluate how they can position themselves within a changing marketplace. This post will examine the current state of public SaaS company valuations and what it means for private companies. What is the SEG Index?

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Valuation M&A Stock Business 52

Devensoft

AUGUST 22, 2023

Navigating M&A valuations with precision is paramount for informed decision-making. Our guide equips you with step-by-step instructions on employing the Enterprise Value Calculator effectively, complete with insights into optimal practices for precision valuations. Let’s dive into the intricacies of this invaluable resource.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Francine Way

JULY 11, 2017

Just as any home appraiser or credit officer does before going through the analytical exercise to produce a score for a home or a borrower, valuation professionals go through several steps of preparation before the actual exercise of producing a number that can be used as a value of a company. A 5- or 10- year historical data is preferable.

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Software Equity Group

NOVEMBER 14, 2023

Read more to learn about SaaS gross margin and what it means for your company’s valuation. GPM serves as a good indicator of scalability for SaaS businesses and is an important metric investors consider to determine valuation – but more on that later. It’s no surprise valuation is positively correlated to gross margin.

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Valuation Profitability Investors Business 52

Wizenius

JUNE 25, 2023

As an investment banking analyst, the selection of comparable companies for a valuation analysis is a crucial task that requires careful consideration and justification. Look for companies with financial metrics that are similar to those of the target company, as this will enhance the comparability of valuation multiples.

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Valuation Financial Modeling Financial Models Investment Banking 52

PCE

AUGUST 15, 2024

In today's unpredictable business environment, economic uncertainty is the only sure thing. This uneven economic landscape makes the accurate valuation of your company (or a business interest, an intangible asset, or even your debt) more difficult than usual—and more essential than ever.

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Economics Valuation Debt Business 52

JD Supra: Mergers

JULY 12, 2023

And while 2021’s M&A volume was spectacular, its exponentially increasing valuations, rising stock prices, low interest rates, and post-pandemic economic recovery turned into. M&A market alone exceeded $2 trillion in 2021 – a staggering figure that crushed (by nearly 30%) the then-existing record established in 2015.

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How2Exit

NOVEMBER 11, 2024

His strategic approach is characterized by assembling companies to leverage market dynamics and elevate business valuation for lucrative exits, providing a comprehensive perspective for acquisition entrepreneurs aiming to excel in the private equity domain.

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Focus Investment Banking

SEPTEMBER 19, 2024

This more aggressive monetary policy shift reflects the central bank’s heightened concerns about economic stability and its commitment to stimulating growth. In turn, this typically stimulates investment and spending, helping to buoy economic growth during periods of uncertainty or slower expansion.

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Mergers and Acquisitions Acquisitions Mergers Debt 52

Growth Business

SEPTEMBER 25, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success The British Business Bank has recorded a £135m loss in the year ending March after a drop in portfolio valuations. After the pandemic, we have re-focused on the UK’s future economic growth as we deliver against our new strategic objectives from 2023/24.

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Bank Banking Business Economics 87

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Key Figures That Impact Valuation A business with growing revenue will surely attract buyers at a good price, right? Various factors impact your business valuation. Simply growing your top line revenue isn’t enough to ensure a high valuation and a good offer. However, they still expect EBITDA to support the valuation.

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Valuation IT Profitability Sale 52

MergersCorp M&A International

NOVEMBER 1, 2024

A common approach to valuation is to consider the fee structure: AMCs may charge a percentage of AUM (often ranging from 0.5% Valuation Methods When it comes to the actual valuation, several methods can be employed: Comparable Company Analysis (Comps): This method involves comparing the AMC to similar firms in the industry.

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Focus Investment Banking

JANUARY 31, 2024

Market-wide deal volume declined due to a scarcity of both buyers and sellers, coupled with fluctuating valuations amid prevailing economic uncertainties. Encouragingly, the latter part of the year witnessed a positive shift, particularly in middle-market deals, where valuations averaged 7.5x

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Food Middle Market Valuation Investment Banking 52

How2Exit

OCTOBER 30, 2023

He discusses the challenges of the search process and the importance of understanding valuation and deal structure. Jeffery shares his optimism for finding the right opportunity and navigating the current economic climate. rn Understanding valuation and deal structure is crucial in the search fund process.

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Business Capital Acquisitions Shares 130

The TRADE

MAY 3, 2024

Extremely attractive valuation differentials should also have played a role. Read more: The impact of geopolitical events on emerging markets Until there are clear signs of economic rebalancing taking place in China, asset allocation flows will likely also be subdued but we see no further scope for aggressive liquidation.

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Global Banking & Finance

OCTOBER 26, 2023

Analysis-Europe’s hard-pressed payment firms face investor exodus By Elizabeth Howcroft LONDON (Reuters) – A bleak economic outlook and tougher regulatory scrutiny are proving a final straw for investors in European payments company stocks, with signs some are giving up on the industry.

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Investors Valuation Economics Stock 52

Lake Country Advisors

JANUARY 8, 2024

Whether you’re considering a sale, seeking funding, or making strategic business decisions, an accurate valuation is key. This guide will take you through the basic essentials of business valuation, helping you establish a foundational understanding of business valuation. grasp its significance in small business ownership.

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Business Valuation Mergers and Acquisitions Negotiation 52

Mergers and Inquisitions

NOVEMBER 20, 2024

To add a growth equity spin, you can talk about wanting to understand operations and unit economics to evaluate companies. Reference any deals you’ve worked on that required analysis of these points and talk about how they affected the valuation or client’s decisions (this is more grounded than just saying, “I like high-growth companies!”).

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Private Equity Equities Capital Valuation 59

Lake Country Advisors

SEPTEMBER 23, 2024

From a market perspective, favorable economic trends, strong industry demand, and a competitive selling landscape can significantly enhance the value of a business. According to a survey, 76% of business owners who sold their businesses during an economic upswing reported higher sale prices.

Business 52

Business Sale Economics Profitability 52

PCE

JANUARY 16, 2024

2024 is poised to be another strong year for employee stock ownership plan (ESOP) transactions, with deal volume expected to eclipse 2023’s (reaching toward the highly favorable dynamics of 2021 and 2022), thanks to four key underlying drivers that should push through any economic or political uncertainty: Succession plans for countless businesses (..)

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Mergers and Acquisitions Valuation Economics M&A 52

Sun Acquisitions

AUGUST 16, 2023

A company with a strong brand reputation, market authority and high customer loyalty is more likely to attract higher valuations than a lesser-known business with low brand recognition and low customer loyalty. If the economy is sluggish, your business may be worth less than in better economic times.

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Lake Country Advisors

OCTOBER 17, 2024

Valuation Process Timeline The valuation process is crucial for setting a realistic asking price and attracting the right buyers. Depending on the complexity of your business and the availability of financial data, valuation typically spans a few weeks. The post How Long Does It Take to Sell a Business?

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Business IT Valuation Broker 52

SDR Ventures

AUGUST 24, 2022

Discussion Highlights Valuation Multiples in the COVID Era While the initial economic slowdown caused by COVID-19 sidelined many active transactions for a quarter or two, we have seen M&A activity (especially in the lower-middle market) recover in recent months.

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Middle Market Private Equity Equities M&A 52

OfficeHours

JULY 18, 2023

In a roll-up strategy, a private equity firm will attempt to consolidate a large number of smaller firms into a single, professionalized company with numerous benefits, including economies of scale and fixed cost leverage, valuation uplift (so-called “multiple arbitrage”), and acquisition expertise, among others.

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Private Equity Equities Investment Mergers and Acquisitions 130

Cooley M&A

AUGUST 30, 2019

Often discussed in the context of bridging a valuation gap, an “earn-out” can be a (seemingly) attractive solution for parties who have reached agreement on everything but the purchase price.

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Software Equity Group

NOVEMBER 19, 2024

Churn is also a key factor in calculating customer lifetime value (LTV), a critical metric for understanding your business’s unit economics. Related Reading: How Net Retention Impacts Public Software Company Valuations & What Private Companies can Learn What is a “Good” Net Dollar Churn?

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Solganick & Co.

JANUARY 11, 2024

January 12, 2024 State of Software Mergers and Acquisitions (M&A) in 2023 and 2024 Outlook Overview of 2023 The landscape of software mergers and acquisitions in 2023 was marked by significant deals despite economic uncertainties and increased regulatory scrutiny. Solganick & Co.

M&A 52

M&A Mergers and Acquisitions Acquisitions Economics 52

Solganick & Co.

JANUARY 11, 2024

January 12, 2024 State of Software Mergers and Acquisitions (M&A) in 2023 and 2024 Outlook Overview of 2023 The landscape of software mergers and acquisitions in 2023 was marked by significant deals despite economic uncertainties and increased regulatory scrutiny. Solganick & Co.

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M&A Mergers and Acquisitions Acquisitions Economics 52

Focus Investment Banking

NOVEMBER 18, 2024

.* *FOCUS research I suspect we would have already seen several of these exits were it not for various factors including high valuation targets relative to market demand. Understanding those options is where the FOCUS Investment Banking car wash team can help, because we are embedded in this sector alongside you.

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Private Equity Equities IPO Valuation 52

Focus Investment Banking

FEBRUARY 22, 2024

The methodology shared here is to help restaurant owners better understand how investors typically arrive at a valuation. The other variable that goes into valuation is the multiple these buyers will use. An experienced advisor will walk through these methodologies and factors to provide guidance on valuation.

Private Equity 52

Private Equity Valuation Food Equities 52

TKO Miller

MAY 11, 2023

Packaging Trends Q1 M&A Update Valuations continue to remain strong across the packaging industry, despite economic uncertainty, looming economic questions, and evidence of a slight slow down in dealmaking; as a result, companies with solid fundamentals can attract premium valuations Private equity was responsible for much of the transaction volume (..)

Middle Market 71

Middle Market Valuation M&A Economics 71

Peak Frameworks

SEPTEMBER 19, 2023

For instance, someone with a deep understanding of equity research who is also proficient in data analytics and global economic trends embodies the T-shape model. No longer can an investment banker function in isolation without understanding global economic trends, technological advancements, or geopolitical shifts.

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