Software Equity Group

JULY 5, 2023

As an M&A advisor to SaaS companies, Software Equity Group can guide executives on actions that may improve churn rates in the years preceding a liquidity event, thereby positioning businesses as more attractive acquisition targets during a process. Obviously, this is a situation every company wants to avoid.

M&A 52

M&A Business Mergers and Acquisitions Valuation 52

OfficeHours

AUGUST 18, 2023

We are excited to host a FORMER MENTEE of ours who will speak about his experience TODAY AT 12PM ET regarding how he transitioned from a student-athlete to Investment Banker to Private Equity Associate and now an Incoming MBA ! billion in aggregate committed capital. billion in aggregate committed capital.

Private Equity 130

Private Equity Recruitment Equities Investment Banking Analyst 130

Cooley M&A

OCTOBER 29, 2020

On September 24, Cooley M&A partner, Garth Osterman, moderated a webinar on the current trend in going public: SPACs! Key highlights from the webinar are summarized below and a link to the recording can be found here. compares to the prior two iterations of SPAC activity, with the first (SPAC 1.0) Competition / Variation.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

How2Exit

MARCH 22, 2023

Chris Daigle E16: Watch Here Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so. In addition to providing advice, mentors can also provide support.

Business 130

Business M&A Mergers and Acquisitions Book-building 130

Cooley M&A

JANUARY 22, 2021

General Trends in Life Sciences M&A. In contrast, aggregate M&A deal value for the life sciences sector was down nearly 50% when compared to 2019, with the first half of 2020 particularly dismal in the wake of market uncertainty caused by the pandemic.

M&A 40

M&A Mergers and Acquisitions Collaboration Mergers 40

Software Equity Group

SEPTEMBER 17, 2024

Choosing the correct corporate structure is vital for software executives who want to optimize tax efficiency and prepare for potential M&A exits. Some tax experts have their clients elect S Corp or LLC status to avoid double taxation, but there’s much more to consider if you’re interested in any type of M&A exit.

M&A 52

M&A Corporation Stock Investors 52

Successful Acquisitions

SEPTEMBER 11, 2023

In M&A, we seek fair market value or investment value, emphasizing the value to a specific party. In M&A, normalized EBITDA is crucial for attaching a multiple and forecasting cash flows. Cost of Capital: The cost of capital, a critical factor, combines the cost of equity and debt weighted by the firm’s capitalization.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

Software Equity Group

JULY 9, 2024

We recently hosted a webinar, Unlocking the Full Value of Your Exit—Legal Strategies for Software Leaders , featuring Diamond Innabi , Principal at SEG, and Katherine Markel , Partner at Holland & Knight LLP, a global law firm. However, to maximize the chances of a profitable outcome, founders must proactively prepare for the sale.

Sale 52

Sale Corporation M&A Equities 52

How2Exit

JANUARY 21, 2024

b' E179: SCORE: Free Mentoring and Resources for Small Business Owners with Betsy Dougert - Watch Here rn rn About the Guest(s): rn Betsy Dougert is the Vice President of External Relations for SCORE, a nonprofit organization that provides free mentoring and low-cost education to entrepreneurs. rn SCORE is an official resource partner of the U.S.

Business 130

Business Education Financial Analysis M&A 130

Software Equity Group

MARCH 11, 2024

Here are a few key concepts to consider as you ponder your pricing strategy, taken from my recent webinar with Steven Forth, Co-Founder and CEO of Ibbaka. The webinar discussed SaaS pricing strategies to elevate your company’s ARR growth and valuation. Pricing is a fundamental aspect of every business. Education is the first step.

Valuation 52

Valuation Profitability Business IT 52

Software Equity Group

OCTOBER 8, 2024

As such, it enhances your potential to realize your exit strategy and achieve an attractive valuation in the M&A market. #1. Software companies must evolve from the inside out to stay relevant, focusing on quality teams, code, processes, and more—beyond just the latest technology. More on this later.) More on this later.)

Acquisitions 52

Acquisitions Mergers and Acquisitions Business Architecture 52

OfficeHours

AUGUST 30, 2023

What makes Private Equity roles so competitive? Come and ask your respective questions about the Buyside Recruiting Process tomorrow LIVE on our webinar! Periscope Equity (“Periscope”), announced the final closing of its second institutional fund, Periscope Equity II, L.P. Over 300 Applications Received in 4 Days!

Equities 130

Equities Private Equity Funds Mergers and Acquisitions 130

OfficeHours

AUGUST 26, 2023

Join us this week to hear Periscope Equity & OfficeHours Discuss Associate Success in PE and what they’re looking for in their future teammates! Periscope Equity is a Chicago-based private equity firm, which makes control investments in technology-enabled service companies and is currently investing out of Fund II.

Equities 130

Equities Private Equity Mergers and Acquisitions Investment 130

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. Instead of setting this task aside, we want to share guidance on improving this area of your business for operational growth and M&A purposes. It’s a competitive world out there.

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. Instead of setting this task aside, we want to share guidance on improving this area of your business for operational growth and M&A purposes. It’s a competitive world out there.

Acquisitions 52

Acquisitions Shares Sale M&A 52

Software Equity Group

JUNE 20, 2023

Recently, I was talking with a SaaS CEO who is contemplating an exit. His business is growing at 35% EBITDA and has 95% gross retention: strong metrics which could contribute to him attaining his exit multiple goals. But not everything was rosy. He discussed a few of his struggles, which were mainly around Sales & Marketing. billion by 2030.

Collaboration 52

Collaboration Business M&A IT 52

Software Equity Group

APRIL 4, 2023

After hitting $12M in ARR, our founders decided to consider equity recapitalization to drive next-level growth. Our focus during this phase was on scaling the business through organic growth and an aggressive M&A strategy. It is no longer about casting a wide net and hoping for the best.

Sale 52

Sale Book-building Business M&A 52

Software Equity Group

AUGUST 5, 2024

Running a thriving software business requires, among other things, two foundational capabilities. First, you must find ways to acquire new customers without overspending on sales and marketing. Second, you need those customers to stick around and provide recurring revenue to your company, ideally for years.

Sale 52

Sale Valuation Business Acquisitions 52

Software Equity Group

MAY 2, 2023

Growing revenue is challenging enough but doing it at scale and efficiently is an entirely different obstacle, and one that sales & marketing leaders face daily. SaaS leaders usually understand this, but they are often less clear on how to create a strong GTM that, in turn, improves valuation. Segment and focus, and then rinse and repeat.

Business 52

Business Sale Accountant Valuation 52