Francine Way

JULY 12, 2017

As I mentioned in my last post, Discounted Cash Flow (DCF) is a valuation method that uses free cash flow projections, a discount rate, and a growth rate to find the present value estimate of a potential investment. The major steps of DCF are: Identify extraordinary, unusual, non-recurring items from the target’s 10-Ks and 10-Qs.

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How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

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M&A Advisory Economics Mergers and Acquisitions 130

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. In Blog #02 of the M&A series, we discussed SWOT analysis. Despite this strategic rationale, many acquirers approach M&A from a purely opportunistic stance.

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M&A Acquisitions Consulting Capital 130

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

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M&A Consulting Mergers and Acquisitions Valuation 130

How2Exit

MARCH 11, 2024

b' E194: Navigating Business Success: Insights from Entrepreneur and M&A Expert Richard Tunnah - Watch Here rn rn About the Guest(s): rn Richard Tunnah is an experienced entrepreneur and mergers and acquisitions expert. rn Valuation of assets should be based on current market value, not the original purchase price.

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M&A Business Mergers and Acquisitions Valuation 130

How2Exit

NOVEMBER 25, 2024

Integrating talent and aligning interests across multiple acquisitions magnifies operational efficiencies, improving prospectives for valuation bumps. E258: Can You Supercharge Your Business Growth? Duckworth has an extensive background in finance, starting from an unexpected entry into the field from music composition.

Business 130

Business Mergers and Acquisitions Finance Finance 130

Growth Business

JANUARY 29, 2024

By Jeannette Linfoot on Growth Business - Your gateway to entrepreneurial success Mergers and acquisitions (M&As) are essential in the corporate world, as companies buy and sell each other to expand their businesses and increase profitability. Once this offer has been presented, the two companies can negotiate terms in more detail.

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M&A Business Mergers and Acquisitions Negotiation 105

Sun Acquisitions

NOVEMBER 17, 2023

Mergers and acquisitions (M&A) have long been a cornerstone of corporate growth and strategy. Valuation is the process of determining the worth of a business, and it plays a pivotal role in M&A transactions. Why Market Value Matters in M&A Valuation is the cornerstone of any M&A transaction.

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Mergers and Acquisitions Valuation M&A Mergers 59

How2Exit

APRIL 8, 2024

b' E202: M&A for Entrepreneurs: Leverage Acquisitions to Scale Your Business Faster with Dominic Wells - Watch Here rn rn About the Guest(s): rn Dominic Wells is an accomplished entrepreneur and the CEO of Onfolio, a publicly traded company specializing in the acquisition of online businesses.

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M&A Acquisitions Business Public Trading 130

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.

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M&A Valuation Utilities Mergers and Acquisitions 52

Software Equity Group

DECEMBER 18, 2023

Given geopolitical instability, high interest rates, and the perception that B2B SaaS valuation multiples are declining, it is no great surprise that many founders interested in pursuing a transaction are considering delaying a liquidity event. Continue reading to learn more about what is driving today’s B2B SaaS valuation multiples.

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Valuation M&A Profitability Investors 52

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn Visit [link] rn _ rn About The Guest(s): Adam Coffey is a veteran U.S.

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Private Equity M&A Equities Book-building 130

How2Exit

JULY 23, 2023

Their team is experienced in M&A, and they hire the best talent available. Drawing from this podcast interview, we explore the key themes discussed and provide insights into the strategies and mindset required for successful M&A transactions. Carvalho also highlights the value of hands-on experience in the M&A space.

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M&A Mergers and Acquisitions Acquisitions Mergers 130

Sun Acquisitions

OCTOBER 13, 2023

Mergers and acquisitions (M&A) play a vital role in shaping the business landscape, enabling companies to expand, diversify, and gain a competitive edge. Valuation lies at the heart of every successful M&A transaction, providing a framework to determine the worth of a target company.

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Mergers and Acquisitions Valuation Mergers Acquisitions 59

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry.

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Solganick & Co.

AUGUST 14, 2023

has published its latest M&A Market Update on the Technology Services industry sector. Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first half of 2023, continuing to exceed pre-pandemic levels in aggregate. Solganick & Co.

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M&A Middle Market Valuation Capital 52

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

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How2Exit

MARCH 24, 2023

Ron Concept 1: Play A Bigger Game In today's society, it's easy to get stuck in a rut. We often feel content with the status quo, and don't want to challenge ourselves to do more. However, if we want to reach our full potential, it's important to challenge ourselves to play a bigger game. This is where investing with skills and experience can help.

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M&A Business Mergers and Acquisitions Investors 130

Sun Acquisitions

OCTOBER 15, 2024

In the high-stakes arena of mergers and acquisitions (M&A), success hinges not only on the strategic vision and financial acumen of dealmakers but also on the strength of the negotiating team. Negotiation Dynamics: Negotiating M&A deals involves navigating complex interpersonal dynamics and power struggles.

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iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

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OfficeHours

JUNE 6, 2023

Seek staffing that is related to M&A deals that employ intense financial analysis and due diligence. If your bank has weak M&A deal flow or you have not gotten the proper staffing for private equity, you may want to consider adding a third year of investment banking to better prepare yourself.

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Private Equity Equities Financial Modeling Financial Models 147

Focus Investment Banking

JUNE 12, 2023

Thriving US Middle Market Fundraising and Resilient Private Equity Regarding Global M&A Private Equity Trends, looking at the positive news, the US middle-market fundraising landscape remained stable throughout 2022, with 156 funds closing at an aggregate value of $133.5 While average valuations in the U.S.

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Software Equity Group

DECEMBER 11, 2023

Complicating matters further is that when those involved in the M&A process lack familiarity with the intricate nuances of the sales landscape, the entire process can become convoluted. Enter the M&A advisor. As one can imagine, selling a software company poses significant challenges.

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M&A Business Management Valuation 52

Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. An M&A deal consolidates companies or assets, typically aiming to boost growth, gain competitive advantage, or enter new markets. An M&A advisor is an authority on valuation norms within your industry.

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M&A Mergers and Acquisitions Negotiation Mergers 52

Sica Fletcher

JULY 11, 2024

The following report details insurance brokerage M&A multiple averages for H1 2024. We split the averages presented below according to insurance industry subsectors and brokerage sizes to provide a more accurate estimation of multiples. Because several kinds of insurance are legally required (e.g., Streamlined Operations.

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Sica Fletcher

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. The table of contents below offers quick links for readers seeking specific information in later sections.

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M&A Insurance Valuation Equities 52

Sica Fletcher

MAY 29, 2024

M&A transactions for insurance companies are part of a robust but complicated market that requires ingesting a great deal of data in order to fully understand. While insurance M&A did see slight dips in deal volume and average value (Fig.2)

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GillAgency

OCTOBER 18, 2023

One crucial aspect of M&A process is the consideration of add-backs, which play a significant role in determining a company’s true earnings potential. The goal is to present a more accurate picture of the company’s financial health by eliminating non-recurring or discretionary expenses that might not persist post-acquisition.

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Sica Fletcher

MARCH 14, 2024

We strongly recommend that you speak with a reputable M&A advisor before running an M&A deal process. Insurance agency valuation is a critical component of running an M&A deal, but executing this multi-step process well requires a great deal of specialized education and experience.

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Insurance Valuation M&A Consulting 52

Sica Fletcher

MARCH 26, 2024

On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.

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iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum.

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Lake Country Advisors

MAY 20, 2024

With the dismal success rates in mergers and acquisitions (M&A), choosing the right M&A advisor becomes a crucial aspect of ensuring success. The majority of M&A deals fail for many reasons. Some will founder due to poor integration, and others do because of inaccurate valuation. Accurate business valuation.

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Solganick & Co.

DECEMBER 21, 2023

Navigating the Current M&A Landscape for IT Services: Cloud & Data Analytics Partners Take Center Stage by Aaron Solganick, CEO, Solganick & Co. December 21, 2023 The IT services M&A scene in 2023 has painted a dynamic picture, marked by both cautious optimism and strategic boldness.

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Focus Investment Banking

APRIL 7, 2024

One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations. Impact on Business Valuations: The fluctuation in interest rates not only influences PE activities but also affects how businesses are valued.

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Private Equity Valuation Equities Business 52

Devensoft

JUNE 6, 2023

Pursuing an M&A deal is a major decision for any business, one that comes with a unique set of both risks and rewards. It’s crucial that you conduct a thorough due diligence process before entering an M&A deal. This due diligence questionnaire will explain how you can adequately vet potential M&A deals.

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M&A Mergers and Acquisitions Valuation Profitability 52

Cooley M&A

FEBRUARY 7, 2023

It will come as no surprise that cross-border M&A is impacted by the world we live in, with geopolitical tensions, rising inflation and interest rates, currency fluctuations, and increased regulatory scrutiny all playing their part in making deals more challenging to execute.

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InvestmentBank.com

NOVEMBER 1, 2020

One of the biggest struggles with selling in the middle to lower middle market is business valuation expectations. One of the biggest problems with valuations is what I might call the Instagram , Whatsapp , OculusVR skew. Valuation multiples don’t increase if your bottom-line increases. You’re a traditional business.

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