Focus Investment Banking

MARCH 17, 2024

Earnouts in M&A deal negotiations are a vital tool, offering sellers of fast-growing companies potential extra compensation and providing buyers with a risk-reduction method. However, negotiations hit a snag when the seller proposed retaining total operational control during the earnout period.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. Valuation and Due Diligence Accurate valuation is essential to avoid overpaying for the target company. Negotiation Skills Negotiation is an art in itself.

Finance 59

Finance Finance Acquisitions Business 59

Growth Business

SEPTEMBER 29, 2023

In almost all cases VCs require board seats and investor controls negotiated through the shareholders agreement. Entrepreneurs should be able to go to their VCs for introductions, market insight and access to networks both externally and within the portfolio.

Capital 96

Capital Investment Funds Investors 96

iMerge Advisors

APRIL 9, 2025

In this article, well unpack the key valuation drivers, explore current market multiples, and offer practical steps to help you assess and enhance the value of your software business. Understanding the Core Valuation Framework At its core, the valuation of a software company is typically based on a multiple of earnings or revenue.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

Sun Acquisitions

SEPTEMBER 16, 2024

Invest in strategic initiatives to boost your company’s performance and market position, ultimately increasing its valuation. A diversified revenue portfolio strengthens your business’s resilience and makes it more attractive to a broader range of buyers.

Negotiation 59

Negotiation Business Sale Management 59

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? Technical Questions – You could get standard questions about accounting and valuation or VC-specific questions about cap tables, key metrics in your industry, or how to value startups. Market and Investment Questions – Which startup would you invest in?

Capital 59

Capital Valuation Investment Portfolio 59

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 52

Peak Frameworks

AUGUST 24, 2023

This understanding can significantly affect the perceived value of the deal and negotiation strategies. Company Valuation distribution channel analysis provides insight into the company's revenue potential and cost structure.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

Focus Investment Banking

MAY 10, 2024

Across Buyer Types, a Focus on Fresh Recent years have shown an uptick in fresh food deals as companies responded to the heightened consumer focus on healthy food, while also pursuing acquisitions to reshape their product portfolios, strengthen their supplier base, create operational efficiencies, or shorten their food miles.

Food 52

Food M&A Private Equity Valuation 52

Devensoft

JUNE 14, 2023

In a sell side M&A transaction, the seller is usually in a weaker negotiating position than the buyer, as the buyer has the advantage of choosing from a wider pool of potential targets. For one, the seller may be forced to accept a lower price than they would have liked, as they are in a weaker negotiating position.

M&A 52

M&A Negotiation Business Mergers and Acquisitions 52

Lake Country Advisors

JANUARY 3, 2025

These attributes contribute to strong valuations, driving increased interest in technology M&A opportunities. Buyers seeking to enter high-demand sectors or expand their portfolios are drawn to the promise of sustained profitability and market leadership. Opportunities to enhance service portfolios.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Business 52

How2Exit

DECEMBER 11, 2023

The company ensures that sellers understand the proper valuation of their businesses and helps them navigate the financing process. This approach helps buyers and sellers understand the potential for leveraging liquidity events to grow their wealth and expand their business portfolios.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

How2Exit

MARCH 19, 2023

This money is chasing stocks, pushing bond yields down, buying up Bitcoin, and pushing up real estate valuations. As a result, family offices are allocating a record high percentage of their portfolios in direct operating businesses. This is because of the relative valuations of other asset classes.

Business 130

Business Broker Mergers and Acquisitions IT 130

iMerge Advisors

APRIL 10, 2025

Are you optimizing for valuation, cultural fit, speed, or long-term legacy? Thats why many founders choose to work with M&A advisors who can quarterback the process, maintain momentum, and protect your leverage during negotiations. Define What Right Buyer Means for You Before you start looking outward, take time to look inward.

Private Equity 40

Private Equity M&A Equities Valuation 40

Sica Fletcher

JUNE 20, 2024

Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest. Ultimately, this paved the way for PE firms to take an increasingly larger share of the insurance M&A market starting about a decade ago. for insurance agencies. for insurance agencies.

M&A 52

M&A Insurance Valuation Equities 52

RKJ Partners

AUGUST 6, 2017

Yet, taking this equity investment means accepting painful ownership dilution due to the low valuations given to companies at this early stage. Rather than trying to negotiate each individual fee, consolidate them and negotiate the percentage that the fees represent of the loan’s size. So, what's the alternative?

Debt 40

Debt Capital Raising Capital Equities 40

Focus Investment Banking

MARCH 28, 2024

Some PPMs have gotten very large, with partnerships across a broad geographic area and valuations likely north of $1B. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. They are looking for the ideal partner with the best valuation and terms possible. A third group (e.g.,

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Lake Country Advisors

AUGUST 28, 2024

Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale. An effective valuation sets realistic negotiation expectations and attracts qualified buyers. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Valuation Manufacturing 52

Software Equity Group

OCTOBER 10, 2023

For these reasons, ARR and its trends are among the most important metrics to strategic buyers or private equity firms when making valuations. Valuation / Exit Multiples ARR is a key component in the valuation of a SaaS company. A sticky ARR portfolio without significant customer concentration is appealing to acquirers.

IT 52

IT Private Equity Mergers and Acquisitions Valuation 52

iMerge Advisors

APRIL 14, 2025

This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical. Earn-Out Agreements and Performance-Based Payouts Earn-outswhere a portion of the purchase price is contingent on future performanceare common in software and SaaS transactions, especially when valuation gaps exist.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 15, 2025

Beyond the standard due diligence and contract negotiations, certain transactionsespecially those involving foreign buyers, sensitive technologies, or market concentrationcan trigger government reviews that delay or even derail a deal. This foresight can shape buyer selection and deal timing.

M&A 40

M&A Mergers and Acquisitions Advisory Acquisitions 40

Devensoft

MAY 29, 2023

Whatever the reason, divestitures can be a critical strategy for companies to optimize their portfolio, streamline operations, and create value for shareholders. Planning also involves identifying potential buyers or investors, negotiating the terms of the divestiture, and preparing the business unit or subsidiary for sale or spin-off.

Investors 52

Investors M&A Business Sale 52

Cleary M&A and Corporate Governance Watch

MAY 10, 2023

Stockholders Litigation , has potentially significant implications for corporations and their boards in the negotiation of investment agreements with significant stockholders. The case arose out of a 2022 stock-for-stock transaction in which the Company acquired a portfolio company of Apollo Global Management, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions Stock IT Acquisitions 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. With new general merger guidelines anticipated in 2023, companies should expect to see more from the agencies pushing the boundaries of traditional antitrust enforcement.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. From the outset the Bridges and Innovate teams had a good rapport, and we talked a lot together before entering into detailed negotiations.

Private Equity 59

Private Equity Equities Investment Business 59

GillAgency

FEBRUARY 10, 2022

Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. They may exclude some assets and/or liabilities based on mutual negotiations. Remember, everything is negotiable up to the point of accepting or rejecting the deal.

Business 52

Business Sale Broker IT 52

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. They can help assess the financial and legal risks of the transaction, identify potential deal-breakers, and provide guidance on structuring the deal.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Cooley M&A

JANUARY 25, 2024

The higher interest rates escalated borrowing expenses, making mega-deals (deals valued at $5 billion or more) significantly more expensive, due to their heavy reliance on debt financing, and impacted valuation multiples with higher discount rates.

M&A 52

M&A Mergers and Acquisitions Investment Government 52

Cooley M&A

JANUARY 25, 2023

However, deal activity fizzled in the second half of 2022, as high inflation, aggressive anti-inflation monetary policies, geopolitical instability, assertive antitrust regulators and tightening financing markets depressed target valuations, reduced strategic acquirer confidence and sidelined private equity sponsor buyers. trillion. [2]

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

Cooley M&A

JANUARY 20, 2022

Midsize pharmaceutical buyers pursuing opportunistic acquisition strategies, with robust capital markets and high valuations having limited the pool of attractive assets available in recent years. approved prescription cannabidiol medicine to its portfolio. billion to enhance product diversification by adding the first and only FDA?approved

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Sun Acquisitions

APRIL 15, 2025

Maintenance logs for equipment also helps you justify your valuation while reassuring buyers they wont be on the hook for a massive repair or replacement right after signing the contract. What Specifically Affects Valuations in the Paving Business? it also attracts interest. Your location can also intrigue the right buyer.

Business 99

Business Sale Valuation Mergers and Acquisitions 99

Growth Business

OCTOBER 31, 2024

Look into their investment history and portfolio to understand how they think, make decisions, and manage their investments. You should also seek to understand the makeup of the investors’ wider portfolio, which will indicate how experienced they are in supporting companies like yours and flag any potential conflicts of interest.

Investment 97

Investment Investors Equities Business 97

Lake Country Advisors

JANUARY 16, 2025

These industries present unique challengesfrom complex valuations to highly regulated marketsmaking working with brokers specializing in these sectors essential. A skilled broker handles valuation, buyer outreach, and negotiation with expertise tailored to the specific needs of niche industries.

Broker 52

Broker Manufacturing Business Valuation 52

How2Exit

MAY 12, 2024

This is a sobering reminder for acquisition entrepreneurs in an age where startup valuations can soar on nothing more than buzzwords and the promise of future disruption. By setting aside the first hour of his workday to focus on reaching out to potential deals, he ensures that his pipeline is constantly refreshed with new opportunities.

Acquisitions 130

Acquisitions Shares Mergers and Acquisitions M&A 130

Cooley M&A

FEBRUARY 15, 2017

We are seeing funds increasingly fundraising for tech plays and are acquiring the needed sector expertise to build their tech portfolios. Negotiating Anti-Reliance Language. Life sciences exits were way down in 2016, as many acquirers stood on the sidelines awaiting the outcome (and now, effect) of the US presidential election.

M&A 40

M&A IPO Pharmaceutical Valuation 40

Cooley M&A

JANUARY 22, 2025

Portfolio optimization through divestitures of noncore assets In addition to pharmas smaller appetite in 2024, pharma companies continued to slim down by shedding nonessential assets to sharpen their strategic focus on core products.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

The TRADE

DECEMBER 31, 2024

The reaction function of policy makers will be tested, with multi-lateral negotiations to be expected between the US and its trading partners with uncertain results and even incongruent outcomes relative to current expectations.

Trading 52

Trading Government Risk Management Investors 52