iMerge Advisors

APRIL 10, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

In the world of technology mergers and acquisitions, the right advisor can mean the difference between a transformative exit and a missed opportunity. Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 13, 2025

Buyer and Seller Preferences In practice, the structure often reflects the relative negotiating power of the parties: Buyers especially private equity firms often push for asset sales to minimize risk and maximize tax benefits. The buyer, a strategic acquirer, prefers an asset sale to capture amortization benefits.

Sale 40

Sale Stock M&A Negotiation 40

Focus Investment Banking

MARCH 10, 2025

Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. Obviously, this doesnt fly with the buyer three days before close. You can read more here: [link] 6.

Investment 52

Investment Book-building Sale Business 52

iMerge Advisors

APRIL 15, 2025

A lack of documentation could lead to: Increased escrow or indemnity holdbacks Delayed closing timelines due to extended diligence Lower valuation due to perceived regulatory exposure As we noted in Completing Due Diligence Before the LOI , addressing these issues proactively can streamline negotiations and reduce surprises post-LOI.

Securities 40

Securities M&A Valuation Risk Assessment 40

iMerge Advisors

APRIL 14, 2025

Summary of: What Goes Into a Closing Binder for a Startup Acquisition And What You Need Ready Before the Deal Closes For founders navigating the final stretch of a startup acquisition, the closing binder is more than just a formality its the definitive record of the transaction. What Is a Closing Binder?

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 14, 2025

Summary of: When to Tell Employees About Acquisition Discussions And How Much to Share For founders and CEOs navigating the early stages of M&A, one of the most delicate decisions is when and how to inform employees that the company is in acquisition discussions. Many deals never make it past the initial exploratory phase.

Acquisitions 40

Acquisitions Shares M&A Valuation 40

The Deal

OCTOBER 2, 2023

and has been building a Malaysian factory where it plans to be fully online by the first half of 2025 and one day produce about 36 million batteries per year. production capacity after it went public through a special purpose acquisition company. The company is partnering with Android phone makers including Xiaomi Corp. Fremont, Calif.-based

Manufacturing 69

Manufacturing Electronics IT Investors 69

OfficeHours

OCTOBER 23, 2023

Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm , as with a typical transaction. After the acquisition, the previously public company is delisted from its stock exchange, whether the NYSE, NASDAQ, etc. Great, I’m learning a ton!

Investors 130

Investors Private Equity Equities Investment 130

Focus Investment Banking

APRIL 1, 2024

Most platforms are seeking acquisitions in their home regions and are especially interested in larger, more diversified practices. growing solely through acquisitions). Leveraging scale and knowing how to negotiate better rates with payors. We do not expect that new platforms will be established until at least 2025.

Private Equity 52

Private Equity Equities Negotiation Investment 52

iMerge Advisors

APRIL 16, 2025

But when it comes time to raise capital, negotiate a strategic partnership, or prepare for an exit, the question becomes: how do you actually value your software companys IP? Equity Rollovers: Founders may retain a stake in the IPs future upside post-acquisition. These structures require careful negotiation and alignment of incentives.

Valuation 40

Valuation M&A Engineering Negotiation 40

Focus Investment Banking

MARCH 28, 2024

A typical ophthalmology PPM was founded in 2018 and has completed ten total acquisitions since (and thus, is now partnered with ten practices). A more typical pace has set in since the flurry of initial ophthalmology acquisition activity quieted down. We also see them being aggressive about acquisitions. A third group (e.g.,

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

iMerge Advisors

APRIL 10, 2025

For many software founders, the decision to sell is the culmination of yearssometimes decadesof product development, customer acquisition, and team building. larger software companies) may pay a premium for synergies but often require deeper integration post-acquisition. Summary of: How Do I Find Buyers for My Software Company?

Private Equity 40

Private Equity M&A Equities Valuation 40

iMerge Advisors

APRIL 19, 2025

Understanding the Buyer Landscape In this valuation band, the most common acquirers fall into three categories: Strategic buyers Larger tech companies seeking product expansion, talent acquisition, or market entry. Understanding these dynamics is essential to tailoring your positioning and negotiating leverage.

Valuation 40

Valuation M&A Middle Market Private Equity 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 is especially relevant in cross-border M&A.

M&A 40

M&A Mergers and Acquisitions Advisory Negotiation 40

iMerge Advisors

APRIL 11, 2025

Negotiation & LOI (12 months): Term sheet discussions, exclusivity, and selection of the lead buyer. Founders who enter the process with a realistic understanding of valuation multiples for software companies are better positioned to negotiate efficiently and avoid protracted back-and-forth.

IT 40

IT M&A Valuation Advisory 40

Sica Fletcher

OCTOBER 16, 2024

The tables below outline the multiples proper, while the sections that follow take a deeper look into factors affecting RIA valuations as well as market conditions moving into Q4 of 2024 and into 2025. HNW vs. Mass Affluent: Pros & Cons An RIA’s acquisition strategy can also affect their value in the eyes of a prospective buyer.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

iMerge Advisors

APRIL 8, 2025

A good advisor does more than find buyers; they shape the narrative, run a competitive process, and negotiate terms that protect your interests. Navigate Due Diligence and Legal Negotiations Once you sign an LOI, the buyer will begin due diligence a deep dive into your financials, operations, technology, and legal structure.

Valuation 40

Valuation M&A Sale Negotiation 40

iMerge Advisors

APRIL 16, 2025

As we noted in Top 10 Items to Prepare When Selling Your Website , the earlier you begin preparing your documentation, the smoother the diligence process will beand the more leverage youll retain in negotiations. Running it while navigating an M&A process is exponentially more so. Deals can take 69 months from initial outreach to close.

Business 40

Business M&A Valuation Negotiation 40

Devensoft

MAY 16, 2023

Mergers and acquisitions (M&As) are surefire ways of helping companies grow in size and leapfrog their rivals. trillion by 2025. As a result, some acquisition targets will require you to perform more comprehensive due diligence. In turn, you can make informed decisions regarding the acquisition.

M&A 52

M&A Mergers and Acquisitions Securities Acquisitions 52

iMerge Advisors

APRIL 8, 2025

Manage the Deal Process and Diligence Once you receive indications of interest (IOIs) or letters of intent (LOIs), the process shifts into negotiation and diligence.

M&A 40

M&A Valuation Private Equity Negotiation 40

iMerge Advisors

APRIL 19, 2025

While the market for software acquisitions remains active, smaller SaaS businesses often face unique challenges in positioning, valuation, and deal execution that differ markedly from their larger counterparts.

M&A 40

M&A Advisory Business Valuation 40

iMerge Advisors

APRIL 14, 2025

Youll need to provide details such as the date of acquisition, date of sale, cost basis, and proceeds. This is where having a well-negotiated reps and warranties section in your purchase agreement becomes critical. For more, see Mergers & Acquisitions: Allocation of Purchase Price Disagreements.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 9, 2025

A company growing 40%+ annually will often command a premium multiple, particularly if growth is organic and not overly reliant on paid acquisition. The real value is unlocked through a well-run M&A process, strategic positioning, and expert negotiation. Growth Rate Top-line growth, especially if its efficient (i.e.,

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

iMerge Advisors

APRIL 14, 2025

Final Thoughts Audited financials arent always required, but GAAP-compliant statements and a well-organized financial package are non-negotiable in todays M&A environment. The more you can anticipate buyer questions and proactively address them, the smoother and more lucrative your exit will be.

Sale 40

Sale M&A Valuation Private Equity 40

iMerge Advisors

APRIL 15, 2025

Firms like iMerge specialize in helping software founders navigate these complexities, from structuring secure diligence processes to negotiating favorable deal terms. With the right legal, technical, and procedural safeguards, you can strike a balance between transparency and protection.

Shares 40

Shares Trading M&A Architecture 40

Global Newswire by Notified: M&A

MAY 20, 2025

May 20, 2025 (GLOBE NEWSWIRE) -- Talonvest Capital, Inc., a boutique commercial real estate mortgage brokerage firm, is pleased to announce the successful closing of a $51,317,000 acquisition loan on behalf of Reframe Holdings (Reframe). NEWPORT BEACH, CA.,

Portfolio 52

Portfolio Negotiation Acquisitions Boutique 52

iMerge Advisors

APRIL 12, 2025

Summary of: How to Negotiate the Best Deal When Selling Your Software Company For many software founders, selling their company is the most consequential financial event of their lives. Negotiating the best deal requires more than a strong pitch deck or a high revenue multiple. But in M&A, value is multidimensional. For how long?

Negotiation 40

Negotiation M&A Valuation Private Equity 40

Lake Country Advisors

APRIL 4, 2025

In 2025, the landscape of business sales is evolving, with shifting buyer expectations, regulatory updates, and economic factors playing a significant role in how deals are structured. A business broker brings specialized expertise, industry connections, and negotiation skills to maximize business value and ensure a seamless transaction.

Broker 52

Broker Business Negotiation Valuation 52

Lake Country Advisors

APRIL 9, 2025

In 2025, digital tools, artificial intelligence, and automation are making transactions faster, more efficient, and more secure. With digital solutions, brokers can streamline negotiations, vet buyers more effectively, and facilitate seamless transactions.

Broker 52

Broker Business Valuation Negotiation 52

Lake Country Advisors

MARCH 13, 2025

Cross-border M&A transactions are gaining momentum in 2025, fueled by global economic integration and emerging market opportunities. Their ability to mediate prevents misunderstandings that could cause negotiations to break down. Experienced business brokers play a pivotal role in addressing these complexities.

Broker 52

Broker M&A Business Negotiation 52

Cooley M&A

JANUARY 22, 2025

billion acquisition of Alpine Immune; by contrast, there were eight US biotech acquisitions exceeding $5 billion in 2023. billion kicking off 2025 with a bang, will the pounds go back on in the new year? Below we take a look at drivers of these dynamics over the past year and offer our predictions for whats to come in 2025.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

MergersCorp M&A International

MAY 27, 2025

Special Purpose Acquisition Companies (SPACs), once hailed as the “blank check” path to public markets, have experienced a rollercoaster ride over the past few years. However, 2024 and early 2025 have signaled a re-evaluation and adaptation of the SPAC model, with a renewed focus on quality, transparency, and strategic alignment.

IPO 52

IPO Mergers and Acquisitions Investors Capital 52

Focus Investment Banking

MAY 19, 2025

The Legal Trap That Can Kill Your Deal A poorly negotiated lease can derail the sale of your business even when you’ve found the perfect buyer. This negotiation may be uncomfortable nowbut it will protect your businesss value and marketability down the road. The problem? Assignment clauses.

Sale 52

Sale Business Negotiation M&A 52

iMerge Advisors

APRIL 13, 2025

For software founders and tech CEOs preparing for a sale, growth capital raise, or strategic acquisition, understanding the purpose and power of a QoE report can be the difference between a smooth transaction and a value-eroding negotiation. But what exactly is a QoE report? And more importantly, do you need one?

M&A 40

M&A Valuation Advisory Negotiation 40

iMerge Advisors

APRIL 13, 2025

They buy because the acquisition solves a strategic problem, accelerates a roadmap, or neutralizes a competitive threat. Build Relationships Before You Need Them Strategic acquisitions rarely happen out of the blue. Yet, these acquirers dont buy companies simply because theyre profitable or growing.

M&A 40

M&A Valuation Advisory Business 40

iMerge Advisors

APRIL 15, 2025

The earlier you address this, the more leverage youll have when it matters mostat the negotiating table. Start by identifying the gaps, securing retroactive assignments, and documenting your efforts.

M&A 40

M&A IT Valuation Advisory 40