Focus Investment Banking

JANUARY 21, 2025

and Dublin, Ireland January 23, 2025 FOCUS Investment Banking based in the US (the Company) and FOCUS Capital Partners (FCP) based in Ireland have combined ownership and operations to provide best in class investment banking services for middle-market clients. Washington, D.C.

Investment Banking 52

Investment Banking Capital Banking Bank 52

Solganick & Co.

JANUARY 27, 2025

Axial evaluated 400+ investment banks and M&A advisory firms based on a number of factors to determine its ranking. is a data-driven investment bank and M&A advisory firm focused exclusively on the software and IT services sector. About Solganick Solganick & Co.

Middle Market 40

Middle Market Investment Banking Banking Bank 40

Solganick & Co.

JANUARY 22, 2025

Solganick Technology Services M&A Update- Q4 2024 and 2025 Outlook Final January 23, 2025 – Dallas, TX and Los Angeles, CA – Solganick has published its latest mergers and acquisitions (M&A) update on the Technology Services sector. Pomeroy Technologies acquired Soroc Technology.

M&A 40

M&A Mergers and Acquisitions Consulting Investment Banking 40

Cisco: M&A

JULY 15, 2024

standards, offering a suite of compliant products and advisory expertise to assist customers in navigating the significant security updates and phased rollout through March 2025. Cisco plays a pivotal role in the evolution and implementation of the PCI DSS 4.0.1

Advisory 98

Advisory Securities Financial Services 98

Solganick & Co.

JUNE 2, 2024

has published its latest mergers and acquisitions (M&A) and market update and report on the data analytics sector. It covers the latest M&A transactions, provides a data analytics market map, updates on industry size and growth data, and publicly traded companies and valuations in the sector. Solganick & Co. until 2030.

M&A 52

M&A Mergers and Acquisitions Mergers Valuation 52

Sica Fletcher

JULY 31, 2024

The 2024 insurance M&A market has changed substantially from just a few years ago, with potentially staggering implications for the future of insurance M&A transactions. Insurance M&A Transactions in 2024 The insurance M&A transactions we have observed thus far in 2024 indicate larger trends in the sector.

M&A 52

M&A Insurance Debt Equities 52

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. With John-Michaels addition, the firm strengthens its commitment to providing top-tier advisory services to the rapidly evolving MSP sector.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Sica Fletcher

JULY 23, 2024

In it, we provide readers with a quick and simple overview of the current insurance brokerage M&A market , after which we discuss several macroeconomic and industry-specific factors that could drastically affect transactions in the next six months. The market is already highly competitive, but it’s also limited to what buyers can afford.

M&A 52

M&A Insurance S&P Valuation 52

Solganick & Co.

JANUARY 21, 2024

2023 Technology Services and IT Consulting M&A: Consolidation, Retooling, and a Cautious Optimism for 2024 The Technology Services and IT Consulting M&A landscape in 2023 mirrored the broader market’s cautious dance.

M&A 52

M&A Consulting IT Acquisitions 52

Woodside Capital Partners

APRIL 21, 2025

Leading Amidst Uncertainty April 2025 By Kelly Porter, Lead Managing Partner, Woodside Capital Partners WCP is a Silicon Valley-based investment bank – M&A advisory, capital raising; 120+. The post Leading Amidst Uncertainty appeared first on Woodside Capital Partners.

Capital Raising 52

Capital Raising Investment Banking Advisory Capital 52

iMerge Advisors

APRIL 15, 2025

Summary of: Open Source in AI SaaS: Licensing and IP Risks in M&A And How to Prepare In todays AI-driven SaaS landscape, leveraging open-source libraries and pre-trained models is not just common its foundational. These licenses are generally low-risk in M&A. Their concern isnt philosophical; its legal and financial.

M&A 40

M&A Acquisitions Valuation Sale 40

iMerge Advisors

APRIL 15, 2025

For software startups handling significant volumes of user data, privacy and security compliance is no longer a back-office concern its a core value driver in M&A. Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? Buyers will compare this to your internal procedures. AWS, Google Cloud).

Securities 40

Securities M&A Valuation Risk Assessment 40

Global Newswire by Notified: M&A

FEBRUARY 20, 2025

20, 2025 (GLOBE NEWSWIRE) -- Quisitive Technology Solutions, Inc. Quisitive or the Company ) ( TSXV: QUIS; OTCQX: QUISF ) is pleased to announce that two leading independent proxy advisory firms, including Institutional Shareholder Services Inc. ( 20, 2025 (GLOBE NEWSWIRE) -- Quisitive Technology Solutions, Inc. TORONTO, Feb.

Advisory 40

Advisory Capital Acquisitions Shares 40

iMerge Advisors

APRIL 9, 2025

Summary of: What Is My Software Company Worth? A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. What is my software company worth? isnt just a matter of plugging numbers into a formula. Here are the most influential factors: 1.

Valuation 40

Valuation M&A Private Equity Sale 40

iMerge Advisors

APRIL 16, 2025

Summary of: Software Company Valuations in 2025: Trends, Multiples, and Strategic Implications As we move into 2025, software company valuations are entering a new phaseone shaped by macroeconomic recalibration, AI-driven disruption, and a more disciplined capital environment.

Valuation 40

Valuation Private Equity M&A Equities 40

iMerge Advisors

APRIL 13, 2025

Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale? What Is a Stock Sale?

Sale 40

Sale Stock M&A Negotiation 40

iMerge Advisors

APRIL 10, 2025

Summary of: Regulatory Hurdles in Cross-Border M&A for Tech Companies: What Founders and Dealmakers Need to Know Cross-border M&A has long been a strategic lever for technology companies seeking scale, market access, or innovation synergies. China, Russia) Access to sensitive personal data of U.S. In the U.S.,

M&A 40

M&A Valuation Acquisitions Advisory 40

iMerge Advisors

APRIL 13, 2025

A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors. Summary of: What Should I Include in a Confidential Information Memorandum (CIM)? But what exactly should a CIM include? What Is a Confidential Information Memorandum?

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

iMerge Advisors

APRIL 15, 2025

Summary of: How to Keep Your Team Focused and Prevent Panic During a Quiet M&A Process For many founders and CEOs, the early stages of a potential acquisitionespecially during confidential due diligencecan feel like walking a tightrope. But in the context of M&A, premature disclosure can backfire. Rumors spread fast.

M&A 40

M&A Management Advisory IT 40

Global Newswire by Notified: M&A

MAY 1, 2025

May 01, 2025 (GLOBE NEWSWIRE) -- West Technology Group, LLC (the Company or West) has completed the sale of its Notified business to Equiniti (EQ) 1 , a global leader in shareholder services and advisory firm. ISLANDIA, N.Y.,

Sale 52

Sale Advisory Business IT 52

Solganick & Co.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. Kavaliro is expecting to increase its workforce in these two areas by over 20% in 2025. ORLANDO, FL.,

Consulting 40

Consulting Sale IT M&A 40

Solganick & Co.

APRIL 24, 2024

Solganick Technology Services M&A Update – Q1 2024 Final April 25, 2024 – Los Angeles and Dallas – Solganick & Co. (“Solganick”) has issued its latest technology services industry sector mergers and acquistions (M&A) update report for Q1 2024. of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Global Newswire by Notified: M&A

FEBRUARY 6, 2025

06, 2025 (GLOBE NEWSWIRE) -- ZRG, one of the worlds fastest-growing global talent advisory and executive search firms, today announced the acquisition ofAspen Leadership Group (ALG), the premier firm in placing and supporting fundraising and other leaders in education and the broader nonprofit sector. ROCHELLE PARK, N.J.,

Education 40

Education Advisory Acquisitions 40

Global Newswire by Notified: M&A

JANUARY 29, 2025

29, 2025 (GLOBE NEWSWIRE) -- Moody Capital Solutions, Inc. Moody Capital), a leading investment bank based in Atlanta, Georgia, is pleased to announce the consolidation of the Capitalyst Advisory Group division into its operations. ATLANTA, Jan.

Investment Banking 40

Investment Banking Capital Banking Bank 40

Global Newswire by Notified: M&A

MAY 1, 2025

NEW YORK, May 01, 2025 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company, today announced the acquisition of CFS International Inc. CFS) into Willis, a WTW business.

Trading 40

Trading Insurance Advisory Acquisitions 40

iMerge Advisors

APRIL 8, 2025

Summary of: How Do I Sell My Software Company? A Complete Guide for Founders For many software founders, selling the company is the most significant financial event of their lives. Whether you're driven by market timing, personal goals, or strategic opportunities, the process of selling a software business is complex and the stakes are high.

M&A 40

M&A Valuation Private Equity Advisory 40

iMerge Advisors

APRIL 11, 2025

The answer, as with most things in M&A, is: it depends. But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. Summary of: How Long Does It Take to Sell a Software Company?

IT 40

IT M&A Valuation Advisory 40

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 9, 2025) FOCUS Investment Banking is pleased to announce that John-Michael Tamburro has joined the firm as a Managing Director in its Technology Services group. With John-Michaels addition, the firm strengthens its commitment to providing top-tier advisory services to the rapidly evolving MSP sector.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Sica Fletcher

JUNE 11, 2024

The Insurance Brokerage M&A Market in 2024 On average, insurance brokerages are seeing the highest valuations they’ve had in a decade. 2023 saw a modest drop in insurance brokerage deal volume, from 1043 in 2022 to 957 in 2023, which experts predicted would remain static as the market regrouped to begin a slow growth into 2025.

Broker 52

Broker Insurance Valuation S&P 52

iMerge Advisors

APRIL 15, 2025

But even the most seasoned operators can be caught off guard by the legal and regulatory hurdles that surface late in the M&A process. In this article, well explore the lesser-known legal and regulatory approvals that may apply when selling a tech company, including antitrust clearance, CFIUS review, and sector-specific compliance.

M&A 40

M&A Mergers and Acquisitions Advisory Negotiation 40

iMerge Advisors

APRIL 8, 2025

This article outlines the key stages of a successful software company sale, with insights tailored to founders and executives navigating the M&A landscape. A good M&A advisor will run a pre-diligence process to identify and resolve red flags before buyers see them. Do you want to stay on post-transaction or transition out?

M&A 40

M&A Valuation Private Equity Negotiation 40

iMerge Advisors

APRIL 15, 2025

This article outlines a practical, risk-mitigated approach to sharing sensitive technical assets during M&A due diligence. Why This Matters: The Asymmetry of Disclosure In most M&A conversations, the seller bears the burden of disclosure. On one hand, transparency is essential to move a deal forward.

Shares 40

Shares Trading M&A Architecture 40

iMerge Advisors

APRIL 10, 2025

Well also explore how firms like iMerge Advisors help founders navigate this critical phase of the M&A process. A seasoned M&A advisor like iMerge can leverage proprietary databases, industry relationships, and past deal flow to identify buyers who are actively acquiring in your niche. What kind of exit are you seeking?

Private Equity 40

Private Equity M&A Equities Valuation 40

iMerge Advisors

APRIL 16, 2025

Summary of: Common Pitfalls When Selling a Software Business: What Founders and CEOs Must Avoid For many software founders, selling their business is the culmination of yearssometimes decadesof innovation, risk-taking, and relentless execution. But even the most promising exit can be derailed by avoidable missteps.

Business 40

Business M&A Valuation Negotiation 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. According to PwC , nearly 50% of announced M&A deals fail to close.

Acquisitions 40

Acquisitions Shares M&A Valuation 40

iMerge Advisors

APRIL 14, 2025

This article outlines the most common IP-related risks that surface during M&A due diligence, how to spot them before buyers do, and what steps you can take now to mitigate them. Why IP Matters So Much in Tech M&A For software and SaaS companies, intellectual property is often the core asset being acquired.

Acquisitions 40

Acquisitions M&A Valuation Advisory 40

iMerge Advisors

APRIL 16, 2025

This article explores the strategic importance of due diligence in software M&A, what buyers are really looking for, and how sellers can prepare to navigate this critical phase with confidence. For founders and CEOs, understanding the role of due diligence is essential to both maximizing valuation and ensuring a smooth transaction.

M&A 40

M&A Valuation Debt Advisory 40