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What should I include in a Confidential Information Memorandum (CIM)?

iMerge Advisors

Products and Technology Overview of core products or services Technology stack and architecture Product roadmap and innovation pipeline Intellectual property (IP) and proprietary assets For SaaS and software companies, this section is critical. For founder-led businesses, this section often carries emotional weight and strategic importance.

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Periculum Advises Revelant Technologies in Recapitalization and Growth Equity Investment by Inoca Capital Partners, LLC.

Periculum Capital

Based in Indianapolis, Revelant Technologies is a leading Mulesoft implementation and integration partner, serving government, commercial and non-profit clients. Mulesoft is the world’s leading integration platform for Service Oriented Architecture, Software as a Service and Application Programming Interfaces.

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Periculum Advises Micro-Dyn Systems in its Sale to The Brydon Group

Periculum Capital

As a scalable, highly-profitable software company led by the founders who were critical to the ongoing success of the business, Bill and Janell worked with Periculum to find a buyer that could quickly build a team to which all operations seamlessly transitioned shortly after closing.

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What are buyers looking for in AI and SaaS company acquisitions in 2025?

iMerge Advisors

Private equity firms, in particular, are favoring SaaS businesses with: Consistent YoY growth of 20%+ EBITDA margins of 1525% or a clear path to profitability Low customer acquisition costs (CAC) and high LTV/CAC ratios For AI companies, the same principles apply but with added scrutiny on R&D spend. GDPR, CCPA, AI Act)?