iMerge Advisors

APRIL 8, 2025

Your answers will shape the deal structure, buyer pool, and valuation expectations. As we noted in EBITDA Multiples for SaaS Companies , valuation trends fluctuate with investor sentiment, interest rates, and sector performance. These are critical for SaaS valuations. Often used to bridge valuation gaps. Or exit entirely?

M&A

Software Equity Group

SEPTEMBER 24, 2024

It can serve as an initial expression of interest or a more definitive declaration of intent, but either way, it lays a foundation for the potential deal. Valuation A buyer’s proposed valuation of your SaaS company is one of the first and foremost items typically addressed in their term sheet.

Negotiation

How2Exit

JULY 23, 2023

Carvalho's own journey from working at Deloitte to starting his own M&A advisory firm and co-founding Divestopedia is a testament to the power of focus and specialization. The podcast highlights the importance and usefulness of Divestipedia in providing definitions, explanations, and insights into the world of mergers and acquisitions.

M&A

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking

Sica Fletcher

MARCH 8, 2024

Starting in H2 2022, the insurance M&A market has seen a notably difficult 18-month period, afflicted with high interest rates, lowered deal volumes, and lowered valuations. If they do, then we can expect to see valuations and, by extent, EBITDA multiples for insurance agencies rise.

Insurance

Cooley M&A

SEPTEMBER 16, 2024

Any stock-for-stock combination of two companies with relatively similar valuations is typically referred to as a merger of equals transaction, and even some stock-for-stock acquisitions where the “acquirer” is valued significantly higher than the “target” share some key elements of a merger of equals transaction. 2.

Mergers

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking

Sica Fletcher

JULY 23, 2024

The proposed budget still has a long way to go before approval, but it is definitely something to watch moving into the back half of 2024. On average, brokerages that represent themselves take home 30% less than those represented by an experienced M&A advisory firm. Still Uncertain?

Insurance

iMerge Advisors

APRIL 14, 2025

These definitions must be precise. Sellers should work with their advisors to model multiple scenarios and negotiate clear definitions upfront. Founders navigating valuation or deal structuring decisions can benefit from iMerges experience in software and tech exits reach out for guidance tailored to your situation.

Negotiation

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. Waiting until the final week can introduce unnecessary risk.

Acquisitions

iMerge Advisors

APRIL 15, 2025

Thats why many experienced M&A advisors, including firms like iMerge , recommend a tightly controlled communication strategy until the deal reaches a more definitive stage. The team hit a major feature release during the processimpressing the buyer and reinforcing valuation assumptions.

M&A

iMerge Advisors

APRIL 15, 2025

Work with experienced M&A counsel to ensure your NDA includes: Specific definitions of Confidential Information that include source code, algorithms, and technical documentation. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Shares

Cooley M&A

FEBRUARY 8, 2018

We also note that while institutional stockholders and proxy advisory firms remain opposed to gross-ups as a matter of policy, the inclusion of deal specific gross-ups has not appeared to have any practical impact on the outcome of transactions to date. Use of Earn-Outs in Life Sciences Deals. Barbara Borden. Jamie Leigh.

M&A

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. Advisory Role The business sale process is extremely rewarding but equally excruciating. Prepare marketing package If you do not do any of the steps, definitely do this right.

Business

Cooley M&A

JANUARY 22, 2021

Despite dealmaking anxieties in the first half of the year, valuations remained strong, and discount opportunities were few and far between. The court declined to find that the target business had suffered an MAE – despite the significant pandemic impact on its hotel business – due to a carve-out in the MAE definition for calamities.

M&A

iMerge Advisors

APRIL 13, 2025

In software M&A, earn-outs are often the bridge between a sellers valuation expectations and a buyers risk tolerance. This structure can help close valuation gaps while giving the buyer downside protection. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

M&A

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e., And What Do They Do? or Ph.D.),

Funds

iMerge Advisors

APRIL 14, 2025

A vague or open-ended diligence clause can lead to death by a thousand cuts where the buyer drags out the process, uncovers minor issues, and uses them to chip away at valuation. 60 days) if no definitive agreement is signed. This includes access to financials, customer contracts, IP, and employee data. 3045 days).

M&A