iMerge Advisors

APRIL 14, 2025

But in nearly all cases, the quality and clarity of your financial documentation will directly impact valuation, deal structure, and buyer confidence. Buyers whether strategic acquirers or private equity firms will typically expect at least GAAP-compliant financials. What Financial Documentation Are You Overlooking?

Sale 40

Sale M&A Valuation Private Equity 40

Lake Country Advisors

OCTOBER 31, 2024

Key Considerations Before Buying In: Equity and Ownership : Determine what percentage of the business you’re acquiring, as it will influence your role in decision-making, profit distribution, and overall control within the company. Defining Your Level of Involvement Decide if you want to be hands-on in operations or prefer an advisory role.

Business 52

Business Profitability Debt Shares 52

The TRADE

OCTOBER 13, 2023

The transaction – first reported on back in April – was previously valued at £410 million according to documents seen by The TRADE. Deutsche Numis is set to serve more than 170 corporate broking clients and is focused on providing comprehensive financial and advisory solutions.

Bank 59

Bank Banking Acquisitions Investment Banking 59

iMerge Advisors

APRIL 15, 2025

Why Open Source Raises Red Flags in M&A Buyers particularly strategic acquirers and private equity firms are increasingly cautious about open-source software (OSS) usage. How to Prepare for Diligence: A Strategic Checklist To avoid surprises during due diligence, founders should proactively audit and document their open-source usage.

M&A 40

M&A Acquisitions Valuation Sale 40

iMerge Advisors

APRIL 9, 2025

Key Drivers of Software Company Valuation Buyerswhether strategic acquirers or private equity firmsevaluate software companies through a combination of financial, operational, and strategic lenses. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

Valuation 40

Valuation M&A Private Equity Sale 40

Equiteq

APRIL 6, 2023

New global studies of both suggest that heightened private equity interest will see deal rates maintain higher levels in the coming year, too. Equiteq is an international provider of strategic advisory and M&A services to consulting firms and the broader knowledge economy.

M&A 52

M&A Private Equity Advisory Consulting 52

Lake Country Advisors

MAY 9, 2025

Whether your firm fits in this category can affect how you approach potential buyers, from strategic acquirers to private equity groups. As for documentation: Financial Statements: Past three to five years of income statements, balance sheets, and cash flow statements. What Post-Sale Considerations Should I Keep in Mind?

Middle Market 52

Middle Market Business Broker Sale 52

iMerge Advisors

APRIL 11, 2025

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. Due Diligence & Closing (23 months): Legal, financial, and technical diligence, followed by final documentation and closing.

IT 40

IT M&A Valuation Advisory 40

How2Exit

MAY 15, 2023

a strategic legal advisory out of New York City, is a prime example of someone who has been successful in this field. His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

iMerge Advisors

APRIL 8, 2025

Prepare the Business for Sale Buyers especially private equity firms and strategic acquirers expect a clean, well-documented business. Operational Documentation: Create SOPs, org charts, and product roadmaps to reduce perceived risk. Rollover Equity: Retaining a stake in the new entity, common in private equity deals.

M&A 40

M&A Valuation Private Equity Advisory 40

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. These documents include: How To Value an RIA: Key Documents by Type Sellers should be prepared to have their M&A advisor or a third party (usually provided by the advisor) review these documents in detail.

Valuation 52

Valuation M&A Insurance Advisory 52

Sica Fletcher

MAY 8, 2024

And it certainly does not stop less-than-reputable advisory firms from agreeing to represent you and taking their regular retainer fees, despite knowing full well your agency can’t be sold. What Documents Do I Need? Beyond proof of sustained profitability when analyzing these documents, look for: Liquid Assets. Manageable Debt.

Insurance 52

Insurance M&A Valuation Advisory 52

iMerge Advisors

APRIL 14, 2025

A closing binder (also called a closing book) is a comprehensive, organized collection of all final, executed documents related to the acquisition. What You Need Ready Before Closing By the time you reach the closing table, most of the heavy lifting due diligence, negotiation, and documentation should be complete.

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 8, 2025

Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. litigation, debt) are disclosed Team & Org: Document key roles, retention plans, and any dependencies on founders or key personnel Many founders underestimate the time and effort required here.

M&A 40

M&A Valuation Private Equity Negotiation 40

Software Equity Group

SEPTEMBER 24, 2024

A term sheet is a document that outlines the terms of a proposed transaction. If the document functions like an IOI, it may only provide a range of valuations. Rollover equity : When private equity buyers want you to roll a percentage of your proceeds into equity, there’s often a lot of back and forth.

Negotiation 52

Negotiation Business M&A Valuation 52

Sica Fletcher

JULY 2, 2024

The late 2010s, however, saw an explosion of private equity activity that has dramatically increased that pool from 5 to more than 50. Financial: Often referred to as private equity, these buyers are interested in purchasing an insurance agency for the express purpose of making it more profitable and then reselling it further down the road.

Insurance 52

Insurance M&A Private Equity Advisory 52

Sica Fletcher

APRIL 30, 2024

The following table contains a comprehensive list of the documents our teams use to value an insurance agency. How To Value an Insurance Agency: Required Documentation Your M&A advisor will use these documents to value your agency, as detailed in the sections below. Contact us to discuss a future partnership.

Insurance 52

Insurance Valuation M&A S&P 52

iMerge Advisors

APRIL 14, 2025

Buyersespecially strategic acquirers and private equity firmsare not just purchasing code; theyre acquiring the legal rights to use, commercialize, and defend that code. IP Hygiene as a Value Driver Beyond risk mitigation, clean IP ownership and documentation can actually increase your companys valuation.

Acquisitions 40

Acquisitions M&A Valuation Advisory 40

Sica Fletcher

MARCH 12, 2024

The shortest answer we can give is, “You give us some specific documentation, and we’ll run some numbers to determine how much the agency is worth.” Our data has shown a 30% increase in deals that feature equity as a larger portion of the seller payout since 2018. There are surprisingly few large insurance brokerages.

Valuation 52

Valuation Insurance M&A Profitability 52

How2Exit

AUGUST 8, 2023

rn In the podcast, Chelsea Mandel, the founder of Ascension Advisory, discusses her experience in the real estate and M&A space, particularly in sale-leasebacks. This strategy involves a business, private equity owner, or sponsor selling its company-owned real estate that is considered mission-critical to its operations.

Sale 130

Sale Mergers and Acquisitions Business Funds 130

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. The podcast also touches on the importance of accurate financial records and documentation in business transactions.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Sica Fletcher

MARCH 26, 2024

This usually leads to equity-based payouts. private equity firms, investment banks, individual investors). The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. The owner wants to maximize the transaction’s payout. A Quick Turnaround. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

Focus Investment Banking

JULY 24, 2023

Culturally, the company DNA was solid; the development team maintained thorough documentation and executed on its plans. The company didn’t have a board of directors or a formalized advisory board, which isn’t uncommon for early-stage companies, but as CPFD matured, it lacked senior professionals who could provide growth expertise.

Sale 52

Sale Advisory Consulting Business 52

iMerge Advisors

APRIL 16, 2025

In our experience at iMerge, companies that proactively document and defend these attributes tend to command higher multiples and face fewer hurdles during due diligence. Neglected Documentation: Lack of technical documentation, version control, or audit trails can reduce buyer confidence.

Valuation 40

Valuation M&A Engineering Negotiation 40

iMerge Advisors

APRIL 16, 2025

Buyers whether private equity firms, strategic acquirers, or growth investors are not just buying code. This allows time to clean up financials, resolve legal gaps, and document key processes. Document Tech Stack: Provide a clear architecture overview, third-party dependencies, and any known technical debt.

M&A 40

M&A Valuation Debt Advisory 40

iMerge Advisors

APRIL 14, 2025

This article outlines the key tax and legal documents you should be prepared to manage after selling your software or technology business, with a focus on the months following the transaction close. Recordkeeping and Audit Preparedness Even after the deal closes, you should retain all transaction-related documents for at least seven years.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

Solganick & Co.

OCTOBER 6, 2023

Identify and reach out to potential buyers, which could be competitors, financial investors (private equity firms), or firms in adjacent sectors. This involves providing detailed financials, legal and operational documentation and data, answering queries, and showcasing the genuine potential of your technology assets.

Sale 52

Sale Business Valuation M&A 52

iMerge Advisors

APRIL 9, 2025

Key Drivers of Software Company Valuation Buyerswhether strategic acquirers or private equity firmsevaluate a range of quantitative and qualitative factors. Document IP and contracts : Ensure all software code, licenses, and customer agreements are properly documented and assignable. Here are the most influential: 1.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

Cooley M&A

SEPTEMBER 16, 2024

One strategy for moving forward in a merger of equals transaction is to agree on a timeline for aligning on key issues and then only move to drafting definitive documents once the key issues have been agreed. Like in an equity financing transaction, the combined company will often establish a new go-forward equity pool.

Mergers 52

Mergers Mergers and Acquisitions Stock Valuation 52

iMerge Advisors

APRIL 16, 2025

In reality, buyersespecially private equity firms and strategic acquirersexpect a well-documented, diligence-ready business. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. IP ownership: Unclear or incomplete IP assignment from early contractors or developers.

Business 40

Business M&A Valuation Negotiation 40

Sica Fletcher

SEPTEMBER 12, 2024

Changes in the Valuation Process Valuation is the first formal step in the M&A deal process, taking place once the seller has gathered all their preliminary documents and made any necessary changes to the company's internal structure to make it more profitable. Family-specific financial arrangements.

Insurance 52

Insurance Valuation M&A S&P 52

iMerge Advisors

APRIL 15, 2025

For example, if your SaaS platform dominates a specific industry vertical and is being acquired by a competitor or a private equity firm with a roll-up strategy in that space, the deal may attract scrutiny. With the right advisory team, you can navigate these hurdles confidently and keep your deal on track.

M&A 40

M&A Mergers and Acquisitions Advisory Negotiation 40

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Guidance from an M&A Advisor : Your advisory team will typically oversee this intricate process for you, given its complexity.

Negotiation 52

Negotiation M&A Investors Shares 52

iMerge Advisors

APRIL 19, 2025

Private equity firms Especially those executing roll-up strategies in vertical SaaS, infrastructure software, or B2B marketplaces. For example, a strategic acquirer may prioritize product integration and offer a higher upfront price, while a PE firm may emphasize recurring revenue and prefer earn-outs or equity rollovers.

Valuation 40

Valuation M&A Middle Market Private Equity 40

iMerge Advisors

APRIL 14, 2025

Even after months of diligence, negotiation, and documentation, the final 5% of the deal often requires 50% of the effort. These agreements can become sticking points if compensation, non-competes, or equity rollover terms are not aligned with expectations. In founder-led businesses, key person risk is a major concern.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

The TRADE

DECEMBER 8, 2023

The SEC’s fellow domestic regulator, the Commodity Futures Trading Commission, also let the market know this summer through an advisory that some prime brokers may have to register as derivatives clearing organisations (DCOs), in what could be a burdensome process.

Broker 113

Broker Asset Management Trading Funds 113

Sica Fletcher

MAY 15, 2024

Consult your own documents when making these calculations, and use the examples in this article only as a template. That number is often complicated by what percentage of your payout is cash vs. equity, the timeline in which it is paid out, and additional considerations like post-closing employment agreements or milestone earnouts.

Insurance 52

Insurance S&P M&A Valuation 52