Solganick & Co.

OCTOBER 11, 2023

October 11, 2023 – Solganick has published its latest M&A update report on the Legal Technology (LegalTech) industry sector. Sector growth is driven by the legal services segment, which is on the forefront of awareness of tech-solutions such as billing & tracking, document management, and payment processing.

M&A 52

M&A Investment Banking Utilities Advisory 52

Trout CPA: M&A

FEBRUARY 22, 2023

M&A Transaction disputes can be a costly and time-consuming affair. When drafting the four corners of the legal documents and accompanying exhibits, unambiguous contract language and comprehensive disclosure schedules are key to reducing subjectivity in an M&A transaction. So, how do you avoid them?

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M&A Collaboration Accountant IT 52

Focus Investment Banking

APRIL 30, 2024

1Q 2024 M&A Report : In the first quarter of 2024, middle market M&A transactions saw a surge in demand for specialized business services, ranging from due diligence to post-merger integration strategies.

M&A 52

M&A Business Middle Market Boutique 52

Equiteq

APRIL 6, 2023

M&A volumes across the ecosystems of Adobe and Salesforce held steady in 2022, when other market segments endured a steep decline. Equiteq is an international provider of strategic advisory and M&A services to consulting firms and the broader knowledge economy. One such segment is for partners of the Adobe ecosystem.

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M&A Private Equity Advisory Consulting 52

Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. An M&A deal consolidates companies or assets, typically aiming to boost growth, gain competitive advantage, or enter new markets. An M&A advisor is an authority on valuation norms within your industry.

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M&A Mergers and Acquisitions Negotiation Mergers 52

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Key Components of an M&A Risk Assessment 1. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 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.

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M&A Acquisitions Valuation Sale 40

Focus Investment Banking

SEPTEMBER 3, 2024

Simplifying the M&A process with a well-vetted team When it comes to mergers and acquisitions, your investment banker shouldn’t be the only member of your team you are closely vetting. A great M&A team should also be made up of a great set of attorneys—both inside and outside your organization. in the winter of 2024.

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M&A Mergers and Acquisitions Advisory Business 52

iMerge Advisors

APRIL 13, 2025

In the world of mergers and acquisitions, the Confidential Information Memorandum (CIM) is more than just a document its your companys first impression to serious buyers. 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.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

Sica Fletcher

MARCH 26, 2024

On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.

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M&A Insurance Valuation Advisory 52

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

Sun Acquisitions

APRIL 18, 2022

Preparing all your legal and financial documents. With all this in place, you can proceed to what is probably going to be the game-changing aspect of this entire process – hiring a competent M&A advisory firm. Rule #2 Get Yourself The Best M&A Team You Can Afford. Selling a business is a complex affair.

Business 98

Business M&A Broker Sale 98

iMerge Advisors

APRIL 15, 2025

Summary of: How to Share Proprietary Code and Technical Documents with a Potential AcquirerWithout Losing Your Trade Secrets For founders and CEOs of software companies, few moments are as strategically delicate as sharing proprietary source code and technical documentation with a potential acquirer.

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Shares Trading M&A Architecture 40

Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. Legal : Corporate documents, legal issues, compliance with regulations. Business owners often dont know where to start with these steps when considering a sale or investment deal. Negotiation goes beyond just the price.

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Sale Negotiation Business Private Equity 52

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. What Financial Documentation Are You Overlooking? Summary of: Will a Buyer Expect Audited or GAAP-Compliant Financials? Buyers will want to see consistency with ASC 606 standards.

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Sale M&A Valuation Private Equity 40

M&A Leadership Council

JUNE 18, 2024

A Step-by-Step Guide By M&A Leadership Council An M&A risk assessment is a systematic evaluation process used to identify, analyze, and mitigate potential risks associated with a merger or acquisition. Key Components of an M&A Risk Assessment 1. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Lake Country Advisors

MAY 9, 2025

Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. What Is Considered a Middle-Market Business?

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Middle Market Business Broker Sale 52

Viking Mergers & Acquisitions

MAY 18, 2023

To conduct a valuation, a broker or M&A advisor will examine your e-commerce business’s financial documents, such as your balance sheet and tax records, to determine the company’s book value, sale value, enterprise value, or other measures of worth. Each item should also have a photo and a working purchase button.

Business 85

Business Mergers and Acquisitions Broker M&A 85

Sica Fletcher

OCTOBER 23, 2024

The following article discusses how to value a Registered Investment Advisory firm (RIA) prior to taking it to market. We highly recommend that sellers speak with an M&A advisor before taking their company to market. Who Performs A Valuation? Determine Valuation Methodology There are three traditional valuation methods for RIAs.

Valuation 52

Valuation M&A Insurance Advisory 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.

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Bank Banking Acquisitions Investment Banking 59

MergersCorp M&A International

JANUARY 9, 2024

Mergers and acquisitions (M&A) transactions can be complex and require careful negotiation to ensure both parties involved in the deal are satisfied with the outcome. MergersCorp M&A International is a leading M&A advisory firm with a global reach, specializing in the facilitation of mergers, acquisitions, and divestitures.

Negotiation 52

Negotiation M&A Mergers and Acquisitions Utilities 52

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

MergersCorp M&A International

JANUARY 11, 2024

MergersCorp M&A International is a leading advisory firm that specializes in mergers and acquisitions (M&A) transactions. With a global presence and a team of experienced professionals, the company offers a wide range of services to assist its customers throughout the M&A process.

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M&A Mergers and Acquisitions Financial Statement Investors 52

Chesapeake Corporate Advisors

MAY 7, 2024

The Value of Each Team Member A complete M&A deal team often includes six key professionals, each bringing vital skills, capabilities, and expertise. When choosing your advisors, always look for extensive experience working on M&A transactions; knowledge of your industry is a plus.

Business 52

Business Sale M&A Negotiation 52

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. Summary of: How Do I Sell My Software Company? Are you seeking a full exit or partial liquidity?

M&A 40

M&A Valuation Private Equity Advisory 40

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. If you’re asking, “ should I sell my insurance agency,” the three big questions you must answer first are: Why Do I Want To Sell?

Insurance 52

Insurance M&A Valuation Advisory 52

Software Equity Group

SEPTEMBER 24, 2024

A term sheet is often used in the early stages of negotiating a venture capital investment or M&A transaction. A term sheet is a document that outlines the terms of a proposed transaction. Since SEG specializes in helping SaaS founders navigate M&A exits , we’ll focus on term sheets in that context.

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Negotiation Business M&A Valuation 52

Focus Investment Banking

AUGUST 13, 2023

Due diligence is one of the most critical pieces of the M&A process. FOCUS Managing Director, Jeb Connor, who leads the Sale Prep Advisory practice and Anna Brumby White, Principal in the Business Services group, provide insight into the due diligence process and ways to make it smooth and successful.

Business 52

Business Financial Statement Mergers and Acquisitions Sale 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. Think of it as the legal and operational DNA of your deal, meticulously compiled to memorialize every key agreement, signature, and approval that brought the transaction to life.

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 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 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

Sica Fletcher

APRIL 30, 2024

This article presents a step-by-step guide on how to value an insurance agency - both in the sense of how a valuation agency/M&A advisor goes about valuation, and also in terms of what insurance agency owners can do to maximize their valuation prior to running an M&A deal.

Insurance 52

Insurance Valuation M&A S&P 52

Sun Acquisitions

JUNE 13, 2024

Step 3: Assemble a Strong Advisory Team Navigating the intricacies of a business sale requires expertise in various fields, including legal, financial, and strategic planning. In the dynamic world of business, there comes a time when entrepreneurs contemplate the prospect of selling their ventures.

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Sale Mergers and Acquisitions Negotiation Business 59

Periculum Capital

OCTOBER 27, 2023

They were well-organized and made the due diligence process and documentation run smoothly. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale Management IT Advisory 52

Periculum Capital

MARCH 12, 2022

In addition to designing the customized debt placement solicitation process, Periculum assisted Morgan with information preparation, outreach to and ongoing communication with prospective lenders, negotiation of term sheets, documentation and the closing. and its wholly owned subsidiary American Soy Products, Inc. Morgan” or the “Company”).

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Debt Food Debt Capital Markets Capital 52

iMerge Advisors

APRIL 8, 2025

Summary of: How Do I Sell My Software Company? A Complete Guide for Founders Selling a software company is a high-stakes, high-reward endeavor. Whether you're a founder of a bootstrapped SaaS business or a CEO of a venture-backed platform, the decision to sell is rarely just about the money. Are you seeking a full exit or partial liquidity?

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Valuation M&A Sale Negotiation 40

Sica Fletcher

JULY 2, 2024

For agency owners looking to sell their business in 2024, it’s helpful to know something about the insurance M&A buyer landscape before going in. The following section details the insurance M&A buyer landscape as of Q3 2024. To provide a sense of context for buyers’ current standing, we also include information from 2023.

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Insurance M&A Private Equity Advisory 52