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

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. Map Licenses to Usage For each component, document: The license type (MIT, GPL, etc.) Their concern isnt philosophical; its legal and financial.

M&A 40

M&A Acquisitions Valuation Sale 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. Now, Sauer focuses on family and founder-led businesses of all sizes, public and private. I also wanted to outsource the labor-intensive pieces of the job, such as the diligence and documentation work.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

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 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

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

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

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. Private equity firms make up approximately 92% of the current buyer pool, making them the most common type of buyer that sellers will likely run into.

Insurance 52

Insurance M&A Private Equity Advisory 52

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

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

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

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). The advisory team targets a single high-profile buyer on whom they focus their marketing efforts. For example, a private equity firm LOI might state that it plans to roll up your agency with others and resell them all several years later. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

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.” Documentation You need 3-5 years of documents detailing the health of your business. There are surprisingly few large insurance brokerages.

Valuation 52

Valuation Insurance M&A Profitability 52

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 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

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

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. The post What are the common pitfalls when selling a software business?

Business 40

Business M&A Valuation Negotiation 40

Sun Acquisitions

SEPTEMBER 9, 2022

A good case study of why it’s essential to be mindful of who you sell to and the equity you give up can be seen in the following story: In 2006 Greg Alexander founded Sales Benchmark Index (SBI) a growth advisory firm. The point of the story is to be careful who you sell to and how much equity you give away.

Equities 52

Equities Business Broker Investors 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

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

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

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 M&A 130

Razorpay

JULY 11, 2023

Documents Required to Open a Current Account Opening a current account is a little more complicated than opening a personal banking account – since current accounts are tied to high volumes of transactions and big amounts of money coming in and going out, they are tightly regulated and require a list of documents to open.

Accountant 40

Accountant Bank Banking Business 40

GillAgency

FEBRUARY 10, 2022

Also create a document repository that is not connected with your business. A lawyer will come in after due diligence is complete when closing documents are being drawn out. Advisory Role The business sale process is extremely rewarding but equally excruciating. 15.4.3 Do not feel uncomfortable to push back.

Business 52

Business Sale Broker IT 52

Mergers and Inquisitions

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? How many individuals can be team owners?

Investment Banking 105

Investment Banking Bank Banking Investment 105

How2Exit

JUNE 10, 2024

Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. The discussion dives deep into the evolution of the capital markets, the rise of private equity, and the intricate process behind selling a business.

Investment Banking 100

Investment Banking Business Investment Bank 100

How2Exit

JULY 13, 2023

They recommend having a will, power of attorney, and other necessary documents to ensure a smooth transition of ownership and to protect the interests of the owner and their family. Finally, the guests discuss the current market trends in private equity and capital raising.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

How2Exit

JUNE 6, 2023

Concept 4: Document Your Strategic Plan One key takeaway from Jonathan Wilson's podcast on M&A and strategy is the importance of documenting your strategic plan. This roadmap should be based on a documented strategic plan that identifies the areas where you want to grow your business.

M&A 130

M&A Mergers and Acquisitions Business Valuation 130

Focus Investment Banking

APRIL 28, 2025

Private equity firms and strategic acquirers remain active, seeking high-quality businesses with recurring revenue, specialized expertise, or regional scale. Acquisitions of consulting firms and accounting, tax and advisory firms represented the majority of deal announcements in the quarter.

Business 52

Business Professional Services Private Equity Consulting 52

iMerge Advisors

APRIL 15, 2025

Why IP Assignment Matters in M&A Buyersespecially strategic acquirers and private equity firmsare buying more than just revenue. These are standard legal documents that confirm the contractor assigns any rights they may have had to the company. Be prepared to offer a nominal payment or consideration if needed.

M&A 40

M&A IT Valuation Advisory 40

iMerge Advisors

APRIL 14, 2025

Whether the buyer is a strategic acquirer, a private equity platform, or a growth-stage investor, the bar has risen. Is the codebase modular and well-documented, or will integration be a nightmare? Founders should be prepared to open the hood and have the documentation to back it up. Technical debt is a deal killer.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40

iMerge Advisors

APRIL 13, 2025

In the world of M&A, few documents carry as much weight or scrutiny as the Quality of Earnings (QoE) report. A Quality of Earnings report is a financial due diligence document that analyzes the sustainability and accuracy of a companys earnings. Summary of: Whats a Quality of Earnings (QoE) Report and Do I Need One?

M&A 40

M&A Valuation Advisory Negotiation 40

iMerge Advisors

APRIL 12, 2025

Sophisticated buyers whether private equity firms or strategic acquirers will scrutinize your financials, customer contracts, churn metrics, and codebase. Document key metrics like CAC, LTV, NRR, and churn (see SaaS Key Performance Metrics and Valuation Multiples ). Understand the Buyers Perspective Every buyer has a thesis.

Negotiation 40

Negotiation M&A Valuation Private Equity 40

iMerge Advisors

APRIL 13, 2025

Our approach includes: Valuation modeling to test different earn-out scenarios Negotiation support to align buyer and seller expectations Legal coordination to ensure terms are clearly documented Post-close advisory to monitor performance and mitigate disputes We believe earn-outs should be a tool for value creationnot a source of friction.

M&A 40

M&A Valuation Advisory Mergers and Acquisitions 40