Intrepid Banker Insights

JANUARY 5, 2023

Intrepid Investment Bankers Intrepid Capital Advisory Update – Five Things To Consider if Raising Capital in 2023 As we come back from holiday feasts and celebrations, it’s important for business owners to think about what the next twelve months will bring.

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Advisory Capital Underwriting Capital Raising 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. Since SEG often helps facilitate term sheet discussions, we’ll also share some practical guidance on how to negotiate them and a term sheet template to show you what they look like. What is a Term Sheet?

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Negotiation Business M&A Valuation 52

H. Friedman Search

JULY 27, 2023

Also, new firms that have only been buying competitive deals are looking to spread their wings into the wonderful world of negotiated underwriting. Municipal advisory firms are also looking to expand their horizons and actively looking/hiring for positions. There was nothing magical about June 1 st. Firms were ready to move again.

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Finance Finance Recruitment Underwriting 246

MergersCorp M&A International

DECEMBER 2, 2024

New York, NY – The Korea Trade-Investment Promotion Agency (KOTRA) in New York is excited to announce its strategic partnership with MergersCorp M&A International, an american leading investment banking and advisory firm specializing in mergers and acquisitions (M&A) and corporate finance.

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Corporate Finance M&A Finance Finance 52

MergersCorp M&A International

NOVEMBER 21, 2024

The MergersCorp Advantage MergersCorp Investment Banking prides itself on its holistic approach to M&A advisory. Once potential opportunities are identified, MergersCorp leverages its extensive network of relationships across various industries to forge connections that may lead to successful negotiations.

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Investment Banking Bank Banking Investment 52

Sun Acquisitions

JULY 20, 2023

It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. The right team can help you prepare your business for sale, find the right buyers, negotiate the best price, and more. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business.

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Advisory Business Negotiation M&A 40

Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. What are the key terms I should negotiate in a sale or investment deal? Negotiation goes beyond just the price. To ensure fairness, buyers and sellers agree on a working capital peg during negotiations.

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Sale Negotiation Business Private Equity 52

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

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M&A Advisory Business Valuation 40

MergersCorp M&A International

FEBRUARY 8, 2024

MergersCorp M&A International is a leading global M&A advisory firm that specializes in providing a wide range of services to companies involved in M&A transactions. Another key advantage of working with MergersCorp M&A International is their comprehensive divestiture advisory service.

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Corporation Business M&A Advisory 95

Lake Country Advisors

OCTOBER 31, 2024

A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction. This guide will help you navigate the process and make informed decisions to protect your investment. Address any signs of instability before proceeding.

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Business Profitability Debt Negotiation 52

Lake Country Advisors

MAY 9, 2025

A clear sense of your company’s market position shapes your negotiation tactics and marketing campaigns since buyers typically seek stable revenue, consistent profits, and a clear growth strategy. While both scenarios require diligent preparation, the middle-market sphere generally offers a more agile negotiation process.

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Middle Market Business Broker Sale 52

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.

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M&A Mergers and Acquisitions Private Equity Business 130

Software Equity Group

JUNE 14, 2023

And there may be intense negotiations concerning this number that could delay the closing or impact how much you ultimately take away from the deal. And there may be intense negotiations concerning this number that could delay the closing or impact how much you ultimately take away from the deal. What is Net Working Capital?

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M&A Capital Negotiation Accountant 93

Periculum Capital

DECEMBER 23, 2022

Periculum’s dedicated senior leaders that are involved in each step of a transaction— from buyer identification to final negotiations—culminated in the successful execution of the sale. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. counties in the northcentral portion of Indiana.

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Sale IT Advisory Negotiation 52

Periculum Capital

JULY 13, 2023

Periculum facilitated and led negotiations with strategic and financial buyers to value the embedded growth in existing resorts and the growth potential of future de novo locations. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The post Periculum Advises Pet Palace Enterprises, LLC.

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Sale IT Advisory Capital 52

MergersCorp M&A International

FEBRUARY 13, 2024

MergersCorp M&A International is a leading international advisory firm specializing in the field of mergers and acquisitions (M&A). With a dedicated team of experienced professionals, MergersCorp aims to provide its clients with top-notch advisory services that facilitate successful mergers and acquisitions.

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Mergers and Acquisitions Advisory M&A Negotiation 52

How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

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Acquisitions Mergers and Acquisitions Business Education 130

Sun Acquisitions

APRIL 28, 2022

He has the unique perspective of being both the seller and the buyer, which provides valuable insight into the complexities and process of negotiations required to successfully complete business transactions. Throughout Mike’s career, he has owned, operated and sold radio stations and newspapers throughout the Midwest and upstate New York.

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M&A Acquisitions Mergers and Acquisitions Sale 98

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. At iMerge, weve advised on hundreds of software and technology transactions, and weve seen firsthand how last-minute negotiations can either derail a deal or solidify a successful exit. Include deferred revenue?

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How2Exit

MARCH 31, 2024

Patrick brings his expertise from a solid educational foundation with a degree in accounting from James Madison University to his current position as the founder and managing director of M&A transaction services at O'Connell Advisory Group. rn rn rn Emotional readiness and concessions are critical in M&A transactions.

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Business Mergers and Acquisitions Securities M&A 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. Negotiation & LOI (12 months): Term sheet discussions, exclusivity, and selection of the lead buyer.

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IT M&A Valuation Advisory 40

Periculum Capital

MARCH 8, 2024

Even though executing M&A transactions requires senior deal professionals to provide clients guidance, negotiate with buyers, and to think dynamically in ambiguous situations, letting a company’s data speak for itself is one of the most compelling ways to communicate a company’s strengths to interested parties.”

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Sale IT Capital Advisory 52

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 role of a business advisor in the context of acquisitions and mergers is multifaceted.

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Mergers and Acquisitions Business Negotiation Private Equity 130

Sun Acquisitions

SEPTEMBER 14, 2023

This knowledge will empower you during negotiations and help set expectations for a fair deal. Assemble a Strong Advisory Team: Enlisting the support of experienced professionals is crucial in navigating the M&A landscape. Negotiate Skillfully: Effective negotiation skills are crucial in achieving a favorable deal.

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M&A Business Negotiation Mergers and Acquisitions 59

iMerge Advisors

APRIL 13, 2025

Buyer and Seller Preferences In practice, the structure often reflects the relative negotiating power of the parties: Buyers especially private equity firms often push for asset sales to minimize risk and maximize tax benefits. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses.

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Sale Stock M&A Negotiation 40

Periculum Capital

NOVEMBER 15, 2022

Their skillful negotiating, creativity, and unwavering commitment to me was so much more than I ever expected to receive from an M&A advisor.” The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. Periculum, along with the Company’s owner, A.J

Sale 52

Sale IT Government M&A 52

iMerge Advisors

APRIL 15, 2025

A lack of documentation could lead to: Increased escrow or indemnity holdbacks Delayed closing timelines due to extended diligence Lower valuation due to perceived regulatory exposure As we noted in Completing Due Diligence Before the LOI , addressing these issues proactively can streamline negotiations and reduce surprises post-LOI.

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Securities M&A Valuation Risk Assessment 40

Sun Acquisitions

JUNE 13, 2024

Seek the assistance of financial experts to ensure an accurate and realistic valuation, which will play a pivotal role in negotiations with potential buyers. 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.

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Sale Mergers and Acquisitions Negotiation Business 59

Sun Acquisitions

MARCH 8, 2022

Matt is a senior advisor with Sun Acquisitions with significant deal making and negotiation experience. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.

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Profitability Sale Business Acquisitions 98

iMerge Advisors

APRIL 10, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Ask for anonymized case studies or references.

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M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Execution Rigor: From pre-LOI diligence to managing legal negotiations, execution quality often determines whether a deal closes on favorable terms. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Ask for anonymized case studies or references.

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M&A Boutique Valuation Mergers and Acquisitions 40

Lake Country Advisors

JUNE 11, 2025

Sellers should prepare for a more rigorous negotiation process. If you’re working with a broker to sell your business , understanding the difference between these deal types isn’t just helpful, it’s essential. In this guide, we’ll break down how each structure works, why it matters, and how to choose what’s right for your situation.

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Sale Business Stock Broker 52

Lake Country Advisors

AUGUST 7, 2023

Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. Furthermore, the global events of the last couple of years have undeniably influenced the market. Assessing Business Performance The performance of your business is a vital consideration for potential buyers.

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Business Sale Negotiation Broker 96

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. From TensorFlow and PyTorch to Hugging Face transformers and scikit-learn, these tools accelerate development and reduce costs.

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M&A Acquisitions Valuation Sale 40

Chesapeake Corporate Advisors

JUNE 26, 2024

The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing. The family office purchased both the business and the associated real estate. The CCA team made a huge difference in getting our deal over the finish line.”

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Investment Banking Debt Corporation Advisory 52

Sun Acquisitions

JUNE 11, 2024

Strategic Preparation: Lay the Foundation for Success A profitable business sale begins long before the negotiations start. Valuation Expertise: Know Your Worth Understanding the actual value of your business is crucial in negotiations. This preserves the company’s integrity and enhances its perceived value during negotiations.

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Profitability Sale Business Mergers and Acquisitions 59

How2Exit

APRIL 29, 2024

Learning from her firsthand experience, establishing genuine connections based on shared interests or experiences, such as musical preferences, creates trust and fosters favourable negotiations. Building genuine connections can lead to advantageous opportunities, such as management buyout deals. Build on rapport—it is a skill."

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M&A Business Mergers and Acquisitions Acquisitions 130