iMerge Advisors

APRIL 13, 2025

For software and technology founders considering a sale, the CIM is a strategic asset that can shape buyer perception, drive valuation, and accelerate deal momentum. 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 Sale 40

The Harvard Law School Forum

MAY 3, 2023

This multidimensional and turbulent landscape not only presents threats and opportunities which companies must navigate, but also adds complexity to dealmaking itself, which often is more art than science.

Mergers and Acquisitions 100

Mergers and Acquisitions Government M&A Private Equity 100

Chesapeake Corporate Advisors

FEBRUARY 9, 2023

Key Figures That Impact Valuation A business with growing revenue will surely attract buyers at a good price, right? Various factors impact your business valuation. Simply growing your top line revenue isn’t enough to ensure a high valuation and a good offer. However, they still expect EBITDA to support the valuation.

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Valuation IT Profitability Sale 52

Chesapeake Corporate Advisors

MAY 12, 2023

Baltimore, MD, MAY 12, 2023 —To support its continued growth as a top boutique investment banking and corporate advisory firm in the Mid-Atlantic region, Chesapeake Corporate Advisors (CCA) recently welcomed Miles Gally to the investment banking team.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

OCTOBER 30, 2024

But I want to be fair, so I will present their positives and negatives here. Better transition roles for moving into IB/PE/related fields are corporate banking , Big 4 TS/TAS/valuation , credit analysis , or even commercial real estate or management consulting. In my view, corporate finance jobs are not ideal “stepping stone roles.”

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Mergers and Inquisitions

MAY 14, 2025

3) Sum-of-the-Parts Valuation and the NAV Model In some verticals, such as renewables, real estate, and transportation, you often take a portfolio approach and assign a specific value to each item on a companys Balance Sheet to determine what its worth. Distributable Cash Flow for Midstream companies).

Investment Banking 59

Investment Banking Bank Banking Investment 59

MergersCorp M&A International

DECEMBER 9, 2024

The firm presents its clients with unique opportunities to invest in the burgeoning gaming industry, which has garnered significant interest and potential for high returns.

Corporation 52

Corporation Investors Mergers and Acquisitions Business 52

Francine Way

JULY 7, 2017

Transaction Criteria: Valuation: Is there a targeted floor and ceiling to transaction multiple used to value the target? For acquirers with limited acquisitions experience or resources (personnel), using outside consultants (advisory services / investment bankers) might be a good start. Any unions? Producing an ongoing deal flow.

M&A 130

M&A Acquisitions Consulting Capital 130

Mergers and Inquisitions

OCTOBER 16, 2024

But most coverage suggests generic answers about wanting to learn a lot, liking financial analysis or valuation, or wanting to “understand different industries.” In these types of interviews, it sounds fake to present extremely detailed/specific reasons or say that you’re 100% certain you want a long-term career in banking.

Investment Banking 111

Investment Banking Bank Banking Investment 111

Solganick & Co.

AUGUST 14, 2023

Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first half of 2023, continuing to exceed pre-pandemic levels in aggregate. Solganick & Co.

M&A 52

M&A Middle Market Valuation Capital 52

Sica Fletcher

JUNE 14, 2024

M&A professionals prefer it over other valuation methods for this reason, because it provides buyers with a clearer picture of how much the agency is worth to them. While valuation multiples – especially for private companies – have been a hidden source of information for decades, it has become more transparent in the last few years.

Insurance 52

Insurance Valuation M&A S&P 52

MergersCorp M&A International

NOVEMBER 1, 2024

Revenue and Fees: Revenues can be derived from management fees, performance fees, and other advisory fees. A common approach to valuation is to consider the fee structure: AMCs may charge a percentage of AUM (often ranging from 0.5% Technological Advancements and Innovation: Technological disruption in finance can impact valuations.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Operating metrics and valuation multiples , especially for the assets and companies that are the most different (see below). So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Successful Acquisitions

MARCH 2, 2023

In order to adequately discuss value, it is first necessary to understand how value is determined and what theoretical valuation approaches have to do with the practical realities of closing deals. Valuations come in many forms and there are a number of approaches to arriving at a company’s value. sales or 7x EBITDA.

Valuation 52

Valuation DCF Discounted Cash Flow M&A 52

Lake Country Advisors

AUGUST 7, 2023

On the other hand, economic downturns may lower business valuations but could also present opportunities for strategic buyers looking for bargains. Preparing Your Business for Sale Selling your business is like selling a home — presentation matters. We understand that every business is unique, and our approach reflects this.

Business 96

Business Sale Negotiation Broker 96

Wizenius

JUNE 5, 2023

Highlight any involvement in M&A transactions, such as due diligence, financial analysis, deal structuring, or client advisory. Valuations: Demonstrate your expertise in valuations, as it is a fundamental skill for investment banking professionals.

Investment Banking 52

Investment Banking Bank Banking Investment 52

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

Sica Fletcher

MARCH 26, 2024

Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency. Valuation is a process in and of itself. Account-Based.

M&A 52

M&A Insurance Valuation Advisory 52

iMerge Advisors

APRIL 16, 2025

This article explores the key frameworks, valuation methods, and strategic considerations for assessing the worth of your software IP whether its proprietary code, algorithms, patents, or data assets. Why IP Valuation Matters in Software M&A In traditional industries, valuation often centers on tangible assets and cash flow.

Valuation 40

Valuation M&A Engineering Negotiation 40

How2Exit

JULY 23, 2023

This focus allows for a deeper understanding of the industry, the market dynamics, and the unique challenges and opportunities it presents. 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.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Solganick & Co.

OCTOBER 6, 2023

Business Valuation: Understand and obtain a professional valuation or estimate to understand the worth of your technology business. Running a compresensive and targeted M&A auction process will help to maximize the outcome including receiving multiple offers and driving valuation higher. Solganick & Co.

Sale 52

Sale Business Valuation M&A 52

Sun Acquisitions

JULY 31, 2023

It’s also essential to create a business valuation that accurately reflects the true worth of your company. You should also present potential buyers with a detailed list of assets, liabilities, and cash flow statements. Finally, you should also consider what type of buyer is most suitable for your business.

Business 52

Business Acquisitions Sale Advisory 52

Lake Country Advisors

FEBRUARY 18, 2024

M&A deals involve intricate details concerning financial regulation, due diligence, valuation, and negotiation. An M&A advisor is an authority on valuation norms within your industry. It ensures that any valuation they put forth is robust, defensible, and aligned with the prevailing winds of market transactions.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Sun Acquisitions

JANUARY 10, 2022

This company presents major growth opportunities for the new ownership to continue to grow the business. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies.

Sale 52

Sale Acquisitions Mergers and Acquisitions Telecommunication 52

Sica Fletcher

JULY 11, 2024

We split the averages presented below according to insurance industry subsectors and brokerage sizes to provide a more accurate estimation of multiples. However, it does present some serious opportunities for those attempting to maximize their overall benefit from the transaction. Our biggest note here?

Insurance 52

Insurance M&A Debt Equities 52

Solganick & Co.

DECEMBER 21, 2023

Valuation Adjustments, Strategic Optimism : Despite the overall M&A market facing headwinds from inflation and rising interest rates, valuations within the IT services sector have remained relatively stable. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

Lake Country Advisors

MAY 20, 2024

Some will founder due to poor integration, and others do because of inaccurate valuation. From business valuation to negotiations, the top M&A advisors guarantee smooth transactions and negotiations that favor your objectives. Accurate business valuation. Extensive Experience Experience is paramount in M&A advisory.

M&A 52

M&A Business Mergers and Acquisitions Negotiation 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. A well-documented EBITDA bridge can materially impact valuation. Its a strategic investment that can pay dividends in both valuation and deal certainty.

Sale 40

Sale M&A Valuation Private Equity 40

Periculum Capital

MARCH 11, 2022

Select needed to find a financial partner that had a national platform SHHS could become part of to realize the opportunities with which SHHS was being presented. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. SHHS engaged Periculum to run a targeted process to find such a partner.

Sale 52

Sale IT Healthcare Capital 52

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

Private Equity 52

Private Equity Equities Insurance Capital 52

Wall Street Mojo

JANUARY 4, 2024

A prompt is a scenario presented by interviewers to a candidate. A candidate’s acumen and agility in tackling unfamiliar situations determine their grasp on subjects like valuation, forecasting, cash flow, and even the Rule of 72. Candidates are required to build a basic paper LBO model in about 20 minutes based on a specific prompt.

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

iMerge Advisors

APRIL 10, 2025

Are you optimizing for valuation, cultural fit, speed, or long-term legacy? This allows you to gather feedback, benchmark valuation expectations, and prepare your business for a future exit. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Strategic buyers (e.g.,

Private Equity 40

Private Equity M&A Equities Valuation 40

Sica Fletcher

DECEMBER 12, 2019

Let’s break down how this is paid: Valuation The valuation is invariably calculated as Pro Forma EBITDA multiplied by the EBITDA multiple. Today’s acquirors operate by emphasizing a growth strategy and not an expense reduction strategy so you can continue to manage the business post-closing based on the pro forma EBITDA you presented.

Private Equity 52

Private Equity Insurance Equities Management 52

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 52

Mergers Mergers and Acquisitions Valuation Stock 52

iMerge Advisors

APRIL 14, 2025

Yet, many founders and CEOs underestimate just how central IP clarity is to valuation, buyer confidence, and deal execution. Similarly, revenue-sharing or white-label agreements may give third parties partial rights to your IP, which can complicate valuation and post-acquisition integration.

Acquisitions 40

Acquisitions M&A Valuation Advisory 40

Solganick & Co.

JULY 6, 2023

Increasing VC and M&A Investment Interest The AI industry presents an attractive investment opportunity for strategics and venture capitalists. covers the artificial intelligence industry sector and provides sell-side M&A advisory services to fast growing companies in the sector.

M&A 52

M&A Investment Funds Capital 52

Sica Fletcher

JUNE 20, 2024

Conversely, when interest rates are high, valuations are supposed to decrease because buyers will try to make up what they are losing to interest. Ultimately, this paved the way for PE firms to take an increasingly larger share of the insurance M&A market starting about a decade ago. for insurance agencies. for insurance agencies.

Insurance 52

Insurance M&A Valuation Equities 52