article thumbnail

What should I include in a Confidential Information Memorandum (CIM)?

iMerge Advisors

full sale, recapitalization, growth equity) This section should be concise but compelling it sets the tone for the rest of the document. Management and Team Key executives and their roles Succession planning and retention risks Incentive structures and equity ownership Buyers often view the team as part of the asset.

article thumbnail

We had a few early contractors who never signed IP assignment agreements. How big of an issue is that during due diligence, and what can we do now to fix it?

iMerge Advisors

Why IP Assignment Matters in M&A Buyersespecially strategic acquirers and private equity firmsare buying more than just revenue. If the individual wrote core code or designed foundational architecture, the risk is higher. Theyre acquiring the underlying technology, codebase, and proprietary assets that drive your business.

M&A 40
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Manufacturing Heats Up in Private Equity: What the Data Tells Us

Sun Acquisitions

When most people think of private equity, manufacturing isn’t usually the first industry that comes to mind. According to Private Equity Info , over the past two years, there have been more than 1,060 manufacturing-focused private equity transactions , a surprising figure that underscores the sector’s enduring appeal.

article thumbnail

Strategic Finance Jobs: An Upgrade Over Corporate Finance, or a Smoke Screen for Standard FP&A Work?

Mergers and Inquisitions

At early-stage companies , the role often involves investor relations and debt/equity fundraising as well, since there may not be separate teams for these. We want to take our current software targeted at architecture automation and expand it to urban planning and interior design as well.

article thumbnail

IEX firms up launch date for new options exchange

The TRADE

IEX has said that the launch will tackle challenges facing the options market, specifically adverse selection, by leveraging the firms previous experience in building equities solutions for performance and protection.

article thumbnail

Manufacturing’s moment: Why private equity is doubling down

Private Equity Info

With ongoing demand for specialty drugs, biologics, and generics, private equity sees long-term value in platforms that can scale and innovate within FDA-compliant environments. Architectural and Structural Metals Manufacturing Cordatus Capital invested in Red Dot Buildings ( Athens, TX ).

article thumbnail

SaaS M&A Due Diligence Checklist: Prepare 6 Areas of Your Business for a Successful Exit

Software Equity Group

Development The final section of business diligence looks at development as it pertains to the product architecture, including lines of code counts by product area, development backlog, development staff allocation by skill set, and product roadmap. the network architecture, bandwidth, protocols, user percentage of bandwidth, etc.).

M&A 52