iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Its a nuanced calculation shaped by financial performance, market dynamics, buyer appetite, and the strategic value your business offers. What is my software company worth?

Valuation 40

Valuation M&A Private Equity Sale 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?

Middle Market 52

Middle Market Business Broker Sale 52

Lake Country Advisors

JUNE 11, 2025

When selling a business, one of the most important and often overlooked decisions you’ll make is how to structure the deal itself. Most business sales fall into one of two categories: asset sales or stock sales. The legal business entity stays with the seller: Since only assets are being sold, your LLC or corporation remains intact.

Sale 52

Sale Business Stock Broker 52

Focus Investment Banking

JULY 9, 2025

How Investment Bankers are Different than Brokers Why Dental Business Owners Choose Bankers Over Brokers When it comes time to sell, many dental practice owners are unsure whether to work with a broker or a banker. Business brokers often focus on much smaller transactions and offer an abbreviated process. Still exploring your options?

Broker 52

Broker Investment Healthcare Negotiation 52

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Do they understand your business model?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Do they understand your business model?

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 15, 2025

In this article, well outline the key privacy, security, and compliance documentation that buyers especially private equity firms and strategic acquirers expect to see during due diligence. Well also explore how early preparation in these areas can materially impact valuation and deal certainty.

Securities 40

Securities M&A Valuation Risk Assessment 40

iMerge Advisors

APRIL 15, 2025

If your product incorporates open-source components especially if youve fine-tuned or modified them its critical to understand the licensing implications and how they may affect your valuation, deal structure, or even deal viability. Some are permissive and business-friendly; others are copyleft licenses that impose strict obligations.

M&A 40

M&A Acquisitions Valuation Sale 40

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. You may have more options in certain groups, such as Treasury.

Corporate Finance 106

Corporate Finance Finance Finance Corporation 106

iMerge Advisors

APRIL 13, 2025

In an asset sale , the buyer purchases specific assets and assumes selected liabilities of the business. 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.

Sale 40

Sale Stock M&A Negotiation 40

How2Exit

DECEMBER 2, 2024

With extensive experience across private equity, business turnarounds, and a creative approach to consulting for equity, Jamie has demonstrated a unique ability to transform underperforming companies into successful ventures.

Business 130

Business Acquisitions Mergers and Acquisitions Consulting 130

Sun Acquisitions

JANUARY 8, 2025

In business as in life, two things are key: Timing and preparation. Selling a business in Information Technology (IT) or within the Managed Services Provider (MSP) space means getting both of these things right. Businesses such as this often have recurring revenue, scalability and efficiency in spades.

Business 105

Business IT Sale Valuation 105

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 106

Investment Banking Bank Banking Investment 106

Mergers and Inquisitions

JANUARY 22, 2025

Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books.

Investment Banking 64

Investment Banking Equities Bank Banking 64

iMerge Advisors

APRIL 15, 2025

Why IP Assignment Matters in M&A Buyersespecially strategic acquirers and private equity firmsare buying more than just revenue. Theyre acquiring the underlying technology, codebase, and proprietary assets that drive your business. Heres a step-by-step approach: 1.

M&A 40

M&A IT Valuation Advisory 40

Mergers and Inquisitions

JULY 9, 2025

Can you investigate their businesses, come up with potential up-sell ideas, and see what type of headcount and sales rep productivity we’d need to make this work?” Ex-bankers, Big 4 / valuation professionals in related roles, and internal candidates from related teams (corporate finance, strategy, IR, etc.) end up in these roles.

Corporate Finance 59

Corporate Finance Finance Finance Corporation 59

Focus Investment Banking

JANUARY 10, 2025

The focus of the collision vision in 2025 is to double down on the most important and timely topics in the collision repair business and to triple or even quadruple down on offering actionable insights for your business. And when the family business comes calling, you typically answer. It’s not good for business.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

CNBC: Investing

JUNE 9, 2025

But Bernstein downgraded CrowdStrike on Friday to market perform from outperform, citing valuation concerns. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Skip Navigation Markets Pre-Markets U.S. CrowdStrike trades at roughly 123 times forward earnings. All Rights Reserved.

Trading 71

Trading Stock Media Investment 71

TechCrunch: M&A

JUNE 30, 2025

The announcement comes about a year after Clio’s massive $900 million funding round, which nearly doubled the Vancouver, British Columbia-based company’s valuation from $1.6 billion in 2021 to $3 billion. Over the last few years, vLex has built Vincent, an AI model built on top of the company’s legal content database.

Mergers and Acquisitions 221

Mergers and Acquisitions CFA Acquisitions Media 221

Mergers and Inquisitions

MAY 14, 2025

Yes, electric charging stations are infrastructure, but EV companies main business is manufacturing and selling cars, and cars are consumer discretionary items. Within renewables, companies that hold and operate solar and wind assets fall into this category, but an EV manufacturer like Tesla or BYD does not.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Sun Acquisitions

JUNE 9, 2025

Building a great sign manufacturing business requires years of dedication and savvy decision-making. Yet creating a consistently profitable business is only step one. However, if you come prepared, you can help ensure that you exit the business on your preferred terms, and that you receive every bit of the payout you deserve.

Manufacturing 59

Manufacturing Business Valuation Sale 59

The M&A Lawyer

OCTOBER 26, 2015

He and the Merit Harbor team work with middle-market business owners looking to grow, acquire or sell companies in the $10mm to $100mm valuation range. With recent high company valuations and other general macro-economic factors, investors need to get far more involved with a company in order to expect any type of fast growth.

Private Equity 130

Private Equity Equities Valuation Management 130

OfficeHours

JUNE 5, 2023

Private equity firms play a vital role in the broader investment landscape, and their success relies heavily on their ability to execute deals effectively. Simply put, any private equity associate course must focus on developing and refining these skills.

Private Equity 147

Private Equity Equities Financial Models Financial Modeling 147

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. Private equity consulting firms go beyond traditional advisory services by providing value-added services to their clients.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

OfficeHours

JUNE 6, 2023

The private equity industry has experienced significant growth in recent years, leading to a highly competitive job market for aspiring professionals, particularly at the associate level. Below, I will provide a comprehensive guide on how to stand out in the competitive private equity associate job market.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

How2Exit

NOVEMBER 12, 2023

b' E159: Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey - Watch Here rn rn _ rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Private Equity 130

Private Equity M&A Equities Book-building 130

JD Supra: Mergers

JUNE 23, 2023

Valuations, and how a business reacts to them, directly impact a business’s ability to complete successful transactions.

Valuation 130

Valuation Private Equity Equities Healthcare 130

OfficeHours

JULY 18, 2023

In the pursuit of attractive equity returns, private equity firms have developed numerous innovative strategies beyond typical leveraged buyouts and take-private transactions. As it happens, this is an industry that has experienced a significant amount of private equity-backed roll-up activity.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

JD Supra: Mergers

JUNE 22, 2023

With interest rates no longer at historic lows, private equity firms are finding it difficult to cheaply leverage their investments, causing valuations to fall. By: Thompson Coburn LLP

Private Equity 159

Private Equity Valuation Profitability Equities 159

Mergers and Inquisitions

MAY 15, 2024

Private equity value creation came on my radar a few years ago when I noticed something: Even though traditional PE deal roles were not doing well, “operational” or “value creation” teams still seemed to be recruiting. What Does the Private Equity Value Creation Team Do in Real Life?

Private Equity 105

Private Equity Equities Consulting Recruitment 105

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”

Private Equity 94

Private Equity Equities Recruitment Funds 94

Focus Investment Banking

APRIL 7, 2024

As a business owner, understanding the financial ecosystem in which your company operates is crucial for making informed decisions. One aspect that is often talked about and significantly impacts the business landscape is the relationship between interest rates, private equity groups, and business valuations.

Private Equity 52

Private Equity Valuation Equities Business 52

Mergers and Inquisitions

MARCH 13, 2024

Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity. Growth equity offered a compromise: Modeling and deal work, networking, and shorter hours than most PE roles.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Focus Investment Banking

MARCH 24, 2024

In the dynamic realm of direct-to-consumer (DTC) businesses, a clear hierarchy emerges in private equity valuations, largely based on the perceived stability, scalability, control over supply chains and customer experiences. Physical stores increase brand visibility and credibility.

Private Equity 52

Private Equity Valuation Equities Business 52

OfficeHours

JUNE 5, 2023

The paper LBO is one of the most commonly used and intimidating interview techniques for private equity. Many candidates dread the paper LBO, but simply put, it is one of the most definitive “weeder” techniques used by many private equity firms and investment banking to lower the applicant pool.

Private Equity 147

Private Equity Valuation Debt Equities 147

TechCrunch: M&A

JULY 31, 2023

The deal is interesting because of its size, but we’re more interested in the insight it provides on the current state of the tech landscape as it pertains to valuations. New Relic’s $87-per-share sale price gives it a valuation that’s less than seven times its current run-rate revenue. million.

Sale 230

Sale Valuation IPO Shares 230

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130