How2Exit

MAY 15, 2023

His advisory practice helps them through catalytic, transformational, and strategic events, such as mergers and acquisitions, governance issues, capital raising, and disputes. 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

iMerge Advisors

APRIL 19, 2025

This article explores the key considerations for SaaS founders contemplating a sale or capital raise, with a focus on how specialized M&A advisory can unlock value, mitigate risk, and drive successful outcomes. Data Room Organization: Prepare a secure, well-structured data room with legal, financial, and operational documents.

M&A 40

M&A Advisory Business Valuation 40

Growth Business

MARCH 1, 2024

From the outset the Bridges and Innovate teams had a good rapport, and we talked a lot together before entering into detailed negotiations. The preparation for a capital raise and bringing in new investors requires careful thought and management. Those discussions were about social impact, strategy, the marketplace and the team.

Private Equity 59

Private Equity Equities Investment Business 59

How2Exit

JULY 13, 2023

They stress the need to clearly communicate expectations from the beginning of negotiations, avoiding surprises later on. 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.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

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. But what exactly is a QoE report? But what exactly is a QoE report?

M&A 40

M&A Valuation Advisory Negotiation 40