How2Exit

APRIL 4, 2023

This is especially true for larger transactions, such as those involving private equity. Private equity firms get their money from investors, and when interest rates are high, they have to lower the multiple they pay in order to get the same return they did when interest rates were lower.

Business 130

Business Management Negotiation Sale 130

Sun Acquisitions

JANUARY 8, 2025

This is music to the ears of strategic acquirers and private equity firms. Sellers should also streamline all operations and document standard operating procedures. Private equity buyers who are after targets with stable cash flows and growth potential. Negotiating the Best Deal Structure Its not just about the sale price.

Business 105

Business IT Sale Valuation 105

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. Whether your firm fits in this category can affect how you approach potential buyers, from strategic acquirers to private equity groups.

Middle Market 52

Middle Market Business Broker Sale 52

Sun Acquisitions

SEPTEMBER 9, 2022

If it makes financial sense and you understand the dilution aspect of selling equity and the potential interference from investors, then yes, go ahead. In this post, we’re going to address what these are, some of the challenges to expect, how to sell the equity, and who to sell it to. Selling equity – the good, the bad, the ugly.

Equities 52

Equities Business Broker Investors 52

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

Software Equity Group

MARCH 18, 2024

The journey can be arduous, from grappling with due diligence, negotiation intricacies, and legal hurdles to managing customer relationships concurrently, driving revenue growth, and fostering innovation. Understanding their preferences and priorities significantly contributes to our ability to negotiate successfully.

Equities 52

Equities M&A Negotiation Investors 52

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. Negotiating Partnership Terms Negotiating partnership terms is a critical step that prevents future misunderstandings.

Business 52

Business Profitability Debt Shares 52

How2Exit

MARCH 24, 2023

They can help them with things such as accounting, profit and loss statements, and other financial documents. Concept 3: Equity in Exchange For Value Equity in exchange for value is a concept that has become increasingly popular in recent years.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Cleary M&A and Corporate Governance Watch

JUNE 5, 2023

9] Sellers claimed that this arrangement did not entitle Marquez to any equity interest in the subsidiary and instead provided Marquez with “something akin to a distribution right or contingent value right,” [10] whereas buyer claimed that this arrangement granted Marquez an equity interest in the relevant subsidiary. [11]

Private Equity 52

Private Equity Equities Capital Mergers and Acquisitions 52

Sun Acquisitions

SEPTEMBER 16, 2024

Document Processes and Systems: Documenting your business’s processes, systems, and intellectual property is essential for a smooth transition during an exit. Create comprehensive operational manuals, employee handbooks, and proprietary technology documentation to ensure the continuity and transferability of critical assets.

Negotiation 59

Negotiation Business Sale Management 59

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. Buyers whether strategic acquirers or private equity firms will typically expect at least GAAP-compliant financials. What Financial Documentation Are You Overlooking?

Sale 40

Sale M&A Valuation Private Equity 40

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.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

Software Equity Group

MARCH 26, 2024

For top private equity firms, there’s a lot to like about SaaS. Top Software Private Equity Firms Here is a select list of the most active PE investors in the SaaS and software industry over the past year (data taken from the SEG 2024 Annual SaaS Report ). The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

How2Exit

MAY 15, 2023

I also wanted to outsource the labor-intensive pieces of the job, such as the diligence and documentation work. Concept 4: Leverage Debt For Multiple Expansion Leveraging debt for multiple expansion is a strategy used by private equity firms to increase their value and profitability.

M&A 130

M&A Mergers and Acquisitions Private Equity Business 130

How2Exit

JULY 3, 2023

They act as intermediaries between buyers and sellers, helping to facilitate negotiations, conduct due diligence, and ensure a smooth transition. Whether it is in a specific industry or as a generalist, a skilled advisor can provide valuable insights, facilitate negotiations, and ensure a successful outcome.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Sun Acquisitions

SEPTEMBER 18, 2023

Understanding the value of your business will help you set a realistic asking price and negotiate effectively with potential buyers. These experts will help you navigate negotiations, draft contracts, ensure legal compliance, and maximize the value of your deal. Be prepared to compromise while protecting your interests.

Sale 59

Sale Business Negotiation Broker 59

How2Exit

SEPTEMBER 26, 2023

These deals offer unique advantages, such as faster transactions, potential tax benefits, and the ability to negotiate favorable terms. This exclusivity can lead to better negotiation opportunities, favorable terms, and the potential for higher returns on investment. rn Why Go Off-Market?

Negotiation 100

Negotiation Broker Business Private Equity 100

Focus Investment Banking

SEPTEMBER 17, 2024

We first assemble a target list of strategic buyers and private equity groups that have an interest in the type of business we are representing. An LOI is a crucial document that outlines the basic terms and conditions of the transaction. While the LOI is a preliminary document, it should still cover all critical aspects of the deal.

Negotiation 52

Negotiation M&A Private Equity Risk Management 52

The TRADE

DECEMBER 6, 2023

In answer to this, FIX split the types of addressable liquidity into four subcategories in its European equities addressable liquidity document: Interactable liquidity, multilateral liquidity, multilateral “lit” liquidity, and multilateral “lit” liquidity excluding frequent batch auctions.

Trading 59

Trading Equities Negotiation IT 59

Software Equity Group

JULY 9, 2024

Following many months of intense negotiation, if you are not prepared when the buyer or their advisor requests certain data or information, it can throw off the entire timeline. Missing or inadequate corporate governance documentation is a common risk for founder-led companies. First, confirm your company’s capitalization table.

Sale 52

Sale Corporation M&A Negotiation 52

How2Exit

MARCH 16, 2023

Concept 3: Prove Integration Capability When it comes to proving integration capability to potential private equity firms, entrepreneurs should focus on providing leverage to their businesses. This will demonstrate to potential private equity firms that the business is structured to implement or integrate acquisitions.

M&A 130

M&A Private Equity Business Investment 130

iMerge Advisors

APRIL 15, 2025

Why Open Source Raises Red Flags in M&A Buyers particularly strategic acquirers and private equity firms are increasingly cautious about open-source software (OSS) usage. How to Prepare for Diligence: A Strategic Checklist To avoid surprises during due diligence, founders should proactively audit and document their open-source usage.

M&A 40

M&A Acquisitions Valuation Sale 40

Lake Country Advisors

DECEMBER 5, 2024

Financial Statements Start with a thorough review of financial documents. Balance Sheets : Evaluate assets, liabilities, and equity to assess your company’s overall financial health. Maintaining well-documented and error-free financial records boosts your credibility and supports a smooth valuation process.

Business 52

Business Valuation Negotiation Profitability 52

Sun Acquisitions

OCTOBER 21, 2024

Additionally, the application process can be lengthy and rigorous, requiring detailed financial documentation and due diligence. Private Equity Investment: Private equity firms can be strategic partners for mid-sized businesses looking to finance M&A transactions.

M&A 59

M&A Finance Finance Business 59

Sun Acquisitions

JUNE 9, 2025

Sales breakdowns by service category or product line, a precise inventory, lease agreements, and other documents should all be carefully kept. Showing operational documents for the business, such as detailed process maps for workflows and quality control procedures, is another important step. Advisors are also valuation experts.

Manufacturing 52

Manufacturing Business Valuation Sale 52

How2Exit

NOVEMBER 6, 2023

rn rn Quotes: rn rn "You want to make sure that you have the proper people in place, documentation of the existing process, and the existing business before you add on anything new." By documenting existing processes and identifying areas for improvement, companies can streamline operations and increase efficiency.

M&A 130

M&A Investors Shares Acquisitions 130

Sun Acquisitions

APRIL 25, 2023

This is meant to help formulate more accurate valuations while also acting as reference points when discussing individual items during negotiations – having this data on hand helps streamline processes & ensures everyone involved has all necessary information before making decisions.

Sale 52

Sale Business Negotiation M&A 52

Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Doing so too soon could weaken your position in negotiations or cause misunderstandings. LEARN MORE: Why Software Companies Choose Software Equity Group 4.

Negotiation 52

Negotiation M&A Investors Shares 52

Wizenius

MAY 4, 2023

In investment banking, a term sheet is a non-binding document that outlines the basic terms and conditions of an investment or financing deal between two parties. It serves as a starting point for negotiations and helps both parties understand the structure of the proposed transaction.

Investment Banking 52

Investment Banking Investment Banking Bank 52

iMerge Advisors

APRIL 11, 2025

Negotiation & LOI (12 months): Term sheet discussions, exclusivity, and selection of the lead buyer. Due Diligence & Closing (23 months): Legal, financial, and technical diligence, followed by final documentation and closing. ARR multiple with partial rollover equity. Buyer Type Strategic buyers (e.g.,

IT 40

IT M&A Valuation Advisory 40

Sica Fletcher

OCTOBER 23, 2024

It also opens the door for savvy buyers to talk them out of millions of dollars when it comes time for negotiations. These documents include: How To Value an RIA: Key Documents by Type Sellers should be prepared to have their M&A advisor or a third party (usually provided by the advisor) review these documents in detail.

Valuation 52

Valuation M&A Insurance Advisory 52

Peak Frameworks

AUGUST 15, 2023

Organization and Structure A well-structured document makes it easier for the reader to follow your points. This is particularly important in lengthy documents like annual reports. And remember, a well-proofread document is non-negotiable. Tailor your language to your audience. Incorporating data is also key.

Business 52

Business Corporation Finance Finance 52

How2Exit

AUGUST 8, 2023

This strategy involves a business, private equity owner, or sponsor selling its company-owned real estate that is considered mission-critical to its operations. By selling a non-core asset at a higher multiple than the broader business would trade, the business can see equity value creation.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

iMerge Advisors

APRIL 8, 2025

Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. litigation, debt) are disclosed Team & Org: Document key roles, retention plans, and any dependencies on founders or key personnel Many founders underestimate the time and effort required here.

M&A 40

M&A Valuation Private Equity Negotiation 40

Sica Fletcher

APRIL 30, 2024

The following table contains a comprehensive list of the documents our teams use to value an insurance agency. How To Value an Insurance Agency: Required Documentation Your M&A advisor will use these documents to value your agency, as detailed in the sections below.

Insurance 52

Insurance Valuation M&A S&P 52

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

The Tesla board fell short on many – seemingly, all – levels: directors were not independent, their process was flawed in terms of timeline, negotiation etiquette, and a failure to conduct appropriate benchmarking, they did not fully inform their shareholders, and did not properly justify the scope of Musk’s staggering compensation.

Negotiation 64

Negotiation IT Consulting Profitability 64

Cooley M&A

SEPTEMBER 16, 2024

One strategy for moving forward in a merger of equals transaction is to agree on a timeline for aligning on key issues and then only move to drafting definitive documents once the key issues have been agreed. Like in an equity financing transaction, the combined company will often establish a new go-forward equity pool.

Mergers 52

Mergers Mergers and Acquisitions Stock Valuation 52