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. Understanding the Core Valuation Framework At its core, software company valuation is typically based on a multiple of earnings or revenue. What is my software company worth?

Valuation 40

Valuation M&A Private Equity Sale 40

iMerge Advisors

APRIL 13, 2025

In the world of mergers and acquisitions, the Confidential Information Memorandum (CIM) is more than just a document its your companys first impression to serious buyers. 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.

Valuation 40

Valuation M&A Mergers and Acquisitions Business 40

Francine Way

JULY 9, 2017

The document serve to keep the discussions confidential between parties, limit distribution to those who need to know within the buyer’s organizations, and protect sensitive information contained in the CIM (offering memorandum) from being distributed outside the company. The reason for this is time.

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M&A Acquisitions Valuation Sale 130

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

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 currently employs 31 professionals. The firm employs 93 professionals.

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Private Equity Equities Investment Portfolio 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

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

Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. This often necessitates more comprehensive preparation and advanced business valuation services to gauge the true worth of your company.

Middle Market 52

Middle Market Business Broker Sale 52

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. Map Licenses to Usage For each component, document: The license type (MIT, GPL, etc.) Heres how: 1.

M&A 40

M&A Acquisitions Valuation Sale 40

Focus Investment Banking

AUGUST 2, 2023

It is important to note the increase in Private Equity participation in this market. We also provide commentary on current supply chain trends and document the ups and downs in public company valuations.

Private Equity 52

Private Equity Investment Banking Valuation M&A 52

Sun Acquisitions

JUNE 9, 2025

After you read it, you’ll be armed with the knowledge necessary to ensure a level playing field and a premium valuation. There are plenty of conventional methods to estimate value, including EBITDA multiples, asset-based valuation, and comparable sale benchmarks. How Do I Value My Business?

Manufacturing 52

Manufacturing Business Valuation Sale 52

Wall Street Mojo

JANUARY 17, 2024

Convertible securities combine features of both debt and equity instruments. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. Convertible securities provide advantages to both issuers and investors.

Securities 98

Securities Investors Shares Stock 98

Software Equity Group

MARCH 18, 2024

Software Equity Group’s expertise becomes invaluable for those whose exit strategy involves seeking majority investment or strategic sale. These documents are influential tools for presenting your company in the best possible light and facilitating meaningful and informed engagements with potential buyers.

Equities 52

Equities M&A Negotiation Investors 52

Sica Fletcher

OCTOBER 23, 2024

Who Performs A Valuation? RIA valuations are typically performed by one of three parties: The M&A Advisor A Third-Party Specialist The Seller Themselves Although many sellers attempt to perform their own valuations, we strongly recommend against this.

Valuation 52

Valuation M&A Insurance Advisory 52

Growth Business

JULY 26, 2023

Between these funding rounds there’s typically a three-times change in valuation. “In In the early stages, [the valuation is] driven by the team, product and market; in the later stages it is driven by revenue numbers,” Kanji explains. Alternative leather, we thought, was a category so we wrote the cheque.”

Funds 97

Funds Business Capital Investors 97

Lake Country Advisors

OCTOBER 31, 2024

Key Considerations Before Buying In: Equity and Ownership : Determine what percentage of the business you’re acquiring, as it will influence your role in decision-making, profit distribution, and overall control within the company. Work with legal and financial experts to ensure all terms are clearly documented, protecting your interests.

Business 52

Business Profitability Debt Shares 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

How2Exit

FEBRUARY 23, 2023

The DCF method requires the input of experienced professionals such as financial advisors and valuation experts in order to arrive at a fair and accurate valuation. By taking the time to consider all the factors involved and using the DCF equation, you can arrive at a fair and accurate valuation for any asset.

Business 130

Business Negotiation DCF Acquisitions 130

Software Equity Group

SEPTEMBER 24, 2024

A term sheet is a document that outlines the terms of a proposed transaction. Often similar to an indication of interest (IOI) or a letter of intent (LOI), a term sheet serves as a basis for initial negotiations on critical issues like the target company’s valuation and the structure of the prospective deal. What is a Term Sheet?

Negotiation 52

Negotiation Business M&A Valuation 52

Lake Country Advisors

DECEMBER 5, 2024

Whether planning for retirement, pursuing new ventures, or aiming to maximize your company’s value, understanding the intricacies of valuation and the selling process is essential. Understanding the Value of Your Construction Business Before listing your construction business for sale, it’s essential to establish an accurate valuation.

Business 52

Business Valuation Negotiation Profitability 52

How2Exit

NOVEMBER 11, 2023

rn The three types of buyers are individuals, private equity firms, and trade buyers. rn The structure of the deal can change the valuation of a business. He later pursued an MBA and worked in private equity before transitioning to become an entrepreneur and investor.

Business 130

Business Investors Mergers and Acquisitions Shares 130

Wall Street Mojo

JANUARY 3, 2024

read more shall stand true when revenue is reduced from the Owner’s equity , and Assets are reduced either in cash or accounts receivable. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

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Sale Accountant Financial Modeling Financial Models 98

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

Sun Acquisitions

SEPTEMBER 16, 2024

Invest in strategic initiatives to boost your company’s performance and market position, ultimately increasing its valuation. Document Processes and Systems: Documenting your business’s processes, systems, and intellectual property is essential for a smooth transition during an exit.

Negotiation 59

Negotiation Business Sale Management 59

iMerge Advisors

APRIL 8, 2025

Whether you're responding to inbound interest, planning a strategic exit, or exploring liquidity options, the process requires careful orchestration from valuation and positioning to buyer outreach and deal structuring. A well-prepared company signals professionalism and reduces perceived risk both of which drive valuation.

M&A 40

M&A Valuation Private Equity Negotiation 40

Cooley M&A

MARCH 1, 2019

Even for a thriving business with a viable equity story, committed stakeholders and the right advisers, the final deal terms and valuation are typically guided by factors beyond a company’s control. Stock market forces also make the timing of an eventual outright exit and the final blended valuation of equity sales over time uncertain.

IPO 52

IPO Valuation M&A Business 52

iMerge Advisors

APRIL 9, 2025

A Strategic Guide to Valuation For software founders and CEOs, few questions carry more weight than: What is my software company worth? Whether you're contemplating a full exit, raising growth capital, or simply planning ahead, understanding your companys valuation is foundational to making informed strategic decisions.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

iMerge Advisors

APRIL 19, 2025

Whether you're fielding inbound interest or proactively exploring a sale, this guide outlines the key considerations, valuation dynamics, and strategic steps to position your tech startup for a successful exit in the $3M$50M range. Strategic fit If your product fills a critical gap for the buyer, valuation may exceed financial norms.

Valuation 40

Valuation M&A Middle Market Private Equity 40

Software Equity Group

JULY 9, 2024

Missing or inadequate corporate governance documentation is a common risk for founder-led companies. In other words, can you access legal documentation showing who owns your company? . “It could impact your valuation, which is why we want to ensure you’re thinking about this from the beginning.”

Sale 52

Sale Corporation M&A Negotiation 52

Peak Frameworks

JUNE 29, 2023

They are assertions made by the company regarding the existence, completeness, valuation, rights and obligations, and presentation and disclosure of the reported financial information. If you’re interested in recruiting for private equity and developing these skills, you should check out our , Private Equity Course.

Financial Statement 52

Financial Statement Accountant Private Equity Valuation 52

iMerge Advisors

APRIL 11, 2025

But with the right preparation and advisory support, the timeline can be managed strategically to align with your goals whether thats maximizing valuation, minimizing disruption, or closing before year-end. Due Diligence & Closing (23 months): Legal, financial, and technical diligence, followed by final documentation and closing.

IT 40

IT M&A Valuation Advisory 40

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.

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M&A Private Equity Business Profitability 130

Cooley M&A

OCTOBER 29, 2020

Valuation Certainty. Perhaps the greatest benefit of going public via a SPAC as opposed to an IPO is that the target’s shareholders are able to attain greater certainty regarding valuation, and more quickly. Competition / Variation. Another feature of SPAC 3.0 is the competition among SPACs for potential targets.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. A long/short equity fund could find an undervalued company, like it for reasons A, B, and C, and argue that its price will increase by 50%.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

iMerge Advisors

APRIL 8, 2025

Your answers will shape the deal structure, buyer pool, and valuation expectations. As we noted in EBITDA Multiples for SaaS Companies , valuation trends fluctuate with investor sentiment, interest rates, and sector performance. These are critical for SaaS valuations. Often used to bridge valuation gaps.

M&A 40

M&A Valuation Private Equity Advisory 40

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.

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Valuation M&A Engineering Negotiation 40

Focus Investment Banking

MAY 22, 2025

From FOCUS Investment Bankings experience in the market, certain traits consistently define high-performing, resilient firms traits that not only command premium valuations but also position sellers for successful transitions. They also improve working capital management and justify premium valuation multiples in the M&A market.

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Broker Insurance Private Equity Book-building 52