iMerge Advisors

APRIL 8, 2025

This article outlines the key stages of a successful software company sale, with insights tailored to founders and executives navigating the M&A landscape. Sophisticated buyers will scrutinize your financials, customer metrics, contracts, and team. Are you seeking a full exit, partial liquidity, or a growth partner?

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M&A Valuation Private Equity Negotiation 40

Wall Street Mojo

JANUARY 15, 2024

read more , and other requirements to express his opinion on the objective and unbiased view of the company’s financial statements during the period under consideration. Inspection involves examining documents, records, and tangible assets, providing tangible proof of financial transactions.

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Financial Statement Financial Modeling Financial Models Accountant 52

iMerge Advisors

APRIL 16, 2025

Why IP Valuation Matters in Software M&A In traditional industries, valuation often centers on tangible assets and cash flow. However, most M&A professionals and valuation experts rely on one or more of the following approaches: 1. Market Approach Here, valuation is based on comparable transactions involving similar IP.

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Valuation M&A Engineering Negotiation 40

Mergers and Inquisitions

JUNE 14, 2023

A long time ago, most questions were about Excel, financial modeling , and how to find data quickly. To insert a new slide, press Ctrl + M (new slide based on your current template) or Alt, H, I (pick the template you want to use). Whenever internships begin, we get a lot of questions about how to “prepare quickly.”

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Investment Banking Bank Banking Investment 71

iMerge Advisors

APRIL 9, 2025

But valuation is not a static numberits a dynamic reflection of your companys financial performance, growth potential, market positioning, and the broader M&A environment. Summary of: What Is My Software Company Worth? The most common methodologies include: EBITDA Multiples : Often used for mature, profitable software businesses.

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Valuation M&A Profitability Discounted Cash Flow 40

Software Equity Group

APRIL 9, 2024

Guidance from an M&A Advisor : For instance, your advisor might suggest not sharing detailed financial information at the beginning. Instead, they may recommend highlighting other aspects, saving detailed financial data for later stages of review. Have they invested in one of your competitors?

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How2Exit

JULY 3, 2023

Specializing in business acquisitions and mergers is crucial because these transactions involve significant financial investments and have long-term implications for both buyers and sellers. Having a deep understanding of the complexities involved in these processes allows advisors to provide valuable insights and guidance to their clients.

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Mergers and Acquisitions Business Negotiation Private Equity 130

Mergers and Inquisitions

AUGUST 7, 2024

If you’ve read this site for a long time, you probably know that we focus on creating financial modeling courses and guides. The short version is that if you are the right person and can afford it , I recommend the WSMM coaching, which you can apply for here. If you are an international student applying to U.S.

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Investment Banking Bank Banking Investment 82

How2Exit

APRIL 10, 2023

They advise their clients to understand where the money is coming from, and to do draft documents, redacting the specific name of the deal until they have it secured. To do this, they work with registered broker-dealers that are legally able to raise money on behalf of companies. Raise.com helps their clients to raise money compliantly.

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Capital Investors Investment Broker 130

Cooley M&A

JULY 9, 2021

In a string of seminal decisions from 2017 through 2019 ( DFC Global , Dell and Aruba ), the Delaware Supreme Court re-shaped appraisal jurisprudence, in each case by overturning the Court of Chancery for failing to give adequate weight to deal price as the most reliable indicator of fair value. share, a 2.67% increase over the deal price.

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Mergers and Acquisitions Sale Shares Entertainment 52

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action.

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Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).

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Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.

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Software Equity Group

FEBRUARY 26, 2025

M&A isnt as simple as signing a deal and cashing in. Without the right strategy, SaaS leaders may leave millions of dollars on the table because they may not have the nuanced SaaS M&A experience in negotiating, driving competitive tension, or properly positioning the business. Heres a great example of what were talking about.

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M&A Negotiation Valuation Financial Modeling 52

Lake Country Advisors

JANUARY 13, 2025

Business brokers and M&A advisors are often used interchangeably, but their roles and expertise differ significantly. Understanding the Difference Between a Business Broker and an M&A Advisor Both business brokers and M&A advisors facilitate business transactions, but their focus, client base, and approach set them apart.

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Broker M&A Business Negotiation 52

Lake Country Advisors

MARCH 13, 2025

Cross-border M&A transactions are gaining momentum in 2025, fueled by global economic integration and emerging market opportunities. Business brokers streamline this process by addressing complex legal and financial obligations to ensure smooth deal progression.

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Broker M&A Business Negotiation 52

iMerge Advisors

APRIL 12, 2025

It demands strategic preparation, a deep understanding of buyer psychology, and expert guidance throughout the M&A process. It demands strategic preparation, a deep understanding of buyer psychology, and expert guidance throughout the M&A process. But in M&A, value is multidimensional.

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