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

Wall Street Mojo

JANUARY 17, 2024

Statement of Cash Flows Definition A Statement of Cash Flow is an accounting document that tracks the incoming and outgoing cash and cash equivalents from a business. Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. million) in 2015.

Accountant

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. They also help their clients to talk to lenders for the debt portion of the deal and to talk to private equity firms to see what their criteria is.

Capital

iMerge Advisors

APRIL 9, 2025

Key Drivers of Software Company Valuation Buyerswhether strategic acquirers or private equity firmsevaluate a range of quantitative and qualitative factors. Document IP and contracts : Ensure all software code, licenses, and customer agreements are properly documented and assignable. Here are the most influential: 1.

Valuation

Mergers and Inquisitions

AUGUST 2, 2023

Normally on this site, I write about a mix of careers, sectors within finance, financial modeling topics, and current events. It goes back to what I stated in my article about ChatGPT and investment banking in January: it’s good for summarizing code/documents and can sometimes help with writing code.

Investment Banking

Mergers and Inquisitions

MAY 24, 2023

Here’s how these strategies compare on the “trading vs. private equity” spectrum: The big selling point of the “middle” strategies – special situations and distressed – is that their returns are relatively uncorrelated with the overall market , and they have greater potential upside than something like merger arbitrage.

Funds

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. Simply put, a potential buyer will scrutinize every action you make, and just one crucial misstep can result in a lost opportunity.

Negotiation

iMerge Advisors

APRIL 12, 2025

Sophisticated buyers whether private equity firms or strategic acquirers will scrutinize your financials, customer contracts, churn metrics, and codebase. To avoid this, invest in pre-market readiness: Clean up financials and ensure GAAP compliance. Understand the Buyers Perspective Every buyer has a thesis.

Negotiation

Lake Country Advisors

JANUARY 13, 2025

Financial Buyers : Private equity firms and investment groups interested in businesses with strong cash flow and growth potential. M&A advisors emphasize: Confidential Offering Memorandum : A professional document highlighting your companys financial performance, growth opportunities, and competitive strengths.

Broker

Lake Country Advisors

MARCH 13, 2025

Brokers rely on data-driven research, financial modeling, and industry-specific insights to determine an accurate market price. They also facilitate financial standardization, ensuring documentation formats comply with state and national accounting practices so buyers can accurately evaluate financial performance.

Broker