Document and M&A - Investment Banking Today

LOIs in M&A Transactions: Striking the Right Balance Between Commitment and Flexibility

JD Supra: Mergers

JUNE 19, 2025

A letter of intent (LOI) or term sheet tends to be the first substantive document for an M&A transaction. It outlines the key terms and mutual understanding between a buyer and seller while they progress through due diligence and work towards negotiating, preparing, and executing a definitive agreement.

M&A

M&A Negotiation Business IT

Private Company M&A - Reverse Diligence: Questions Sellers Should Ask of Bidders

JD Supra: Mergers

JULY 1, 2025

When selling a private company, Sellers understandably focus on providing bidders with a comprehensive data room packed with detailed documents and information about every aspect of their business. They expect bidders to pore over the materials and come to the table armed with a long list of due diligence follow-ups and other questions.

M&A

M&A Business

What’s next for AI in M&A? Poll results reveal the gaps—and opportunities

Midaxo

JUNE 6, 2025

As part of our recent webinar, AI in M&A: What’s Working, What’s Next , we polled participants to get a pulse on how deal professionals are currently using AI, and where they see the greatest opportunities ahead. Interested in seeing how M&A teams are already putting AI to work?

M&A

New HSR Rules Go Live: Your Playbook for Effective M&A

JD Supra: Mergers

FEBRUARY 10, 2025

The new HSR rules will fundamentally alter the premerger notification process, and substantially increase the burden on filing parties, who will need to provide significantly more information and documents with their initial filings.

M&A

M&A Mergers

The Hidden Costs of Inefficient M&A Workflows

Midaxo

MAY 8, 2025

From disconnected tools to chaotic handoffs and lost institutional knowledge, inefficient M&A workflows quietly drain time, money, and strategic momentumundermining even the most promising deals. Below, we unpack the hidden costs that are holding teams back, and how real M&A teams are tackling them. The hidden cost?

M&A

M&A Risk Assessment Management Advisory

Eleven Concepts Business Teams Need to Know About Indemnification and Protection in Private Company M&A: Cutting Through the Jargon

JD Supra: Mergers

FEBRUARY 4, 2025

These representations often serve two purposes: first to prompt a seller to make disclosure in a document called the Disclosure Schedule if a representation is untrue, and the other is to allocate the involved risks between buyer and seller if. In other words, statements about the business that the sellers promise are true.

Business

Business M&A

M&A in the Digital Age: How Tech is Supercharging Dealmaking

Sun Acquisitions

NOVEMBER 26, 2024

Mergers and acquisitions (M&A) have always been a high-stakes game. From streamlining complex processes to uncovering hidden opportunities, tech supercharges M&A dealmaking across all stages. Virtual data rooms (VDRs) and AI-powered document review tools have revolutionized the game.

M&A

M&A Mergers and Acquisitions Collaboration Valuation

The power of an essential M&A suite in the palm of your hand: Midaxo’s mobile app

Midaxo

JUNE 10, 2025

Staying connected to your deals, pipeline, and team is a major advantage in M&A’s fast-paced environment. Whether you’re traveling, meeting prospects in the field, or preparing for a last-minute boardroom presentation, Midaxo brings the full functionality of leading M&A software right to your pocket.

M&A

M&A Management Accountant Corporation

Impact of AI and Automation on M&A Strategy: Reshaping the Process from Deal Sourcing to Integration

Sun Acquisitions

NOVEMBER 4, 2024

In today’s digital era, artificial intelligence (AI) and automation are revolutionizing industries worldwide, and mergers and acquisitions (M&A) are no exception. These technologies are fundamentally altering how businesses approach M&A, enhancing efficiency, reducing risks, and unlocking new opportunities for value creation.

M&A

M&A Mergers and Acquisitions Risk Assessment Collaboration

How Issac Qureshi Built an E-Commerce Empire: Mergers, Acquisitions, and Leveraged Buyouts

How2Exit

OCTOBER 28, 2024

E252: How Issac Qureshi Built an E-Commerce Empire: Mergers, Acquisitions, and Leveraged Buyouts - Watch Here About the Guest(s): Issac Qureshi : Issac Qureshi is the founder and owner of Bauer, a mergers and acquisitions (M&A) firm specializing in e-commerce. You move from a paid strategy to a nonpaid strategy."

Mergers and Acquisitions

Mergers and Acquisitions Acquisitions Mergers M&A

Our startup handles a lot of user data. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

iMerge Advisors

APRIL 15, 2025

Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? For software startups handling significant volumes of user data, privacy and security compliance is no longer a back-office concern its a core value driver in M&A. Buyers will compare this to your internal procedures. AWS, Google Cloud).

Securities

Securities M&A Valuation Risk Assessment

The Unseen Hand: Tariffs and Their Profound Consequences on Mergers & Acquisitions

MergersCorp M&A International

JUNE 5, 2025

Far from being mere taxes on goods, these duties exert a profound and multifaceted influence on the landscape of Mergers & Acquisitions (M&A). Understanding these consequences is paramount for navigating the contemporary M&A environment.

Mergers and Acquisitions

Mergers and Acquisitions Mergers Acquisitions M&A

Innovations in Personal Protective Equipment with Jason Scharton & Scott Shinn

Focus Investment Banking

DECEMBER 3, 2024

Joining us today are two industry leaders from Three M, Scott Shin, Advanced Technical Service Specialist in the Personal Safety Division at Three M, and Jason Charton, Global Industry Relations Leader for the collision repair industry at Three M. Automotive aftermarket division or three M collision. Scott Shin: Good.

M&A

M&A IT Education Engineering

All Businesses Are Loosely Functioning Disasters

Beyond M&A

JUNE 9, 2025

The documentation is manicured. Treat culture like code – it needs documentation, testing, refactoring. Some observations: 1) All businesses are loosely functioning disasters. Especially during tech due diligence. It’s natural. The pitch deck is sleek. Everyone’s LinkedIn is perfectly optimised for investor confidence. Prioritisable.

Business

Business Investors Engineering M&A

Norwood Financial Corp Extends its Pennsylvania Presence with Strategic Acquisition of PB Bankshares, Inc.

Global Newswire by Notified: M&A

JULY 7, 2025

Donnelly, President, CEO and Director of Norwood Financial, and Janak M. In connection with the merger of the holding companies, Presence’s subsidiary, Presence Bank, will be merged into Wayne Bank. The combined company will have approximately $3.0 A joint announcement of the transaction was made today by James O. core deposit premium.

IT

IT Mergers and Acquisitions Acquisitions Mergers

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

JUNE 23, 2025

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. Summary: Francisco Uriarte didn’t plan on becoming a mergers and acquisitions advisor—he lived it first.

Business

Business Book-building M&A Mergers and Acquisitions

Tell Me About a Recent Deal: Full Guide and Example

Mergers and Inquisitions

JUNE 11, 2025

Tell Me About a Recent Deal: Discussion Criteria I’ll suggest these qualities for any deal you discuss: Deal Type: It is best to pick an M&A or leveraged buyout deal because it is far easier to find information on these transactions, especially if the buyer or seller is U.S. Or do you have a genuine interest in working on deals?

M&A

M&A Debt Mergers and Acquisitions Bank

Practical M&A Treatise: The 2025 Edition is Here!

Deal Lawyers

NOVEMBER 18, 2024

We recently put the finishing touches on the annual update for the Practical M&A Treatise.

M&A

M&A Accountant

How do I value a software company with recurring revenue?

iMerge Advisors

APRIL 9, 2025

Summary of: What Is My Software Company Worth? A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. What is my software company worth? isnt just a matter of plugging numbers into a formula. Here are the most influential factors: 1.

Valuation

Valuation M&A Private Equity Sale

Navigating Buyer Options, Key Deal Terms, and the Process

Focus Investment Banking

FEBRUARY 4, 2025

Legal : Corporate documents, legal issues, compliance with regulations. Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. Business owners often dont know where to start with these steps when considering a sale or investment deal. Negotiation goes beyond just the price.

Sale

Sale Negotiation Private Equity Business

Our SaaS AI product uses several open-source libraries and models (some of which we’ve fine-tuned). What licensing or IP issues might that raise in an acquisition, and how can we prepare for them?

iMerge Advisors

APRIL 15, 2025

Summary of: Open Source in AI SaaS: Licensing and IP Risks in M&A And How to Prepare In todays AI-driven SaaS landscape, leveraging open-source libraries and pre-trained models is not just common its foundational. These licenses are generally low-risk in M&A. Their concern isnt philosophical; its legal and financial.

M&A

M&A Acquisitions Valuation Sale

The Truth About Unsolicited Private Equity Offers (and What Founders Should Do Next)

Software Equity Group

JULY 9, 2025

If you are leading a software company generating between $5 million and $50 million in revenue, there is a good chance you have received unsolicited outreach from private equity firms or strategic acquirers. These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. This is not just anecdotal.

Private Equity

Private Equity Equities Valuation M&A

What should I include in a Confidential Information Memorandum (CIM)?

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. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors.

Valuation

Valuation M&A Mergers and Acquisitions Sale

A Step-by-Step Guide to Selling a Middle-Market Business

Lake Country Advisors

MAY 9, 2025

Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. What Is Considered a Middle-Market Business?

Middle Market

Middle Market Business Broker Negotiation

Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

JANUARY 22, 2025

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. This view is mostly wrong: The Excel-based work has a ton of overlap, with a few differences here and there.

Investment Banking

Investment Banking Equities Bank Banking

Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year

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).

Investment Banking

Investment Banking Bank Banking Investment

We had a few early contractors who never signed IP assignment agreements. How big of an issue is that during due diligence, and what can we do now to fix it?

iMerge Advisors

APRIL 15, 2025

Summary of: Unassigned IP from Early Contractors: A Hidden Risk in M&A Due Diligence In the early days of a startup, speed often trumps structure. One of the most common red flags that surfaces during M&A due diligence is the lack of signed IP assignment agreements from early contractors or freelancers.

M&A

M&A IT Valuation Advisory

Tariffs & The Job Market: How the Trade War Will Affect Finance Internships, Jobs, Deals, and Valuations

Mergers and Inquisitions

APRIL 16, 2025

This is a follow-up to my 2024 Election article , where I predicted that the Trump administration would be much less business friendly than hyperventilating influencers had forecast. deal volume fell by 13% in Q1 , consumer sentiment fell by more than 30% since December , and inflation expectations are now higher.

Valuation

Valuation Finance Finance Trading

How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

JANUARY 8, 2025

Sellers should also streamline all operations and document standard operating procedures. Working with an experienced M&A advisor can help you get an accurate valuation and position your business for the highest possible sale price. Selling an IT services businessis a crucial decision. Always aim for a diversified client base.

Business

Business IT Sale Valuation

Facilities & Residential Services: Opportunities & Challenges

JD Supra: Mergers

JUNE 18, 2025

The facilities and residential services industry continues to evolve, marked by M&A growth, complex workforce structures, and increasing regulatory demands.

Private Equity

Private Equity Risk Management Portfolio M&A

How FSG transformed diligence into their competitive edge with Midaxo

Midaxo

JUNE 9, 2025

When Christian Fulmino stepped in as Head of Corporate Development and M&A at Fiduciary Services Group (FSG)—a forward-thinking retirement services firm—he was tasked with a bold mission: to supercharge the company’s inorganic growth. This consistency allows him to leverage Midaxo’s programmatic capabilities.

M&A

M&A Engineering Management Accountant

How RapidFire Accelerates M&A Growth with Midaxo

Midaxo

JULY 22, 2025

With a bold mission to offer cutting-edge fire, life safety, and security solutions at unmatched speed and reliability, the company is executing an aggressive M&A strategy and building a large regional trusted brand. A firm rejection of spreadsheet chaos—and a full embrace of purpose-built M&A technology.

M&A

M&A Mergers and Acquisitions Collaboration IT

SaaS M&A Due Diligence Checklist: Prepare 6 Areas of Your Business for a Successful Exit

Software Equity Group

JUNE 25, 2025

The best way to prepare for  due diligence  in a SaaS M&A transaction is to do most of the legwork before it starts. We also provide an in-depth downloadable M&A due diligence checklist (PDF) so that you’re set up for success. SEG has helped software companies successfully go through due diligence for over 30 years.

M&A

M&A Business Architecture Accountant

Market Trumps Tech: A Hard Lesson from the Front Lines of Tech DD

Beyond M&A

JUNE 16, 2025

Why This Matters in Tech DD In Tech DD, especially for growth-stage or later-stage deals, we often obsess over architecture, scalability, tech debt, documentation, test coverage—the works. I remember flinching. Internally, I disagreed—violently. Surely the tech is the business? Surely the product is the innovation? Well… not quite.

Architecture

Architecture S&P Debt Engineering

High-Performance Collision Shops, Leadership, Lessons & Efficiency with Steve Trapp

Focus Investment Banking

JULY 10, 2025

From flow and quality standards to management presence, goal setting, productivity coaching, and capital planning. This episode is packed with real-world takeaways you can use right now to run a more disciplined, high-performing shop. Listen and Follow The Collision Vision. What does efficiency really mean in a modern collision repair environment?

M&A

M&A IT Management Shares

Mintlify acquires Trieve to advance AI-powered knowledge retrieval

Global Newswire by Notified: M&A

JULY 24, 2025

The move reinforces Mintlify’s modernization of how product knowledge is accessed—particularly as AI changes user expectations around support and documentation. Historically, searching for help within software products required sifting through long-form documentation or relying on brittle search tools.

Acquisitions

Acquisitions Engineering Collaboration Shares

Scaling Success and Excellence in Collision Shops with Blake Farley

Focus Investment Banking

JUNE 24, 2025

Blake has scaled operations, led successful M&A activity, and built strong shop cultures—and he talks about what separates elite operators from the rest. So I’m looking forward to a great conversation with you as well. Whether you run one location or many, this is a conversation worth leaning into. That’s all I knew.

M&A

M&A IT Manufacturing Insurance

What is CRM and what does it do? Growth Business guide to CRM

Growth Business

JUNE 10, 2025

By Timothy Adler on Growth Business - Your gateway to entrepreneurial success What is CRM software? A CRM system is a software program that allows you to automate the tracking, communication and reporting of customers or prospective customers. A company’s CRM stores all of your interactions with potential and existing customers.

Business

Business IT Sale Management

Sun Acquisitions Facilitates the Sale of Demco Products and 3B Filters Inc. to Navistar Global, LLC.

Sun Acquisitions

JUNE 16, 2025

His timeliness in every aspect, from preparing documents to coordinating with potential buyers, was truly impressive. Their dedication to quality and innovation has built a remarkable company, and I’m thrilled to have facilitated a successful transition for them.” The story of Demco Products and 3B Filters Inc.

Sale

Sale Acquisitions Mergers and Acquisitions Manufacturing

Legal software company Clio drops $1B on law data giant vLex

TechCrunch: M&A

JUNE 30, 2025

vLex is a valuable property because its database of legal documents can greatly improve AI models for lawyers. vLex is a valuable property because its database of legal documents can greatly improve AI models for lawyers. billion in 2021 to $3 billion. billion in 2021 to $3 billion. Scale faster. Connect deeper.

Mergers and Acquisitions

Mergers and Acquisitions CFA Acquisitions Media

Closing with Confidence: Representations and Warranties Insurance in M&A

JD Supra: Mergers

SEPTEMBER 5, 2024

Representations and warranties insurance (RWI) has become an increasingly common feature in mergers and acquisitions (M&A) transactions, serving as a risk management tool for both buyers and sellers.

M&A

M&A Insurance Mergers and Acquisitions Risk Management

How to Sell Your Sign Manufacturing Business for a Premium

Sun Acquisitions

JUNE 9, 2025

Building a great sign manufacturing business requires years of dedication and savvy decision-making. Yet creating a consistently profitable business is only step one. To be completely successful, you have to exhibit the same determined preparation and analytical thinking when it’s time to exit. How Do I Value My Business?

Manufacturing

Manufacturing Business Valuation Sale

Unlock New Possibilities with Cisco Modeling Labs 2.9

Cisco: M&A

JULY 22, 2025

See product documentation for details on setup and use. Skip to content Cisco Blogs / Learn with Cisco / Unlock New Possibilities with Cisco Modeling Labs 2.9 July 22, 2025 Leave a Comment Learn with Cisco Unlock New Possibilities with Cisco Modeling Labs 2.9 With the release of Cisco Modeling Labs version 2.9, resolves this issue.

Shares

Shares Utilities Engineering Collaboration

74% of Tech Pros Use AI Weekly—Here’s What They’re Doing With It

Cisco: M&A

JULY 24, 2025

When we asked a question about AI security practices, only 25% responded that their organization has well-documented and followed security practices. Thanks to all of you who participated in our recent survey asking how you’re thinking about—and using—AI. First, let’s start with the statistics on the respondents.

IT

IT Utilities Government Engineering

LOIs in M&A Transactions: Striking the Right Balance Between Commitment and Flexibility

Private Company M&A - Reverse Diligence: Questions Sellers Should Ask of Bidders

Trending Sources

What’s next for AI in M&A? Poll results reveal the gaps—and opportunities

New HSR Rules Go Live: Your Playbook for Effective M&A

The Hidden Costs of Inefficient M&A Workflows

Eleven Concepts Business Teams Need to Know About Indemnification and Protection in Private Company M&A: Cutting Through the Jargon

M&A in the Digital Age: How Tech is Supercharging Dealmaking

The power of an essential M&A suite in the palm of your hand: Midaxo’s mobile app

Impact of AI and Automation on M&A Strategy: Reshaping the Process from Deal Sourcing to Integration

How Issac Qureshi Built an E-Commerce Empire: Mergers, Acquisitions, and Leveraged Buyouts

Our startup handles a lot of user data. What privacy, security, or compliance documentation will acquirers expect us to provide (e.g., GDPR policies, SOC 2 certification)?

The Unseen Hand: Tariffs and Their Profound Consequences on Mergers & Acquisitions

Innovations in Personal Protective Equipment with Jason Scharton & Scott Shinn

All Businesses Are Loosely Functioning Disasters

Norwood Financial Corp Extends its Pennsylvania Presence with Strategic Acquisition of PB Bankshares, Inc.

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

Tell Me About a Recent Deal: Full Guide and Example

Practical M&A Treatise: The 2025 Edition is Here!

How do I value a software company with recurring revenue?

Navigating Buyer Options, Key Deal Terms, and the Process

Our SaaS AI product uses several open-source libraries and models (some of which we’ve fine-tuned). What licensing or IP issues might that raise in an acquisition, and how can we prepare for them?

The Truth About Unsolicited Private Equity Offers (and What Founders Should Do Next)

What should I include in a Confidential Information Memorandum (CIM)?

A Step-by-Step Guide to Selling a Middle-Market Business

Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year

We had a few early contractors who never signed IP assignment agreements. How big of an issue is that during due diligence, and what can we do now to fix it?

Tariffs & The Job Market: How the Trade War Will Affect Finance Internships, Jobs, Deals, and Valuations

How to Sell an IT Business: Everything You Need to Know in Five Minutes

Facilities & Residential Services: Opportunities & Challenges

How FSG transformed diligence into their competitive edge with Midaxo

How RapidFire Accelerates M&A Growth with Midaxo

SaaS M&A Due Diligence Checklist: Prepare 6 Areas of Your Business for a Successful Exit

Market Trumps Tech: A Hard Lesson from the Front Lines of Tech DD

High-Performance Collision Shops, Leadership, Lessons & Efficiency with Steve Trapp

Mintlify acquires Trieve to advance AI-powered knowledge retrieval

Scaling Success and Excellence in Collision Shops with Blake Farley

What is CRM and what does it do? Growth Business guide to CRM

Sun Acquisitions Facilitates the Sale of Demco Products and 3B Filters Inc. to Navistar Global, LLC.

Legal software company Clio drops $1B on law data giant vLex

Closing with Confidence: Representations and Warranties Insurance in M&A

How to Sell Your Sign Manufacturing Business for a Premium

Unlock New Possibilities with Cisco Modeling Labs 2.9

74% of Tech Pros Use AI Weekly—Here’s What They’re Doing With It

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