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

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

Cleary M&A and Corporate Governance Watch

JUNE 5, 2023

Background and Decision In December 2022, following a competitive process, affiliates of Antin Infrastructure Partners S.A.S (“buyer”) entered into a merger agreement to acquire a group of privately held broadband companies, known as OpticalTel. [2]

Private Equity 52

Private Equity Equities Capital Mergers and Acquisitions 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 Profitability 130

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

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

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

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

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

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. Our process works much like a funnel.

Negotiation 52

Negotiation M&A Private Equity Risk Management 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

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. Map Licenses to Usage For each component, document: The license type (MIT, GPL, etc.) The key is transparency, documentation, and proactive remediation.

M&A 40

M&A Acquisitions Valuation Sale 40

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 59

Manufacturing Business Valuation Sale 59

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

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

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

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.

Negotiation 52

Negotiation M&A Investors Shares 52

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

Mergers and Inquisitions

JANUARY 24, 2024

It’s an excerpt from our Venture Capital & Growth Equity Modeling course , so it’s not a step-by-step walkthrough – but it should still be quite helpful: Types of Growth Equity Case Studies Growth equity firms are “in-between” venture capital and private equity firms. trailing revenue multiple and 4.4x

Equities 105

Equities Valuation Financial Statement Financial Models 105

Sica Fletcher

JULY 2, 2024

The late 2010s, however, saw an explosion of private equity activity that has dramatically increased that pool from 5 to more than 50. Private equity firms make up approximately 92% of the current buyer pool, making them the most common type of buyer that sellers will likely run into.

Insurance 52

Insurance M&A Private Equity Advisory 52

Solganick & Co.

OCTOBER 6, 2023

Identify and reach out to potential buyers, which could be competitors, financial investors (private equity firms), or firms in adjacent sectors. Negotiations: Engage with interested parties and entertain offers. Due Diligence: Allow potential buyers to scrutinize all aspects of the business.

Sale 52

Sale Business Valuation M&A 52

Software Equity Group

MAY 28, 2024

Just because you are getting lots of inquiries from Private Equity and other investors, it does not mean you are ready to sell. Focusing your efforts on improving those metrics will make your company more attractive and give you a leg-up in negotiations. If your numbers aren’t up to snuff, you’d be wise to wait.

M&A 52

M&A Private Equity Valuation Equities 52

Software Equity Group

MAY 28, 2024

Just because you are getting lots of inquiries from Private Equity and other investors, it does not mean you are ready to sell. Focusing your efforts on improving those metrics will make your company more attractive and give you a leg-up in negotiations. If your numbers aren’t up to snuff, you’d be wise to wait.

Sale 52

Sale Private Equity Valuation M&A 52

Cooley M&A

SEPTEMBER 25, 2020

Since that post, the Delaware Chancery Court has had the opportunity to consider some preliminary issues relating to certain of those jeopardized transactions involving private equity-backed buyers. Specific Performance Claims in M&A Context Generally Require a Trial.

Debt 40

Debt Finance Finance Private Equity 40

Focus Investment Banking

MAY 22, 2023

Simply throwing out a desired figure doesn’t work in this game; private equity and strategic buyers will look under the hood and valuation will be driven by the company's historical financial performance, brand equity, investment required in the business, future growth expectations, and market conditions.

Business 52

Business M&A Sale Valuation 52

iMerge Advisors

APRIL 16, 2025

In reality, buyersespecially private equity firms and strategic acquirersexpect a well-documented, diligence-ready business. Founders often underestimate the time, focus, and emotional bandwidth required to manage diligence, negotiations, and internal communicationsall while keeping the business on track.

Business 40

Business M&A Valuation Negotiation 40

How2Exit

MARCH 19, 2023

This is known as the micro private equity space. It is also important to ask them questions about their process, such as how long it usually takes to close a deal, how they handle negotiations, and how they handle the paperwork. One way to increase the multiple is through private equity (PE) firms.

Business 130

Business Broker Mergers and Acquisitions IT 130

iMerge Advisors

APRIL 19, 2025

Private equity firms Especially those executing roll-up strategies in vertical SaaS, infrastructure software, or B2B marketplaces. For example, a strategic acquirer may prioritize product integration and offer a higher upfront price, while a PE firm may emphasize recurring revenue and prefer earn-outs or equity rollovers.

Valuation 40

Valuation M&A Middle Market Private Equity 40

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. This confidence allows the business to negotiate a lease that provides the same level of control and operational flexibility as ownership.

Sale 130

Sale Mergers and Acquisitions Business Funds 130

Sica Fletcher

MARCH 12, 2024

The shortest answer we can give is, “You give us some specific documentation, and we’ll run some numbers to determine how much the agency is worth.” Documentation You need 3-5 years of documents detailing the health of your business. There are surprisingly few large insurance brokerages.

Valuation 52

Valuation Insurance M&A Profitability 52

Cooley M&A

MAY 21, 2021

The application of the prevention doctrine in this context is noteworthy and raises some interesting (albeit unanswered) questions as it relates to the remedy regime that has become commonplace in deals with private equity buyers. Transaction Background: Not Selling Like Hotcakes. All of those demands were rejected by the lenders.

M&A 40

M&A Debt Private Equity Finance 40

Peak Frameworks

OCTOBER 30, 2023

Mitigating Switching Costs for Consumers From a consumer's standpoint, navigating and potentially reducing these costs is crucial: Negotiation: In many industries, especially those with high competition like cable providers, consumers can negotiate better deals by leveraging the threat of switching.

Economics 52

Economics Business Finance Finance 52

Sica Fletcher

MARCH 26, 2024

private equity firms, investment banks, individual investors). For example, a private equity firm LOI might state that it plans to roll up your agency with others and resell them all several years later. Your attorney, in particular, should take the lead on final negotiations.

M&A 52

M&A Insurance Valuation Advisory 52

Cleary M&A and Corporate Governance Watch

MAY 12, 2023

Legal Context The principle of freedom of contract, which allows sophisticated parties to freely negotiate the terms of their agreements and to rely on the enforceability of such agreements is a cornerstone of Delaware law. in the case of fraud). [3] in the case of fraud). [3] 18-1101(e)). 16] New Enter. at 128-9.

Corporation 52

Corporation Investors Negotiation M&A 52

Sun Acquisitions

SEPTEMBER 9, 2022

Some will even contest for equal standing with you and negotiate board positions where they have the power to vote. If you enjoy being a solo entrepreneur, then selling business equity may not be the right path for you. That’s mainly to do with the fact that your equity partners are your business co-owners.

Equities 52

Equities Business Broker Investors 52