Lake Country Advisors

AUGUST 7, 2023

Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. On the other hand, economic downturns may lower business valuations but could also present opportunities for strategic buyers looking for bargains.

Business 96

Business Sale Negotiation Broker 96

iMerge Advisors

APRIL 9, 2025

In this article, well unpack the key valuation drivers, explore current market multiples, and offer practical steps to help you assess and enhance the value of your software business. Understanding the Core Valuation Framework At its core, the valuation of a software company is typically based on a multiple of earnings or revenue.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. read more.

Securities 98

Securities Investors Shares Financial Modeling 98

Lake Country Advisors

AUGUST 28, 2024

Assessing the Value of Your Small Business The accuracy of your business’s valuation is essential for a successful sale. An effective valuation sets realistic negotiation expectations and attracts qualified buyers. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Valuation Manufacturing 52

iMerge Advisors

APRIL 14, 2025

Yet, many founders and CEOs underestimate just how central IP clarity is to valuation, buyer confidence, and deal execution. Inadequate IP Protection Strategy While not every software company needs a patent portfolio, a lack of trademarks, trade secret protocols, or copyright registrations can raise red flags.

Acquisitions 40

Acquisitions M&A Valuation Advisory 40

Sica Fletcher

MARCH 26, 2024

Buyers want to acquire your agency and intend to sell it after several years for a profit, typically as part of a larger portfolio of purchased companies (e.g., Valuation For a more in-depth examination of the valuation process, consult our previous article on the subject here. Valuation is a process in and of itself.

M&A 52

M&A Insurance Valuation Advisory 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. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

iMerge Advisors

APRIL 14, 2025

This article outlines the key tax and legal documents you should be prepared to manage after selling your software or technology business, with a focus on the months following the transaction close. Recordkeeping and Audit Preparedness Even after the deal closes, you should retain all transaction-related documents for at least seven years.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

Francine Way

JULY 8, 2017

Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out. PE Portfolio Companies: strategic-financial buyer, typically focus on adding on to current product / service offering, market geography, or customer types.

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M&A Acquisitions Sale Investment 130

How2Exit

MARCH 19, 2023

This money is chasing stocks, pushing bond yields down, buying up Bitcoin, and pushing up real estate valuations. As a result, family offices are allocating a record high percentage of their portfolios in direct operating businesses. This is because of the relative valuations of other asset classes.

Business 130

Business Broker Mergers and Acquisitions IT 130

Mergers and Inquisitions

AUGUST 16, 2023

On-Site Work: More so than in developed countries, you’ll often travel to portfolio companies or prospective portfolio companies because verification is very important in China. You can’t necessarily trust documents at face value, and there are issues with multiple versions of “the books” and other key data.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Devensoft

JUNE 14, 2023

These include: Conducting a thorough valuation of your business or asset: Before entering into sell side M&A, it’s important to have a clear understanding of the value of your business or asset. Preparing these documents in advance can help streamline the process and make it easier to negotiate with potential buyers.

M&A 52

M&A Negotiation Business Mergers and Acquisitions 52

Wall Street Mojo

JANUARY 15, 2024

CDOs are considered highly astute financial instruments Financial Instruments Financial instruments are certain contracts or documents that act as financial assets such as debentures and bonds, receivables, cash deposits, bank balances, swaps, cap, futures, shares, bills of exchange, forwards, FRA or forward rate agreement, etc.

Debt 52

Debt Banking Bank Investors 52

iMerge Advisors

APRIL 14, 2025

Even after months of diligence, negotiation, and documentation, the final 5% of the deal often requires 50% of the effort. Sellers should be prepared to justify the strength of their IP portfolio and consider whether reps and warranties insurance can help reduce escrow requirements.

Negotiation 40

Negotiation Acquisitions M&A Mergers and Acquisitions 40

iMerge Advisors

APRIL 15, 2025

Firms like iMerge often help clients assess antitrust risk early in the process, especially when evaluating strategic buyers or PE-backed platforms with overlapping portfolios. As we noted in Legal Documents Required to Sell a SaaS Business , these representations can carry significant post-closing liability if inaccurate.

M&A 40

M&A Mergers and Acquisitions Advisory Acquisitions 40

FineMark

APRIL 13, 2023

Soon, tax filers may be able to snap digital photos of their tax documents and AI technology will compile the return. To best leverage AI, this investment theme will be implemented within our clients’ portfolios as appropriate. These two factors paint a valuation picture that is less attractive than it had been.

Banking 52

Banking Bank Investment Economics 52

GillAgency

FEBRUARY 10, 2022

Also create a document repository that is not connected with your business. Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price. A lawyer will come in after due diligence is complete when closing documents are being drawn out.

Business 52

Business Sale Broker IT 52

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

Cleary M&A and Corporate Governance Watch

MAY 10, 2023

The case arose out of a 2022 stock-for-stock transaction in which the Company acquired a portfolio company of Apollo Global Management, Inc. It is important for boards to document such rationales, if they exist, in addition to establishing other non-defensive motivations. [1] KKR Financial Holdings LLC , 125 A.3d 3d 304 (Del.

Mergers and Acquisitions 52

Mergers and Acquisitions Stock IT Acquisitions 52

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. This meant that when it came to it, the thorny issue of valuation was well thought through and understood by all parties. Our discussions led to Bridges investing £8.5

Private Equity 59

Private Equity Equities Investment Business 59

TechCrunch: M&A

JULY 28, 2023

In March of 2022, AngelList Venture ( which became AngelList late last year as it took over the main brand) turned to venture to fund its own growth — raising a $100 million Series B co-led by Tiger Global and Accomplice at a $4 billion valuation.

Private Equity 205

Private Equity Equities Acquisitions Funds 205

Devensoft

JUNE 13, 2023

On the other hand, if the company’s objective is to diversify its portfolio, they may look for opportunities in other industries that align with their strategic direction. They can help assess the financial and legal risks of the transaction, identify potential deal-breakers, and provide guidance on structuring the deal.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Sun Acquisitions

APRIL 15, 2025

Ensure your numbers are clear and well-documented, with no commingling of funds. Buyers will examine these documents closely, so anticipate that and make a strong case for having a well-run operation with good prospects for ongoing profitability. Next you should ensure all key processes are thoroughly documented.

Business 99

Business Sale Valuation Mergers and Acquisitions 99

Growth Business

OCTOBER 31, 2024

Look into their investment history and portfolio to understand how they think, make decisions, and manage their investments. You should also seek to understand the makeup of the investors’ wider portfolio, which will indicate how experienced they are in supporting companies like yours and flag any potential conflicts of interest.

Investment 97

Investment Investors Equities Business 97

Focus Investment Banking

NOVEMBER 18, 2024

The reasons for this influx of investment activity are well documented but include: the industry’s attractive profit margins; market fragmentation; POS systems adoption to substantiate the “cash” portion of the business; and a recurring revenue subscription model – all combined with a low interest rate environment created a perfect storm. .*

Private Equity 52

Private Equity Equities IPO Valuation 52

Sun Acquisitions

MARCH 10, 2025

With that in mind, lets walk through what you need to know, and go beyond the obvious factors to consider some of the more nuanced considerations that can affect your valuation. Nothing is more important in this regard than documentation. Creating a knowledge bank to document operational procedures is also very helpful.

Food 57

Food Business Broker Sale 57