article thumbnail

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

Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? In this article, well outline the key privacy, security, and compliance documentation that buyers especially private equity firms and strategic acquirers expect to see during due diligence.

article thumbnail

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

Sun Acquisitions

Virtual data rooms (VDRs) and AI-powered document review tools have revolutionized the game. VDRs offer secure, cloud-based platforms for storing and sharing vast documents. At the same time, AI can analyze contracts, financial statements, and other critical documents with superhuman speed and accuracy.

M&A
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

MergersCorp M&A International

For businesses contemplating strategic transactions, tariffs introduce a complex web of financial, operational, and legal considerations that can fundamentally alter deal viability, valuation, and post-merger integration. Understanding these consequences is paramount for navigating the contemporary M&A environment.

article thumbnail

How do I value a software company with recurring revenue?

iMerge Advisors

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Understanding the Core Valuation Framework At its core, software company valuation is typically based on a multiple of earnings or revenue. What is my software company worth?

article thumbnail

Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Pass on domain knowledge to team members or document it. These are called addbacks, and are extremely important to valuation. Address Legal/Compliance Lingering issuestaxes, labor rules, or lawsuitscan minimize probability of deal close, extend timelines, lower valuation, etc. Buyer confidence is gained through visibility.

article thumbnail

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

How2Exit

Working capital traps are real – Mismanaging receivables, payables, or inventory can silently kill your valuation. Trust beats valuation – The highest bid doesn’t always win. Even valuation itself is more nuanced than most think. Uriarte doesn’t just describe problems—he gives a blueprint.

article thumbnail

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

Software Equity Group

These messages often arrive with a proposed valuation range or a vague invitation to explore strategic alignment. In our conversations with hundreds of founders and CEOs, the vast majority who attempted to run their own process ultimately experienced a retrade, a reduction in valuation, or unfavorable shift in terms during diligence.