Software Equity Group

NOVEMBER 13, 2023

In 2022, investors and buyers were keenly focused on gross revenue retention (GRR) and gross profit margin (GPM) as top metrics to target. Gross Revenue Retention & Gross Profit Margin: The Slight Shift As of this blog’s update, we have published our 2023 State of SaaS M&A: Buyers’ Perspectives Report.

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Software Equity Group

JUNE 10, 2024

The “Rule of 40” in SaaS valuations is a rule of thumb used to assess a company’s financial health and growth potential. This rule helps buyers and investors evaluate whether a company is effectively balancing growth with profitability. Profitability : We prefer EBITDA as the standard measurement here.

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Profitability Valuation Investors M&A 52

Trout CPA: M&A

JANUARY 7, 2022

Download the PDF Version By W. Michael Wolfe, CPA/ABV, CVA, Valuation Services Partner at Trout CPA Pandemic Impact on M&A We can now appreciate the normalcy that existed at the end of 2019. Some companies went out of business, while some only saw a decline in revenue and profitability in 2020.

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M&A Private Equity Valuation Business 40

Devensoft

JUNE 6, 2023

Download the interactive PDF with just the questions. Download now Company History Considering a company’s history is pivotal when conducting due diligence. The competitive landscape can impact how profitable your deal is going to be. This will give you a greater awareness of potential profitability moving forward.

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M&A Mergers and Acquisitions Valuation Profitability 52

Software Equity Group

JULY 18, 2023

Historically, few metrics have been as closely tied to SaaS company valuations as net dollar retention (NDR), also commonly referred to as net revenue retention, net ARR retention, or simply net retention. Buyers and investors consider many factors, of course, including your company’s size, growth rate, and profitability.

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Business Valuation Investors M&A 52

Software Equity Group

MARCH 13, 2023

For a more in-depth look at our research, download SEG’s Annual 2023 SaaS Report. In previous economic downturns, such as 2008, private SaaS company valuations took a hit as public strategics were forced to cut back. And quality, according to Austin, lies in retention, profitability, and growth.

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Focus Investment Banking

MAY 22, 2025

From FOCUS Investment Bankings experience in the market, certain traits consistently define high-performing, resilient firms traits that not only command premium valuations but also position sellers for successful transitions. They also improve working capital management and justify premium valuation multiples in the M&A market.

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Solganick & Co.

DECEMBER 2, 2024

You can download the full report here: Solganick – AWS Consulting Partner Mergers Summary – YTD Dec 2024 AWS continues to dominate the cloud market in 2024, showing strong financial performance and maintaining its 32% share of the global cloud market in Q3. The business unit generated $27.5

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Focus Investment Banking

JULY 31, 2023

That is, EBITDA x EBITDA Multiple = Valuation The key inputs are 1) the practice’s EBITDA, and 2) the EBITDA multiple. EBITDA is typically calculated using the steps below: Determine the practice’s net profit in the most recent twelve-month period. DOWNLOAD FULL ARTICLE The post What is the Value of my Medical Practice?

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Medical Private Equity Healthcare Professional Services 52

Focus Investment Banking

MAY 10, 2024

Active Buyers, Attractive Valuations Offer Opportunities to Sellers With large companies expanding their positions via acquisitions, operators of regional and/or specialty distribution businesses may be interested in taking a closer look at their options, whether it’s pursuing growth opportunities or moving towards an exit.

Food 52

Food M&A Private Equity Valuation 52

Wall Street Mojo

JANUARY 18, 2024

Example Let us consider the following instances to understand bullet bond meaning and its working properly: You can download this Bullet Bond Excel Template here – Bullet Bond Excel Template The US government decided to issue a dollar-denominated bullet bond that carries a fixed coupon interest payment of 3.5%

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Focus Investment Banking

JUNE 5, 2024

While optimism abounds in the restaurant industry, many owners feel less so when it comes to profitability. Average food costs have increased more than 20% and average wages more than 30% from 2019 – both of which obviously impact profitability and sustainability, but neither are so easy to pass along to guests.

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Software Equity Group

APRIL 24, 2024

For a deeper dive into current trends impacting the M&A climate, please download our 2024 State of Industrial / Manufacturing Software Report. Our expert advisors can help your company understand its potential valuation and recommend steps to achieve an optimal M&A outcome. Here are just a few ways that Industry 4.0

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Manufacturing M&A Business Management 52

Software Equity Group

JULY 9, 2024

However, to maximize the chances of a profitable outcome, founders must proactively prepare for the sale. “It could impact your valuation, which is why we want to ensure you’re thinking about this from the beginning.” Such contracts can materialize your company’s valuation in the eyes of a potential buyer.

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Focus Investment Banking

SEPTEMBER 10, 2023

Here are just a few ways AI can help small and medium-sized business services companies become more efficient, profitable and valuable: Human Resources: HR departments have been using AI for years to filter through hundreds of job applications, saving time but also increasing the likelihood of finding the right candidate.

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Business Mergers and Acquisitions Management IT 52

FineMark

APRIL 13, 2023

While we don’t know what additional regulatory measures may be put in place, when combined with the existing tighter monetary policy (which has put downward pressure on bank profit margins and resulted in deposits leaving in search of higher cash yields), a credit contraction is likely.

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Devensoft

JUNE 13, 2023

Download the full article as a PDF. Download now Assessing Company Goals and Objectives Before pursuing a post-merger integration or divestiture transaction, it is important to understand the company’s goals and objectives. Download the post-merger playbook as a PDF to take with you. Get a copy to-go. Short on time?

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M&A Mergers Mergers and Acquisitions Management 52

GillAgency

FEBRUARY 10, 2022

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. We are working on a template for a CIM that you can download shortly from our site for free. As such, your accountant or CFO has to be part of the exit team.

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Solganick & Co.

NOVEMBER 12, 2024

Download the complete report here: Solganick Technology Services M&A Update Q3 2024 Here are the highlights: Transaction volume and valuation multiples for technology services companies has remained solid during the third quarter of 2024, continuing to exceed pre-pandemic levels in aggregate.

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Mergers and Acquisitions M&A Acquisitions Mergers 40

Focus Investment Banking

FEBRUARY 1, 2024

Many shop owners had been contemplating selling because valuations remain at healthy levels, albeit off the 2021-22 peak, fed by the post-pandemic rebound and private equity’s desire to put their capital to work. Company valuations can change significantly even if the overall business grows, and we saw this in 2023.

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Equities Manufacturing Business M&A 52

Focus Investment Banking

APRIL 13, 2025

This dynamic trapped ZIPS in a cycle of rising costs and stagnant to declining revenues, further eroding profitability. However, as the industry matures the pace of development inevitably slows and valuations shift from being driven by future growth potential to the cash flows of existing units.

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