Behold the first AI-native investment bank
Financial Times - Banking
JULY 29, 2025
© THE FINANCIAL TIMES LTD 2025.
Engineering Securities Valuation 
How to Sell an IT Business: Everything You Need to Know in Five Minutes
Sun Acquisitions
JANUARY 8, 2025
To help you move forward, weve compiled some of the key insights you should be aware of, from industry trends and nuances to the nuts and bolts of engineering a seamless exit. First, with cyber-crime continually growing, the need for MSPs with robust security offerings grows in parallel. Youll also want to stay involved in most cases.
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Exit Planning for Business Owners: Where to Start
Lake Country Advisors
JULY 31, 2025
Knowing your timing makes it easier to reverse-engineer a plan with manageable milestones. A formal valuation provides the facts and reveals what is helping or hurting your business’s market value. Get a professional valuation : An objective third-party valuation reveals your current worth and gives you a benchmark for improvement.
Barclays shares hit highest level since 2008
Financial Times - Banking
JULY 29, 2025
© THE FINANCIAL TIMES LTD 2025.
Socure acquires identity verification startup Berbix for $70M
TechCrunch: M&A
JUNE 27, 2023
billion valuation during the heady fundraising days of late 2021 (and $100 million earlier in 2021), today announced that it has acquired identity verification service Berbix for $70 million in cash and stock transactions. Socure , the identity verification service that raised a massive $450 million Series E round at a $4.5
5 firms that have secured seed funding this year
Growth Business
JULY 5, 2023
. “High interest rates have ended the era of cheap money, slashing valuations and forcing start-ups to focus on what really matters: profitability and sustainable business models”, says Eli David, CEO of StartupBlink. The post 5 firms that have secured seed funding this year appeared first on Growth Business.
The Interplay of Investment and Cybersecurity: A Due Diligence Exploration
Beyond M&A
SEPTEMBER 18, 2023
When assessing a scale-up firm, we imagine (and hope for) robust technology, impenetrable security, and digital product mastery. Below are some informal/internal notes of a previous cyber-security assessment. In addition to platform security, we tend to find many firms have weak measures protecting their internal IT.
Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen
How2Exit
MAY 20, 2024
He holds a first-class degree in civil and structural engineering from the University of Leeds and an MBA from the University of Chicago. Carl delves into his transformative journey from a structural engineer to an M&A titan, providing an authentic glimpse into the high-stakes world of business acquisitions.
Creating an M&A Playbook with ChatGPT as Your Consultant
Midaxo
APRIL 25, 2023
Prompt engineering” — figuring out how to ask questions that elicit the desired response — is a crucial skill. How to outline the process for negotiating deal terms and determining valuation? Vertical mergers: Acquiring companies along your supply chain to secure resources or distribution channels.
Five up-and-coming UK fintechs worth putting on your radar
Growth Business
DECEMBER 1, 2023
Placing a lot of emphasis on their culture of engineering excellence, they’re determined to engineer a seismic shift in the banking industry. In February 2022, GoCardless announced a Series G funding round of £254m ($312m), making it the latest European and UK tech unicorn with a valuation of £1.7bn ($2.1bn).
Technology Services M&A Market Update
Solganick & Co.
AUGUST 14, 2023
Here are the highlights of the report: Transaction volume and valuation multiples for technology services companies has remained solid during the first half of 2023, continuing to exceed pre-pandemic levels in aggregate. Download the full report here: Solganick Technology Services M&A Update- August 2023 About Solganick & Co.
4 fast-growing fintechs hiring now
Growth Business
JUNE 7, 2023
And it’s fair to say that for a while some private market valuations became inflated, with predictable consequences for some. In 2022 it secured $312m (£250m) in funding and was valued at $2.1bn (£1.7bn), which bestowed European and UK unicorn status upon the company. Starling, though, is different. See additional roles, here. #3
Investor and Entrepreneur - Carl Allen, Shares His Expertise on Buying and Selling Businesses
How2Exit
NOVEMBER 11, 2023
rn The structure of the deal can change the valuation of a business. rn One of the key lessons Carl learned throughout his career is that deals on Main Street are primarily driven by seller psychology, while deals on Wall Street are primarily driven by financial engineering.
M&A Update: AWS Services Partners, YTD 2024
Solganick & Co.
AUGUST 21, 2024
Data Security: The company is developing new services like AWS Secrets Manager and AWS Shield. April 2024 CD&R Presidio •$60+ billion PE Firm CD&R buys IT services leader offering digital infrastructure, cloud and security solutions and AWS Premier Partner.
Building an Empire - Businesses, Private Equity, And M&A - With Adam Coffey
How2Exit
NOVEMBER 12, 2023
Army soldier, engineer, and pilot. He stressed the importance of having a clear vision of the desired exit outcome from the beginning and reverse engineering the process to achieve that goal. Um, so think security, fire suppression could be like a sprinkler systems in homes or in multifamily housing. Doing a couple of those.
How does a job in Private Equity look like?
Wizenius
AUGUST 16, 2023
This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. This stage may also entail consultation with subject matter experts like geologists or engineers, particularly for sectors like Oil & Gas.
Strategic Real Estate: Mergers, Acquisitions, and Business Roll-Ups for Maximum Return
How2Exit
MAY 6, 2024
He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. then reverse engineer that." then reverse engineer that." rn rn rn "The sensible thing there, if you're going to do a sale and leaseback.
How to Maximize Your Earnings from Selling a Manufacturing Business
Lake Country Advisors
AUGUST 9, 2024
Preparing Your Manufacturing Business for Sale Conducting a comprehensive business valuation is essential in preparing your business for sale. Conducting a Comprehensive Business Valuation A comprehensive business valuation is crucial when preparing your manufacturing business for sale.
Navigating Business Expansion: The Art of Mergers, Acquisitions, and Sale Leaseback Strategies with Brandon Knowlden
How2Exit
FEBRUARY 25, 2024
rn The Human Drama of M&A: Beyond the Numbers rn M&A is not just about valuations, synergies, and the bottom line; it's fundamentally human. It's about more than securing a transaction; it's about facilitating a transition that warrants a legacy's perseverance.
9 We Learned About Innovations In Buying And Selling Digital Assets by Interviewing CEO Of Flippa, Blake Hutchison
How2Exit
FEBRUARY 27, 2023
Flippa has taken steps to ensure that the marketplace is secure and trustworthy by banning almost 300 users a month and by adding features like off-market transactions. Flippa, has now integrated AI into their matchmaking, the first-ever AI-powered recommendation engine for the M&A industry.
Sun Acquisitions Announces the Sale of a Sheet Metal Fabrication & Machining Company
Sun Acquisitions
JANUARY 10, 2022
They primarily serve customers in the Chicago area within the following industries: packaging, security, telecommunications, vending, gaming and military. They are equipped with an experienced team and the engineering and prototyping capabilities to serve any needs of a customer.
The Collapse of Silicon Valley Bank: The Start of Great Financial Crisis 2.0?
Mergers and Inquisitions
MARCH 13, 2023
They could have just left the funds in cash, but cash yielded ~0% in 2020 – 2021, so SVB put most of these funds in mortgage-backed securities and other U.S. So, as the Fed hiked rates in 2022 into 2023, all these securities lost value. SVB started selling these AFS securities to raise cash, and it revealed that it took a $1.8
Artificial Intelligence M&A Update, Q1 2025
Solganick & Co.
APRIL 21, 2025
Confidence in valuations seems to be growing with large software providers recently making big M&A-dollar outlays to uptake feature sets. Cybersecurity AI Strategic acquirers were highly active in adding innovative cybersecurity AI capabilities in Q4 2024 and Q1 2025, reflecting a diverse array of security use cases.
9 Things We Learned About the Legal Side Of Acquiring Businesses From Interviewing Joel Ankney - Attorney and Author in the SMB M&A and Commercial Real Estate
How2Exit
MARCH 1, 2023
The client should be familiar with how to work with the professionals, such as lawyers, CPAs, and business valuation companies. For example, if a buyer is looking to purchase a convenience store that has gas pumps out in front of it, they should hire an environmental engineer to do a phase one environmental site assessment.
When is the right time to tell my employees that we’re in acquisition discussions, and how much should I share with them?
iMerge Advisors
APRIL 14, 2025
Prematurely disclosing a potential transaction can create unnecessary turbulence especially in high-talent environments like SaaS, where key engineers or sales leaders may interpret the news as a signal to explore other opportunities. Acquirers may place significant weight on the continuity of engineering, product, or customer success teams.
Collateralized Debt Obligation (CDO)
Wall Street Mojo
JANUARY 15, 2024
Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this Financial Modeling & Valuation Course Bundle ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).
ESOPs Are an Exit Alternative
Focus Investment Banking
OCTOBER 30, 2023
I did one ESOP where (the business) was $3 million in revenue and a classically challenging situation in that it was a very project-oriented, engineering business (that’s) very difficult to sell otherwise. First, the valuation you get can be very fair,” says Beard. And by the way, this valuation is always negotiated.
How can I safely share our proprietary source code and technical documents with a potential acquirer while still protecting our trade secrets if the deal falls through?
iMerge Advisors
APRIL 15, 2025
Post-LOI, Pre-Diligence: Once exclusivity is granted, provide more detailed documentationsuch as API specifications, system design documents, and security protocolsunder strict confidentiality terms. Use restrictions that prohibit reverse engineering, derivative works, or use of the information for competitive purposes.
Cross-Border M&A: 10 Key Trends From Across the Pond
Cooley M&A
FEBRUARY 7, 2023
Companies lacking cash turned to M&A to provide liquidity, while companies with cash on hand were able to capitalize on depressed valuations and undertake strategic transactions. The timing of review by the relevant FDI authority must be factored into cross-border deals’ timetables and are often a bar to closing.
Metals & Mining Investment Banking: The Full Guide to Ground Zero for the Energy Transition
Mergers and Inquisitions
APRIL 19, 2023
But it’s not necessarily required, and plenty of undergrads join these groups via internships without detailed knowledge of the engineering side. Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below). What Do You Do as an Analyst or Associate in the Group?
Ways to Increase Business Value Before Making a Sale
Lake Country Advisors
JUNE 24, 2024
Start by strengthening relationships with reliable suppliers to secure quality materials and services. By securing appropriate financing, you can ensure your business has the resources to grow and succeed, making it more appealing to potential buyers.
Industrials Private Equity: The Best Place for Old-School Deals at Reasonable Multiples?
Mergers and Inquisitions
JULY 31, 2024
Growth” was less of a goal than financial engineering and multiple expansion via cost cuts to improve metrics like Return on Invested Capital (ROIC). For example, Industrial Growth Partners (IGP) focuses on “engineered products businesses” and “niche industrial services companies.”
The Dynamic Landscape of Software Mergers and Acquisitions in 2024
Solganick & Co.
SEPTEMBER 2, 2024
billion acquisition of Ansys , a leading provider of engineering simulation software. Thoma Bravo has been an active acquirer of cybersecurity companies in recent years with a portfolio that currently includes Proofpoint, Sophos and SailPoint, in addition to holding stakes in a number of other security vendors.
Artificial Intelligence: A Must for Small Businesses
Focus Investment Banking
SEPTEMBER 10, 2023
Common examples prevalent in the personal and business environments include search engines, autofill and autocorrect functions in word processing, digital assistants like Alexa, and facial and speech recognition. AI can also predict future attack patterns using pattern recognition, facilitating proactive security infrastructure strengthening.
Meet the 2024 Female Trailblazers of SaaS
Software Equity Group
MARCH 7, 2024
Jacquelyn Kung, Co-Founder & CEO Activated Insights & ClearCare Giving Back to the World of Healthcare Dr. Jacquelyn Kung’s biggest goal is to get more females into technology as founders and engineers. national security market, securing seven-figure SaaS contracts with the U.S.
Meet the 2024 Female Trailblazers of SaaS
Software Equity Group
MARCH 7, 2024
Jacquelyn Kung, Co-Founder & CEO Activated Insights & ClearCare Giving Back to the World of Healthcare Dr. Jacquelyn Kung’s biggest goal is to get more females into technology as founders and engineers. national security market, securing seven-figure SaaS contracts with the U.S.
Meet the 2024 Female Trailblazers of SaaS
Software Equity Group
MARCH 7, 2024
Jacquelyn Kung, Former CEO Activated Insights Giving Back to the World of Healthcare Dr. Jacquelyn Kung’s biggest goal is to get more females into technology as founders and engineers. national security market, securing seven-figure SaaS contracts with the U.S.
Spot Cyber & IT Challenges Through Improved Due Diligence
M&A Leadership Council
JUNE 12, 2023
Also, I find it’s helpful to remind deal leaders and business sponsors that every organization has a different definition of what is traditionally called IT, for example, core platform, shared services, network, infrastructure, applications, data, security, etc. Second, impact to deal valuation or terms.
Spot Cyber & IT Challenges
M&A Leadership Council
SEPTEMBER 9, 2021
Also, I find it’s helpful to remind deal leaders and business sponsors that every organization has a different definition of what is traditionally called IT, for example, core platform, shared services, network, infrastructure, applications, data, security, etc. Second, impact to deal valuation or terms.
2023 Fourth Quarter Review & Commentary
FineMark
JANUARY 17, 2024
FIGURE 2 Source: Strategas Securities LLC Following the oil shocks of the ‘70s and the breaking of double-digit inflation by then Fed Chairman Paul A. FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. Over the past 20 years, China has been the world’s growth engine.
Technology Services Mergers and Acquisitions (M&A) Update Report Q3 2024
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.
Beyond the Code: What Investors Miss in Tech Due Diligence
Beyond M&A
MARCH 18, 2025
Tech due diligence is often seen as a forensic exercisesift through the codebase, check for scalability, security, and documentation, then stamp it as investable or not. Are issues discussed transparently, or are engineers firefighting in private messages? Technical debt can absolutely impact valuation. Another red flag?
The Future of Government & Defense M&A: Key Trends and Opportunities in 2025
Focus Investment Banking
MAY 19, 2025
The Future of Government & Defense M&A: Key Trends and Opportunities in 2025 As national security priorities evolve and federal budgets shift, M&A continues to be a powerful growth lever for government contractors. Labor shortages: Access to cleared and credentialed personnel is a top driver of value.
Selling a Manufacturing Business the Right Way
Sun Acquisitions
FEBRUARY 21, 2025
We created this guide to help you understand how sellers can achieve the highest possible valuations, entertain the lowest possible levels of risk, and ensure their business succeeds for years to come. In just about every case, sellers want to secure their financial future and ensure that their business continues to prosper.
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