Beyond M&A

SEPTEMBER 18, 2023

I hope sharing these will give you an understanding of severity without veering into technical jargon. I’ve used the engineer’s informal notes instead of a polished report. It’s not just about the business’s direct profitability but the sustainability of that profit in an increasingly digital realm.

Investment 147

Investment Profitability Business M&A 147

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. As a result, it has raised $21m this year. What sectors are they in?

Funds 98

Funds Securities Engineering Business 98

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? How to create a target identification process? How to develop a thorough due diligence process? How to develop an integration playbook?

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

iMerge Advisors

APRIL 14, 2025

Summary of: When to Tell Employees About Acquisition Discussions And How Much to Share For founders and CEOs navigating the early stages of M&A, one of the most delicate decisions is when and how to inform employees that the company is in acquisition discussions. How Much Should You Share?

Acquisitions 40

Acquisitions Shares M&A Valuation 40

Sun Acquisitions

SEPTEMBER 21, 2023

Establishing an Accurate Valuation Determining the accurate value of your business is critical for attracting potential buyers and negotiating a fair price. Collaborating with a professional business appraiser or consultant can help you obtain an objective valuation.

Sale 64

Sale Business Broker Valuation 64

How2Exit

FEBRUARY 25, 2024

b' E190: Brandon Knowlden Shares His Acquisition Strategy and Recent Success - Watch Here rn rn About the Guest(s): rn Brandon Knowlden is an entrepreneur with a rich background in both the advertising industry and the world of manufacturing. The sellers are not mere vendors, but are individuals with stories, challenges, and aspirations.

Mergers and Acquisitions 130

Mergers and Acquisitions Acquisitions Business Sale 130

Sun Acquisitions

SEPTEMBER 29, 2023

Establishing an Accurate Valuation Determining the accurate value of your business is critical for attracting potential buyers and negotiating a fair price. Collaborating with a professional business appraiser or consultant can help you obtain an objective valuation.

Sale 59

Sale Business Broker Valuation 59

How2Exit

NOVEMBER 12, 2023

Army soldier, engineer, and pilot. rn Summary: Adam Coffey, author and former CEO, shares his expertise in mergers and acquisitions (M&A) and building successful companies. 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.

Private Equity 130

Private Equity M&A Equities Book-building 130

iMerge Advisors

APRIL 15, 2025

Summary of: How to Share Proprietary Code and Technical Documents with a Potential AcquirerWithout Losing Your Trade Secrets For founders and CEOs of software companies, few moments are as strategically delicate as sharing proprietary source code and technical documentation with a potential acquirer.

Shares 40

Shares Trading M&A Architecture 40

How2Exit

MARCH 23, 2023

It is also important to have an accurate valuation of the business and to be aware of any liabilities or assets that could affect the sale. Concept 8: Get Professional Valuation Advice However, one of the most important steps in the “Build, Grow, Sell, Repeat” cycle is getting professional valuation advice.

M&A 130

M&A Business Book-building Sale 130

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. Its aim is to gain a 10 per cent market share in the next five years. Its services are used by 76,000 businesses including TripAdvisor and DocuSign, and it employs 850 people.

Bank 98

Bank Banking Business Engineering 98

Solganick & Co.

AUGUST 21, 2024

Maintained its market leadership with a 32% share of the global cloud market in Q2 2024. May 2024 Coforge Cigniti Technologies •IT services company and AWS Advanced Partner focused on digital transformation acquires into AWS Partner and digital engineering, software testing and QA leader at $460 million valuation.

M&A 52

M&A Mergers and Acquisitions Consulting Mergers 52

Chesapeake Corporate Advisors

JANUARY 13, 2023

CCA’S investment banking team successfully completed five deal transactions across healthcare, engineering, and a variety of other industries.

Investment Banking 52

Investment Banking M&A Government Middle Market 52

How2Exit

FEBRUARY 27, 2023

Flippa, has now integrated AI into their matchmaking, the first-ever AI-powered recommendation engine for the M&A industry. The engine will also improve the user experience by offering an easy-to-use interface and seamless search capabilities. Ron Concept 1: Buy and sell digital assets.

Profitability 130

Profitability Business Investors Investment 130

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.

Manufacturing 59

Manufacturing Business Sale Negotiation 59

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

M&A 40

M&A Consulting Mergers Investment Banking 40

Mergers and Inquisitions

JULY 12, 2023

They want a $2 million seed investment at a $20 million post-money valuation, meaning that we (the VCs) will own 10% if we invest. Here’s a summary of the different stages: Since the asking valuation is $20 million, we can reframe this case study as: “Could this company potentially reach 100x that valuation, or $2 billion?

Capital 52

Capital Valuation Boutique Bank 52

The TRADE

OCTOBER 25, 2023

Over the last 12 months, the team has grown by 35% in areas including: engineering, technology, sales and marketing. In August 2022, the firm joined forces with PeerNova to launch ClearConsensus, a transparent high-fidelity consensus network for independent price valuation (IPV).

Trading 59

Trading Investment Business Valuation 59

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.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

Software Equity Group

MAY 2, 2023

No matter what stage your business is in, building a strong go-to-market (GTM) engine is likely a critical priority; 72% of organizations cite pipeline generation as their #1 priority, according to Gartner. SaaS leaders usually understand this, but they are often less clear on how to create a strong GTM that, in turn, improves valuation.

Business 52

Business Sale Valuation Accountant 52

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.

Debt 52

Debt Retail Business Private Equity 52

Mergers and Inquisitions

MAY 17, 2023

Loose Monetary and Fiscal Policy – Zero and negative interest rates and massive money printing tend to inflate valuations the most for high-risk, high-growth companies. Many of these deals also include both secondary purchases (existing shares) and primary purchases (new shares issued, which boost the cash balance).

Private Equity 64

Private Equity Equities Recruitment Funds 64

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?

Investment Banking 52

Investment Banking Banking Bank Investment 52

Solganick & Co.

SEPTEMBER 2, 2024

billion acquisition of Ansys , a leading provider of engineering simulation software. April 2024: IBM announced it had acquired HashiCorp , developer of the Terraform “infrastructure-as-code” platform, in a $35-per-share cash deal valued at $6.4 per share in cash in a transaction that values the Company at approximately $1.25

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 52

Mergers and Inquisitions

MARCH 13, 2024

Valuations are high, the returns depend on future growth, and deals are for primary capital , i.e., new cash the business needs. the Founders sell some shares to take money off the table, but “the company” doesn’t get any of that cash). There’s usually a long list of previous VC investors as well.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Software Equity Group

MAY 23, 2023

The adjusted number gives potential investors or buyers a normalized metric by which to make more standard valuations across multiple companies. Bottom line : EBITDA is an important profitability metric any business owner needs to understand, and it’s just one of many factors potential buyers will use to determine your company’s valuation.

Profitability 52

Profitability Accountant Recruitment Mergers and Acquisitions 52

How2Exit

JUNE 12, 2023

Concept 4: Financials Can Be Deceiving The podcast discusses the challenges that arise when buying small businesses, particularly those with sub-$5 million valuations. Despite these challenges, the podcast suggests that it is still possible to invest in small businesses with sub-$5 million valuations.

Business 130

Business Investment Profitability Risk Assessment 130

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.

M&A 59

M&A Mergers and Acquisitions Mergers Finance 59

Software Equity Group

SEPTEMBER 26, 2023

Previously, we delved into the significance of Net ARR Retention and the compounding effect it has on SaaS company performance and valuations. While all of what was shared in that piece remains true, in recent years, we have seen buyers and investors crown a new king of retention: Gross Retention.

M&A 52

M&A Investors Sale IT 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 Bank Banking Investors 52

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. ” The second is, “Healthcare is an area where your work both gives back to the world and makes money.”

Management 52

Management Collaboration IT Business 52

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. ” The second is, “Healthcare is an area where your work both gives back to the world and makes money.”

Management 52

Management Collaboration IT Business 52

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. It operates within a scalable cloud solution, offering collaboration tools, sharing features, and visually appealing data representations.

Management 52

Management Collaboration IT Business 52

Software Equity Group

JUNE 20, 2023

Click here if you’d like to speak to one of our M&A experts to learn how implementing strategies like the ones above can improve your company valuation. Most CEOs understand that marketing is important, but they usually don’t have a background in it and don’t know where to start.

Collaboration 52

Collaboration Business M&A IT 52

How2Exit

JUNE 6, 2023

In a podcast interview with Jonathan Wilson, the CEO and Chief Value Creator at Dove Value Creation, he shares his journey into the M&A space and how he became enamored with the emotional and psychological aspects of the field. Wilson's background is in chemical engineering, a degree that he admits did not align with his true passions.

M&A 130

M&A Mergers and Acquisitions Business Valuation 130

FineMark

JANUARY 17, 2024

FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share.

S&P 52

S&P Equities Valuation Investment 52

iMerge Advisors

APRIL 30, 2025

Drawing from elite MBA frameworks (Harvard, Wharton, Stanford), insights from SaaS leaders, and data from sources like McKinsey and SaaS Capital, this article outlines the most actionable, evidence-based KPIs to monitor innovation and its downstream impact on valuation, customer retention, and competitive edge.

M&A 40

M&A Valuation Debt Engineering 40