Software Equity Group

FEBRUARY 26, 2024

During negotiations and discussions with advisors or potential buyers, an understanding of key financial and operational metrics is crucial. FCF is the cash available on hand to pay investors and creditors. WACC represents the average amount a firm expects to pay its investors, including creditors and stockholders.

Discounted Cash Flow 52

Discounted Cash Flow M&A Profitability S&P 52

Growth Business

SEPTEMBER 21, 2023

We have early-stage and later-stage investors, and they are very, very different. There will be roles related to deal origination, deal-making, financial analysis, due diligence research, investor relationships, fundraising and compliance-related roles which are more specialised.

Capital 52

Capital Book-building Investment Portfolio 52

Peak Frameworks

SEPTEMBER 12, 2023

For an investment banker, this could range from due diligence, and financial modeling, to deal negotiations. Deliverables: Clearly outline the outcomes expected, whether it's a detailed financial analysis, a list of potential investors, or a finalized deal.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

iMerge Advisors

APRIL 9, 2025

As we detail in SaaS Valuation Multiples: A Guide for Investors and Entrepreneurs , the valuation range can vary significantly based on sector, buyer type, and market timing. Key Drivers of Software Company Valuation While financial metrics are foundational, valuation is ultimately a function of risk and opportunity.

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

Devensoft

JUNE 6, 2023

Financial Analysis Understanding the financial ramifications of an M&A deal is the biggest factor when conducting your due diligence questionnaire. Here are five key questions that should be part of your financial analysis: What is the historical financial performance of the company?

M&A 52

M&A Mergers and Acquisitions Valuation Profitability 52

How2Exit

JULY 23, 2023

He encourages buyers to approach negotiations with a mindset of fairness and to put forth offers that reflect the true value of the business. Similarly, John's background in accounting and corporate finance equipped them with a strong foundation in financial analysis and due diligence.

M&A 130

M&A Mergers and Acquisitions Mergers Acquisitions 130

Devensoft

JUNE 13, 2023

They can help assess the financial and legal risks of the transaction, identify potential deal-breakers, and provide guidance on structuring the deal. Negotiating the impact on employees, such as potential layoffs, reassignments, or changes to collective bargaining agreements, may involve consultations with union representatives.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Mergers and Inquisitions

OCTOBER 11, 2023

Tasks include getting tenants to renew their leases, negotiating new terms, and handling unit repairs, maintenance, renovations, and new HVAC installations. The disadvantages are that it is quite difficult to move from these jobs into investment/deal-related roles, as some CRE investors “look down on” property management.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Lake Country Advisors

FEBRUARY 3, 2025

This model ensures that brokers remain highly motivated to negotiate favorable terms, making it a win-win arrangement for both parties. Costs for due diligence support, such as financial analysis or operational audits. This model best suits uncomplicated deals where extensive negotiations or additional services are unnecessary.

Broker 103

Broker Sale Negotiation Manufacturing 103

Lake Country Advisors

APRIL 4, 2025

A business broker brings specialized expertise, industry connections, and negotiation skills to maximize business value and ensure a seamless transaction. Developing a marketing strategy that highlights key selling points while maintaining confidentiality, and attracting serious, financially capable buyers.

Broker 52

Broker Business Negotiation Valuation 52

Software Equity Group

NOVEMBER 12, 2024

For example, incorrectly labeling all revenue as recurring—without distinguishing non-recurring revenue—can create misleading financial statements. Buyers and investors expect a breakdown of recurring versus non-recurring revenue to better understand the business’s sustainability.

M&A 52

M&A S&P Valuation Accountant 52