Software Equity Group

SEPTEMBER 17, 2024

Choosing the correct corporate structure is vital for software executives who want to optimize tax efficiency and prepare for potential M&A exits. C Corps are favorable for stock sales, making them ideal for larger exits. However, they may be less advantageous for asset sales due to double taxation.

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M&A Leadership Council

JULY 25, 2022

By Mark Herndon, Chairman of the M&A Leadership Council . But as my friend and President Emeritus of the M&A Leadership Council, Jack Prouty, says – there is a way you can “stack the deck for success.”. I need to refer you to the webinar overview deck linked here. It Is Up To You to Stack the Deck. Integration is tough.

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M&A Leadership Council

MAY 23, 2023

It Is Up To You to Stack the Deck By Mark Herndon, Chairman Emeritus, M&A Leadership Council Integration is tough. But as my friend and President Emeritus of the M&A Leadership Council, Jack Prouty, says – there is a way you can “stack the deck for success.” I need to refer you to the webinar overview deck linked here.

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M&A Leadership Council

JANUARY 30, 2022

By Mark Herndon, Chairman of the M&A Leadership Council . But as my friend and President Emeritus of the M&A Leadership Council, Jack Prouty, says – there is a way you can “stack the deck for success.”. I need to refer you to the webinar overview deck linked here. It Is Up To You to Stack the Deck. Integration is tough.

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Software Equity Group

JULY 9, 2024

Software executives may maintain their current role with their company post-sale or even take on additional responsibilities at the acquiring company or its board of directors. However, to maximize the chances of a profitable outcome, founders must proactively prepare for the sale. Who Really Owns Your Company? Markel says.

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Software Equity Group

OCTOBER 16, 2023

In the context of SaaS M&A, buyers and investors hold a similar sentiment: high customer retention can boost your company’s valuation. Instead of setting this task aside, we want to share guidance on improving this area of your business for operational growth and M&A purposes. It’s a competitive world out there.

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Software Equity Group

OCTOBER 16, 2023

In the context of SaaS M&A, buyers and investors hold a similar sentiment: high customer retention can boost your company’s valuation. Instead of setting this task aside, we want to share guidance on improving this area of your business for operational growth and M&A purposes. It’s a competitive world out there.

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Acquisitions Shares Sale M&A 52

Successful Acquisitions

JUNE 22, 2023

Satisfying Personal, Professional, and Financial Needs When discussing a potential sale, attorneys should consider the personal, professional, and financial needs of the business owner. Setting the Tone: Tactful, Curious, and Respectful These three elements are essential for initiating a productive conversation with business owners.

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Software Equity Group

APRIL 4, 2023

During the transition, I remained the VP of Marketing while a new leadership team, including a CEO, CTO, CFO, and VP of Sales, were brought on board. Our focus during this phase was on scaling the business through organic growth and an aggressive M&A strategy. It is no longer about casting a wide net and hoping for the best.

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Devensoft

MAY 29, 2023

Understanding the complexities of divestiture A divestiture that involves the sale, spin-off, or liquidation of a business unit or subsidiary. Planning also involves identifying potential buyers or investors, negotiating the terms of the divestiture, and preparing the business unit or subsidiary for sale or spin-off.

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Software Equity Group

AUGUST 5, 2024

First, you must find ways to acquire new customers without overspending on sales and marketing. A high LTV:CAC ratio means the business is seeing a good return on its sales and marketing investments. Reducing Customer Acquisition Costs Let’s start on the sales and marketing side, examining how your company keeps new customers coming.

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Software Equity Group

MAY 2, 2023

Growing revenue is challenging enough but doing it at scale and efficiently is an entirely different obstacle, and one that sales & marketing leaders face daily. We often find that SaaS executives at early-stage and emerging SaaS companies struggle with sales & marketing more than any other area.

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Software Equity Group

MARCH 11, 2024

Here are a few key concepts to consider as you ponder your pricing strategy, taken from my recent webinar with Steven Forth, Co-Founder and CEO of Ibbaka. The webinar discussed SaaS pricing strategies to elevate your company’s ARR growth and valuation. Pricing is a fundamental aspect of every business. Education is the first step.

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Focus Investment Banking

MAY 5, 2025

So, you know, first of all, I’m going to be the first to acknowledge that, you know, I talked to and hear from a lot of shops that they’re actually discouraged with their OEM certifications. You know, obviously you get that from some of your European manufacturers or EVs that have restricted parts sales. Mike Anderson: Yes.

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iMerge Advisors

APRIL 30, 2025

M&A and Strategic Acquisitions: Buy or Be Bought With EBITDA multiples trending lower ( see iMerges analysis ), now may be a prime time to pursue tuck-in acquisitions. Whartons M&A playbook emphasizes three filters for deal viability: Strategic Fit: Does the target accelerate your roadmap or open new verticals?

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Software Equity Group

OCTOBER 8, 2024

Improved sales : better UI/UX will win the demo and pilot “beauty pageant” driving better ARR. Software companies must evolve from the inside out to stay relevant, focusing on quality teams, code, processes, and more—beyond just the latest technology. Making real progress takes a commitment to roll up your sleeves and “get under the hood.”

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Software Equity Group

JUNE 20, 2023

He discussed a few of his struggles, which were mainly around Sales & Marketing. Recently, I was talking with a SaaS CEO who is contemplating an exit. His business is growing at 35% EBITDA and has 95% gross retention: strong metrics which could contribute to him attaining his exit multiple goals. But not everything was rosy.

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Devensoft

AUGUST 24, 2023

Mastering Operations, Cross-Selling, and Cost Efficiencies for Maximizing Value from Integrated Ventures The Power of Synergy and Value Creation Amidst the dynamic and fiercely competitive modern business arena, corporations continually strive to secure a distinct market advantage while fostering expansion. Get a copy to-go.

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Cooley M&A

JANUARY 22, 2021

General Trends in Life Sciences M&A. In contrast, aggregate M&A deal value for the life sciences sector was down nearly 50% when compared to 2019, with the first half of 2020 particularly dismal in the wake of market uncertainty caused by the pandemic.

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Midaxo

APRIL 9, 2025

Why M&A Processes Are Often Suboptimal Inorganic growth is a powerful driver of business success. With the growing reach of Private Equity, a more connected global marketplace, greater access to data and intelligence, and the introduction of emerging technologies like AI, the M&A landscape is more competitive than ever.

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Focus Investment Banking

APRIL 28, 2025

The free webinar will be broadcast live at noon ET May 8 , and will be available on-demand after for anyone who completes the simple registration form. The post Free Webinar: What is Your Collision Shop Worth? Thinking about selling your collision repair shop , buying a shop, or just curious what its worth in todays market?

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How2Exit

NOVEMBER 4, 2024

Author of "The Art of Business Valuation," Gregory has contributed to continued education through his role as editor in chief and host of a monthly webinar for the National Association of Certified Valuators and Analysts (NACVA). Holding both a JD and CPA, Gregory is licensed in the state of Maryland. It's judgment."

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Focus Investment Banking

JUNE 3, 2025

Certification as a Business Advantage Leanne Jefferies | Evolution of OEM Certifications On this weeks episode, Cole Strandberg chats with Leanne Jefferies , Vice President of Strategic Accounts at OEC. Listen and Follow The Collision Vision. Cole Strandberg: The pleasure is mine. I think it’s an awesome conversation.

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