M&A and Valuation - Investment Banking Today

Earnout structures: Bridging valuation gaps in M&A – beware the tax complexity

JD Supra: Mergers

JUNE 30, 2025

With an observable increase in the use of earnout and contingent consideration structures in M&A, it is timely to consider the related tax complexity. There are a number of tax pitfalls that can arise for the unwary when using earnout structures. According to the ATO, a seller, for example, may be subject to.

M&A

M&A Valuation IT

Best Practices for Due Diligence and Valuation in M&A

Sun Acquisitions

JUNE 27, 2025

Due diligence and valuation are critical to any successful merger and acquisition (M&A) deal. Valuation: Determining the Fair Valu e Valuation is the process of determining a company’s fair market value. Accurate valuation is essential for successful M&A deals.

Valuation

Valuation M&A Discounted Cash Flow DCF Analysis

Best Practices for Due Diligence in Government Contractor M&A Transactions

JD Supra: Mergers

JUNE 10, 2025

Mergers and acquisitions (M&A) involving government contractors present unique challenges and considerations that require meticulous due diligence. This blog post outlines some of the basic best practices for due diligence when acquiring or selling a business that performs U.S. government. government.

Government

Government M&A Mergers and Acquisitions Valuation

Managing Litigation Risk During the Business Lifecycle, Part 4: M&A Transactions with Government Contractors

JD Supra: Mergers

JUNE 11, 2025

Unlike a typical merger or acquisition, deals involving government contracts require the navigation of a complex web of federal laws, regulations, security requirements, and procurement nuances that substantially impact valuation, integration, and post-closing operations.

Government

Government M&A Mergers and Acquisitions Management

Global software M&A volume rebounds

JD Supra: Mergers

MAY 18, 2023

Tech valuations fell through the second half 2022 and M&A in the sector shifted gears producing a rise in lower-value deals, particularly among private equity (PE) firms.

M&A

M&A Private Equity Valuation Equities

M&A is back and the enterprise is hot

TechCrunch: M&A

JUNE 30, 2023

It’s been a quiet year when it comes to tech M&A. It’s unclear whether it was a lack of cash, high interest rates or buyer caution in an uncertain market, but suddenly this week, it’s as though the M&A floodgates finally opened and we started to see some movement. Time will tell, but on Monday IBM grabbed Apptio for $4.6

M&A

M&A Valuation IT Investment

After $43B valuation, Databricks acquires data replication startup Arcion for $100M

TechCrunch: M&A

OCTOBER 23, 2023

Just last month the company raised $500 million at an eye-popping $43 billion valuation. Databricks has remained a hot startup at a time when interest from investors has cooled across the ecosystem. That would be big money anytime, but especially in the current fundraising climate.

Valuation

Valuation Investors IT Mergers and Acquisitions

2025 Life Sciences M&A Trends in Earnouts and Antitrust

JD Supra: Mergers

FEBRUARY 28, 2025

Life sciences M&A comes with unique challenges that require thoughtful and creative structuring. Bridging valuation gaps between buyers and sellers and navigating regulatory scrutinyneed careful planning. By: Fenwick & West LLP

M&A

M&A Valuation

Rising tides: Asia-Pacific PE market grows in the face of global uncertainty

JD Supra: Mergers

JUNE 23, 2025

APAC private equity markets have entered a holding pattern as firms face global trade and tariff uncertainty, but sophisticated managers are uncovering opportunities for investing in high-quality assets at attractive valuations - Private equity in Asia-Pacific made a solid start to 2025, but tariff dislocation has slowed M&A activity somewhat as (..)

Private Equity

Private Equity Valuation M&A Equities

[Webinar] Valuation in Cannabis M&A, With Thoughts on Restructuring - October 24th, 12:00 pm - 1:00 pm EST

JD Supra: Mergers

SEPTEMBER 20, 2023

This CLE-accredited live webinar will address strategies for handling valuation disputes and other post-closing adjustments arising from cannabis M&A, looking at before-the-fact transactional considerations and after-the-fact litigation solutions.

Valuation

Valuation M&A

Looking ahead: The Bermuda insurance M&A horizon in 2024

JD Supra: Mergers

FEBRUARY 7, 2024

2023 was a fairly gloomy year for global M&A activity and the insurance sector did not emerge unscathed, recording its lowest deals count since 20201. By: Walkers

M&A

M&A Insurance Valuation IT

Canada's M&A Landscape Q3 2024: Creativity in Canadian Deal Making

JD Supra: Mergers

OCTOBER 10, 2024

The third quarter of 2024 saw big deals, some encouraging trends and lower interest rates in Canada's M&A market. Dealmakers continue to show their creativity to bridge the valuation gap between buyers and sellers.

M&A

M&A Insurance Valuation

AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux

How2Exit

AUGUST 12, 2024

E237: AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux - Watch Here About the Guest(s): Simon Leroux is a seasoned entrepreneur and current CEO and Founder of Optionality, an AI-driven platform focused on the mergers and acquisitions space.

Valuation

Valuation M&A Mergers and Acquisitions Advisory

The 3rd Fintech Epoch: Europe’s first-movers drive M&A amid tightened purse strings

JD Supra: Mergers

SEPTEMBER 25, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Fintech - Whilst many European start-ups have struggled to successfully execute funding rounds at valuation levels of yesteryear, more mature fintechs have pivoted to acquisitions and partnerships to fuel growth.

M&A

M&A IPO Financial Services Valuation

M&A Insights and Outlooks in the Packaging and Industrial Industries: A Conversation with Brett Kornblatt of Stout

JD Supra: Mergers

JULY 26, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. By: Levenfeld Pearlstein, LLC

M&A

M&A Corporate Finance Advisory Valuation

M&A Blog #24 - Merger Relative Valuation

Francine Way

JUNE 22, 2020

To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here. I learned a few new things in these 2 roles, including how to evaluate a merger opportunity and present it to a corporation’s Board of Directors (BoD).

Valuation

Valuation M&A Mergers Mergers and Acquisitions

How SBA's Proposed Size, Status Recertifications Rule Could Impact Small Business M&A

JD Supra: Mergers

SEPTEMBER 25, 2024

If finalized in its present form, the proposed rule could impact the valuation of small business pipelines by eliminating post-mergers and acquisitions (M&A) transaction eligibility for. Small Business Administration (SBA) on Aug. Comments are due on Oct. By: Holland & Knight LLP

M&A

M&A Mergers and Acquisitions Business Valuation

Oncology dealmaking fuels biotech M&A

JD Supra: Mergers

FEBRUARY 23, 2024

While the global biotech sector continues to grapple with elevated interest rates and plunging valuations, the oncology sector continues to attract dealmaker interest. Global spending on cancer medicines is set to reach US$375 billion by 2027, with innovation in drug discovery and development ramping up to meet rising demand.

M&A

M&A Valuation

M&A in the Digital Age: How Tech is Supercharging Dealmaking

Sun Acquisitions

NOVEMBER 26, 2024

Mergers and acquisitions (M&A) have always been a high-stakes game. From streamlining complex processes to uncovering hidden opportunities, tech supercharges M&A dealmaking across all stages. Faster Timelines: Seize the Moment The M&A world is all about speed and agility.

M&A

M&A Mergers and Acquisitions Collaboration Valuation

M&A in the Age of Digital Transformation: A Catalyst for Growth

Sun Acquisitions

MARCH 31, 2025

The digital age has fundamentally transformed how businesses operate, and mergers and acquisitions (M&A) are no exception. As companies navigate the complexities of digital transformation, M&A has emerged as a strategic tool for acquiring the necessary expertise, technology, and market presence to thrive in the new economy.

M&A

M&A Mergers and Acquisitions Business Broker

The Coming Wave of Startup M&A

JD Supra: Mergers

OCTOBER 5, 2023

We all know that venture capital funding has been down, valuations are down, interest rates are up, and the predicted merger boom has yet to materialize (although deals are still happening). To say it has been a tough time to be a startup founder over the past two years is an understatement. By: Foley & Lardner LLP

M&A

M&A Valuation Mergers Funds

Return of the megadeal: Big business powers US M&A

JD Supra: Mergers

SEPTEMBER 30, 2024

Megadeals were firmly on the agenda in H1 as more stable inflation and attractive valuations boosted boardroom confidence. The string of megadeals announced in the first half of 2024 reflect a growing confidence among US dealmakers. But can the bull run be sustained?

M&A

M&A Business Valuation

Continued Growth in Software and IT Services M&A Expected in 2025

Solganick & Co.

DECEMBER 20, 2024

December 20, 2024 – The software and IT services M&A market has seen a rebound in 2024 after a dip in 2023, with a focus on smaller transactions and strategic acquisitions. Forecast for 2025: Continued Growth: M&A activity is expected to continue to rise in 2025, with a focus on strategic acquisitions and digital transformation.

M&A

M&A Mergers and Acquisitions IT Valuation

MergersCorp M&A International and Spektrum Capital Advisors LLC Announce Strategic Alliance to Enhance Capital Access for Growing Businesses

MergersCorp M&A International

JUNE 14, 2025

NEW YORK, UNITED STATES OF AMERICA – June 14, 2025 – MergersCorp M&A International, a distinguished advisory firm specializing in Investment Banking, cross-border Mergers and Acquisitions (M&A) and comprehensive corporate finance solutions for clients globally, and Spektrum Capital Advisors LLC, a U.S.-based

M&A

M&A Capital Investment Banking Business

MergersCorp M&A International Secures Official M&A Sell Side Mandate for Renowned Italian Serie A Soccer Club

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

M&A

M&A Securities Mergers and Acquisitions Investment Banking

PCE Welcomes Bradley Scharfenberg as Vice President, M&A

PCE

JUNE 9, 2025

Brad joins us with over a decade of investment banking experience, having advised on more than 30 middle-market M&A transactions across healthcare, consumer, and industrial sectors. Client-First Focus Known for his thoughtful approach and sharp execution, Brad brings a unique blend of M&A insight and industry perspective.

M&A

M&A Mergers and Acquisitions Valuation Capital Raising

KOTRA New York Partners with MergersCorp to Elevate Korean Business Opportunities in M&A and Corporate Finance

MergersCorp M&A International

DECEMBER 2, 2024

New York, NY – The Korea Trade-Investment Promotion Agency (KOTRA) in New York is excited to announce its strategic partnership with MergersCorp M&A International, an american leading investment banking and advisory firm specializing in mergers and acquisitions (M&A) and corporate finance.

Corporate Finance

Corporate Finance M&A Finance Finance

Investing in or Acquiring a Digital Assets Business? Watch Where You Step – Maximizing Value and Managing Risk in Digital Assets M&A (Part 1)

JD Supra: Mergers

MAY 23, 2024

As applications and use cases for digital assets and their blockchain infrastructure grow and become more sophisticated, investments and valuations for businesses in these areas have grown as well. The growing number of opportunities have attracted a diverse group of investors and lenders.

Financial Institution

Financial Institution M&A Business Investment

Cyera acquires Trail Security for $162M; Cyera is now raising at a $3B valuation

TechCrunch: M&A

OCTOBER 17, 2024

-based cybersecurity unicorn that uses artificial intelligence to build what’s known as data security posture management — a full assessment and picture of where a customers’ data has been created, where it is stored, and how it is used — has been on a growth tear in the last year, picking up […] © 2024 TechCrunch. All rights reserved.

Securities

Securities Valuation Management IT

Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

How2Exit

MAY 20, 2024

b' E212: Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen - Watch Here rn rn About the Guest(s): rn Carl Allen is a seasoned mergers and acquisitions (M&A) professional with over 30 years of experience. He actively invests in and funds student deals through his private equity fund.

M&A

M&A Mergers and Acquisitions Book-building Business

Accounting Firm Mergers & Acquisitions – Financial Advisory & Valuation Services For Success

JD Supra: Mergers

JUNE 18, 2024

Accounting firm mergers and acquisitions (“M&A”) are blossoming due to strong recurring revenue models, a great record of organic growth over three decades, light asset investment requirements, and economic recoveries and growth worldwide following the pandemic. These factors have created the opportunity for industry consolidation.

Accountant

Accountant Advisory Mergers Valuation

Creating an M&A Playbook with ChatGPT as Your Consultant

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish.

M&A

M&A Consulting Mergers and Acquisitions Valuation

4 Keys for Successful M&A Due Diligence

Midaxo

SEPTEMBER 28, 2023

M&A transactions can be incredibly rewarding, but they also come with significant risks. M&A due diligence is the process that allows you to dig deep into a target company’s details and evaluate whether the acquisition aligns with your strategic goals. This goes beyond just the surface-level aspects of the target company.

M&A

M&A Valuation Mergers and Acquisitions Financial Statement

The IP Landmine That Can Kill Your Startup’s Exit: Avoiding Common Ownership Pitfalls

JD Supra: Mergers

JULY 7, 2025

M&A) or investment rounds. Investors and buyers meticulously examine the chain of title for IP assets, and any ambiguity can lead to deal delays, reduced valuations, or even failed transactions when the IP is a key component of the deal. By: Pillsbury - Propel

Valuation

Valuation M&A Sale Investors

“Magnificent Seven” ride again as AI spurs rise in US tech M&A

JD Supra: Mergers

JUNE 26, 2024

A combination of prolonged market volatility, stubbornly high interest rates, heightened regulatory scrutiny and plunging valuations all dampened dealmaking. A combination of prolonged market volatility, stubbornly high interest rates, heightened regulatory scrutiny and plunging valuations all dampened dealmaking.

M&A

M&A Valuation

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

JUNE 23, 2025

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. Working capital traps are real – Mismanaging receivables, payables, or inventory can silently kill your valuation.

Business

Business Book-building M&A Mergers and Acquisitions

7 Key Takeaways from the Transaction Advisors Institute M&A Conference in San Francisco

Midaxo

APRIL 24, 2023

In March 2023, the Transaction Advisors Institute (TAI) held their annual San Francisco conference for corporate development and M&A. We were excited to partner with TAI as a sponsor this year to share ideas with attendees on how to elevate dealmaking using modern SaaS technologies for managing their M&A processes.

M&A

M&A Mergers and Acquisitions Valuation Corporation

PE firm PartnerOne paid $28M for HeadSpin, a fraction of its $1.1B valuation set by ICONIQ and Dell Technologies Capital

TechCrunch: M&A

JULY 18, 2024

Canadian private equity firm PartnerOne paid $28.2 million for HeadSpin, a mobile app testing startup whose founder was sentenced for fraud earlier this year, according to documents viewed by TechCrunch. The fire sale was reported by TechCrunch last week.

Private Equity

Private Equity Valuation IT Capital

Razor and Perch merge, raise $100M on a $1.7B valuation as more roll-ups consolidate

TechCrunch: M&A

MARCH 4, 2024

Just days after the bankruptcy of Thrasio, two other significant players in the world of e-commerce aggregators are merging and raising some extra money to shore up their business and double down on a model it still believes has teeth. Berlin’s Razor Group has acquired U.S.-based All rights reserved.

Valuation

Valuation Business IT Mergers and Acquisitions

Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell

How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A

M&A Advisory Economics Mergers and Acquisitions

How to Maximize the Valuation of Your IT Company with Tim Mueller

How2Exit

SEPTEMBER 14, 2022

ITX works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. If you are interested in learning more about the process and current market valuations, complete the contact form and we’ll respond within one business day.

Valuation

Valuation IT M&A Business

Valuation Trends, Buyer-Seller Dynamics, and Advice for Sell-Side Businesses: A Conversation with Michael Norton of Houlihan Capital (Part 1)

JD Supra: Mergers

APRIL 3, 2025

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connollya partner in LPs Corporate Practice Groupshares a series of conversations with M&A experts. By: Levenfeld Pearlstein, LLC

Business

Business Valuation M&A Corporation

3 Tips to Maximize Your Business Valuation

Trout CPA: M&A

MARCH 29, 2023

Written by Andrew Rice, CPA, CVA , Managing Director of Trout CPA’s Transaction Advisory Services When it comes to selling your business in a merger or acquisition (M&A) transaction, getting the best valuation possible is likely your top priority.

Valuation

Valuation Business Advisory M&A

Deal Lawyers Download Podcast: SRS Acquiom Annual M&A Deal Terms Study

Deal Lawyers

MAY 29, 2024

In our latest Deal Lawyers Download Podcast, SRS Acquiom’s Kip Wallen joined me to discuss his firm’s 2024 M&A Deal Terms Study.

M&A

M&A Valuation

Earnout structures: Bridging valuation gaps in M&A – beware the tax complexity

Best Practices for Due Diligence and Valuation in M&A

Trending Sources

Best Practices for Due Diligence in Government Contractor M&A Transactions

Managing Litigation Risk During the Business Lifecycle, Part 4: M&A Transactions with Government Contractors

Global software M&A volume rebounds

M&A is back and the enterprise is hot

After $43B valuation, Databricks acquires data replication startup Arcion for $100M

2025 Life Sciences M&A Trends in Earnouts and Antitrust

Rising tides: Asia-Pacific PE market grows in the face of global uncertainty

[Webinar] Valuation in Cannabis M&A, With Thoughts on Restructuring - October 24th, 12:00 pm - 1:00 pm EST

Looking ahead: The Bermuda insurance M&A horizon in 2024

Canada's M&A Landscape Q3 2024: Creativity in Canadian Deal Making

AI-Powered Valuation: How AI is Revolutionizing the M&A Process with Simon Leroux

The 3rd Fintech Epoch: Europe’s first-movers drive M&A amid tightened purse strings

M&A Insights and Outlooks in the Packaging and Industrial Industries: A Conversation with Brett Kornblatt of Stout

M&A Blog #24 - Merger Relative Valuation

How SBA's Proposed Size, Status Recertifications Rule Could Impact Small Business M&A

Oncology dealmaking fuels biotech M&A

M&A in the Digital Age: How Tech is Supercharging Dealmaking

M&A in the Age of Digital Transformation: A Catalyst for Growth

The Coming Wave of Startup M&A

Return of the megadeal: Big business powers US M&A

Continued Growth in Software and IT Services M&A Expected in 2025

MergersCorp M&A International and Spektrum Capital Advisors LLC Announce Strategic Alliance to Enhance Capital Access for Growing Businesses

MergersCorp M&A International Secures Official M&A Sell Side Mandate for Renowned Italian Serie A Soccer Club

PCE Welcomes Bradley Scharfenberg as Vice President, M&A

KOTRA New York Partners with MergersCorp to Elevate Korean Business Opportunities in M&A and Corporate Finance

Investing in or Acquiring a Digital Assets Business? Watch Where You Step – Maximizing Value and Managing Risk in Digital Assets M&A (Part 1)

Cyera acquires Trail Security for $162M; Cyera is now raising at a $3B valuation

Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

Accounting Firm Mergers & Acquisitions – Financial Advisory & Valuation Services For Success

Creating an M&A Playbook with ChatGPT as Your Consultant

4 Keys for Successful M&A Due Diligence

The IP Landmine That Can Kill Your Startup’s Exit: Avoiding Common Ownership Pitfalls

“Magnificent Seven” ride again as AI spurs rise in US tech M&A

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

7 Key Takeaways from the Transaction Advisors Institute M&A Conference in San Francisco

PE firm PartnerOne paid $28M for HeadSpin, a fraction of its $1.1B valuation set by ICONIQ and Dell Technologies Capital

Razor and Perch merge, raise $100M on a $1.7B valuation as more roll-ups consolidate

Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell

How to Maximize the Valuation of Your IT Company with Tim Mueller

Valuation Trends, Buyer-Seller Dynamics, and Advice for Sell-Side Businesses: A Conversation with Michael Norton of Houlihan Capital (Part 1)

3 Tips to Maximize Your Business Valuation

Deal Lawyers Download Podcast: SRS Acquiom Annual M&A Deal Terms Study

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