iMerge Advisors

APRIL 16, 2025

Summary of: Software Company Valuations in 2025: Trends, Multiples, and Strategic Implications As we move into 2025, software company valuations are entering a new phaseone shaped by macroeconomic recalibration, AI-driven disruption, and a more disciplined capital environment.

Valuation 40

Valuation Private Equity M&A Equities 40

How2Exit

OCTOBER 2, 2023

He sets the stage by contextualizing the question within the broader small business market, a move that adds depth to the discussion. rn Valuation Insights: What's a Business Worth? rn One of the episode's highlights is David's reference to the IBBA Market Pulse Report. David does not discuss individual stocks or mutual funds.

Business 130

Business Acquisitions M&A Finance 130

Focus Investment Banking

MARCH 3, 2024

Private Capital Markets is the first book to present a theory of how the private markets work at the lower end of the middle markets. Slee’s theory of middle market finance is based on empirical evidence, or real world observed activity. Spend time thinking about what the other party really wants.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 52

Sun Acquisitions

JUNE 15, 2023

After targets are identified and screened, Sun Acquisition provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies.

Acquisitions 52

Acquisitions Mergers and Acquisitions Advisory Middle Market 52

iMerge Advisors

APRIL 19, 2025

But navigating this middle-market M&A terrain is anything but simple. Whether you're fielding inbound interest or proactively exploring a sale, this guide outlines the key considerations, valuation dynamics, and strategic steps to position your tech startup for a successful exit in the $3M$50M range.

Valuation 40

Valuation M&A Middle Market Private Equity 40

Chesapeake Corporate Advisors

JUNE 26, 2024

The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing. The CCA team made a huge difference in getting our deal over the finish line.” For more information, visit www.ccabalt.com or call 410.537.5988.

Investment Banking 52

Investment Banking Debt Corporation Advisory 52

Focus Investment Banking

DECEMBER 4, 2023

Going to market with credible and reliable financials doesn’t have to be one of them. The buyer negotiates critical price reductions after finding issues in the internal financial statements. However, in the lower middle market (company value from $10mm-$250mm), most business owners do not get an audit prepared because of cost.

Valuation 52

Valuation Financial Statement M&A Food 52

Intrepid Banker Insights

OCTOBER 17, 2022

As public market valuations fell, SPACs evaporated and other buyers began to reevaluate the need to pay nose-bleed multiples. In Q3, the pattern we’ve continued to see is fairly typical of a market reset – bifurcation. The first area of bifurcation is between the large cap and middle market Tech M&A markets.

Valuation 52

Valuation M&A Capital Middle Market 52

Focus Investment Banking

MAY 22, 2023

Below are some key things that business owners should consider when divesting their business: Valuation : Try to have a realistic idea of the value of your business. Speaking to an experienced M&A CPA ahead of time can save headaches during the negotiation process and potentially millions in taxes owed.

Business 52

Business M&A Sale Valuation 52

How2Exit

DECEMBER 11, 2023

The company ensures that sellers understand the proper valuation of their businesses and helps them navigate the financing process. rn As the industry continues to evolve, Peterson Acquisitions aims to bring more sophistication to the lower middle market and empower entrepreneurs to make informed decisions about their business ventures.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Chesapeake Corporate Advisors

JUNE 26, 2024

The family office especially appreciated CCA’s ability to assist in evaluating targets, construct cash flow models, and negotiate with lenders to successfully obtain debt financing. The CCA team made a huge difference in getting our deal over the finish line.” For more information, visit www.ccabalt.com or call 410.537.5988.

Investment Banking 40

Investment Banking Debt Corporation Advisory 40

iMerge Advisors

APRIL 19, 2025

While the market for software acquisitions remains active, smaller SaaS businesses often face unique challenges in positioning, valuation, and deal execution that differ markedly from their larger counterparts. These businesses typically face: Valuation complexity due to hybrid revenue models (e.g.,

M&A 40

M&A Advisory Business Valuation 40

Focus Investment Banking

OCTOBER 30, 2023

“First, the valuation you get can be very fair,” says Beard. And by the way, this valuation is always negotiated. But we are negotiating a price just like any other transaction. And the trustee will get in the middle of that decision.” And you cannot sell that business for less than the prior-year valuation.

Debt 52

Debt Retail Business Private Equity 52

Chesapeake Corporate Advisors

MAY 4, 2023

Private equity (PE) groups still have capital to deploy—and strategic acquirers, including large middle-market or public companies, are using their balance sheet s to finance deals. If you receive an unexpected offer to buy your company, you might assume you have a quick, easy deal. The buyer has all the leverage.

Business 52

Business Mergers and Acquisitions Sale Corporation 52

Software Equity Group

JULY 9, 2024

Markel specializes in M&A legal issues for middle-market software companies and offers expert insights into the key legal considerations essential for companies entering the M&A arena. “It could impact your valuation, which is why we want to ensure you’re thinking about this from the beginning.”

Sale 52

Sale Corporation M&A Negotiation 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. Through their journey, they recognized the need for education and founded Divestopedia, a platform aimed at providing necessary education for the lower middle market mergers and acquisitions community.

M&A 130

M&A Mergers and Acquisitions Acquisitions Mergers 130

Cooley M&A

DECEMBER 3, 2019

Oftentimes, with additional due diligence and negotiation, certain exclusions can be narrowed or eliminated. For example, buyers of recurring revenue based-businesses should consider whether or not the definition of “Loss” is appropriately tailored to their valuation methodology (e.g. an ARR or MRR multiple). Conclusion. Contributors.

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

Focus Investment Banking

MAY 3, 2024

Axial is a private deal network that covers the lower middle market in the United States and Canada. Axial’s definition of lower middle market is private companies with revenues between $2.5 It’s first interesting to see who the buyers in the lower middle market are. million and $250 million. Next, 12.8%

M&A 52

M&A Middle Market Private Equity Debt 52

Lake Country Advisors

JANUARY 13, 2025

Whether you’re a small business owner or managing a middle-market company, aligning with the right expertise can make all the difference in your transaction’s success. M&A advisors provide end-to-end services, ensuring precision in handling all aspects of a transactionfrom valuation to closing.

Broker 52

Broker M&A Business Negotiation 52

iMerge Advisors

APRIL 12, 2025

But while valuation and deal terms often dominate early conversations, the tax implications of a sale can quietly erode a substantial portion of your proceeds or, with the right planning, preserve millions in after-tax value. Disagreements over allocation can become a sticking point in negotiations.

Business 40

Business Sale M&A Capital 40

Mergers and Inquisitions

MAY 28, 2025

Private credit has exploded since the 2008 financial crisis, as new regulations and capital requirements drove many large banks away from their lending activities for middle-market companies. You should know the basics, but theyre more likely to ask about accounting , 3-statement modeling , debt schedules , and LBO models.

Capital Market 59

Capital Market Corporation Capital Banking 59

Focus Investment Banking

MAY 14, 2025

Though growth in new build will certainly continue, this resurgence in American manufacturing also presents an opportunity to consolidate, acquire competitors or expand into new markets. Additionally, lower corporate tax rates imply increased valuation as potential buyers see a greater return on investment.

Manufacturing 52

Manufacturing M&A Middle Market Trading 52

How2Exit

FEBRUARY 3, 2025

These experts not only help navigate the process but also significantly boost valuation. An objective valuation and disciplined approach are essential. The Exit Market Is Shifting – With private equity dry powder moving into lower middle market deals, competition for quality businesses is heating up.

Business 147

Business M&A Valuation Private Equity 147

Mergers and Inquisitions

MARCH 19, 2025

contract through pharmacy benefit managers (PBMs), which negotiate prices and determine reimbursements to retailers like Walgreens. The PBM market used to have healthy competition, but it has consolidated over time, and three major players currently control 80%.

Private Equity 59

Private Equity Retail Equities Mergers and Acquisitions 59