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M&A Preparation & Process

All the planning, research, and activities that go into preparing for a successful liquidity event.

5 software leaders share their M&A Stories

M&A PREPARATION & PROCESS

SaaS M&A Deals: Success Stories
May 21, 2025

There’s no one-size-fits-all path to a successful SaaS exit. Some companies grow through investment. Others find the perfect strategic partner. The most successful deals are about strategy, timing, and alignment.…

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Why Hire Advisor

M&A PREPARATION & PROCESS

7 Reasons to Hire an M&A Advisor When Selling a Software Company
May 13, 2025

In some corners of the business world, “ready, fire, aim” is all the rage. It’s rooted in the belief that it’s better to move forward quickly and correct course later.…

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Why Hire an M&A Advisor

M&A PREPARATION & PROCESS

Why High-Growth Software Companies Trust SEG to Lead Their M&A
April 23, 2025

A software CEO recently told us: "I’ve had more inbound interest in the past six months than in the past six years." They’re not alone. Private equity firms and strategic…

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M&A PREPARATION & PROCESS

Don’t Leave Money on the Table: How to Get the Highest Offer for Your SaaS Business
April 2, 2025

When the time comes to explore strategic options – whether that’s selling, securing investment or divesting a business unit – every leader’s goal is to maximize valuation, not just price,…

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the M&A process when selling a company

M&A PREPARATION & PROCESS

Behind the Scenes of Your SaaS M&A Process: How a Strong Foundation Helps You Exceed Your Goals
February 26, 2025

M&A isn’t as simple as signing a deal and cashing in. Without the right strategy, SaaS leaders may leave millions of dollars on the table because they may not have…

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M&A PREPARATION & PROCESS

What is a Term Sheet? Term Sheet Template and Negotiation for SaaS Businesses
September 24, 2024

A term sheet is often used in the early stages of negotiating a venture capital investment or M&A transaction. It can serve as an initial expression of interest or a…

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M&A PREPARATION & PROCESS

C Corp vs. S Corp vs. LLC: Essential Information for Software Executives
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. The decision between forming a C Corp, S…

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M&A PREPARATION & PROCESS

Quality of Earnings (QoE) for B2B Software Companies: A CEO’s Guide
July 2, 2024

You are at the helm of a dynamic business as a software CEO. As a result, you need the right tools to make strategic decisions with clarity and confidence, and…

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Graphic showing how to navigate the sale of your SaaS company

M&A PREPARATION & PROCESS

Can You Sell Your SaaS Company on Your Own? Tips from a Founder
May 28, 2024

As a software or SaaS founder, you are likely aware that merging with or being acquired by another company could offer an attractive exit opportunity for you, your shareholders, and…

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Graphic depicting people working through due diligence.

M&A PREPARATION & PROCESS

5 Costly Errors to Watch Out for in M&A Due Diligence
May 9, 2024

Due diligence is the pivotal checkpoint in an M&A process, during which you share vital information about your business with potential buyers/investors. Our approach to this point in the process…

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