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M&A Preparation & Process

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

Select the right buyer

M&A PREPARATION & PROCESS

How to Select the Right Buyer for Your Software Company 
April 15, 2026

Founders spend years building something worth acquiring. When it comes time to sell, the natural instinct is to focus on who will pay the most. That instinct is understandable, but…

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How Strategic and Financial Buyers Differ in Software M&A

M&A PREPARATION & PROCESS

How Strategic and Financial Buyers Differ in Software M&A
April 8, 2026

The assumption that strategic buyers pay more and private equity buyers extract more has shaped how many founders think about their options before a process begins. In practice, buyer behavior…

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Competitive Tension

M&A PREPARATION & PROCESS

Competitive Tension: The Key to Maximizing SaaS Exit Valuations and Deal Terms
January 14, 2026

I’ve been on both sides of the table: as a buyer competing for deals and now as an advisor helping SaaS founders run M&A processes. The difference between a one-buyer…

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Building Relationships without losing leverage

M&A PREPARATION & PROCESS

The Secret to Building Relationships with SaaS Buyers Without Losing Leverage
January 7, 2026

What I’ve learned from working on both sides of the deal table is that early buyer relationships can be a huge advantage or a liability depending on how you manage…

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Due Diligence Timeline

M&A PREPARATION & PROCESS

SaaS M&A Due Diligence Timeline: Keep Your Deal on Track in Final Stages
December 24, 2025

When a Letter of Intent is signed, every document, metric, and assumption about your company will suddenly be under a microscope. For many founders, it’s one of the most intense…

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How to sell your SaaS business featured image

M&A PREPARATION & PROCESS

How to Sell Your SaaS Business: A Guide to Getting Started
August 20, 2025

You have probably entertained the idea of selling your SaaS company at least once during your tenure as an entrepreneur. You need help getting your business to its next phase…

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Unsolicited Offers

M&A PREPARATION & PROCESS

The Truth About Unsolicited Private Equity Offers (and What Founders Should Do Next)
July 9, 2025

If you are leading a software company generating between $5 million and $50 million in revenue, there is a good chance you have received unsolicited outreach from private equity firms…

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Minority deal

M&A PREPARATION & PROCESS

Minority Investment: What SaaS Founders Should Know Before Selling a Stake
July 2, 2025

SaaS CEOs and founders regularly ask us whether they should consider accepting a minority investment instead of seeking majority investment or selling their businesses outright. A minority investment is when…

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Due Diligence checklist

M&A PREPARATION & PROCESS

SaaS M&A Due Diligence Checklist: Prepare 6 Areas of Your Business for a Successful Exit
June 25, 2025

The best way to prepare for due diligence in a SaaS M&A transaction is to do most of the legwork before it starts. SEG has helped software companies successfully go through due…

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SEG_BlogHeader_Exclusivity

M&A PREPARATION & PROCESS

The Right Time to Enter Exclusivity (Hint: It’s Later Than You Think)
June 11, 2025

It can be exciting when a potential buyer submits a Letter of Intent and asks for exclusivity in an M&A deal. That means they’re serious, right? Buyers often push for…

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