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Software M&A Today

Go boldly into your next chapter with confidence. We have a full library of articles designed to help you navigate the M&A process, drive business value and stay up to date on the latest news.

FINANCIAL METRICS & VALUATION

How To Calculate Churn Rate Correctly (With Formulas and Examples)
November 19, 2024

How can you scale sustainably when growth goals are hindered by customer churn? For software executives focused on M&A and growth, managing churn is more than just a KPI; it's…

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FINANCIAL METRICS & VALUATION

Understanding SaaS P&L: Improving Operations and Reducing M&A Process Friction  
November 12, 2024

The Profit and Loss (P&L) Statement is a universal fixture of business finance, but it takes on special significance for companies in the Software industry. With their recurring revenue models…

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FINANCIAL METRICS & VALUATION

The Impact of Gross Profit Margin on Software Company Valuations (plus Strategies)
November 5, 2024

Gross Margin is a hot topic among software PE investors and Strategic Buyers. In fact, it’s one of the main factors they prioritize when valuing a company. For Software Executives,…

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MARKET INSIGHTS & TRENDS

Industrial Industry Trends Impacting FSM: Overcoming Headwinds, Leveraging Tailwinds, and Scaling for Success 
October 29, 2024

Field Service Management (FSM) has long been essential for industries like Utilities, Telecommunications, Transportation & Logistics, Home Services, Construction, Manufacturing & Equipment, Oil & Gas, Healthcare, Facility Management, Energy, and…

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NRR software companies

FINANCIAL METRICS & VALUATION

How Net Retention Impacts Valuation for Public Software Companies—and What Private Companies Can Learn
October 22, 2024

In today's economic climate, retention is everything: Software companies with Net Revenue Retention (NRR) rates above 120% are trading at a remarkable 63% premium over the market median. Why? Because…

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cost of goods sold saas company financial sheet

FINANCIAL METRICS & VALUATION

COGS for SaaS Companies Explained: Formula, Calculation, and Tips
October 15, 2024

While Cost of Goods Sold (COGS) seems straightforward on its surface, Software Executives often miscalculate this important accounting formula. COGS is a key metric Private Equity Investors and Strategic Buyers…

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Blog header showing the need to future proof your company using software modernization

STRATEGIC PLANNING & GROWTH

The 10 Benefits Software Modernization for SaaS Growth or Acquisition
October 8, 2024

Software companies must evolve from the inside out to stay relevant, focusing on quality teams, code, processes, and more—beyond just the latest technology. From a day-to-day operations perspective, software modernization…

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Graphic depicting the nine top strategic buyers in SaaS

MARKET INSIGHTS & TRENDS

Meet the Top Strategic Buyers Acquiring Software Companies
October 1, 2024

If you’re a software company founder considering an exit or seeking a strategic partnership to support further growth, it’s important to be aware of the most active buyers in your…

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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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FINANCIAL METRICS & VALUATION

Accurately Calculating EBITDA for Software Companies 
September 3, 2024

Now more than ever, private equity firms and strategic buyers prioritize profitability when analyzing potential acquisition targets. They want to know that your company can make money, operate efficiently, and…

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education software edtech education saas M&A trends

MARKET INSIGHTS & TRENDS

Education Software in Today’s Schools: Sector Trends and M&A Insights
August 13, 2024

Like many other facets of society, the Education Software sector is undergoing significant transformation driven by the digital revolution. Over the last two decades, America’s school systems have aggressively pursued…

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blog header depicting coworkers discussing the LTV to CAC ratio

FINANCIAL METRICS & VALUATION

How to Optimize Your Company’s LTV to CAC Ratio
August 6, 2024

Running a thriving software business requires, among other things, two foundational capabilities. First, you must find ways to acquire new customers without overspending on sales and marketing. Second, you need…

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