Insights and perspectives on M&A advisory, business valuation, and deal execution.
Understand non-solicitation agreements in M&A before you sell. Learn how these restrictive covenants impact founders and hiring after the deal closes.
Discover what a data room is in M&A and how to structure it for success. Organize your Virtual Data Room (VDR) to streamline due diligence and close deals.
A phased data room strategy protects your business while giving buyers what they need at each stage. Pre-LOI, post-LOI, and confirmatory diligence each require different levels of disclosure. Here is the complete framework.
Buyers investigate five areas during M&A due diligence: financial, legal, operational, HR, and cybersecurity. A Quality of Earnings report can adjust your EBITDA by 10% to 30%. Here is what to expect, how findings affect price, and how to prepare before the process begins.
A Quality of Earnings report reconstructs your financials from transaction-level data. It is the single most important document in M&A diligence. QoE adjustments routinely move EBITDA by 10% to 25%, directly affecting the purchase price. Here is what the report covers and how sellers should prepare.
Top-quartile SaaS companies achieve 113% NRR and trade at 24x revenue. Bottom quartile: 98% NRR, 5x revenue. Based on McKinsey and SaaS Capital data, here is how to measure, benchmark, and improve NRR before a transaction.
NRR (Net Revenue Retention) measures how much revenue you keep and grow from existing customers. Above 110% signals a compounding business. Below 100% means you are shrinking from within. Here is what it means for your valuation.
Learn why Monthly Recurring Revenue (MRR) is critical in SaaS M&A. Discover how buyers evaluate revenue quality and its impact on your business valuation.
ARR (Annual Recurring Revenue) is the metric that determines your valuation multiple. SaaS companies growing above 30% with strong ARR trade at 8x to 12x. Below 15% growth, expect 3x to 5x. Here is what counts as ARR, how to calculate it properly, and why buyers treat it as the starting point for every valuation conversation.