Reading Time: 5 minutesMy recent hike near Mount Hood reminded me of some important lessons that I can tie back to my role as a technology M&A advisor. I share them here.
When to Use (and NOT Use) an M&A Advisor
Reading Time: 6 minutesI share my perspective, as a technology M&A advisor, on when it is necessary and when it is unnecessary to use an M&A advisor when selling your company. My answer will likely surprise you!
Doors to The M&A Academy Are Opening Soon!
Reading Time: 3 minutesWe will be releasing my M&A course, Ready…Set…SELL, at the end of July 2023! Get on the waitlist to be a part of the founding class, who will get a variety of perks.
What a PE Firm Looks for in a CEO or Management Team
Reading Time: 6 minutesFor platform or portfolio acquisitions, PE firms look for specific characteristics in the CEO and the management team that will remain in place after the sale. Here is what is needed.
What a PE Firm Looks for in a CEO or Management TeamRead More
When to Negotiate a Price vs. a Multiple of EBITDA
Reading Time: 5 minutesWhen selling your company, you may find yourself in a situation where you are given a flat number for the value of your company instead of a multiple of EBITDA. In some cases, it can actually work in your favor.
Mind Your Margins!
Reading Time: 5 minutesWhen it comes time to sell your company, buyers look very closely at vendor margins. Here are the main factors that they focus on.
Top Three Options When Selling Your Company: Strategic Sale, Merger and Roll-up to Private Equity
Reading Time: 8 minutesTechnology companies have so many more options when it comes time to sell. Here are the top 3 options I see IT owners presented with when selling their company.
Another Transaction Closed…in 23 Days!
Reading Time: 4 minutesHere is the story – and lessons learned – from a transaction that closed in 23 days! To be fair, I was brought into the deal in progress, but we saved it from failure. Here’s how.
You Know It’s Time to Sell Your Company, But…
Reading Time: 4 minutesNot having a clear plan for AFTER you sell your company can paralyze a seller and hold back a deal as much as terms or offer price! Here are some resources to help you figure out your path forward.
How Do You Choose Between 12 Offers to Buy Your Company?
Reading Time: 5 minutesIf you’re lucky enough to receive multiple offers when selling your company, how do you decide? I discuss how type of acquisition (including being positioned as a portfolio company), buyer type, and other factors should contribute to your decision.
How Do You Choose Between 12 Offers to Buy Your Company?Read More