Tag: Excendio Advisors

Acquisition Announcement: MSP / Cyber Security

Written by Excendio Advisors on November 5, 2024. Posted in Industry News, Market Update / Newsletter.

Congratulations to our friends at eDot for the successful transaction with Cyber Advisors. Excendio Advisors served as eDot’s exclusive financial advisor.

Excendio Advisors Welcomes Madhur Duggar as a Senior Advisor

Written by Excendio Advisors on November 5, 2024. Posted in Industry News, Market Update / Newsletter.

Madhur Duggar has joined Excendio's team as a Senior M&A Advisor. His experience includes successful transactions at firms like Citibank, Barclays and KPMG.

Acquisition Announcement: Educational Technology Solutions

Written by Excendio Advisors on October 8, 2024. Posted in Industry News, Market Update / Newsletter.

Congratulations to our friends and clients at Now Micro for the successful transaction with Trafera and the beginning of a new chapter!

M&A and IT Due Diligence: Part One – It’s not Rocket Science

Written by Excendio Advisors on October 7, 2024. Posted in Thought Leadership.

M&A and IT Due Diligence. In this article we’ll review the standard checklist which is clearly necessary; but we’ll argue that it is dangerously insufficient.

Is This a Good Offer?

Written by Cristian Anastasiu on September 9, 2024. Posted in Deal Structures & Terms, Thought Leadership.

Business owners selling their business that received offers ask themselves: “Is this a good offer?” Leading to the inevitable question “Should I accept it?”

IT and Software M&A Market Update – August 2024

Written by Excendio Advisors on August 26, 2024. Posted in Industry News, Market Update / Newsletter.

A smooth landing looks more likely, however, geopolitical uncertainty and upcoming elections have kept markets on edge.

What role does Working Capital play in M&A transactions?

Written by Cristian Anastasiu on August 17, 2024. Posted in Business Valuation Insights, Deal Structures & Terms, Thought Leadership.

Working capital in M&A is a somewhat neglected and misunderstood topic. Buyers and sellers have oftentimes different expectations.

M&A Failures and Due Diligence: A New Model

Written by Excendio Advisors on July 31, 2024. Posted in Thought Leadership.

This article suggests a new model for M&A due diligence and addresses the question: How much risk are we assuming in this transaction?

IT and Software M&A Market Update – July 2024

Written by Excendio Advisors on July 30, 2024. Posted in Industry News, Market Update / Newsletter.

Leading indicators and assessing their effect on M&A.

IT and Software M&A Market Update – May 2024

Written by Excendio Advisors on May 28, 2024. Posted in Industry News, Market Update / Newsletter.

Should I sell now or sell later? Your belief about rates and equity markets matters.

IT and Software M&A Market Update – April 2024

Written by Excendio Advisors on April 30, 2024. Posted in Industry News, Market Update / Newsletter.

How do SaaS firms untangle their technology overhang?

The Differences Between a Strategic and a Financial Buyer

Written by Cristian Anastasiu on April 15, 2024. Posted in Business Valuation Insights, Thought Leadership, Video Content.

Excendio Advisor's Managing Director, Cristian Anastasiu, explains the differences between strategic and financial buyers for M&A transactions.

Cristian Anastasiu on How to Prepare for an M&A Transaction

Written by Cristian Anastasiu on March 12, 2024. Posted in M&A Strategy & Exit Planning, Preparing the Business for Sale, Thought Leadership, Video Content.

It’s never too early to prepare for the M&A process. Here are 10 pieces of advice we always share with clients to ensure a successful outcome.

Capital to Covenants: Common Deal Points in IT Transactions

Written by Cristian Anastasiu on February 1, 2024. Posted in Deal Structures & Terms, Thought Leadership.

In the final segments of our series, we’ve shifted to the key transaction elements. Last month we discussed purchase and terms...

Buying a Business? Questions to Consider

Written by Excendio Advisors on January 20, 2024. Posted in FAQs & Myth-Busting, Thought Leadership.

Buying a Business? Questions to Consider. The process can be a risky, complicated, and expensive process. Tread carefully as mistakes are expensive.

Should ERP Integrators Acquire AI capability?

Written by Excendio Advisors on October 11, 2023. Posted in Industry & Market Trends, Thought Leadership.

AI is expected to make ERP systems more intelligent, efficient, and user-friendly. Firms in all sectors are looking to invest to stay ahead of the competition.

M&A: A Variation on a Theme

Written by Excendio Advisors on September 29, 2023. Posted in FAQs & Myth-Busting, Thought Leadership.

One typically acquires a firm for several reasons. In M&A much like a musical score, a Variation on a Common Theme can lead a unique result.

Master Class: M&A as a Symphony Orchestra

Written by Excendio Advisors on July 11, 2023. Posted in FAQs & Myth-Busting, Thought Leadership.

In this article, we’ll review some of the major lessons that can be gleaned from what one might call a master class in M&A.

How to Scale your Business for Greater M&A Value

Written by Excendio Advisors on June 15, 2023. Posted in Preparing the Business for Sale, Thought Leadership.

Scaling a business requires careful planning and execution. Scaling a business is not the same as growing your business.

Surprise! Maxims & Misconceptions About Selling a Business

Written by Excendio Advisors on February 15, 2023. Posted in FAQs & Myth-Busting, Thought Leadership.

Business owners develop certain expectations about the M&A process, for many a once in a lifetime event, only to be surprised when they actually go through it.

Should I Stay or Sell: A Boomer Entrepreneur Decision

Written by Excendio Advisors on January 23, 2023. Posted in M&A Strategy & Exit Planning, Thought Leadership.

Baby Boomer entrepreneurs account for 2.3 million, and own nearly 40% of all small businesses. The majority are service based companies.

M&A Wisdom

Written by Excendio Advisors on December 27, 2022. Posted in M&A Process & Timeline, M&A Strategy & Exit Planning, Thought Leadership.

M&A Wisdom...over my 20+ years in M&A, I came to appreciate adages that capture so much wisdom in just a few words. Here are some of my favorites.

Acquisition Announcement: Digital Transformation / MSP

Written by Cristian Anastasiu on August 4, 2022. Posted in Industry News, Market Update / Newsletter.

Excendio Advisors has announced Aptude, Inc. in Lisle, IL has been acquired by New Era Technology, Inc. Excendio served as Aptude’s exclusive financial advisor.

Why is industry focus critical for an M&A advisor?

Written by Cristian Anastasiu on May 1, 2022. Posted in Preparing the Business for Sale, Thought Leadership, Video Content.

Cristian Anastasiu at Excendio Advisors explains 6 reasons why industry specialization for an M&A advisory firm is so important in the lower middle market.