What role does Working Capital play in M&A transactions?
Working capital in M&A is a somewhat neglected and misunderstood topic. Buyers and sellers have oftentimes different expectations.
Tag: Excendio Advisors
M&A Failures and Due Diligence: A New Model
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
Leading indicators and assessing their effect on M&A.
IT and Software M&A Market Update – May 2024
Should I sell now or sell later? Your belief about rates and equity markets matters.
IT and Software M&A Market Update – April 2024
How do SaaS firms untangle their technology overhang?
The Differences Between a Strategic and a Financial Buyer
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
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
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
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?
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
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
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
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
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
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: Seven Adages That Capture What Textbooks Miss
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
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?
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.
What MSPs Should Know About Private Equity and Selling
Cristian Anastasiu was interviewed by Channel Partners ahead of his participation in a panel at the Channel Partners Summit.
Acquisition Announcement: Federal IT Services
Congratulations to our client Innovative Management & Technology Services (IMTS) on a successful acquisition by by Advanced Mission Solutions (AMS)!
What’s in a Name? Channel Partner Types/Positioning for M&A
What’s in a Name? Everything, especially when it comes to a channel partner’s business model – MSP/SI/VAR/Cloud, and positioning for a planned M&A transaction.
5 Critical Deal Points When Selling Your IT Service Company
In our final two articles, we will focus on some the key transaction elements, such as the transaction structure and...