The Tech M&A Podcast: Recent Episodes
Corum Group
The Tech M&A Podcast pulls from the best of the Tech M&A Monthly webcast, hosted by Corum Group, the global leader in technology mergers and acquisitions. The podcast features special reports on sectors, buyers, trends and M&A processes, as well as panel discussions and interviews featuring both recent sellers and major tech buyers like Google, Microsoft, Salesforce and others.
In this episode of the Tech M&A Podcast, we sit down with Steve Wargalla, Managing Director of QSTRAT, a supply chain software company that provides quoting and sourcing solutions for manufacturing and distribution businesses. After acquiring QSTRAT in 2016 with a clear five-year exit strategy, Steve spent nearly eight years growing the company before successfully selling it through Corum.
Steve reflects on how attending one of Corum's educational seminars first introduced him to the firm, why having a structured M&A process made all the difference compared to his previous company sale, and the lessons he learned from planning an exit years in advance. He also shares practical advice for founders preparing to sell, emphasizing the importance of education, surrounding yourself with experienced advisors, and recognizing that building a successful company requires a very different skill set than selling one. Finally, Steve discusses life after the exit, from embracing new personal challenges to rediscovering interests outside of business.
Takeaways
- Plan your exit from the beginning: Steve acquired QSTRAT in 2016 with a long-term goal of selling the company, ultimately achieving that exit after nearly eight years.
- Education opens the door: Attending Corum's AI and M&A seminars provided valuable insight into the acquisition process long before the transaction began.
- Experience changes everything: Having previously sold a business, Steve saw firsthand how a structured, advisor-led process produced a far stronger outcome than navigating a sale alone.
- Structure builds confidence: Corum's disciplined, repeatable approach gave Steve confidence throughout the transaction and kept the process organized from start to finish.
- Founders shouldn't go it alone: Most software CEOs are experts at building companies—not selling them. Steve stresses the importance of learning the process and hiring experienced M&A advisors.
- The right team creates better outcomes: Drawing on the expertise of dozens of experienced dealmakers helped strengthen the company's positioning and presentation to buyers.
- Life after the sale brings new opportunities: With his consulting agreement ending, Steve looks forward to exploring new interests, spending more time on hobbies, and discovering what comes next beyond business. Timestamps
00:00 – Introduction: Steve Wargalla and QSTRAT
00:45 – QSTRAT: supply chain software for manufacturers and distributors
01:00 – Discovering Corum through AI and M&A seminars
01:28 – Planning an exit: the original five-year strategy
01:59 – Life after selling the business
02:29 – Comparing a first company sale with the Corum process
03:04 – Why Corum's structured approach stood out
03:42 – Advice for software CEOs preparing to sell
04:21 – Looking ahead after the consulting agreement
04:45 – Final thoughts on Corum's deal team and the value of experienced advisors
In this special report, we examine the most common mistakes that derail transactions—from poor preparation and unrealistic expectations to the costly mistake of engaging only a single buyer.
Mid-Year Tech M&A Report:
Taking a look at the deal activity, emerging trends, and valuations across 29 subsectors in the first half of 2026.
A global succession crisis is emerging as millions of business owners approach retirement without a clear succession plan. According to recent studies, a significant percentage of family businesses and SMEs across North America, Europe, and Asia face leadership and ownership transitions within the next decade, yet many remain unprepared.
In this episode of CEO's Desk, Corum Group CEO Bruce Milne explores the growing succession challenge facing technology founders and CEOs. He discusses the risks of delaying succession planning, the realities of family succession, management buyouts, ESOPs, SPACs, and IPOs, and why mergers, acquisitions, and recapitalizations often provide the most practical path for technology companies.
Whether you're actively considering a sale or simply protecting the value you've built, this video offers essential insights into succession planning, value preservation, and maintaining control of your future before circumstances force difficult decisions.
Learn:
- Why succession planning has become a global business issue
- The unique risks facing technology founders and CEOs
- Common succession options and their limitations
- When to consider a merger, acquisition, or recapitalization
- Key questions every founder should ask before planning their next chapter
Interested in learning more? Join one of Corum's upcoming Selling Up Selling Out events and explore your options before you need them. https://www.corumgroup.com/events
Key Takeaways
- A global succession crisis is affecting businesses globally.
- Most recognize succession planning is critical but still lack an active plan.
- Technology companies face unique succession challenges
- Unexpected life events can dramatically change a founder's options and company value.
- Family succession is uncommon in technology businesses.
- IPOs and SPACs are not realistic exit options for most founders.
- The best exits are typically planned before they become necessary.
- Understanding your options gives you more control over your future
Chapters
00:00 The Global Succession Crisis Begins 00:30 Succession Challenges Around the World 01:08 Why Tech CEOs Face Greater Risk 01:44 A Real-World Wake-Up Call 02:19 Why Succession Planning Matters 02:33 Understanding Your Succession Options 02:55 Family Succession in Technology 03:10 Management Buyouts and ESOP Realities 03:41 Why SPACs and IPOs Aren't for Most Founders 03:48 Why M&A Is the Most Practical Path 04:00 When Is the Right Time to Sell? 04:18 The Hard Questions Every Founder Should Ask 05:04 Succession Planning Is About Control 05:23 The Ultimate Founder Question 05:48 The Best Time to Plan Your Exit 05:56 Next Steps: Get Educated and Prepare
In this episode of the Tech M&A Podcast, we chat with Luis Landgrave, co-founder of Algebraix, an edtech and fintech company serving private schools across Latin America, with a primary focus on Mexico. Over nearly two decades, Luis helped build Algebraix into a school management platform with an integrated fintech arm that processes tuition and payments on behalf of schools — momentum that ultimately led to a successful sale through Corum after years of inbound interest from investors and acquirers. Luis shares how a Corum seminar in Mexico City planted the seed nearly a decade before he was ready to sell, and how an early deal that fell through made the second, advisor-led process far smoother. He offers candid advice on the demands of financial due diligence, the importance of getting your reporting in order before going to market, and the emotional discipline required when deal terms shift mid-negotiation. He also reflects on the realities of post-exit life — from deferred payments and multi-year earnouts to the reduced control and renegotiation that can come with a two-year transition. Takeaways
- Plant the seed early: A Corum seminar in Mexico City sparked the idea nearly a decade before Luis was ready to sell — selling was always the goal, never a legacy to pass down.
- The turning point can be a business-model shift: Adding payment processing around 2017–2018 accelerated revenue and made the company far more attractive to buyers.
- A first attempt that falls through still teaches you: A 2021 approach from a Brazilian acquirer didn't close, but it made the second, Corum-run process much smoother.
- A competitive process improves terms: Even with just one official offer, having other interested buyers in play tightened the LOI and held due diligence to a 90-day timeline.
- Due diligence is the heavy lift: For founders who are engineers rather than finance experts, producing the reports that PE-background buyers demanded was the most taxing part.
- Get your numbers in order first: The more prepared your reporting and financials, the less pressure and rework once offers start coming in.
- Align with your partner and stay centered: Selling is an emotional rollercoaster as terms move on and off the table — shared objectives keep you steady.
- Plan for the transition: A two-year earnout means deferred payments, reduced control, and even some renegotiation — know what you're signing up for.
Timestamps 00:00 – Introduction: Luis Landgrave and Algebraix
00:44 – An edtech + fintech platform for private schools in Mexico
01:01 – First learning about Corum: a seminar in Mexico City
01:58 – The long gap: staying in touch over nearly a decade
02:29 – The turning point: payment processing and faster revenue growth
03:03 – A 2021 approach from a Brazilian acquirer — and why it didn't close
03:29 – Round two with Corum: a smoother, time-bound 90-day process
04:33 – The hardest part: due diligence and producing reports
05:26 – Buyer-side negotiation: in-house experience and the Corum advisor
06:03 – Inside the buyer: a startup with a search-fund track record
06:41 – Choosing the acquirer: business-model fit, cross-selling, and timing
08:03 – Advice for LatAm founders: partner alignment and preparation
09:32 – Bringing in local M&A and tax counsel in Mexico City
09:58 – Post-exit life: earnouts, reduced control, and what comes next
Tariffs, rate concerns, geopolitical uncertainty — the headlines make it easy to wonder whether now is the right time to sell your software company. Corum Group CEO [Name] breaks down the actual data behind tech M&A valuations over the last decade, and the picture is more compelling than most CEOs realize.
With the Dow at 50,000, stable multiples across all six tech sectors, and over $6 trillion in capital available for tech acquisitions, the fundamentals have never been stronger. If you're asking yourself whether to wait — this video is for you.
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Join a Corum Tech M&A Educational Event: https://www.corumgroup.com/events
Learn more: https://www.corumgroup.com/
Key takeaways:
- The Dow crossing 50,000 reflects a decade of compounding resilience — not a bubble — and strong capital markets fuel M&A activity.
- Tech M&A valuations have been remarkably stable over the last 10 years when you strip out the anomalous 2020–2021 pandemic spike.
- A normalized, mature market is a functional one — it's a better environment for getting deals done than a frothy one.
- The buyer pool has expanded significantly — Corum is actively tracking over 19,000 potential acquirers across six tech sectors.
- There is over $6 trillion in available capital waiting to be deployed into tech acquisitions and investment.
- The demand side of the tech M&A market isn't weakening — it's deepening.
- For CEOs weighing whether to wait, the data suggests the opportunity right now is as strong as it has ever been.
Chapter:
0:00 Introduction — cutting through the noise
0:24 The Dow at 50,000 — what it means for M&A
0:55 Should you wait to sell? 10 years of valuation data
1:41 Why a normalized market is actually good for deals
2:00 The expanding buyer pool — 19,000+ active acquirers
2:33 $6 trillion in dry powder waiting to be deployed
2:42 The bottom line — why now is the moment to act
In this episode of the Tech M&A Podcast, we chat with Heriberto Garcia, founder and former CEO of Vialterna Comunicaciones, a leading modern telecommunications firm serving all of Mexico. Over 15 years, Heriberto built Vialterna into a powerhouse of connectivity before navigating a successful exit to a search fund — a buyer type he initially never expected to consider. Heriberto shares how a Corum seminar he attended three decades ago planted the seed for his eventual exit, and how that knowledge stayed with him until the timing was right. He offers candid advice on the importance of pre-deal preparation, the often-overlooked complexity of tax due diligence, and why authenticity and transparency with buyers can be your greatest asset. He also reflects on the realities of post-exit life — including the multi-year transition that follows a deal and the importance of learning to manage newfound wealth. Takeaways
- Plant the seed early: A seminar attended 30 years prior shaped Heriberto's entire approach to eventually selling — long-term mindset matters.
- Run a pre-due diligence on yourself: Conducting your own internal DD before going to market surfaces surprises early and dramatically smooths the formal process.
- Don't underestimate tax: Tax due diligence should be addressed from the very beginning of the process, not left to the end.
- Be open to unexpected buyers: A search fund — initially rejected outright — turned out to be the perfect match, proving that criteria should remain flexible.
- Authenticity wins deals: Transparency and openness with potential buyers builds trust and accelerates the process. Keep the sale confidential: Avoid telling staff or partners until necessary — unexpected reactions can complicate operations mid-deal.
- Expect a long transition: Post-exit life involves a multi-year handover, not an overnight handoff.
Timestamps
00:00 – Introduction: Heriberto Garcia and Vialterna Comunicaciones 01:00 – 15 years building a telecom powerhouse across Mexico 02:00 – How a Corum seminar 30 years ago set the foundation for this exit 03:00 – The motivation to sell: retirement planning and the right timing 04:00 – Surprises in the market: rejecting investment funds — then finding the perfect search fund 05:30 – Due diligence surprises and the lesson of working capital 06:30 – External advisors: legal, financial, and tax support during the deal 07:30 – What Heriberto wishes he'd known: pre-DD, taxes, and behaving like a big company 08:30 – How the right buyer was chosen — and why transparency sealed it 09:30 – Advice for CEOs in Latin America: valuations, firm decisions, and authenticity 10:30 – Post-exit life: transitions, wealth management, and what comes next
Tech M&A Secrets: 10 Strategies to Boost Company Value Before Sale
In today's changing tech M&A environment, buyers are more selective than ever—taking a closer look at your business model, revenue quality, and growth potential.
In this video, Corum Group outlines 10 proven strategies to increase (or protect) the value of your software or IT company before an exit. Whether you're planning to sell soon or years from now, these insights will help you position your company for maximum valuation.
Takeaways:
- The most valuable companies are built with a clear exit strategy from day one
- Recurring, predictable revenue is one of the biggest drivers of valuation
- A strong, cohesive management team reduces buyer risk and increases appeal
- Customer churn below 5–10% is critical for SaaS valuation premiums
- Scalable processes, models, and discipline improve buyer confidence
- High customer concentration can reduce value or kill deals
- Strong cash flow and path to profitability are increasingly important
- Strategic partnerships and ecosystems enhance credibility and growth
- Year-over-year growth is a primary valuation driver, especially for SaaS
- Timing matters—selling during strong performance and market demand maximizes outcomes
With over 40 years of experience in tech M&A, Corum provides actionable insights used by top founders to achieve higher valuations and better exit outcomes.
Chapters
00:00 Introduction: Today's Tech M&A Environment
00:17 #1 Start with an Exit Plan
01:08 #2 Increase Recurring Revenue
02:32 #3 Strengthen Your Management Team
03:53 #4 Reduce Customer Churn
04:57 #5 Build Discipline, Process & Scalable Models
05:47 #6 Reduce Customer Concentration Risk
06:30 #7 Improve Cash Flow & Profitability
07:41 #8 Build Partnerships & Alliances
08:37 #9 Drive Year-over-Year Growth
09:34 #10 Timing Your Exit
10:20 Final Thoughts & Next Steps
Subscribe for more expert guidance on preparing, positioning, and selling your technology company.
Selling your software or IT company is likely the most important financial decision of your life—and getting the right outcome requires more than just finding a buyer.
In this video, Corum Group—global leaders in tech M&A with over 40 years of experience—break down their proven 8-step global partner search process and the 7 key benefits that help founders maximize valuation, improve positioning, and create competitive buyer demand.
Learn how Corum's proprietary First Look program, deep buyer relationships, and unmatched market feedback loop help software CEOs achieve better outcomes—including higher valuations, stronger deal structures, and reduced risk.
Whether you're preparing for an exit now or planning ahead, this video provides a clear roadmap to ensure you get what your company is truly worth.
Key Takeaways
- Selling your company is not just about finding a buyer—it's about creating competition to maximize value
- Corum's First Look program allows early buyer feedback and can eliminate seller fees
- The 8-step global process ensures thorough preparation, positioning, and outreach
- Strategic positioning tied to market trends significantly improves buyer interest
- Market outreach generates valuable feedback that can reshape strategy or increase value
- Buyer outreach can lead to unexpected partnerships and revenue opportunities
- The Hiatus Program allows sellers to improve and re-enter the market at no additional cost
- Engaging both strategic and financial buyers creates multiple offers and better deal terms
- Case studies show dramatic valuation increases when using a competitive global process
- The ultimate goal is not just price—but optimal structure, terms, and long-term outcomes
Chapers
00:00 Introduction: The Most Important Transaction of Your Life
00:35 Overview of Corum's Global M&A Experience
01:05 Benefit #1: First Look Program & Early Buyer Feedback
02:00 Benefit #2: The 8-Step Global Partner Search Process
02:55 Benefit #3: Improving Positioning & Market Appeal
04:05 Benefit #4: Market Feedback That Drives Strategic Change
05:10 Benefit #5: Unexpected Business & Partnership Opportunities
06:20 Benefit #6: The Corum Hiatus Program Explained
07:25 Benefit #7: Creating Buyer Competition for Maximum Value
08:40 Case Study: From $25M to $80M Exit
10:00 Final Thoughts: Achieving the Optimum Outcome
Subscribe for more insights on tech M&A trends, valuation strategies, and exit planning.
April Tech M&A Report:
Taking a look at the deal activity, emerging trends, and valuations across 29 subsectors in April 2026.
In this episode of the Tech M&A Podcast, we chat with Seth Freedman, founder of Intelligent Observation, to explore the realities of building, scaling, and ultimately exiting a venture-backed software business. Over a six-year period, Seth grew the company from startup to acquisition, navigating the pressures of institutional capital and the strategic decisions that come with sustained growth.
Seth shares how a timely outreach from Corum initiated his M&A journey and walks through the board-level decision between raising additional capital versus pursuing a sale. He offers candid insight into the emotional transition founders experience post-exit, the demands of running a company while selling it, and how a strategic "hiatus" period allowed Intelligent Observation to strengthen key metrics—particularly churn—before returning to market with a stronger position and a clearer value story.
Takeaways
- Exits are a strategic fork in the road: For VC-backed companies, selling is often weighed directly against raising more capital and scaling further.
- Timing and positioning matter: Going to market before the business is fully prepared can limit outcomes—and knowing when to pause can create leverage.
- A hiatus can add real value: Stepping back to address how churn and sustaining growth can significantly improve buyer confidence and valuation.
- Selling while operating is demanding: Founders must balance diligence, negotiations, and day-to-day leadership at the same time.
- Expect the personal transition: The emotional shift after an exit often begins once the deal is done, not before.
Timestamps
00:00 – Pre-roll and setup: audio, video, and resetting the take 01:09 – Introducing Seth Freedman and Intelligent Observation 02:04 – How Seth first learned about Corum and why the timing mattered 02:39 – The VC-backed fork in the road: raise more capital or pursue M&A 03:11 – Life after the sale: the founder transition after the excitement fades 03:52 – Lessons learned building and exiting a startup 04:39 – Advice for CEOs selling their company 05:21 – What's next: taking time before the next challenge 05:53 – The first attempt to sell and why it didn't close 06:52 – Using a one-year hiatus to fix churn, strengthen metrics, and return to market
Due diligence has become tougher, deeper, and more demanding than ever before—especially in today's fast‑paced tech M&A and private equity environment. Buyers now apply higher standards, deploy specialized diligence teams, and scrutinize every aspect of your business.
In this special report, we walk through 12 critical steps every CEO must take to survive due diligence—and protect deal value. From preparing your data room and managing disclosures to controlling working capital and hiring the right advisors, this video outlines the real‑world land mines that derail deals and how experienced sellers avoid them.
Whether you're actively pursuing an exit or planning ahead, these best practices will help you meet buyer expectations, maintain leverage, and get through diligence with confidence.
Key Takeaways
-Due diligence today is not just document review—it's a full‑company stress test
-Private equity firms now set the gold standard for diligence expectations
-Preparation before LOI dramatically improves outcomes and leverage
-Poor timing of disclosures can erode trust and kill deals
-Working capital surprises are one of the most common last‑minute deal breakers
-Strong advisors and intermediaries can be the difference between closing—or collapsing—a deal
Chapters
00:00 Why Due Diligence Is Harder Than Ever
01:30 Step 1: Understand the Buyer's Due Diligence Checklist
01:58 Step 2: Prepare Your Data Room in Advance
02:43 Step 3: Fix Accounting Issues Before Due Diligence
03:03 Step 4: Control the Timing of Disclosures
03:37 Step 5: Run Parallel Due Diligence and Contract Processes
04:08 Step 6: Get a Draft Agreement Early
04:43 Step 7: Appoint a Due Diligence Coordinator
05:03 Step 8: Inform Only Key Employees
05:28 Step 9: Watch Working Capital Closely
06:02 Step 10: Use Your Accountants Effectively
06:22 Step 11: Hire Experienced Tech M&A Legal Advisors
06:52 Step 12: Choose the Right M&A Intermediary
07:16 Why Experience Matters Most in the Final Mile of Diligence
What really happens when you try to sell a software company for free?
In this CEO's Desk episode, Corum Group addresses the unexpected fallout from launching First Look—a new tech M&A program designed to help owners sell for free by giving software and IT companies early exposure to qualified buyers.
While First Look attracted the right audience of smaller sellers, the promise of a free exit also triggered a surge of long‑waiting founders—many with established companies—who had delayed action for years hoping their software company exit would simply "happen."
Drawing on decades of experience advising founders through successful business exit strategies, this video explains why selling a tech company requires proactive positioning, competitive pressure, and broad buyer exposure—and why waiting for free often leads to undervalued outcomes.
If you're considering selling a software company, evaluating your exit timing, or navigating today's M&A advisory landscape, this candid discussion offers critical insight into why the best exits are planned, not discovered—and why now may be the strongest market to sell.
Key Takeaways
- "Free" is powerful—but dangerous. It often pulls sellers into fast, undervalued deals.\
- Companies are sold, not discovered. Passive waiting rarely produces optimal outcomes.
- Early, broad buyer exposure matters. A single offer is not a real market.
- Many founders wait too long. By the time they act, the market window may already be closing.
- The best exits come from preparation. Global search processes consistently outperform opportunistic offers.
- Right now, is an unusually strong market for selling quality software and IT businesses.
Chapters
0:26 – Overwhelming Response from Sellers and Buyers
Why demand exceeded expectations—and not just from small companies.
0:45 – The Unexpected Fallout Begins
Why Corum had to hit pause after launch.
1:24 – The Myth: "Companies Are Bought, Not Sold"
Why waiting for discovery is a costly mistake.
3:22 – Why Founders Cave to 'Free'
Speed, convenience, and the emotional pull of no commissions.
4:03 – Why First Look Was Created
Helping companies who aren't ready—or right—for a full global search.
4:26 – First Look vs. a Global Partner Search
Who First Look is for—and who should not use it.
4:57 – Final Warning: Don't Miss the Window
Why this may be the best market founders will see to sell their tech company.
In this episode of the Tech M&A Podcast, we sit down with Brian Allen, former Managing Director and Chief Executive of Certus Solutions. Over the course of two decades, Brian grew Certus into a leading IBM-focused software and services provider in Australia and New Zealand, specializing in enterprise asset management. This journey culminated in a successful strategic sale to Egis, following a long-planned liquidity event for the company's shareholders.
Brian discusses his decade-long relationship with Corum Group, which began during a prior M&A process, and explains why he chose to re-engage professional advisors for the Certus exit. He shares candid insights into managing a complex transaction that included a strategic "hiatus" period, the importance of maintaining competitive tension during negotiations, and his advice for CEOs navigating their first or second sale. This episode offers a masterclass in long-term value creation and the discipline required to execute a high-stakes liquidity event.
Takeaways
- Plan for the long term: Successful exits are often the result of years of preparation to ensure maximum shareholder value.
- Specialization is key: Deep expertise in a specific ecosystem, such as IBM technologies, can position a firm as a dominant regional player.
- Maintain leverage: Using a "hiatus" or pause in a deal can be a strategic tool to reset expectations and ensure competitive tension.
- Professional representation matters: Engaging experienced advisors is critical when negotiating with large institutional buyers and global entities.
- Focus on the "Why": Understanding the specific timing for a liquidity event helps align the interests of all shareholders and stakeholders.
Timestamps
00:11 – Introducing Brian Allen and the growth of Certus Solutions
01:22 – A ten-year history: First learning about Corum Group via Zcom
01:55 – Navigating the 15-year journey toward a liquidity event
03:40 – Scaling as a premier IBM partner in Australia and New Zealand
06:15 – Why Certus chose professional M&A representation for this exit
08:30 – Life after the deal: Advising Egis and future plans
09:30 – Navigating the transaction "hiatus" and its impact on the deal
10:07 – Creating competitive tension to protect deal terms
10:21 – How the hiatus ultimately benefited the final outcome
10:27 – Final thoughts and wrap-up
Selling a company is one of the most complex—and emotional—transactions a founder will ever face.
In this 2026 Annual Sellers Panel, CEOs who successfully built and sold their companies share real‑world insights from inside the M&A process. From global deal dynamics and valuation expectations to earnouts, advisor selection, partner alignment, and emotional resilience, this panel offers candid lessons every founder should hear before going to market.
The discussion highlights what surprised sellers most, where preparation mattered, and why having experienced advisors, aligned partners, and clean financial reporting can make or break an outcome.
If you're a tech founder or CEO thinking about an exit—now or in the future—this panel delivers practical, experience‑driven advice from those who've already been through it.
Corum is the world's leading educator on tech trends, valuations, growth strategies and Tech M&A. If you are a Tech CEO/founder and would like to learn to prepare, position, research, value, negotiate and execute due diligence for maximum price and optimal structure in an M&A transaction, attend one of our upcoming events. Visit corumgroup.com/events for a full global event schedule.
Takeaways
- Tech M&A is truly global, with buyers and sellers spanning multiple continents
- A company is ultimately worth what the market is willing to pay, not expectations
- Valuation discussions require research and realism
- Earnouts and post‑close roles must be clearly defined upfront
- Partner alignment and transparency are critical during negotiations
- Strong preparation of financials reduces pressure during due diligence
- Experienced M&A advisors help smooth negotiations and protect value
- Once committed to an exit, founders should make every decision around building value
Chapters
01:42 – What was your process for selecting an advisor
04:54 – What was your motivation for going through the M&A process?
07:39 – During the M&A process, what surprises did you encounter along the way?
11:53 – What advice would you give to CEOs selling their company?
February 2026 was an active month for technology mergers and acquisitions, with 394 tech M&A transactions, including five billion‑dollar mega deals and a top disclosed transaction valued at $9.9 billion.
In this market update, we break down the latest tech M&A data from the Corum Index, including deal volume, valuation multiples, private equity activity, cross‑border trends, and sector‑level performance across horizontal, vertical, infrastructure, gaming, IT services, healthcare, AI, cybersecurity, and supply chain management.
You'll hear where valuations are expanding, which subsectors are commanding premium multiples, and how strategic buyers, private equity firms, and non‑tech acquirers are shaping today's deal landscape. If you're a founder, CEO, investor, or corporate development leader, this report offers practical insight into exit timing, buyer demand, and market momentum.
Takeaways
- February 2026 recorded 394 tech M&A deals, including five $1B+ mega transactions
- Private equity acquired 23 platform companies; VC‑backed exits totaled 105
- 35% of deals were cross‑border, highlighting strong global buyer demand
- Startups represented 45% of all transactions, with an average target age of 12 years
- The horizontal sector continues to lead in total deal volume and value
- Supply Chain Management (SCM) delivered the highest revenue and EBITDA multiples
- Healthcare, education software, AI, cybersecurity, gaming, and infrastructure saw robust activity
- Strategic buyers increasingly pursued AI capabilities, data platforms, and sector‑specific software
- Valuation multiples varied widely by subsector—underscoring the importance of positioning and timing
Chapters
00:13 – Mega Deals and Market Scale
00:24 – Private Equity, VC Exits & Cross‑Border
00:47 – Vertical vs Horizontal Sector Performance
04:22 – IT Services Valuation Trends (Developed & Emerging Markets)
06:15 – Consumer Sector Deals
09:06 – Infrastructure Sector Valuations
After 40 years advising technology founders on mergers and acquisitions, one thing is clear: old myths about selling a tech company refuse to die—and they cost founders millions.
In this video, a veteran tech M&A advisor breaks down five dangerous myths that still derail otherwise great exits. From the belief that "companies are bought, not sold," to the risks of amateur buyer outreach and flawed bid timelines, this discussion explains why preparation, process, and professional execution matter more than ever.
If you're a tech founder, CEO, or shareholder thinking about an exit, recapitalization, or strategic sale, this video explains how to avoid undervaluation, missed markets, and broken deal dynamics—and how to position your company for the best price, structure, and outcome.
Takeaways
- Companies are sold, not magically bought—waiting rarely produces premium outcomes
- "Soft" signals to buyers don't work; credible market engagement does
- Serial buyer outreach weakens leverage—competitive tension drives valuation
- Rigid bid timelines often backfire in today's regulatory environment
- Amateur outreach burns bridges and reduces optionality
- The best exits are driven by experienced deal professionals, not luck
- Optimal outcomes require focus on price, structure, tax efficiency, liabilities, and post‑deal terms
Chapters
00:18 – Myth #1: Companies Are Bought, Not Sold
00:43 – Myth #2: Soft Overtures to Buyers Work
01:02 – Myth #3: The Serial Buyer Approach
01:22 – Myth #4: Beware of Bid Timelines
01:47 – Myth #5: Amateur Buyer
02:15 – What Actually Drives Optimal Exit Outcomes
In this episode of the Tech M&A Podcast, we sit down with Robin Fisk, co‑founder and CEO of Donorfy, a SaaS CRM platform built specifically for nonprofits and charities. Robin shares the 10‑year journey of building a bootstrapped, cloud‑based CRM serving over 1,000 organizations across the UK and Scandinavia, culminating in Donorfy's acquisition by The Access Group in November 2024.
Robin walks through why he and his co‑founder decided to sell, how they prepared for the M&A process, why choosing the right advisor mattered, and what surprised him most along the way. He also offers candid insights into due diligence, managing confidentiality with a close‑knit remote team, defining non‑negotiables, and life after exit. This episode is packed with practical advice for founders considering a strategic sale.
Takeaways
- Build with the exit in mind from day one.
- Preparation matters more than speed.
- Choose advisors with founder experience.
- Know your non‑negotiables early.
- Selling your company is emotional — even when it's successful.
00:22 – Introducing Robin Fisk and Donorfy
03:06 – Acquisition by The Access Group
4:28 – Choosing Corum Group as an M&A advisor
06:35 – The hardest parts of selling a company
09:29 – Defining non negotiables in the deal
11:56 – Balancing work, due diligence, and personal life
14:48 – Advice for founders considering an exit
17:18 – Life after selling the business
18:50 – Final thoughts and wrap up
Operating a company during an exit is difficult. Managing a sell-side process while simultaneously acquiring a business in a different time zone? That requires a specific mindset.
In this episode, we speak with James Fair, founder of Vetasi, following his acquisition by Cohesive (part of the Bentley Group). James breaks down the reality of "oily hands" asset management software and the critical importance of recurring revenue. He shares the story of a grueling, unprecedented 3-week due diligence sprint that galvanized his team, and offers advice on why waiting for the "perfect" conditions is often the enemy of a successful deal.
Takeaways:
- Timing matters more than perfect readiness
- A strong recurring revenue model and full‑service offering make a company highly attractive to buyers
- Running an M&A process alongside daily operations is extremely demanding
- Despite the intensity, the M&A journey can be unifying and rewarding
00:00 - The Origins of Vetasi: Building a Global Asset Management Player
01:15 - Why Sell Now? Timing, Market Heat, and Strategic Fit
03:00 - The Secret Sauce: Advisory-First Strategy & Recurring Revenues
04:21 - Steering the Ship: Running M&A While Running the Business
06:48 - Lessons from the Trenches: Preparation, Imperfection, and Three-Week Diligence
08:29 - After the Exit: Culture Clashes, Shared Vision, and the New Chapter Ahead
Markets shift. Buyers have concerns. Sometimes the offer isn't what you expected.
After 40 years and more tech company sales than any firm in history, we've learned one crucial truth: Sometimes the best move is to hit "pause." In this month's webcast, hear from three founders who leveraged Corum's Hiatus program to deliver dramatically better results: addressing buyer concerns, improving customer base, reducing churn and demonstrating consistency—proving that patience and preparation beat settling every time.
Plus, we'll cover:
- CEO Desk: Thinking About an Exit? 7 Buyer Benchmarks That Matter
- Current Valuation Trends: Understand tech company valuations today
- Key Tech Market Deals: Discover notable transactions from November
- Active Tech Buyers: Learn which companies are acquiring
------------------------------------------------ Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
The smart money is capitalizing on the strong M&A market and valuations to exit investments. In this month's Tech M&A Monthly webcast, we'll explore five key reasons why VC and PE funds are heading for the exits—and what it means for your business.
Are you watching what the smart money is doing? You should.
What else will be covered?
- Special report: Understanding Working Capital
- Current Tech M&A market trends
- Valuations across all 6 tech sectors
- November megadeal report
Learn why Tech CEOs and Founders should be watching the PE and VC exit trends.
--------------------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
When buyers evaluate a software or tech company, they don't just look at top-line growth or EBITDA. Buyers dig into the quality of your revenue. Is it recurring? Diversified? Sustainable? These factors play a critical role in determining valuation and can mean the difference between an average and extraordinary outcome.
In this webcast, we break down what acquirers really look for in revenue streams, how quality impacts valuation and what CEOs and founders can do now to strengthen their company's long-term value.
Webcast Agenda:
- CEO Desk: 10 AI Traps to Avoid with M&A Presentations
- Special Report: Quality of Revenue—The Key to Your Value
- Review of key deals in September 2025
- Valuation trends across the six technology sectors
--------------------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
The rules of Tech M&A have changed. What once took months now happens in days — accelerating buyer responses, heightening competition and creating opportunities for sellers to maximize value.
In this webcast, we discuss how you can succeed in the virtual age of Tech M&A bidding. Additionally, we also cover:
- 10 Tips for choosing an M&A attorney
- Key deals in August 2025
- Valuation trends across six sectors
- Upcoming M&A educational opportunities
--------------------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
In this episode of the Tech M&A Podcast, Brian Sweat, CEO of Alterity Inc., shares his journey of building a company that developed Activate Inventory Software and the process of selling it. He discusses the motivations behind pursuing M&A, the challenges of finding the right strategic fit, and the importance of employee integration during an acquisition. Brian reflects on lessons learned, the role of advisors like Corum in filtering opportunities and negotiating deals, and how life has changed after the sale—bringing renewed focus and reduced stress.
Takeaways:
- Alterity created Activate Inventory Software for small businesses.
- There's no perfect deal—focus on progress and strategic alignment.
- Corum's expertise helps CEOs filter noise and secure the best opportunities.
- Selling can reduce stress and allow founders to focus on what they enjoy.
00:00 Introduction to Alterity and its Mission 03:12 The Pivot Point: Progress Over Perfection 04:18 Employee Integration and Career Growth Post-Acquisition 06:48 Advice for CEOs: Filtering Opportunities and Using Advisors 08:29 Life After the Sale: Reduced Stress and Renewed Focus 10:46 Reflections on Working with Corum and Future Plans
In this episode of the Tech M&A Podcast, Barry Larson, founder and CEO of OK Alone, shares his journey of building a company focused on employee safety monitoring solutions and the process of selling it. He discusses the challenges and strategies involved in the M&A process, including choosing the right partner, navigating negotiations, and the importance of preparation and commitment. Barry reflects on life after the sale, exploring new opportunities and personal projects.
Takeaways:
- OK Alone is an employee protection software.
- Corum has experience in selling in niche sectors.
- Hiring an advisor means the CEO is able to focus on running the business.
- Preparation is key.
00:00 Introduction to OK Alone and Its Mission 02:48 The M&A Process: Choosing Corum and Navigating Challenges 05:42 Negotiation Insights and Non-Negotiables 08:59 Life After the Sale: New Opportunities and Reflections
In this episode of the Tech M&A Podcast, Dan Goerdt, CEO of Flexagon, shares insights into his company's journey through the M&A process. He discusses the challenges and strategies involved in scaling the business, finding the right buyer, and the impact of the deal on his personal and professional life. Dan emphasizes the importance of education and preparation in navigating the M&A landscape, as well as the significance of aligning with a buyer that fits the company's culture and goals.
Takeaways
- Flexagon is a software automation company founded in 2014.
- The M&A process requires significant time and commitment.
- Finding the right buyer is crucial for company culture.
- Education on the M&A process is essential for success.
- The diligence process can be rigorous but manageable.
- Balancing company operations with M&A activities is challenging.
- Having a clear process helps in making informed decisions.
- Financial security post-deal provides new opportunities.
- Work-life balance is important for personal well-being.
- Future growth strategies are exciting and essential for success.
00:00 Introduction to Flexagon and the M&A Journey 02:51 Navigating the M&A Process 05:51 Finding the Right Buyer 08:52 Life After the Deal and Future Aspirations
In this episode of the Tech M&A Podcast, hosts Niles Overly and Rob Kopp share their experiences as co-founders of Metro Data Centers, discussing their motivations for selling the company, the unique aspects of their business, and the challenges they faced during the M&A process. They emphasize the importance of planning for an exit, effective communication, and the value of seeking professional help throughout the sale process. The conversation provides valuable insights for entrepreneurs considering an exit strategy.
Takeaways
Always think about an exit strategy from the start. Unique business models can attract buyers. Effective communication is crucial during the sale process. Balancing daily operations with M&A activities is challenging. Seek professional help to navigate the M&A process. Experience plays a significant role in successful exits. Planning financial projections is essential but difficult. Involve trusted employees at the right time. Investment bankers can provide significant value during sales. Understanding the complexities of your business is key.
Chapters
00:00 Introduction to Tech M&A Podcast 00:28 Founders' Backgrounds and Company Overview 01:54 Motivations for the Sale Process 03:10 Unique Selling Points of Metro Data Centers 04:14 Communication Strategies During the Sale 05:23 Balancing Operations and M&A Process 06:32 Lessons Learned and Surprises 07:58 Advice for Entrepreneurs Considering an Exit
Tech M&A Is Shattering Records—Are You Ready to Capitalize?
Join us for the August edition of Tech M&A Monthly, where we’ll break down what’s driving record-breaking deal activity and what it means for tech founders like you. We’ll explore the latest trends shaping the M&A landscape and take you inside the buyer universe—who’s actively acquiring, how much dry powder they’re sitting on and where they’re looking to invest next. If you’re thinking about an exit or just want to stay ahead of the curve, this is a webcast you won’t want to miss.
Whether you’re exploring an exit or simply preparing for the future, Corum’s 2025 mid-year report will give you the insight you need to navigate the second half of the year.
Billion-dollar tech deals dominate the headlines—but that’s only part of the story. If you're the CEO, founder or investor in a smaller software or IT company, you need to understand what’s really happening in the M&A market and how it impacts companies like yours.
Corum’s 2025 Tech M&A Mid-Year Report Covers:
• CEO Desk: “Too Small to Sell? Think Again”
• Corum’s “Four Pillars for M&A Success” • Key trends in Tech M&A in H1 2025 • Valuation metrics across 6 sectors and 29 subsectors • Top buyers acquiring in 2025
Download a copy of the H1 2025 report: Tech M&A Monthly Webcast: 2025 Mid-Year Tech M&A Report | Corum Group
#techM&A2025 #techexitstrategy #techvaluationmetrics #corumgroup #softwarecompanysale
In this episode of the Tech M&A Podcast, Ryen Leva, CEO of Infinity Software, shares his journey of growing and selling his family business. He discusses the importance of building scalable processes, the family dynamics involved in the decision to sell, and the critical aspects of pitching and due diligence during the acquisition process. Ryen also emphasizes the significance of effective communication with team members and aligning offers with personal and family goals. Finally, he reflects on life after the sale and the newfound freedom it brings.
Takeaways
- Build your company in a way that is forward-looking.
- Family dynamics play a crucial role in the decision to sell.
- Having a solid pitch is essential for attracting buyers.
- Due diligence is critical to prove the business's value.
- Effective communication with the team is vital during the sale process.
- Aligning offers with personal and family goals is important.
- Choosing the right advisors can make a significant difference.
- The sale can provide new opportunities and choices.
- Money doesn't guarantee happiness but offers freedom.
- It's essential to set clear goals before entering negotiations.
Chapters
00:00 Introduction to Tech M&A Podcast 00:28 Ryen Leva's Journey with Infinity Software 01:08 Advice for Entrepreneurs Considering an Exit 01:51 The Decision to Sell: Family Dynamics 03:03 The Importance of Pitching and Due Diligence 04:59 Communicating with Team and Stakeholders 06:29 Aligning Offers with Personal and Family Goals 07:35 Choosing the Right Advisors for the Sale 07:56 Life After the Sale: New Opportunities
In this episode of the Tech M&A podcast, Poya Farighi shares his journey of building and exiting his cloud-based HR reference checking platform, Vitay. He discusses the challenges faced during the sale process, the importance of maintaining business operations, and the emotional transition after the exit. Poya emphasizes the need for preparation, the value of keeping an open mind for future opportunities, and the significance of celebrating milestones in the entrepreneurial journey.
takeaways
- Vitay is an automated reference checking platform that simplifies candidate screening.
- The sale process can be stressful, especially nearing the end.
- Maintaining day-to-day business operations is crucial during the sale process.
- Having a supportive team and advisors can ease the burden of selling a company.
- Be prepared for the emotional ups and downs of the exit process.
- It's important to keep an open mind about potential acquirers.
- Celebrating milestones, like an exit, is important for entrepreneurs.
- The journey of building a new venture begins after an exit.
- Expect the best but prepare for the worst during negotiations.
- Continuing to grow the company is essential, regardless of the sale outcome.
00:00 The Birth of Vitay: Solving HR Challenges 01:55 Navigating the Sale Process: Challenges and Strategies 05:09 Life After the Exit: Reflections and New Beginnings 07:59 Final Thoughts: Keeping an Open Mind for Future Opportunities
Confused between raising capital or selling your company? Discover how recapitalization offers a powerful growth option—allowing you to raise funds, gain liquidity, and bring on a strategic partner without giving up control. In this video, we break down how recapitalization works, why it’s increasingly popular with private equity firms, and how it can drive growth, solve internal challenges, and position your company for a second, more lucrative exit. Featuring real-world case studies, we show how founders successfully leveraged recap deals to scale their business, cash out partially, and align with the right investors. Learn how Corum’s proven process helps tech CEOs navigate recapitalization for optimal outcomes.
takeaways
- Evaluations don't create value, the process does.
- A global buyer search process is essential for maximizing value.
- Recapitalization allows founders to cash out while retaining equity.
- Private equity can provide operational expertise and growth opportunities.
- The Corum process can significantly improve sale outcomes.
- M&A activity is highly international, with diverse buyer universes.
- Valuations in tech sectors are rising, indicating strong market interest.
- Educational events are crucial for staying updated on M&A trends.
- Recapitalization can help companies scale without losing control.
- The Tech M&A Masterclass offers practical knowledge for navigating M&A.
00:00 Introduction to Tech M&A Podcast 01:43 CEO Desk: Insights on Valuation and Process 04:29 Upcoming M&A Educational Events 07:11 Tech M&A Market Research Report Overview 20:24 Leveraging Recapitalizations for Company Value Special Report 27:39 Conclusion and Upcoming Events
In this episode of the Tech M&A Podcast, Scott Petersen shares his journey of selling his all-in-one hiring solution software, HireClick. He discusses the motivations behind the sale, the importance of being prepared, and the lessons learned throughout the process. Scott reflects on life after the sale, the excitement of new opportunities, and offers valuable advice for CEOs considering selling their companies.
takeaways
- HireClick was sold in August 2024 after starting in 2017.
- Inbound interest from potential buyers prompted the decision to sell.
- Scott felt they waited too long to engage with professionals.
- Preparation is key to a successful sale process.
- Life after selling the business has its ups and downs.
- Scott is excited about future travel and opportunities.
- The transition to the acquiring company has been positive.
- Professional guidance was crucial in garnering attention from buyers.
- Understanding market interest is vital for timing a sale.
- Scott emphasizes the importance of metrics and readiness for potential acquirers.
00:00 Introduction to Tech M&A Podcast 00:32 Scott Petersen and HireClick's Journey 02:52 Reflections on Selling the Business 03:42 Advice for CEOs on Selling 04:19 Looking Ahead: Life After the Sale
Not every M&A deal follows a straight path—sometimes, stepping back can be the key to securing the best outcome. Corum’s Hiatus Program empowers tech entrepreneurs to refine their businesses, address buyer concerns, and return to market stronger than ever. With nearly one-third of Corum’s clients utilizing the program, the results speak for themselves—companies see an average 40% increase in offer values post-hiatus. In this month's webcast we'll share two success stories where businesses leveraged this strategic pause to drive substantial growth, re-entering the market to secure significantly higher valuations and better deal terms. Plus, we'll share the Q1 Tech M&A Research Report: Key deals, top buyers, trends and valuations.
In this episode of the Tech M&A Podcast, Richard Addotta, co-founder and CEO of WRM, shares his journey from working in utilities to founding a software development company focused on storm response solutions. He discusses the motivations behind selling his company, the changes in his life post-sale, and offers valuable advice for aspiring entrepreneurs. Richard emphasizes the importance of timing, expert guidance, and the personal fulfillment he now experiences as he transitions into a new chapter of life, focusing on family and personal growth. Takeaways * WRM focuses on improving storm response through innovative software. * The decision to sell was based on timing and business readiness. * Life after the sale has significantly reduced stress for Richard. * Having expert guidance was crucial during the sale process. * Patience is essential when navigating the sale of a company. * Richard is excited to spend more time with his family. * He aims to be actively involved in his children's lives. * The sale allowed Richard to achieve a better work-life balance. * Richard's journey highlights the importance of recognizing personal and business milestones.
Chapters 00:00Introduction to WRM and Richard's Journey 03:02The Decision to Sell: Timing and Motivation 05:48Life After the Sale: Personal and Professional Changes 07:51Advice for Future Entrepreneurs
CEOs that sold in 2024—What advice do they have for founders and CEOs?
Whether you’ve had an exit plan in mind from the start or you’re fielding unsolicited offers from potential acquirers, the more information you have about the M&A process, the better. This month, hear from CEOs and founders who sold their tech companies in 2024. We’re excited to host Richard Addotta (WRM), John Dickey and Steve Wargalla (QSTRAT) and Scott Petersen (HIRECLICK) on our annual Sellers Panel webcast.
- What surprised them about the M&A process?
- Advice for other CEOs looking at exiting
- What would they do differently?
- How did they ensure that they achieved an optimal outcome through the process?
Plus, we'll discuss the current M&A market, the latest deals, trends and valuations in Corum's monthly Tech M&A market update.
-------------------------------------------------------------------- Corum's Tech M&A Monthly is a regular webcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
In this episode of the Tech M&A Podcast, Corum speaks with Andreas Ulrich, the founder of PlanFocus, a cash optimization software company. Andreas shares his journey from the inception of PlanFocus to its successful sale in 2022. He discusses the challenges and surprises of the M&A process, the importance of thorough documentation, and the lessons learned along the way. Andreas also reflects on his new role post-acquisition and offers advice for other CEOs considering M&A.
Takeaways
- Andreas Ulrich founded PlanFocus in 2004 with a focus on cash planning.
- The M&A process was planned from the beginning of the company.
- Due diligence was time-consuming and challenging to manage alongside daily operations.
- COVID-19 impacted the M&A process, requiring more virtual communication.
- Having up-to-date documentation is crucial for a smooth M&A process.
- Post-deal, Andreas remains the managing director of PlanFocus.
- The experience of selling a company is unique and valuable for entrepreneurs.
- Corum Group provided essential support during the M&A process.
- Andreas is contemplating future ventures after the acquisition.
- Financial security post-deal has been a positive change for Andreas.
Chapters
00:00 Introduction to Tech M&A Podcast 01:03 Andreas Ulrich and PlanFocus Overview 02:56 The M&A Process Journey 05:49 Advice for CEOs Considering M&A 08:03 Life After the Deal and Final Thoughts
Financial acquirers are a dominant force in Tech M&A today. With cash to spend, aggressive deal teams and actively acquisitive portfolio companies, all technology company owners and executives must understand the role of Private Equity in today's M&A landscape.
Our research team has prepared a special report on Private Equity M&A activity in 2024 and a look at the deals in the first month of 2025.
---------------------------------------------------------------------------------------------------------------------------- Corum's Tech M&A Monthly is a regular webcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Takeaways
- Saying no to the first offer can lead to better deals.
- Running a professional global search process maximizes company value.
- The tech M&A market is competitive with over $6 trillion in dry powder.
- Upcoming events include multiple market updates and boot camps.
- Recent acquisitions highlight the growing importance of tech solutions in various sectors.
- The Corum Index shows a diverse buyer universe with significant international deal-making.
- Private equity plays a crucial role in the tech M&A landscape today.
- Strong management teams and company culture are vital for M&A success.
- Vertical software and industry-specific solutions are trending in 2025.
- The Tech M&A Masterclass offers valuable insights for tech CEOs and founders.
00:00 Introduction to Tech M&A Podcast 01:46 The CEO's Desk: Buy-and-Hold Offer Delimma 05:48 Upcoming Events and Market Updates 08:38 Deal Report: Notable Acquisitions 09:04 Tech M&A Market Research Overview 24:08 Private Equity Panel Insights 31:37 Conclusion and Future Events
In this episode, Luc Pettett shares his journey from being a software engineer to founding and exiting multiple businesses, including Punters and Telescope. He discusses the importance of taking time to reflect post-exit, the challenges of navigating life after a successful sale, and the mindset shift that occurs when starting a new venture. Luc emphasizes the role of AI in finance and the significance of timing when considering an exit from a business.
Takeaways
- Luc Pettett founded Punters and sold it to NewsCorp Australia.
- Post-exit, he took time off to travel and reflect.
- He focused on learning about AI and finance after his exit.
- His new venture, Telescope, aims to disrupt finance with AI.
- The importance of patience and not rushing into the next venture.
- Mindset changes significantly after a first business exit.
- Building a good business is more important than just financial gain.
- AI is set to massively disrupt the finance industry.
- Timing is crucial when considering an exit from a business.
- It's essential to be comfortable with the idea of exiting.
00:00 From Software Engineer to Entrepreneur 03:20 Navigating Post-Exit Life 05:45 Building Telescope: A New Venture 08:08 Mindset Shift After Exiting 10:07 The Importance of Timing in Exits
In this episode of the Tech M&A Podcast, Jim Falkanger shares his journey through five successful company exits and his transition into retirement. He discusses the challenges and opportunities that come with stepping away from a CEO role, the importance of finding new passions, and how he plans to stay engaged with technology and mentoring in his new phase of life.
Takeaways
- Jim Falkanger has successfully exited five companies.
- Retirement offers a chance to focus on personal interests.
- Transitioning from CEO to retirement can be challenging.
- Staying active and engaged is crucial in retirement.
- Mentoring and volunteering can provide fulfillment post-retirement.
- Time spent with family, especially grandkids, is invaluable.
- Planning for retirement should include time for personal projects.
- Exploring new technologies keeps the mind engaged.
- Taking a break after selling a business is important.
- Finding hobbies and interests can ease the transition into retirement.
Chapters
00:00 Introduction to Jim Falkanger's Journey 02:54 Navigating Retirement and New Beginnings 06:01 Transitioning from CEO to Retirement 08:50 Embracing Technology and Future Aspirations
The Tech M&A Podcast presents insights into the 2025 market, highlighting key trends and research findings. The conversation covers the CEO's perspective on market dynamics, the top disruptive technology trends shaping the industry, and a comprehensive annual report on tech M&A activities across various sectors. This conversation delves into the latest trends and activities in mergers and acquisitions across various sectors, including financial technology, education technology, healthcare, manufacturing, and cybersecurity. It highlights significant deals, valuation trends, and the impact of emerging technologies like generative AI on the market. The discussion also emphasizes the importance of data utilization and the evolving landscape of blue collar software, alongside strategic considerations for M&A targets in 2025.
- Tech M&A is expected to set records in 2025, especially for privately held companies.
- The youngest baby boomers reaching 60 will drive more tech company sales.
- Education on Tech M&A is crucial for success in the market.
- Gen-AI enablement is the top disruptive trend for 2025.
- People-centric productivity tools are in high demand due to workforce changes.
- Actionable analytics technology is essential for better decision-making.
- Value chain intelligence is critical for maintaining data integrity across processes.
- Embedded cash flow opportunities are expanding in the tech sector.
- Focused managed services are increasingly attractive to buyers.
- The health tech continuum trend emphasizes the need for unified patient data management. M&A activity in financial technology is on the rise with significant acquisitions.
- The EdTech sector is seeing increased investment and consolidation.
- Healthcare technology is becoming a focal point for M&A as companies seek to enhance their offerings.
- Manufacturing and not-for-profit sectors are experiencing notable acquisitions.
- The internet sector is witnessing a surge in revenue valuations and EBITDA multiples.
- Infrastructure sector valuations are rising, indicating strong market interest.
- Cybersecurity acquisitions are critical as companies bolster their defenses against threats.
- Gaming and cloud services are emerging as key areas for investment and growth.
- Generative AI is a pivotal trend that companies must navigate in 2025.
- Blue collar software presents unique opportunities for technological advancement and workforce training.
00:00 Introduction to Tech M&A Podcast 01:19 CEO Insights and Market Overview 07:05T op 10 Disruptive Technology Trends for 2025 20:26 Annual Tech M&A Research Report Overview 33:09 Mergers and Acquisitions in Financial Technology 35:54 Trends in EdTech Acquisitions 37:17 Healthcare Technology M&A Activity 39:08 Acquisitions in Manufacturing and Not-for-Profit Sectors 40:46 Growth in Internet and Real Estate Market Valuations 42:32 Infrastructure Sector Valuations and M&A Trends 44:52 Cybersecurity and Threat Intelligence Acquisitions 46:44 Emerging Trends in Gaming and Cloud Services 49:02 Key Trends for 2025: Generative AI and Data Utilization 56:12 Blue Collar Software and Value Chain Intelligence 01:00:59 Strategic Partnerships and M&A Target Characteristics
In this episode of the Tech M&A Podcast, we speak with Ujwal Arkalgud, co-founder of MotivBase, about his journey as a first-time entrepreneur, the unique approach of his research technology company, and the challenges faced during the M&A process. Ujwal shares insights on profitability, the emotional toll of diligence, and the importance of having a supportive co-founder. He also discusses life post-acquisition and the lessons learned throughout the journey.
Takeaways
- Bootstrapping led to profitability from day one for MotivBase.
- The decision to enter the M&A process was driven by fatigue and the need for new skills.
- Profitability made MotivBase attractive to buyers in a competitive market.
- The diligence process is emotionally taxing and requires significant energy.
- Hiring an investment banker can provide leverage in negotiations.
- Understanding market value is essential before considering an exit.
- Post-acquisition, integration focuses on people and new challenges arise.
Chapters
00:00 Introduction to Tech M&A Podcast 01:03 Ujwal Arkalgud: Journey to Entrepreneurship 03:00 Understanding MotivBase and Its Unique Approach 05:51 The Decision to Enter M&A Process 08:48 Navigating the Diligence Process 12:09 Post-Acquisition Life and New Challenges 13:58 Final Thoughts on Ego and Entrepreneurship
In today's dynamic market, a new wave of buyers is emerging, particularly focused on smaller SaaS companies serving vertical markets. These buyers, including private equity firms, holding companies, and family offices, are making aggressive bids, driven by the predictability of subscription revenue. Understanding and presenting key financial metrics is crucial in M&A discussions. This month we'll discuss the key metrics for M&A success.
What we'll cover in the December webcast: -Current Valuation Trends: Understand Tech company valuations today. -Key Tech Market Deals: Discover notable transactions from this quarter. -Active Tech Buyers: Learn which companies are acquiring in the tech space. -Special Report: The New Tech M&A Metrics -CEO Desk: Don't Let the Grinch Steal Your Deal
---------------------------------------------------------------------------------------------------------------------------- Corum's Tech M&A Monthly is a regular webcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Chapters: 00:00 Introduction to Tech M&A Podcast 01:49 CEO's Desk: Don't Let the Grinch Steal Your Deal 08:27 Upcoming Events and Deal Announcements 13:34 Tech M&A Market Research Overview 25:44 New M&A Metrics
In this episode of the Tech M&A Podcast, Dwayne Miller, co-founder and CEO of Unifi Labs, shares his journey of selling his company. Dwayne discusses the decision-making process behind seeking a liquidity event, the unique challenges of the SaaS landscape, and the importance of relationships in business. He reflects on the transition post-acquisition and offers valuable lessons for entrepreneurs navigating the M&A process. Takeaways * Liquidity events can be a strategic choice for growth. * Understanding the industry is crucial for success. * SaaS companies have different valuation metrics than service businesses. * Relationships are key in both SaaS and service industries. * The integration process requires a shift in mindset. * Focus on building a valuable product over just seeking liquidity. * Be open-minded to new opportunities post-acquisition. * The construction industry has a slower tech adoption rate. * Strategic value can drive higher valuations in M&A. * Working with specialized M&A firms can provide significant advantages.
Chapters 00:00 Introduction to Unifi Labs and the M&A Journey 02:47 Deciding to Sell: The Path to Liquidity 06:04 Navigating the SaaS Landscape: Challenges and Surprises 08:54 Transitioning Post-Acquisition: Embracing Change 11:50 Key Lessons Learned from the M&A Process
In this episode of the Tech M&A Podcast, Andrew McConnell, co-founder and CEO of Rented, shares his journey of building a pricing optimization engine for vacation rentals and the eventual sale of the company. He discusses the market dynamics that led to the sale, the importance of having a strong team, and the mindset shifts necessary for personal growth. Andrew also emphasizes the significance of reclaiming ownership of one's thoughts and crafting a fulfilling life post-sale, including his travel experiences and advice for entrepreneurs. takeaways * The market dynamics can dictate the timing of a sale. * Having a strong team is crucial during transitions. * Your mindset is your most valuable asset. * Don't wait for a sale to start living your desired life. * Understanding what you are running to is essential for clarity. * Post-sale life can be fulfilling if crafted intentionally. * Travel can enrich life experiences after a business exit. * It's important to separate your identity from your business role. * Reclaiming ownership of your thoughts can lead to personal growth. * Seeking help from experts can make a significant difference.
Chapters 00:00 Introduction to Tech M&A Podcast 01:04 The Journey of Rented and Market Dynamics 03:51 Balancing Business and Personal Growth 05:47 The Concept of Ownership and Mindset 09:14 Life After the Sale and Travel Adventures 11:11 Crafting Your Desired Life 12:08 Final Thoughts and Recommendations
In this episode of the Tech M&A Podcast, the Corum Group presents the November Tech M&A Report, highlighting key trends, market insights, and emotional aspects of the M&A process. The discussion includes the current state of tech acquisitions, notable deals, and the impact of recent elections on buyer sentiment. The episode emphasizes the importance of understanding the emotional journey of selling a company and offers practical advice for navigating this complex process. Takeaways * Selling a company involves an emotional journey. * Expect highs and lows during the selling process. * Preparation for due diligence is crucial. * Emotions can impact the success of a deal. * The current market presents unique opportunities for sellers. * Understanding buyer sentiment is key to successful negotiations. * Leaning on advisors can help manage emotional stress. * The tech ecosystem in Asia is rapidly growing. * Recent elections have influenced buyer attitudes positively. * The importance of timing in the M&A process cannot be overstated.
Chapters 00:00 Introduction to Tech M&A Podcast 01:19 CEO's Desk: Insights from the Corum Group 05:07 Tech M&A Market Research Overview 16:40 Mastering Emotions in the M&A Process 19:34 Impact of Elections on Tech MA
In this episode of the Tech M&A Podcast, Corum speaks with Ashley Moore, former CEO of Spatialest, a GIS-based SaaS company. They discuss Ashley's journey from being a non-executive director to CEO, the challenges of operating a Northern Ireland company with US customers, and the decision to engage Corum for the M&A process. Ashley shares insights on life after selling the business, the importance of being prepared for the due diligence process, and offers advice for CEOs considering an exit strategy.
00:00 Introduction to Tech M&A Podcast 00:35 The Journey of Spatialest 02:55 Choosing Corum for the M&A Process 04:46 Life After Selling a Business 05:42 Advice for CEOs Considering M&A 06:11 Final Words of Wisdom Takeaways: * Ashley transitioned from non-executive director to CEO of Spatialest. * Spatialest focused on software for local government in the US. * The company originated from a university research project. * Choosing Corum was crucial due to lack of time and expertise. * Market changes prompted the need for a strategic exit. * Life after selling includes more personal time and new opportunities. * Preparation is key for a successful M&A process. * Understanding market dynamics is essential for CEOs. * Due diligence processes can expose weaknesses in company operations. * Confidence and perseverance are vital in business.
What if everything seems to be going well during the M&A process and you suddenly get blindsided by a buyer who wants to retrade the deal? Don't let this happen to you! Join us on October 10 for our Tech M&A Monthly podcast to learn six essential tips for avoiding a retrade and how to respond if a buyer attempts to retrade.
In this information-packed session, we'll cover:
Special Report: 6 Tips for Avoiding a Retrade
- Learn how to protect your deal from last-minute price reductions or changed terms
- Discover strategies to respond effectively if a buyer attempts to retrade
CEO's Desk: Treasures Down Under
- Explore exciting M&A opportunities in Australia and New Zealand
Quarterly Tech M&A Report
- Analysis of key deals
- Insights on top buyers
- Latest trends and valuations in the tech M&A market
Don't miss this chance to arm yourself with crucial knowledge for navigating the complex world of tech M&A. Whether you're considering selling your company or just staying informed about the market, this podcast is for you.
-------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Sale or recapitalization? What’s right for you?
A recapitalization is not a separate event outside of the M&A process. On September 12, we’ll discuss how you can simultaneously pursue the sale and recapitalization options. This approach can drive up your value.
What’s in store for you in this webcast: - CEO’s Desk: Vertical Market M&A Update - Special Report: Sale or Recapitalization? What’s right for you? - September Tech M&A Report: Key deals, top buyers, trends and valuations ---------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
The growing pool of buyers with the cash to invest means that we're seeing a surging number of offers. Deal structures are more complex as buyers get creative in order to compete for deals. Our August Tech M&A Monthly will review the different types of structure and why structure is more important than price in many cases. What kind of structure would you be willing to accept? Employment agreement? Stock? Only cash?
In addition, we will examine last month's key deals, trends and valuations in each of the six tech sectors.
------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
The economic outlook is positive due to robust consumer spending, corporate investments, and employment figures, yet global tensions and inflation worries remain. Are there dark clouds on the horizon? What does the Tech M&A landscape look like as we head into the second half of 2024? How should technology company owners, investors, and executives be thinking about M&A?
Join us on July 11 for the Tech M&A Monthly Midyear Update, a detailed analysis of the key deals, trends, and valuation metrics across all six technology sectors and 29 subsectors.
------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Buyers are calling! As a tech company CEO, it may be flattering to know that someone is interested in buying your company, but there are certain things you should know and do before accepting any offer. This month we'll share seven tips for handling inbound offers.
Join us for this informative discussion and the Corum research report on key deals, trends and valuation metrics.
------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Are you struggling to align your board on your M&A strategy? This month, we'll share tips on communicating the importance of calibrating the M&A market.
Corum is seeing an incredible number of offers from acquirers right now. The tremendous amount of cash available for transactions is driving this. You don't want to miss this window of opportunity.
Join us for this informative discussion and the Corum research report on key deals, trends and valuation metrics.
------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Corum's Q1 2024 Tech M&A update. Corum's research team provides a detailed analysis of all six technology sectors and 29 subsectors. Which sectors saw the highest valuations in Q1 2024? Which buyers are actively acquiring right now? Will the current pace of M&A continue through Q2?
The special report for this podcast is 'The Next Chapter—Get a Life!' Selling your company is a life-changing event. Have you considered what you'd like to do in your next chapter? We'll hear insight and advice from eight founders who recently sold their companies.
------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
CEOs that sold in 2023—What advice do they have for founders and CEOs?
Whether you’ve had an exit plan in mind from the start or you’re fielding unsolicited offers from potential acquirers, the more information you have about the M&A process, the better. This month, hear from CEOs and founders who sold their Tech companies in 2023. We’re excited to host Scot Cocanour (Promium), Brian Sweat (Alterity) and Barry Larson (TrustyOx) on our annual Sellers webcast next Thursday.
-What surprised them about the M&A process? -Advice for other CEOs looking at exiting -What would they do differently? -How did they ensure that they achieved an optimal outcome through the process?
Plus, we'll discuss the current M&A market, the latest deals, trends and valuations in Corum's monthly M&A market update.
Financial acquirers are a dominant force in Tech M&A today. With cash to spend, aggressive deal teams and actively acquisitive portfolio companies, all technology company owners and executives must understand the role of Private Equity in today's M&A landscape.
Join us for part two of Corum's Annual Tech M&A Report; we've invited a panel of the world's leading Private Equity firms to weigh in on Corum's 2024 Top 10 Disruptive Tech Trends.
Private Equity guests include: -Cheryl Strom, The Riverside Company -Tara Zahiri, Mainsail Partners -Steve Ressler, Brydon Group -C.J. Orrico, Greater Sum Ventures -Rohan Chudasama, PSG
Our research team has prepared a special report on Private Equity M&A activity in 2023 and a look at the deals in the first month of 2024.
Our most popular event of the year, Corum’s dealmakers and research team look back at 2023 M&A activity and ahead to the coming year. 2024 promises to eclipse the records set in 2023 deal volume and valuations. Which tech trends will drive deals in 2024? In this webcast, learn more about how you should prepare for your company’s growth and exit strategy.
Our hour-long Global Tech M&A Report will include: • Insight from our luminary panel: Salesforce, Cicso, Accenture • M&A market predictions for 2024 • 2023 M&A scorecard • The unveiling of Corum’s Top 10 Disruptive Technology Trends that will drive deals in 2024 • Deals, trends and valuations across all six technology sectors and 29 subsectors
------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Don’t miss our final Tech M&A Monthly podcast of 2023!
Are you still trying to decide whether you should raise additional funds or look at M&A for growth? What if you could look at both options simultaneously? Join us on December 14 for our Tech M&A Monthly webcast for a discussion about “The Rebirth of Recapitalizations” and how this can be the perfect answer to your raise or merge deliberation.
We’ll also cover:
-CEO Report: Suicide Valuations -Buyers Corner: Tips for New Buyers -December Tech M&A Research Report
Over half of all M&A deals fail to meet expectations because of improper planning and execution. This results not only in financial losses, but can also damage employee morale, corporate culture and brand reputation.
Join us on November 9th for Corum’s Tech M&A Monthly, “Tips for Successful Post-Merger Integration” where we’ll share advice on how to avoid post-merger pitfalls.
The webcast will cover:
- November’s Tech M&A Research Report (key deals, trends and current valuations)
- Buyers Corner: Best Practices for NDAs
- Special Report: Tips for Successful Post-Merger Integration
- CEO Report: The 60 Documents You Need in the M&A Process
Don't let your M&A transaction become another disappointing statistic.
------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Tech continues to be a bright spot in M&A. The number of Tech M&A transactions at the close of Q3 2023 is ahead of last year. Which sectors are getting the highest valuations? What kinds of companies are acquirers after? Which disruptive technology trends are driving deals in your sector? Our special report this month is “Going Back to Market.” Have you tried to sell your company and it didn’t work? Wrong advisor, the buyer walked away, suboptimal offers? The M&A journey is not always a straight line from start to success, but the opportunity to take what you’ve learned to improve your business that will earn you better offers at higher valuations is invaluable. Corum has a proven track record of helping Tech companies do this.
------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Beware of M&A perfection. Are you hesitating to pursue an exit because you're waiting until your company is "perfect?" Waiting until the company is the right size, the new product is launched, or your next big contract signed?
In this Tech M&A Monthly webcast, we'll debunk two common myths that prevent tech CEOs from pursuing an exit and missing their window of opportunity.
Webcast Agenda: - CEO Corner: Your Baby's Not Ugly! - Special Report: Beware of M&A Perfection - Buyers Corner: "Rollover Equity" - Review of notable tech transactions in the last month - Current valuations and review of activity in 29 tech subsectors
------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
In this insightful report, dive deep into the potential and pitfalls of using generative AI, or chatbots, in tech M&A. While the advancements of AI are impressive, relying solely on them for selling your software or IT company can be a mistake. Discover the six major concerns associated with AI tech in M&A, from outdated data to security issues. Learn why human professionals still play an indispensable role in ensuring the best outcome for your business transactions. Tune in to equip yourself with the knowledge to navigate this evolving landscape.
Generative AI is a rapidly advancing technology that can automate many tasks and greatly boost productivity, but also brings risks like job disruption that require thoughtful policies. Major tech firms are developing powerful models like GPT-4 that will soon exceed human abilities in many areas, so business leaders need to understand the technology's potential and pitfalls as they look to implement it in their organizations. Though generative AI's emergence has been relatively recent, its capabilities are advancing extremely quickly and will profoundly impact society and the economy in the next 5-10 years.
Are you trying to determine whether your next step is to raise capital to fund growth and assure a sufficient runway or to look at an M&A strategy? Join us on August 10th as we discuss this important question. Plus, Corum CEO, Bruce Milne will share his insight into the most difficult word in M&A…No.
Webcast Agenda:
- CEO Corner: Just Say No
- Special Report: Navigating Growth – M&A Exits vs. Raising Capital
- Monthly Tech M&A research report
- Review of key tech transactions
- M&A trends and valuation metrics
Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.
Tech M&A has rebounded, and acquirers have trillions to commit to acquisitions and recapitalizations. Is it time for you to calibrate the M&A market? Preparation is key.
In this webcast, we'll share 12 tips recently broadcast at the world's largest online tech M&A forum, "12 Tips for Choosing an M&A Advisor." These tips are important considerations as you look at M&A as an option for your company.
Also, we'll share our Mid-Year Tech M&A Report. Corum's research team will report on all six technology sectors and 29 subsectors. What are the key deals and trends you should know about? What valuations are companies like yours receiving? What will the Tech M&A landscape look like in the second half of 2023?
Take advantage of this opportunity to gain insight into the current M&A climate that will help you formulate your growth or exit plan.
Along with several of my colleagues, I just returned from Loreto, Mexico where we hosted clients who recently sold their companies to commemorate and celebrate their monumental accomplishment. During these celebration trips, we always set time aside to chat with these executives about their M&A experience and lessons learned. This month, we'll share those words of wisdom collected from dozens of executives over thirty-plus years of celebration trips.
Podcast Agenda:
- Celebrating with Sellers - Lessons Learned
- Corum's Monthly Tech M&A Research Report: key trends, latest deals and current valuations
- Buyers Corner: Best Practices for Divestments
Have you been approached with an offer to buy your company?
There is more cash and buyers globally in a fast-paced and competitive M&A market. Join us on May 11th at 10:00 AM Pacific as we look at recent deals that demonstrate the speed, depth and breadth of the responses from buyers we are seeing today. How has buyer response increased? How do you respond to pre-emptive bids? What do offers look like in this environment? How do you avoid leaving half your value on the table?
Listen to the recorded podcast for answers to these questions.
Despite all the doom and gloom, there’s a lot of M&A activity with good valuations paid for technology companies. But what if the recession headlines are true? Should you be worried? What should baby boomers be doing now to prepare?
Listen to the recording of our Quarterly Tech M&A Update. Corum’s research team provides a detailed analysis of all six technology sectors and 29 subsectors. Which sectors saw the highest valuations in Q1 2023? Which buyers are actively acquiring right now? Will the current pace of M&A continue through Q2?
Whether you’ve had an exit plan in mind from the start or you’re fielding unsolicited offers from potential acquirers, the more information you have about the M&A process the better. This month, hear from an international panel of CEOs and founders who sold their Tech companies in 2022. What motivated them to sell? What surprised them most about the M&A process? What advice do they have for other CEOs considering M&A? Don’t miss this invaluable opportunity to hear from fellow founders, owners and CEOs who sold in 2022.
Guests Include:
• Kevin Nolan, Azpiral • Simon Nugent, Alemba • Joachim Walser, Planfocus • Steve Richmond, Projetech
Plus, we'll discuss the current M&A market, latest deals, trends and valuations in Corum's monthly M&A market update.
Bolt-ons, platforms, tuck-ins, roll-ups, plus other M&A strategies ensure that financial acquirers are a dominant force in Tech M&A today. With cash to spend, aggressive deal teams and actively acquisitive portfolio companies, all technology company owners and executives must understand the role of Private Equity in today's M&A landscape.
Part two of Corum's Annual Tech M&A Report with a look back at 2022 and ahead to the rest of 2023 in the world of Private Equity. A panel of the world's leading firms will weigh in on Corum's 2023 Disruptive Tech Trends.
Private Equity discussion with:
- Jeremy Holland, Managing Partner, Origination at The Riverside Company
- Patrick Eble, Vice President at Alpine Investors
- Anthony Hayes, Vice President at Mainsail Partners
- Kyle Hutchinson, Investment Professional at K1 Investment Management
Corum Group and leading industry advisors look back at 2022 and ahead to the coming year, providing critical insight and predictions.
Agenda:
- Insight from our luminary panel: Salesforce, Progress Software and SAP
- What will the buyers want in 2023?
- M&A market predictions for 2023
- 2022 M&A scorecard
- The unveiling of Corum’s 2023 Top 10 Disruptive Technology Trends
- Valuations for all six technology sectors and 29 subsectors
How do you use estate and succession planning to maximize wealth before an M&A event? Every founder or CEO needs to consider their estate and succession plan now, even if you’re not immediately contemplating retirement or concerned about health or family issues. There’s a lot to think about.
Our December webcast will address:
- Tech founder/CEO succession options
- 2023 Estate planning considerations
- Unique benefits of tech companies
Additionally, Corum Group’s research team will provide analysis on the key deals, trends and valuations across all six tech sectors and 29 subsectors. What sectors are getting the highest valuations? What are acquirers after? How long will this record pace continue?
Increasing market uncertainty may have you contemplating raising capital to fund growth and assure a sufficient runway. So, what should a CEO consider in deciding whether to go out for additional capital or begin looking for an exit? Corum CEO, Bruce Milne, advises on this important topic.
Plus, we'll discuss the latest deals, trends and valuations in Corum's monthly Tech M&A market update.
2022 M&A activity is still on track to surpass 2021's total deal volume. This is still the best time ever to sell a software company. When will the window close?
For analysis of the current tech M&A market, join us for our Quarterly Tech M&A update. Corum's research team will walk through valuation metrics in all six tech sectors and 29 subsectors, plus look at the key deals and trends from across the market. Which sectors are getting the highest valuations? What kinds of companies are acquirers after? Which disruptive technology trends are driving deals in your sector?
Plus, a special report from Corum CEO Bruce Milne, "Insider Secrets for Greater M&A Success."
The Executive Summary is the most important document you will write in your M&A journey. You have 15 seconds to convey your company's story and value in the hands of an acquirer. Succeed, and you are on your way to an Optimal Outcome. Fail, and your deal may be over before it even gets started. How do you write your story so that it gets the attention of the right buyers?
Join us Thursday, September 8th, as we share "Pro Tips for Developing Your "Story.'" These are proven methods that CEOs and founders globally have used in their journey to achieve a successful exit. We'll also share our Tech M&A research report, including key transactions, trends, and valuation metrics across all six technology sectors and 29 subsectors.
The Executive Summary is the most important document you will write in your M&A journey. You have 15 seconds to convey your company's story and value in the hands of an acquirer. Succeed, and you are on your way to an Optimal Outcome. Fail, and your deal may be over before it even gets started. How do you write your story so that it gets the attention of the right buyers?
Join us Thursday, September 8th, as we share "Pro Tips for Developing Your "Story.'" These are proven methods that CEOs and founders globally have used in their journey to achieve a successful exit. We'll also share our Tech M&A research report, including key transactions, trends, and valuation metrics across all six technology sectors and 29 subsectors.
The M&A market for private companies is robust, but buyers are more diligent than ever, looking closer at a target's model. Next Thursday, Corum's senior dealmakers will share ten ways you can conserve and even increase your company's value now.
Plus, we'll discuss the latest deals, trends and valuations in Corum's monthly Tech M&A market update.
The M&A market for private companies is robust, but buyers are more diligent than ever, looking closer at a target's model. Next Thursday, Corum's senior dealmakers will share ten ways you can conserve and even increase your company's value now.
Plus, we'll discuss the latest deals, trends and valuations in Corum's monthly Tech M&A market update.
We are seeing record level deal activity here at Corum. The volatility in the markets is not affecting the M&A opportunity for privately held tech companies. What’s driving this is the tremendous amount of cash available for transactions. If you're a technology company owner or CEO having a hard time getting your partner, shareholders, investors, board aligned on an M&A strategy, Corum President, Rob Griggs, will be sharing his tips on how to educate your team on the benefits of calibrating the M&A market. You don’t want to miss your window of opportunity.
Join us for this informative discussion and the Corum research report on key deals, trends and valuation metrics.
How did we increase the value of our clients' offers by 40%? Join us for a discussion with Bruce Milne to learn about a unique part of the Corum process called hiatus. Through case studies, we will illustrate how Corum leverages the hiatus program to get higher offers for our clients. Selling your company is the most important transaction of your life; you must do it right or you won’t get the value you deserve.
Plus, Corum’s research team will present our Q1 Tech M&A report, a detailed analysis of all six technology sectors and 29 subsectors. Which sectors saw the highest valuations in Q1 2022? What kinds of companies are acquirers after right now? Will the current pace of M&A continue through Q2?
Find out in our next monthly webcast.
Designed to prepare you for due diligence and develop your story, Corum’s IPM process consists of five parts: data gathering & interviews, mapping to disruptive trends, presentation coaching, presenting to an elite audience, and development of the executive summary. Hear from Bruce Milne, Corum Group’s CEO, about this process that has been developed for over 30 years
Special guests Eugene Ware of GoDaddy (formerly CEO of Vidnami) and Lee Trevena of LeaseEagle join us for Corum’s Tech M&A Monthly webcast. How did they ensure that they achieved an optimal outcome through the process? What surprised them? What did they learn? What would they do differently?
Whether just considering the M&A process or actively preparing your company for sale, you want to understand the process from the perspective of those who have been there before. In Part 3 of Corum's Annual Tech M&A Report, hear from an international panel of founders, CEOs and owners who recently sold their tech firms. What surprised them? What did they learn? What would they do differently? How did they ensure that they achieved an optimal outcome through the process?
Don't miss this unique opportunity to learn about today's tech M&A process and environment from those who have lived it.
Bolt-ons, platforms, tuck-ins, roll-ups, plus other M&A strategies ensure that financial acquirers are a dominant force in Tech M&A today. With cash to spend, aggressive deal teams and actively acquisitive portfolio companies, all technology company owners and executives must understand the role of Private Equity in today's M&A landscape. Join us for part two of Corum's Annual Tech M&A Report as we look back at 2021 and ahead to the rest of 2022 in the world of Private Equity. A panel of the world's leading firms will weigh in on Corum's 2022 Disruptive Tech Trends.
Private Equity discussion with:
• Vinay Kashyap, Partner at Mainsail
• Jeremy Holland, Managing Partner, Origination at The Riverside Company
• Patrick Eble, Vice President at Alpine Investors
Join the largest tech M&A webcast of the year. Corum Group and leading industry advisors will look back at 2021 and ahead to the coming year, providing critical insight and predictions.
Agenda:
- M&A market predictions for 2022
- Scorecard from 2021
- Top 10 Disruptive Technology Trends that will drive deals in 2022
- Deals, trends and valuations across all six technology sectors and 29 subsectors.
To see this in its full webcast form, visit corumgroup.com/resource-center
Due diligence is a buyer's detailed investigation into your company before they acquire it. Inadequate due diligence preparation and conduct can destroy value or even force you to live with a sub-optimal outcome after the deal is closed. With so many chances to step on a landmine, you must be well prepared. We've compiled a list of 12 survival tips to help you navigate due diligence and achieve maximum value for your company.
To see this in its full webcast form, visit corumgroup.com/resource-center
If you are looking at taking advantage of the strong M&A market, what can you do to ensure that you take the most valuable company possible to market? We'll share what we've seen drive value in actual transactions during our upcoming webcast and how companies like yours can put these best practices to use.
In addition, Corum's research team will provide a detailed Q3 Tech M&A report, including key transactions, trends, and valuation metrics across all six technology sectors and 30 subsectors..
To see this in its full webcast form, visit corumgroup.com/resource-center
There are a lot of ways to kill a deal. Without the proper finesse and skill, the process often ends in failure—sometimes leaving you the worse for wear. During our next webcast, Corum’s senior dealmakers reveal the top five reasons that Tech M&A deals are failing right now.
Plus, we'll discuss the latest deals, trends and valuations in Corum's monthly Tech M&A market update.
To see this in its full webcast form, visit corumgroup.com/resource-center
How has COVID changed the M&A process for tech acquirers? Has the M&A process changed permanently? What advice do buyers have for tech CEOs considering selling their company? Join us for a panel discussion with active tech buyers.
Guest Panelists:
- Greg Colella, VP M&A, Fullsteam
- Scott Irwin, President, Aktion Associates
- Martin Hjerpe, SVP M&A & Strategy, Epiroc
To see this in its full webcast form, visit corumgroup.com/resource-center
Join us for the fourth installment of our Software Bidding Wars Series—Sellers Who've Sold During the Bidding Wars. In this panel discussion, our guests will share their unique perspectives about what it is like to sell in the current market. What was their M&A Process like? What advice do they have for CEOs currently considering M&A?
Guest Panelists:
- Keith Barr, Leading2Lean
- Jim Falkanger, Central Consulting Group
- Richard Staveley, ip.access
- Pieter Nel, MineRP
To see this in its full webcast form, visit corumgroup.com/resource-center
On our July episode of the Corum Tech M&A webcast, we cover: highlights from our deals, upcoming events, a presentation on Search Funds, and our Tech M&A mid-year report; plus, Corum's CEO Bruce Milne joins us for a special report, Boomer Beware.
On our June episode of the Corum Tech M&A webcast--12 Tips to Negotiate a Maximum Deal--We cover: highlights from our deals, upcoming events, and how to identify tech buyers in 2021; plus, hear from Corum's CEO Bruce Milne on how to negotiate in the current M&A environment.
On our May episode of the Corum Tech M&A webcast--Software Bidding Wars: Are you leaving half of your value on the table?--We cover: the rapid increase of buyer responses; how to respond to pre-emptive bids; what offers look like in the current environment; plus, an interview with two successful CEOs who have recently gone through a SPAC acquisition
To see this in its full webcast form, visit corumgroup.com/resource-center
Michael Bor, co-founder and CEO of Carlotz and Matthew Ehrlichman, CEO, Chairman and founder of Porch discuss their successful experiences with Special Purpose Acquisition Companies (SPACs), why they're trendy today, and how to prepare if you're thinking about going the SPAC route.
To see this in its full webcast form, visit corumgroup.com/resource-center
On our February Webcast, we hear a special message from Bruce Milne, Corum's CEO, on the SPACs phenomenon. And, in the Tech M&A Report, we take a look at how the markets did in the first quarter of the year.
To see this in its full webcast form, visit corumgroup.com/resource-center
On our March Webcast, we take a look at our Research Report to see how the markets are doing across sectors.
Plus, our annual Sellers panel with the following guests:
- Constance Anderson, MemberXP
- Kevin Kelly, Altvia
- Jay Fiske, Maestrosoft
- Domenico Crapanzano, Fing
To see this in its full webcast form, visit corumgroup.com/resource-center
Tech M&A leaders discuss their unique experiences and difficulties as well as how mentorships helped them overcome their challenges to get to a successful exit.
Check out other podcast episodes, webcasts, and videos at WFS.com.
On our February Webcast, we hear a special message from Bruce Milne, Corum's CEO, on the dark clouds on the horizon in the market. And, in the Tech M&A Report, we take a look at how the markets are doing alongside a quick analysis of Private Equity activity from 2020.
Plus, our annual Private Equity panel with the following guests:
- Jeremy Holland, The Riverside Company
- Park Durrett, Accel KKR
- Patrick Eble, Alpine Investors
To see this in its full webcast form, visit corumgroup.com/resource-center
On our 2021 Annual Report, we're sharing how the markets are doing for all six tech M&A sectors and 29 subsector as well as forecasting the Top 10 Disruptive Tech Trends for months to come--a must-know for all tech CEOs.
To see this in its full webcast form, visit corumgroup.com/resource-center
We interviewed tech investors, buyers, and sellers at a recent event. On this Tech M&A Monthly, we share the top five reasons deals are failing right now and advice from the experts on how to avoid the deal killers.
To see this in its full webcast form, visit corumgroup.com/resource-center
On this Tech M&A Monthly webcast we have our Q3 global tech M&A market report including key deals, trends, and valuation metrics across all six technology sectors and 30 subsectors as well as our report on "The Top 5 Benefits of Going to Market that You Don't Know About."
To see this in its full webcast form, visit corumgroup.com/resource-center
In this month’s Corum Tech M&A Monthly webcast, we’re focusing in on the “Merger Experience” – what the steps are in a properly run go to market process and what it feels like!
We will cover:
- Mapping your company to the leading tech trends that will drive your valuation higher
- Best practices throughout the process
- How to access and interact with the leading tech buyers today
Additionally, our researchers have prepared an in-depth Tech M&A Market Report on the key deals, trends, and valuations in the Horizontal, Infrastructure, and IT Services sectors.
To see this in its full webcast form, visit corumgroup.com/resource-center
Corum Group CEO, Bruce Milne goes over how tech deal structures have changed since the pandemic, and how to get an optimal outcome balancing cash, earn-outs, contingencies, etc.
Everything tech CEOs should know about today's deal structures.
To see this in its full webcast form, visit corumgroup.com/resource-center
What are the some of the top merger myths and misperceptions killing deal before they even start? Corum CEO, Bruce Milne present the most concerning CEOs misperceptions about tech M&A today. Also, Corum's mid-year global tech M&A market report covering all six sectors and 30 subsectors.
To see this in its full webcast form, visit corumgroup.com/resource-center
In this re-cut from a recent Tech M&A Monthly, we talk about how several of those who've listened to our previously alarms benefited by going through the M&A process. Four clients even have offers already--all through a virtual process. And, if you’re a CEO having a hard time getting your team on board the process, we share how to clear up the M&A misconceptions.
To see this in its full webcast form, visit corumgroup.com/resource-center
We sounded the alarms and many listened. Four clients already have offers. In this webcast we discuss how they got there—all virtually. And, if you’re a CEO having a hard time getting your team on board, we’ll show you how to clear up the M&A misconceptions.
To see this in its full webcast form, visit corumgroup.com/resource-center
Corum Group Executive Director of Client Services, Joel Espelien goes over what tech valuations consist of and why they matter during the pandemic to help you better understand the value of your tech company.
The presentation will cover:
- Valuation methodologies used for tech companies
- Understanding the buyer’s business case
- Challenges in valuing tech companies
- Who is buying right now?
- Tech M&A outlook
To see this in its full webcast form, visit corumgroup.com/resource-center
Corum's Research Team highlights what's happening in the tech M&A market in the midst of the pandemic.
The report covers all six major sectors:
- Horizontal
- Vertical
- Infrastructure
- Consumer
- Internet; and
- IT Services
To see this in its full webcast form, visit corumgroup.com/resource-center
Corum Group Executive Vice President, Daniel Bernstein shares why getting the right advice from the right advisers is critical in an economic downturn.
To see this in its full webcast form, visit corumgroup.com/resource-center”
Corum Group Executive Vice President of Research & Technology, Elon Gasper talks about the shifts that's happened in the tech M&A buyers space.
To see this in its full webcast form, visit corumgroup.com/resource-center”
Corum Group Executive Vice President of Corporate Strategies, Timothy Goddard gets the buyers' take on investments during the current crisis.
To see this in its full webcast form, visit corumgroup.com/resource-center
Corum Group Chairman, Jon Scott explains why and how to go through the M&A process virtually.
To see this in its full webcast form, visit corumgroup.com/resource-center
Corum Group CEO, Bruce Milne goes over how the recession today differs from previous economic downturns and what questions all tech companies should be asking themselves.
To see this in its full webcast form, visit corumgroup.com/resource-center
Corum's Tech M&A Monthly - April 2020 Quarterly
Are you worried about your company's future? You should be.
We will cover:
-Six questions every owner must answer now
-What happens to valuations in a recession?
-Five actions to preserve your value
-Virtual merger in seven steps
-Buyer Insight: Who’s buying today?
To see this in its full webcast form, visit corumgroup.com/resource-center”
Executive Vice President of Corum Group, Daniel Bernstein, goes over what’s happening in the tech M&A space in the midst of the crisis and why going to market now is essential for many companies.
Clock Is Ticking Slide Deck
Password: Clock
To see this in its full webcast form, visit corumgroup.com/resource-center
Corum Group CEO, Bruce Milne goes over 10 tips on how to lead during crisis.
To see this in its full webcast form, visit corumgroup.com/resource-center
It remains the strongest market ever for sellers of technology companies. Valuations are high, disruptive technologies are creating new opportunities daily, and there are more buyers than ever. But at the same time, the process is tougher than ever, and those high valuations and additional buyers means it takes more effort to do it right.
So what's it like to make a deal happen? How do you make sure you're getting optimal value? How do you start conversations with the right global buyers? How do you survive due diligence?
Guest Panelists:
- Jim Falkanger- Former CEO and Founding Partner, EleVia Software (sold in November 2019)
- Erik Lidman- General Manager, Bizview Systems (sold September 2019)
- Kerri McConnell- CEO, Datalight (sold June 2019)
Selling a company is the most important transaction of your life--whether that's coming up today or sometime in the future, you won't want to miss this opportunity to hear what the process is like, directly from founders who have just gone through it.
To see this in its full webcast form, visit corumgroup.com/resource-center
If you're the owner or CEO of a software company, chances are good you've received more than a few calls from Private Equity firms. Before you return those calls, though, be sure you understand the game board, the players--and the strategies they're using.
Guest Panelists:
- Jeremy Holland, The Riverside Company
- Jenna Sleefe, K1 Investment Management
- Tomer Yosef-Or, Abry Partners
To see this in its full webcast form, visit corumgroup.com/resource-center.
As you build out your strategic plans for the New Year, join the largest tech M&A event of the year, as Corum Group looks back at last year, and ahead to the year to come.
Agenda:
M&A market predictions for 2020
Top 10 Disruptive Technology Trends driving deals in 2020
Deals, trends and valuations covering 29 market sectors
Plus our luminary panel featuring Salesforce, IBM, and Singularity University.
Don’t miss the premier event of the year for software company owners and CEOs.
Negotiating the sale, merger or recapitalization of a software company is one of the most difficult tasks you can undertake, with seller and buyer in complete opposition on every point, from price to structure to risk and more. Not only that, but after the negotiation, the buyer and seller have to work together! How do you ensure that you get an optimal outcome, the best price, and structure, while still maintaining that vital relationship?
Join us on December 12th to hear from Corum's global team as they share "12 Negotiation Must Haves for an Optimal Outcome."
The process of presenting to potential acquirers of your company is riddled with landmines that can lead to deal disasters. As a business leader, you may have made investor and customer presentations, but a presentation to a potential acquisition partner is entirely different. You and your advisor have worked hard to craft your message and attract potential buyers. The journey is not over, and this is one of the hardest parts. It needs to be done right for a successful outcome.
To see this in its full webcast form, visit corumgroup.com/resource-center
The Executive Summary is the most important document you will write in your M&A journey. You have 15 seconds to convey your company’s value in the hands of an acquirer. Succeed, and you are on the way to an Optimal Outcome. Fail, and your deal may be over before it even gets started. Do you know how to do it best? Join us Thursday, August 8 as we explore “10 Golden Rules to Writing an M&A Executive Summary”. These are proven methods that CEOs and founders globally have used in their journey achieving a successful exit. We'll also give our monthly report on the key deals, trends and valuation metrics in the Horizontal, Consumer and IT Services sectors.
What does today’s combination of high valuations, strong public markets, disruptive technology and active buyers mean for the value of your software company? What does the Tech M&A landscape look like as we head into the second half of 2019? How should technology company owners, investors and executives be thinking about M&A? Join us July 11 for the Tech M&A Monthly Midyear Update, a detailed analysis of the key deals, trends and valuation metrics across all six technology sectors and 30 subsectors. Plus, we’ll continue our walk through the stages of a disciplined, professional M&A process—this month, the buyers. Who should you reach out to? How should you reach out? When? Corum’s experts will give insight into how they create a carefully staged buyer outreach process.
There are a record number of deals and buyers in the tech M&A market. This is the time to go to market—or go back to market, perhaps. But how do you stand out to get the attention of potential acquirers? Buyers will tell you that “you have one breath” to get their attention—learn to do it effectively from the experts. It all comes down to four key steps: preparation, research, messaging and contact. On June 13, join us for Tech M&A Monthly, as a follow up to last month’s special report on “The New Buyers & Bolt-Ons.”
The world of buyers for technology companies is very different than it was just a few years ago. The rise of the “bolt-on” strategy among Private Equity firms, a new generation of international buyers, disruptive change creating new tech giants and destabilizing old ones – today, your ultimate buyer may be someone you've never heard of, in a country you've never visited. In the May edition of the Tech M&A Monthly webcast, Corum Group examines the new classes of buyers that you need to be aware of as you consider your company’s future. Plus key deals trends and valuation metrics in the Horizontal technology, Internet and IT Services sectors.
Rene Yang Stewart from Vista Equity, Jeremy Holland from Riverside Company and Matthew Picciano from Alpine Investors joins us to discuss trends within the market that company owners should be paying attention to.
Don't be misinformed when preparing for one of the biggest decisions, and transactions, of your life! Corum's leadership shares six common myths and misconceptions about M&A deals.
What's new in Corum's world of tech M&A? Hear reports from the recent World Financial Symposiums in London, where Corum was a platinum-sponsor. Two of Corum's senior deal makers also share details on deals that they within the last month - Powervision Software and Captio.
Have you received an unsolicited offer from a potential buyer? Find out how to handle the situation and what to do in order to get the best deal for your company. Corum's team of senior deal makers share 13 tips to ensure an optimal outcome.
Have you received an unsolicited offer from a potential buyer? Find out how to handle the situation and what to do in order to get the best deal for your company. Corum's team of senior deal makers share 13 tips to ensure an optimal outcome.
Have you received an unsolicited offer from a potential buyer? Find out how to handle the situation and what to do in order to get the best deal for your company. Corum's team of senior deal makers share 13 tips to ensure an optimal outcome.
Have you received an unsolicited offer from a potential buyer? Find out how to handle the situation and what to do in order to get the best deal for your company. Corum's team of senior deal makers share 13 tips to ensure an optimal outcome.
Have you received an unsolicited offer from a potential buyer? Find out how to handle the situation and what to do in order to get the best deal for your company. Corum's team of senior deal makers share 13 tips to ensure an optimal outcome.
What makes the Corum experience unique? Celebrating with successful clients while fishing in Alaska! Corum's CEO, Bruce Milne, shares experiences from the most recent trip he took with clients and the deal makers who led their sales.
Corum deal makers discuss three of their recently closed deals: NTP Software, ExakTime, and Analytix DS.
Achieving each the critical elements of a contract is important, but it can still be better. Find out how to further improve your contract from Corum's transaction leaders.
Corum's team of experienced deal makers share 10 critical elements of definitive agreements in tech M&A.
Corum's team of experienced deal makers share 10 critical elements of definitive agreements in tech M&A.
Corum's team of experienced deal makers share 10 critical elements of definitive agreements in tech M&A.
Corum's team of experienced deal makers share 10 critical elements for contracts in tech M&A.
Corum's Senior Vice President, Daniel Bernstein, details a recent deal he closed in Australia between QSR International and Rubicon Technology Partners.
Hear details about Corum's recently-closed client, Every Angle, sold to Magnitude Software. Additionally, find out why some buyers choose not to announce their acquisitions and what it means for executives looking to enter the market.
Amidst growing concerns surrounding the U.S.'s political divisiveness, Corum's founder and CEO, Bruce Milne, explains why tech M&A will continue to thrive.
Closing out June 2018's Tech M&A Monthly webcast, Corum Group's CEO answers a question from the audience regarding how to avoid failing an initial launch into the M&A market.
Corum's CEO, Bruce Milne, shares an example of a company forced to withdraw from the M&A market (a "hiatus") after an unsuccessful launch, but returned to achieve a closing many times better than originally expected.
Just because a buyer for your company isn't immediately found, doesn't mean that all hope is lost. Corum Group has worked with several customers in this very situation and can turn it into a positive, ultimately achieving a greater outcome than previously anticipated.
Hear from Corum's team of senior deal makers as they share insights into what happens when a deal falls apart, and the consequences it may have on the business.
Hear from Corum Group's resident gaming industry expert, Jim Perkins, as he discusses 2018's E3 conference and it's implications on the tech M&A market.
Corum's founder and CEO, Bruce Milne, answers questions regarding M&A launch meetings and shares insights into what companies should pay special attention to when the M&A process gets started.
Corum's team of experienced deal makers share 10 tips on how to ensure your M&A launch meeting yields the best results.
Corum's team of experienced deal makers share 10 tips on how to ensure your M&A launch meeting yields the best results.
Corum's team of experienced deal makers share 10 tips on how to ensure your M&A launch meeting yields the best results.
Corum's team of experienced deal makers share 10 tips on how to ensure your M&A launch meeting yields the best results.
Two of Corum's senior deal makers discuss two recent transactions they completed - CodeMetro and Genohm.
Corum's Senior Vice President, Rob Schram, fields questions from the audience regarding valuations and PE buyers.
Mark Miller, COO of Constellation Software, joins Corum's 2018 Q1 Report to discuss what sets Constellation apart in today's world of buyers.
Corum's vice president, Marc O'Brien, discusses the Growth & Exit Strategies conference he chaired in San Francisco. Bruce Milne, CEO of Corum Group, shares his thoughts on the state of today's market fundamentals.
In part 2 of Corum's 2018 Seller's Panel, Beth and Hal Guarnieri of Infian and Wayne Steagall of Lending Manager highlight a panel discussion on their experiences going through and completing the M&A process.
Juha Renfors, CEO of Visual Components, joins us to discuss his experience working with Corum and the M&A process.
Find out how well Corum's experts predicted trends in 2017, and hear what they believe is in store for 2018.
Hear from Corum's team of deal makers as they discuss four deals that they completed to close out 2017: Lending Manager acquired by LoyaltyExpress, Visual Components acquired by KUKA Robotics, Stabiplan acquired by Trimble, and Infian acquired by QMS.
Corum's EVP of Research and one of our deal makers responds to questions regarding markets for buyers and what determines value to different buyers.
Corum's team of M&A deal makers shares 15 tips on where to look for a potential acquirer.
Corum's team of M&A deal makers shares 15 tips on where to look for a potential acquirer.
Corum's team of M&A deal makers shares 15 tips on where to look for a potential acquirer.
Corum's team of M&A deal makers shares 15 tips on where to look for a potential acquirer.
Corum's team of M&A deal makers shares 15 tips on where to look for a potential acquirer.
Corum's senior vice president, Steve Jones, reports on the recent World Financial Symposiums healthtech webcast that he participated in, of which Corum is a platinum sponsor.
Selling your company doesn't happen overnight. It's a long process, and unexpected events can happen. Make sure you are prepared for any eventuality and have a contingency plan if tragedy strikes.
Corum's M&A experts have participated in several industry leading events around the world. Hear about a few of these recent events and what it means for tech M&A.
Find out 10 rules for writing an effective Executive Summary, direct from Corum's team of experienced researchers.
Find out 10 rules for writing an effective Executive Summary, direct from Corum's team of experienced researchers.
Find out 10 rules for writing an effective Executive Summary, direct from Corum's team of experienced researchers.