In the Marketing Technology Q3 2022 Update, we highlight public market trends, M&A activity, and the most active buyers/investors. We also share key performance indicators and valuation trends for three sub-sectors within the MarTech space. For owners and operators, we delve into the topic of deferred revenue and how it impacts a seller’s transaction proceeds. We…
By: Chris Weingartner As we work to help owners and leaders of Managed Service Providers unlock the value of their companies through a sale or recapitalization, we often are asked “What besides EBITDA are the biggest drivers of my company’s enterprise value?” It is a great question, and while profitability unavoidably is the biggest factor,…
By: Billy Pritchard, Tate Fowler Key Themes M&A activity has remained strong within the Digital Supply Chain vertical, with an uptick in private equity activity during the first three quarters of 2022. As organizations worldwide continue to face widespread inflation, supply chain disruptions, and increased uncertainty, technological advancements within the supply chain will become necessary for…
In the Q3 Market Update on the Digital Supply chain, we discuss key themes taking place in the marketplace, vertical trends, the digital landscape, recent performance, trading multiples, and notable private equity investors. In summary: M&A activity has remained strong within the Digital Supply Chain vertical, with an uptick in private equity activity during the…
In volatile markets, investors place more emphasis on profitability. In recent conversations with buyers, this is absolutely the case, as companies on a “path to profitability” are finding it much harder to raise capital. Investor appetite for software and SaaS companies remains high, but companies with consistent and growing EBITDA margins receive special attention. It…
Our Q2 2022 SaaS Market Newsletter includes useful tools for SaaS entrepreneurs and investors, highlighting the most recent quarter in which public company SaaS valuations fell but private company transaction volume remained strong. Our update includes: Understanding Addbacks to Maximize Enterprise Valuation An assessment for SaaS entrepreneurs designed to generate actionable insights to increase enterprise value…