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 profi...
Dec 17, 2024•17 min•Transcript available on Metacast 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 Valuatio...
Dec 12, 2024•32 min•Transcript available on Metacast 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. Understa...
Dec 03, 2024•16 min•Transcript available on Metacast 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 trav...
Nov 19, 2024•13 min•Transcript available on Metacast 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 com...
Nov 14, 2024•21 min•Transcript available on Metacast 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 str...
Nov 05, 2024•7 min•Ep 1•Transcript available on Metacast 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 ter...
Oct 14, 2024•33 min•Transcript available on Metacast 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 ----------------...
Sep 13, 2024•33 min•Transcript available on Metacast 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 ea...
Aug 24, 2024•31 min•Transcript available on Metacast 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 ...
Jul 12, 2024•33 min•Transcript available on Metacast 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 comp...
Jun 13, 2024•29 min•Transcript available on Metacast 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. -----------------------------------...
May 20, 2024•24 min•Transcript available on Metacast 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 e...
May 20, 2024•36 min•Transcript available on Metacast 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 ab...
Apr 10, 2024•46 min•Transcript available on Metacast 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 Riversi...
Apr 08, 2024•41 min•Transcript available on Metacast 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...
Apr 05, 2024•1 hr 2 min•Transcript available on Metacast 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...
Dec 16, 2023•33 min•Transcript available on Metacast 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...
Nov 29, 2023•33 min•Transcript available on Metacast 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 E...
Sep 16, 2023•27 min•Transcript available on Metacast 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 wi...
Sep 13, 2023•4 min•Transcript available on Metacast 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 capabi...
Sep 13, 2023•36 min•Transcript available on Metacast 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 me...
Aug 12, 2023•28 min•Transcript available on Metacast 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 techno...
Jul 24, 2023•37 min•Transcript available on Metacast 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 - Le...
Jun 10, 2023•25 min•Transcript available on Metacast 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 recor...
May 18, 2023•29 min•Transcript available on Metacast 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 ...
May 18, 2023•29 min•Transcript available on Metacast 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 an...
Mar 11, 2023•44 min•Transcript available on Metacast 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 leadin...
Feb 21, 2023•34 min•Transcript available on Metacast 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...
Feb 21, 2023•52 min•Transcript available on Metacast 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...
Dec 12, 2022•32 min•Transcript available on Metacast