The Tech M&A Podcast

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 M&A

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

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 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?