Research & Insight

Articles

Deep-dive advisory content on M&A process, SaaS valuation, and company saleability.

M&A Value Creation Points

Aug 2016

Part 1: The Target List

 Sep 2016

Part 2: Building the Model

 Sep 2016

Part 3: The Teaser

Part 4: Building the CIM

Dec 2016

Introduction & Table of Contents

 Dec 2016

Industry Trends

 Dec 2016

Investment Highlights

 Jan 2017

Technology Solution Stack
Sep 2017

Raise & Grow vs Exit Now

 Sep 2017

Defending Exit Value: Unearned Revenue

 Aug 2018

The Value of a Market Check

SaaS Valuation FAQ

Jun 2017

Part 1: The Quick Ratio

 Jun 2017

Part 2: Customer Lifetime Value (LTV)

 Jul 2017

Part 3: CAC Recovery Time

 Jul 2017

Part 4: Improving SaaS Metrics & the Rule of 10%

 Feb 2018

Part 5: The LTV:CAC Ratio

Guides & Saleability

Jun 2017

Preparing for Acquisition: The Due Diligence Checklist

 Aug 2017

SaaS Best Practices: Metrics, Dashboarding, and More