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

Dec 2016

Part 4: Building the CIM — Introduction & TOC

Dec 2016

Part 4: Building the CIM — Industry Trends

Dec 2016

Part 4: Building the CIM — Investment Highlights

Jan 2017

Part 4: Building the CIM — 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