Diamond Innabi - SaaS M&A 101: Selling Your Software Company

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Cloud Returns | A SaaS Investing Podcast

Cloud Ratings

9 episodes

2 months ago

Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets. Our target audience: SaaS investors AND operators raising capital that listen to SaaStr, Twenty Minute VC (20VC), The Logan Bartlett Show, or Thoma Bravo’s Behind the Deal and still want to learn even more.

All content for Cloud Returns | A SaaS Investing Podcast is the property of Cloud Ratings and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business,

Entrepreneurship

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Diamond Innabi - SaaS M&A 101: Selling Your Software Company

Cloud Returns | A SaaS Investing Podcast

32 minutes

1 year ago

Diamond Innabi - SaaS M&A 101: Selling Your Software Company

Our Guest: Diamond Innabi is a Principal at Software Equity Group (SEG), a boutique M&A advisory firm headquartered in San Diego that focuses on B2B vertically focused software and SaaS companies.

Episode Topics:

Understanding the full cycle - from prep to closing - of selling your company.
When should CEOs engage with an investment banker or consider an M&A path?
Common mistakes that founders, CEOs, and boards make during the M&A process.
Diamond's advice to founders who are interfacing with potential acquirers.
Overview of SEG’s 20 Factor Valuation Scorecard.
Difference between strategic buyers and private equity firms in terms of acquisition criteria.
Diamond elaborates on the 2023 M&A Report: “The higher-than-usual volume of low multiple deals is a result of from negative transaction catalysts like evaporating cash runway, challenging debt dynamics, competitive concerns, or investors opting to exit their lower-performing assets to focus on high performers.”
Factors influencing premium valuations for select companies.

Resources:

https://softwareequity.com/research/

https://softwareequity.com/company-valuation-formula/

https://softwareequity.com/research/saas-ma-buyers-perspectives

About Cloud Returns by Cloud Ratings:

Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets.

Our host - Matt Harney - is active on Twitter @saasletter and writes "SaaSletter", an investing-oriented SaaS newsletter on Substack.

https://cloudradio.cloudratings.com/

https://twitter.com/SaaSletter

https://www.saasletter.com/

About Cloud Ratings:

Cloud Ratings is a customer outcomes-focused, data-driven software research analyst firm. We exist to allow organizations to make more confident, lower-risk software purchasing decisions.

Our Cloud Ratings Category Reports combine user reviews with verified vendor data to impartially identify leading software products. Recent report examples include: Board Management Software, Account-Based Marketing Software, Cap Table + Equity Management Software, Lead Routing Software, and Sales Training + Onboarding Software.

Built upon investigative customer interviews, our True ROI Reports quantify and provide 3rd party validation of a software product’s business value.

https://cloudratings.com/