The Tech M&A Podcast
The Tech M&A Podcast is presented by Corum Group, the global leader in tech M&A. The podcast features, interviews with CEOs, special reports on sectors, buyers, trends and M&A processes, as well as panel discussions.
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CEOs Who Sold Their Companies Share Real M&A Lessons | 2026 Sellers Panel
03/18/2026
CEOs Who Sold Their Companies Share Real M&A Lessons | 2026 Sellers Panel
Selling a company is one of the most complex—and emotional—transactions a founder will ever face. In this 2026 Annual Sellers Panel, CEOs who successfully built and sold their companies share real‑world insights from inside the M&A process. From global deal dynamics and valuation expectations to earnouts, advisor selection, partner alignment, and emotional resilience, this panel offers candid lessons every founder should hear before going to market. The discussion highlights what surprised sellers most, where preparation mattered, and why having experienced advisors, aligned partners, and clean financial reporting can make or break an outcome. If you’re a tech founder or CEO thinking about an exit—now or in the future—this panel delivers practical, experience‑driven advice from those who’ve already been through it. Corum is the world's leading educator on tech trends, valuations, growth strategies and Tech M&A. If you are a Tech CEO/founder and would like to learn to prepare, position, research, value, negotiate and execute due diligence for maximum price and optimal structure in an M&A transaction, attend one of our upcoming events. Visit for a full global event schedule. Takeaways Tech M&A is truly global, with buyers and sellers spanning multiple continents A company is ultimately worth what the market is willing to pay, not expectations Valuation discussions require research and realism Earnouts and post‑close roles must be clearly defined upfront Partner alignment and transparency are critical during negotiations Strong preparation of financials reduces pressure during due diligence Experienced M&A advisors help smooth negotiations and protect value Once committed to an exit, founders should make every decision around building value Chapters 01:42 – What was your process for selecting an advisor 04:54 – What was your motivation for going through the M&A process? 07:39 – During the M&A process, what surprises did you encounter along the way? 11:53 – What advice would you give to CEOs selling their company?
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Tech M&A in February 2026: Deal Volume, Valuations & Mega Deal Trends Explained
03/18/2026
Tech M&A in February 2026: Deal Volume, Valuations & Mega Deal Trends Explained
February 2026 was an active month for technology mergers and acquisitions, with 394 tech M&A transactions, including five billion‑dollar mega deals and a top disclosed transaction valued at $9.9 billion. In this market update, we break down the latest tech M&A data from the Corum Index, including deal volume, valuation multiples, private equity activity, cross‑border trends, and sector‑level performance across horizontal, vertical, infrastructure, gaming, IT services, healthcare, AI, cybersecurity, and supply chain management. You’ll hear where valuations are expanding, which subsectors are commanding premium multiples, and how strategic buyers, private equity firms, and non‑tech acquirers are shaping today’s deal landscape. If you’re a founder, CEO, investor, or corporate development leader, this report offers practical insight into exit timing, buyer demand, and market momentum. Takeaways February 2026 recorded 394 tech M&A deals, including five $1B+ mega transactions Private equity acquired 23 platform companies; VC‑backed exits totaled 105 35% of deals were cross‑border, highlighting strong global buyer demand Startups represented 45% of all transactions, with an average target age of 12 years The horizontal sector continues to lead in total deal volume and value Supply Chain Management (SCM) delivered the highest revenue and EBITDA multiples Healthcare, education software, AI, cybersecurity, gaming, and infrastructure saw robust activity Strategic buyers increasingly pursued AI capabilities, data platforms, and sector‑specific software Valuation multiples varied widely by subsector—underscoring the importance of positioning and timing Chapters 00:13 – Mega Deals and Market Scale 00:24 – Private Equity, VC Exits & Cross‑Border 00:47 – Vertical vs Horizontal Sector Performance 04:22 – IT Services Valuation Trends (Developed & Emerging Markets) 06:15 – Consumer Sector Deals 09:06 – Infrastructure Sector Valuations
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5 Costly Tech M&A Myths That Kill Founder Value (And How to Avoid Them)
03/18/2026
5 Costly Tech M&A Myths That Kill Founder Value (And How to Avoid Them)
After 40 years advising technology founders on mergers and acquisitions, one thing is clear: old myths about selling a tech company refuse to die—and they cost founders millions. In this video, a veteran tech M&A advisor breaks down five dangerous myths that still derail otherwise great exits. From the belief that “companies are bought, not sold,” to the risks of amateur buyer outreach and flawed bid timelines, this discussion explains why preparation, process, and professional execution matter more than ever. If you’re a tech founder, CEO, or shareholder thinking about an exit, recapitalization, or strategic sale, this video explains how to avoid undervaluation, missed markets, and broken deal dynamics—and how to position your company for the best price, structure, and outcome. Takeaways Companies are sold, not magically bought—waiting rarely produces premium outcomes “Soft” signals to buyers don’t work; credible market engagement does Serial buyer outreach weakens leverage—competitive tension drives valuation Rigid bid timelines often backfire in today’s regulatory environment Amateur outreach burns bridges and reduces optionality The best exits are driven by experienced deal professionals, not luck Optimal outcomes require focus on price, structure, tax efficiency, liabilities, and post‑deal terms Chapters 00:18 – Myth #1: Companies Are Bought, Not Sold 00:43 – Myth #2: Soft Overtures to Buyers Work 01:02 – Myth #3: The Serial Buyer Approach 01:22 – Myth #4: Beware of Bid Timelines 01:47 – Myth #5: Amateur Buyer 02:15 – What Actually Drives Optimal Exit Outcomes
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Episode 92: Inside the Deal with Robin Fisk
02/23/2026
Episode 92: Inside the Deal with Robin Fisk
In this episode of the Tech M&A Podcast, we sit down with Robin Fisk, co‑founder and CEO of Donorfy, a SaaS CRM platform built specifically for nonprofits and charities. Robin shares the 10‑year journey of building a bootstrapped, cloud‑based CRM serving over 1,000 organizations across the UK and Scandinavia, culminating in Donorfy’s acquisition by The Access Group in November 2024. Robin walks through why he and his co‑founder decided to sell, how they prepared for the M&A process, why choosing the right advisor mattered, and what surprised him most along the way. He also offers candid insights into due diligence, managing confidentiality with a close‑knit remote team, defining non‑negotiables, and life after exit. This episode is packed with practical advice for founders considering a strategic sale. Takeaways Build with the exit in mind from day one. Preparation matters more than speed. Choose advisors with founder experience. Know your non‑negotiables early. Selling your company is emotional — even when it’s successful. 00:22 – Introducing Robin Fisk and Donorfy 03:06 – Acquisition by The Access Group 4:28 – Choosing Corum Group as an M&A advisor 06:35 – The hardest parts of selling a company 09:29 – Defining non negotiables in the deal 11:56 – Balancing work, due diligence, and personal life 14:48 – Advice for founders considering an exit 17:18 – Life after selling the business 18:50 – Final thoughts and wrap up
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Episode 91: Inside the Deal with James Fair
01/27/2026
Episode 91: Inside the Deal with James Fair
Operating a company during an exit is difficult. Managing a sell-side process while simultaneously acquiring a business in a different time zone? That requires a specific mindset. In this episode, we speak with James Fair, founder of Vetasi, following his acquisition by Cohesive (part of the Bentley Group). James breaks down the reality of "oily hands" asset management software and the critical importance of recurring revenue. He shares the story of a grueling, unprecedented 3-week due diligence sprint that galvanized his team, and offers advice on why waiting for the "perfect" conditions is often the enemy of a successful deal. Takeaways: Timing matters more than perfect readiness A strong recurring revenue model and full‑service offering make a company highly attractive to buyers Running an M&A process alongside daily operations is extremely demanding Despite the intensity, the M&A journey can be unifying and rewarding 00:00 - The Origins of Vetasi: Building a Global Asset Management Player 01:15 - Why Sell Now? Timing, Market Heat, and Strategic Fit 03:00 - The Secret Sauce: Advisory-First Strategy & Recurring Revenues 04:21 - Steering the Ship: Running M&A While Running the Business 06:48 - Lessons from the Trenches: Preparation, Imperfection, and Three-Week Diligence 08:29 - After the Exit: Culture Clashes, Shared Vision, and the New Chapter Ahead
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Episode 90: The Power of a Pause
12/18/2025
Episode 90: The Power of a Pause
Markets shift. Buyers have concerns. Sometimes the offer isn't what you expected. After 40 years and more tech company sales than any firm in history, we've learned one crucial truth: Sometimes the best move is to hit "pause." In this month's webcast, hear from three founders who leveraged Corum’s Hiatus program to deliver dramatically better results: addressing buyer concerns, improving customer base, reducing churn and demonstrating consistency—proving that patience and preparation beat settling every time. Plus, we'll cover: CEO Desk: Thinking About an Exit? 7 Buyer Benchmarks That Matter Current Valuation Trends: Understand tech company valuations today Key Tech Market Deals: Discover notable transactions from November Active Tech Buyers: Learn which companies are acquiring ------------------------------------------------ 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.
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Episode 89: Smart Money is Selling – Should You?
12/18/2025
Episode 89: Smart Money is Selling – Should You?
The smart money is capitalizing on the strong M&A market and valuations to exit investments. In this month’s Tech M&A Monthly webcast, we’ll explore five key reasons why VC and PE funds are heading for the exits—and what it means for your business. Are you watching what the smart money is doing? You should. What else will be covered? Special report: Understanding Working Capital Current Tech M&A market trends Valuations across all 6 tech sectors November megadeal report Learn why Tech CEOs and Founders should be watching the PE and VC exit trends. --------------------------------------------------------------- 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.
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Episode 88: Quality of Revenue—The Key to Your Value
12/18/2025
Episode 88: Quality of Revenue—The Key to Your Value
When buyers evaluate a software or tech company, they don’t just look at top-line growth or EBITDA. Buyers dig into the quality of your revenue. Is it recurring? Diversified? Sustainable? These factors play a critical role in determining valuation and can mean the difference between an average and extraordinary outcome. In this webcast, we break down what acquirers really look for in revenue streams, how quality impacts valuation and what CEOs and founders can do now to strengthen their company’s long-term value. Webcast Agenda: CEO Desk: 10 AI Traps to Avoid with M&A Presentations Special Report: Quality of Revenue—The Key to Your Value Review of key deals in September 2025 Valuation trends across the six technology 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.
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Episode 87: Tech M&A Bidding—The New Rules
12/18/2025
Episode 87: Tech M&A Bidding—The New Rules
The rules of Tech M&A have changed. What once took months now happens in days — accelerating buyer responses, heightening competition and creating opportunities for sellers to maximize value. In this webcast, we discuss how you can succeed in the virtual age of Tech M&A bidding. Additionally, we also cover: 10 Tips for choosing an M&A attorney Key deals in August 2025 Valuation trends across six sectors Upcoming M&A educational opportunities --------------------------------------------------------------- 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.
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Episode 86: Inside the Deal with Brian Sweat
12/09/2025
Episode 86: Inside the Deal with Brian Sweat
In this episode of the Tech M&A Podcast, Brian Sweat, CEO of Alterity Inc., shares his journey of building a company that developed Activate Inventory Software and the process of selling it. He discusses the motivations behind pursuing M&A, the challenges of finding the right strategic fit, and the importance of employee integration during an acquisition. Brian reflects on lessons learned, the role of advisors like Corum in filtering opportunities and negotiating deals, and how life has changed after the sale—bringing renewed focus and reduced stress. Takeaways: Alterity created Activate Inventory Software for small businesses. There’s no perfect deal—focus on progress and strategic alignment. Corum’s expertise helps CEOs filter noise and secure the best opportunities. Selling can reduce stress and allow founders to focus on what they enjoy. 00:00 Introduction to Alterity and its Mission 03:12 The Pivot Point: Progress Over Perfection 04:18 Employee Integration and Career Growth Post-Acquisition 06:48 Advice for CEOs: Filtering Opportunities and Using Advisors 08:29 Life After the Sale: Reduced Stress and Renewed Focus 10:46 Reflections on Working with Corum and Future Plans
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Episode 85: Inside the Deal with Barry Larson
11/05/2025
Episode 85: Inside the Deal with Barry Larson
In this episode of the Tech M&A Podcast, Barry Larson, founder and CEO of OK Alone, shares his journey of building a company focused on employee safety monitoring solutions and the process of selling it. He discusses the challenges and strategies involved in the M&A process, including choosing the right partner, navigating negotiations, and the importance of preparation and commitment. Barry reflects on life after the sale, exploring new opportunities and personal projects. Takeaways: OK Alone is an employee protection software. Corum has experience in selling in niche sectors. Hiring an advisor means the CEO is able to focus on running the business. Preparation is key. 00:00 Introduction to OK Alone and Its Mission 02:48 The M&A Process: Choosing Corum and Navigating Challenges 05:42 Negotiation Insights and Non-Negotiables 08:59 Life After the Sale: New Opportunities and Reflections
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Episode 84: Inside the Deal with Dan Goerdt
10/01/2025
Episode 84: Inside the Deal with Dan Goerdt
In this episode of the Tech M&A Podcast, Dan Goerdt, CEO of Flexagon, shares insights into his company's journey through the M&A process. He discusses the challenges and strategies involved in scaling the business, finding the right buyer, and the impact of the deal on his personal and professional life. Dan emphasizes the importance of education and preparation in navigating the M&A landscape, as well as the significance of aligning with a buyer that fits the company's culture and goals. Takeaways Flexagon is a software automation company founded in 2014. The M&A process requires significant time and commitment. Finding the right buyer is crucial for company culture. Education on the M&A process is essential for success. The diligence process can be rigorous but manageable. Balancing company operations with M&A activities is challenging. Having a clear process helps in making informed decisions. Financial security post-deal provides new opportunities. Work-life balance is important for personal well-being. Future growth strategies are exciting and essential for success. 00:00 Introduction to Flexagon and the M&A Journey 02:51 Navigating the M&A Process 05:51 Finding the Right Buyer 08:52 Life After the Deal and Future Aspirations
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Episode 82: Inside the Deal with Niles Overly and Rob Kopp
08/26/2025
Episode 82: Inside the Deal with Niles Overly and Rob Kopp
In this episode of the Tech M&A Podcast, hosts Niles Overly and Rob Kopp share their experiences as co-founders of Metro Data Centers, discussing their motivations for selling the company, the unique aspects of their business, and the challenges they faced during the M&A process. They emphasize the importance of planning for an exit, effective communication, and the value of seeking professional help throughout the sale process. The conversation provides valuable insights for entrepreneurs considering an exit strategy. Takeaways Always think about an exit strategy from the start. Unique business models can attract buyers. Effective communication is crucial during the sale process. Balancing daily operations with M&A activities is challenging. Seek professional help to navigate the M&A process. Experience plays a significant role in successful exits. Planning financial projections is essential but difficult. Involve trusted employees at the right time. Investment bankers can provide significant value during sales. Understanding the complexities of your business is key. Chapters 00:00 Introduction to Tech M&A Podcast 00:28 Founders' Backgrounds and Company Overview 01:54 Motivations for the Sale Process 03:10 Unique Selling Points of Metro Data Centers 04:14 Communication Strategies During the Sale 05:23 Balancing Operations and M&A Process 06:32 Lessons Learned and Surprises 07:58 Advice for Entrepreneurs Considering an Exit
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Episode 81: The August Monthly Report
08/18/2025
Episode 81: The August Monthly Report
Tech M&A Is Shattering Records—Are You Ready to Capitalize? Join us for the August edition of Tech M&A Monthly, where we’ll break down what’s driving record-breaking deal activity and what it means for tech founders like you. We’ll explore the latest trends shaping the M&A landscape and take you inside the buyer universe—who’s actively acquiring, how much dry powder they’re sitting on and where they’re looking to invest next. If you’re thinking about an exit or just want to stay ahead of the curve, this is a webcast you won’t want to miss.
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2025 Tech M&A Mid-Year Report
07/17/2025
2025 Tech M&A Mid-Year Report
Whether you’re exploring an exit or simply preparing for the future, Corum’s 2025 mid-year report will give you the insight you need to navigate the second half of the year. Billion-dollar tech deals dominate the headlines—but that’s only part of the story. If you're the CEO, founder or investor in a smaller software or IT company, you need to understand what’s really happening in the M&A market and how it impacts companies like yours. Corum’s 2025 Tech M&A Mid-Year Report Covers: • CEO Desk: “Too Small to Sell? Think Again” • Corum’s “Four Pillars for M&A Success” • Key trends in Tech M&A in H1 2025 • Valuation metrics across 6 sectors and 29 subsectors • Top buyers acquiring in 2025 Download a copy of the H1 2025 report: #techM&A2025 #techexitstrategy #techvaluationmetrics #corumgroup #softwarecompanysale
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Episode 80: Inside the Deal with Ryen Leyva
06/24/2025
Episode 80: Inside the Deal with Ryen Leyva
In this episode of the Tech M&A Podcast, Ryen Leyva, CEO of Infinity Software, shares his journey of growing and selling his family business. He discusses the importance of building scalable processes, the family dynamics involved in the decision to sell, and the critical aspects of pitching and due diligence during the acquisition process. Ryen also emphasizes the significance of effective communication with team members and aligning offers with personal and family goals. Finally, he reflects on life after the sale and the newfound freedom it brings. Takeaways Build your company in a way that is forward-looking. Family dynamics play a crucial role in the decision to sell. Having a solid pitch is essential for attracting buyers. Due diligence is critical to prove the business's value. Effective communication with the team is vital during the sale process. Aligning offers with personal and family goals is important. Choosing the right advisors can make a significant difference. The sale can provide new opportunities and choices. Money doesn't guarantee happiness but offers freedom. It's essential to set clear goals before entering negotiations. Chapters 00:00 Introduction to Tech M&A Podcast 00:28 Ryen Leva's Journey with Infinity Software 01:08 Advice for Entrepreneurs Considering an Exit 01:51 The Decision to Sell: Family Dynamics 03:03 The Importance of Pitching and Due Diligence 04:59 Communicating with Team and Stakeholders 06:29 Aligning Offers with Personal and Family Goals 07:35 Choosing the Right Advisors for the Sale 07:56 Life After the Sale: New Opportunities
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Episode 79: Inside the Deal with Poya Farighi
05/20/2025
Episode 79: Inside the Deal with Poya Farighi
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
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Episode 78: May Tech M&A Monthly Report
05/08/2025
Episode 78: May Tech M&A Monthly Report
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
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Episode 77: Inside the Deal with Scott Petersen
04/22/2025
Episode 77: Inside the Deal with Scott Petersen
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
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Episode 76: April Tech M&A Monthly Report
04/10/2025
Episode 76: April Tech M&A Monthly Report
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.
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Episode 75: Inside the Deal with Richard Addotta
03/26/2025
Episode 75: Inside the Deal with Richard Addotta
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
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Episode 74: The March Tech M&A Monthly Report
03/13/2025
Episode 74: The March Tech M&A Monthly Report
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.
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Episode 73: Inside the Deal with Andreas Ulrich
02/25/2025
Episode 73: Inside the Deal with Andreas Ulrich
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
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Episode 72: The February Tech M&A Monthly Report
02/13/2025
Episode 72: The February Tech M&A Monthly Report
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
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Episode 71: Inside the Deal with Luc Pettett
02/04/2025
Episode 71: Inside the Deal with Luc Pettett
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
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Episode 70: Inside the Deal with Jim Falkanger
01/21/2025
Episode 70: Inside the Deal with Jim Falkanger
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
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Episode 69: The 2025 Annual Report
01/09/2025
Episode 69: The 2025 Annual Report
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
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Episode 68: Inside the Deal with Ujwal Arkalgud
12/17/2024
Episode 68: Inside the Deal with Ujwal Arkalgud
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
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Episode 67: December Monthly M&A Report: The New M&A Metrics
12/12/2024
Episode 67: December Monthly M&A Report: The New M&A Metrics
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
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Episode 66: Inside the Deal with Dwayne Miller
12/03/2024
Episode 66: Inside the Deal with Dwayne Miller
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
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