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  • The healthcare information technology (IT) sector continues to have significant merger and acquisition (M&A) activity, driven by a variety of strategic imperatives and market pressures. The major sectors in healthcare IT include: EHRs & clinical information Revenue cycle Operations Analytics Infrastructure & compliance In recent...

  • Overall Deal Volume Decreases: The software industry witnessed a 9% year-over-year (YOY) decline in mergers and acquisitions (M&A) volume in 2023, compared to a booming 2021 and 2022 driven by COVID tailwinds. Despite the drop, 2023 volumes remained strong, up 9% from pre-COVID levels in...

  • In the ever-evolving landscape of the business world, staying ahead of the competition often means embracing technological advancements. For businesses looking to gain a strategic edge, tech acquisitions have become a game-changer. In this blog, we’ll delve into the six compelling benefits of tech acquisitions,...

  • Many buyers and sellers are not aware of the complexities that go into appraisals for businesses. To get the most accurate results, a business needs to be looked at from a variety of angles. When completing a business valuation, we look at everything from comparable...

  • Technology M&A (mergers and acquisitions) is a common business practice. M&A can help organizations stay competitive by acquiring new technologies, customers, employees, and access to new markets. However, M&A also poses various risks, especially in terms of cybersecurity. The integration of two technology systems can...

  • The fintech industry started in the 1990’s when early adopters began using technology to automate financial services. The word “fintech” combines “financial” and “technology”, and now covers the application of technological advancements to products and services in the financial industry. Fintech has become a large...

  • The old saying that “timing is everything,” usually applies to selling one’s business. Ultimately, every business owner will have to exit their business, and the sooner one prepares to sell, the better the final results will be. With each passing year, more and more baby...

  • Companies make acquisitions for all sorts of reasons and it’s not always easy to understand the logic. However, it’s possible to make some generalizations and arrive at nine reasons that companies buy other companies. Knowing these will help you make better decisions as a buyer....

  • Maximizing the value of tech and cybersecurity M&A deals requires a lot more than luck and a well-run company. Your business’s M&A strategy is critical to its success, and the earlier in the process you implement an effective strategy, the more likely you are to...

  • A recession on the horizon. Soaring interest rates. Unprecedented tech growth. A constantly evolving market that no one seems able to fully predict. These are just some of the factors influencing the technology and cybersecurity M&A outlook for 2023. Over the past year, most forecasts...

  • Private equity has dominated the world of mergers and acquisitions for years now. Tech companies hoping to build and sell have been counseled to cater to the whims of private equity firms, and that advice has generally proven sound. But PE may not be the...

  • As technology firms know all too well, the ongoing shift to digital data renders organizations more vulnerable to cybersecurity threats than ever before. Tech M&A transactions place both parties in a vulnerable position, and attention to security concerns is critical. For sellers, an emphasis on...

  • At the Austin Dale Group, we work with entrepreneurs and owners to grow and realize optimal value for their businesses. Healthcare and healthcare technology M&A is a key part of our practice, both on the buy-side and the sell-side Share!TwitterFacebookGoogleLinkedin

  • No one ever said selling a business was predictable. However, the truth of the matter is that every sale is different. Even the reasons behind a business owner deciding to sell his or her business vary tremendously. If you are getting ready to sell, it’s...

  • It’s the dream of many tech startup founders: build a business from the ground up, then sell it or merge with another company to fund retirement, a new business, or the lifestyle you’ve always dreamed of. But tech M&A is a fundamentally different beast from...

  • 2021 was a year of transformational tech M&A, and 2022 shows no signs of that trend slowing. This year, deal makers continue to seek growth opportunities, including add-on products and services that boost profitability. A number of new factors are figuring prominently in the tech...

  • The tech sector is perennially a darling of mergers and acquisitions because of the massive room for growth, especially in the wake of the pandemic, which made a strong case for digital properties and remote work. For many tech companies, their primary source of value...

  • Featuring:  Altigen Communications (Managed Cloud Communications) At the Austin Dale Group, we work with technology industry leaders to grow and realize optimal value for their businesses.  Tech M&A is a key part of our practice, both on the buy-side and the sell-side. Entrepreneurs often ask...

  • The pandemic, inflation, and a bevy of other sources of macroeconomic uncertainty have caused some tech investors to slow down their investments in mergers and acquisitions. But cybersecurity M&A remains white hot, with no signs of cooling off. While the 2022 market correction has had...

  • Tech M&A can be a challenging undertaking that requires significant planning and insight. Too many tech companies focus solely on getting to the finish line, and hope that things will go smoothly if they can just make it to closing. The truth is that integration...

  • M&A is a great strategy for tech companies hoping to stay ahead of tech innovation. The theory behind mergers and acquisitions is sound, but when the execution is poor, these deals fail to realize their potential value. In one 2016 study of tech executives, a...

  • Tech M&A is accelerating rapidly, with owners and shareholders able to make significant profits from increased consolidation. But still, about half of mergers fail, and many more fail to realize their full value potential. What’s behind this phenomenon? Failures of integration are common, and employees...

  • The worldwide COVID-19 pandemic sidelined many M&A transactions. But for the tech sector, the market remained mostly hot. And for tech businesses that enabled a shift to remote work and shopping or that supported the health sector, sales picked up. No one knows what the...

  • While other sectors saw significant declines during the COVID-19 pandemic, much of the tech sector continued to thrive, especially in industries that supported remote work, telehealth, and an improved supply chain. If you’re considering selling your business, you might be looking at a valuation that...

  • In the rapidly changing tech world, a lucrative M&A deal is the dream of many business owners, especially those with innovative startups. The goal is to start the business, grow the business, get enough publicity to get investors, and then either go public or cash...

  • Cybersecurity has led an M&A bonanza in tech for several years, but 2021 brought a new bonanza in this hot sector. 451 research reports that during the first three quarters, there were 151 cybersecurity deals. The figure for 2020 was 94, with 88 in 2019...

  • The law firm Morrison and Foerster recently released its annual Tech M&A Market Survey. It shows a bullish outlook for 2022, with activity slated to grow even beyond the record-setting M&A bonanza of 2021. The report draws on survey data from market participants, and helps...

  • The tech world is witnessing a bonanza of mergers and acquisitions. These activities can generate significant value, and a lucrative sale is the dream of most startup founders. But not all mergers are successful. Some mergers waste time, money, and energy. Here are seven signs...

  • It’s every founder’s dream: build something amazing, then cash out and move onto the next chapter. But successful tech startup exits don’t just happen. They require planning, ingenuity, and a bit of luck. For most tech companies, exit planning comes down to a choice between...

  • It’s the dream of just about every budding tech entrepreneur: build the business, gain a loyal following, make a valuable brand, then cash out. But merely desiring this outcome doesn’t necessarily mean it will ever be a reality. Exit planning begins from the day you...

  • At the beginning of 2020, everything pointed to a boom in tech M&A. Then the COVID-19 pandemic hit. The predicted catastrophes never occurred, and tech companies mostly remained well-positioned and thriving, especially those that offered remote services. But the pandemic did briefly slow down M&A—both...

  • The beginning of the COVID-19 pandemic brought many deals to a screeching halt, and dragged many companies to their knees. Tech was a rare exception. A steady flow of deals remained consistent. Last year’s global tech M&A deals totaled $634 billion, marking a 91.8% increase...

  • Those who follow the industry know that M&A in A&D has been soaring for the past decade. And though things temporarily slowed thanks to the COVID-19 pandemic, things are yet again looking up. A&D is highly complex, though, demanding a significant investment from buyers and...

  • It started with a dream, and now that dream has become a potentially lucrative reality. If you’re hoping to cash out this year, you need to know that selling a software company does not happen overnight. It requires some planning and support. Here are 10...

  • February 8, 2021 – Austin, Texas  — Merger and acquisition advisors and business brokers are optimistic that the M&A market will return to pre-pandemic conditions in 2021. In the lower middle market, 17% of advisors believe we are “already there.” However, 22% predict market conditions...

  • AUSTIN, TX – (December 14, 2020) Austin Dale Group, an Austin, TX-based M&A advisory firm, recently acted as the exclusive M&A advisor to ON Technology in their merger with Slappey Communications, backed by private equity firm Baymark Partners. ON Technology, a Texas-based company, provides managed...

  • In spite of—and in some cases because of—the pandemic, the enterprise software and services landscape continues growing. Cloud services in particularly are growing rapidly, and M&A continues to be a path for strategic growth. Here are some of the most significant 2020 M&A deals that...

  • Gartner, the prominent market research firm, recently identified six IT infrastructure and operation trends to watch in 2021. Trend #1 – Anywhere Operations After the pandemic, Gartner forecasts that 48% of employees will continue to work from home, a 60% increase over the pre-pandemic level....

  • The Covid-19 pandemic has caused global turmoil, socially and economically.  Companies have faced unprecedented changes in customer needs, revenue cycles, and staffing models. Throughout 2020 there has been uncertainty about company sustainability, customer demand, availability of capital, and the logistical challenges brought about by social...

  • Tech is so hot this year that even a pandemic that has sent the economy to a screeching halt can’t slow it. Tech stocks have already rebounded from the coronavirus better than other market sectors. Now it looks like we’ll see more deals and IPOs...

  • Whether integrating new product lines or opening into new markets, acquiring a company can be highly rewarding. Tech firms may gain access to new intellectual property, allowing them to jump over their competition with less effort than doing so would otherwise require. Yet M&A is...

  • M&A the Right Way, Part 2: Evaluating M&A Candidates Channel pros in the market to buy or merge need to thoroughly vet candidates for business strategy, financial health, and cultural fit. By Megan Santosus IN THE QUEST to grow your business, acquiring or merging with...

  • While the pandemic has sparked an overall slowdown in the world of M&A, big tech companies are seeking out deals at their fastest ever pace in recent years. Amazon, Apple, Microsoft, Facebook, and Google/Alphabet have collectively announced 19 deals this year. That’s the fastest dealmaking...

  • COVID-19 has slowed M&A activity in technology, media, and telecommunications (TMT). Lower valuations may, over the long-term, offer funds and Big Tech viable opportunities according to a new GlobalData report. The report emphasizes that tech M&A has declined amid COVID-19, with first quarter deal value...

  • Markets around the world have tanked, showing the worst performance since the financial crisis of 2008. Here is an overview of how COVID-19 may change deal-making in the coming months. Material and Adverse Change Clauses The pandemic will inevitably shape the negotiation of MAC clauses....

  • Adapted from a recent Pitchbook post, based on Ernst & Young survey of global executives The coronavirus outbreak has already caused a slowdown in mergers and acquisitions, and the unprecedented nature of the global crisis means executives don’t know how long the calamity will last—or...

  • M&A the Right Way, Part 1: Your Pre-Sale Checklist Follow these long-, medium-, and short-term steps to increase your company’s value and maximize the sale price. By Colleen Frye GETTING READY TO EXIT YOUR BUSINESS? Experts say advance preparation is key to obtaining the best...

  • Adapted from a Private Equity Info post dated April 1, 2020 We surveyed private equity firms, investment banks and mezzanine lenders to get a pulse on the overall market sentiment surrounding M&A. We wanted to solicit the wisdom-of-the-crowd to report on current conditions and to capture...

  • February 13, 2020 – LOS ANGELES  — M&A advisors and brokers expect a healthy M&A market in 2020 with 55% of advisors predicting the volume of deals (under $50 million) will increase in the next 12 months according to the Q4 2019 Market Pulse Report...

  • Most business owners hope one day to retire with the proceeds from a business sale. But the lack of preparation most owners embrace coupled with the overall low success rate of selling a business can dash these hopes. The following five tips can increase your...

  • AUSTIN, TX – (November 22, 2019) Austin Dale Group, an Austin, TX-based M&A advisory firm, recently acted as the exclusive sell-side advisor to ProviderSoft in their sale to Jonas Software. ProviderSoft, a Lumberton, New Jersey-based company, delivers critical software tools to manage operations of Early...

  • The information technology (IT) industry is shifting to business models that generate more recurring revenue, the portion of revenue that is stable and expected to continue at regular intervals in the future. Recurring revenue models can benefit customers as well as service providers, hence their...

  • The $200 billion IT managed service provider (MSP) market continues to see high levels of M&A activity. This is supported by a recent IT Glue survey that reported 69% of MSPs are considering being acquired and 19% are considering acquiring other MSPs. Some analysts predict...

  • Software companies are attractive to many buyers and investors. Software companies with the Software-as-a-Service (SaaS) business model are especially attractive. Their financial appeal comes from their recurring revenue, high margins, growth and scalability. If you have a healthy, growing software business, there are strategic and...

  • (Austin, Texas), September 9, 2019 – Construction and engineering companies led M&A activity according to the Q2 2019 Market Pulse Report published by the International Business Brokers Association (IBBA), M&A Source and the Pepperdine Private Capital Market Project. This is a notable change from the...

  • Private equity firms used to ignore emerging technology companies until they had scaled. That left venture capitalists, angel investors, family, and friends as the best options for entrepreneurs with small, growing businesses. But in the last couple of years, traditional private equity firms and some...

  • Quality employees are essential for the long-term success and growth of any business.  Many entrepreneurs learn this simple fact too late.  Regardless of what kind of business you own, a handful of key employees can either make or break you.  Sadly, businesses have been destroyed...

  • The IBBA and M&A Source Market Pulse Survey Report for the fourth quarter of 2018 has a range of interesting insights. The survey’s purpose is to provide an “accurate understanding of market conditions for businesses being sold in Main Street (values $0-$2MM) and the Lower...

  • Forbes author Keith Gregg’s, February 8, 2019 article, “Using Tech to Enhance and Sell a Business,” has a range of interesting ideas that business owners should explore and embrace.  Gregg looks at three big ways that business owners can use technology to help them get...

  • If you’re a service provider, it can be difficult to separate the service from the provider. Your customers might demand you, which means you can’t scale your business beyond the number of hours you’re willing to work. In the absence of a point of differentiation,...

  • CompTIA Research Report, January 2019 The global information technology industry is on pace to reach $5 trillion in 2019, according to the research consultancy IDC. The enormity of the industry is a function of many of the trends discussed in this report. Economies, jobs, and...

  • (Austin, Texas), February 25, 2019 – Business advisors say that the intense pace of mergers and acquisitions that occurred in 2018 is likely to continue into 2019, but not for much longer. According to the Q4 2018 Market Pulse Report published by the International Business...

  • A recent article from Divestopedia entitled “7 Fundamentals to Due Diligence You Need to Know” explains the due diligence process and what it means regarding sellers and buyers and their roles in the process. Whether a company is being sold or it is merging with another...

  • A recent article from Divestopedia entitled “When is the Best Time to Sell My Business” explains that a business owner who is looking to sell should begin preparing for the sale three years before they plan to list their business on the market. The state of...

  • AUSTIN, TX – Austin Dale Group, an Austin, TX-based M&A advisory firm, recently acted as the exclusive sell-side advisor to DataWing Software in their sale to Citra Health Solutions. Great Point Partners is the lead investor in Citra. DataWing Software, a Portland, Oregon-based company, provides...

  • One of the biggest mistakes that owners make in selling their company is being lured into a proprietary deal. The Definition of a Proprietary Deal Acquirers land a proprietary deal (or “prop deal”) when they convince owners to sell their businesses without creating a competitive...

  • Optimism in the M&A market is at an all time high according to findings from the Q2 2018 Market Pulse Report published by the International Business Brokers Association (IBBA), M&A Source and the Pepperdine Private Capital Market Project. 21% of business advisors surveyed say 2018...

  • Since one often hears the term “fair value” or “fair market value,” it would be easy to assume that “fairness opinion” means the same thing.  A fairness opinion may be based to some degree on fair market value, but there the similarities end.  Assume that...

  • Source:  Datto Inc.’s “2017 State of the MSP Report”, based on a survey of nearly 1,200 MSPs in North America. 59% of MSP owners are between 35 and 54 years old.  21% of MSPs have over $5 million annual revenue, 20% have revenue from $2...

  • A recent article posted on the Axial Forum entitled “What Do Buyers Look for in the Lower Middle Market?” explains how to make your business valuable to potential buyers and how to find the right buyers for your business. The buyers in the lower middle market...

  • A recent article from Small Business Trends entitled “41% of Entrepreneurs Will Leave Their Small Business Behind in 5 Years” summarizes a report by a global financial services firm that looks at business ownership and entrepreneurialism in modern America.  The report found that almost 60% of...

  • 2018 mergers and acquisitions are off to a strong start for technology companies, including software, tech services, media and information. There were 516 transactions in Q1, down 7% from Q1 2017, but the value of the deals totaled $71.1 billion, 124% more than Q1 2017,...

  • A recent article posted on PR Newswire entitled “Business owners’ love of work may hinder succession planning” explains the parallels between the number of business owners with no plans to retire and the lack of succession planning. In a recent poll, over 70% of business owners...

  • A recent article posted by The National Law Review entitled “Thinking of Selling? Start Early, Build Your Team” explains the importance of putting together a good team of trusted advisors well in advance of selling your business. Your team should include an attorney, accountant, investment banker,...

  • A recent article from Divestopedia entitled “To Sell Your Business, Start with the End in Mind” explains the importance of planning your exit strategy in the early stages of your business.  The article points out that emotion plays a big part in humans’ decision making process, and when a potential buyer perceives that the owner has...

  • A recent article posted on BizJournals.com entitled “Top 5 rules on preparing your company for sale” explains how the best time to begin preparing your business for sale is right now. The article highlights these main rules to follow: Start auditing your financial statements now as these...

  • A recent article posted on Forbes.com entitled “Small Business Owners Are Retiring, And Millennials May Not Fill The Gap On America’s Main Street” uses the closing of a 235-year-old hardware store to prove a startling fact: the Millennial generation may not be suited to take over...

  • Background Our client was the founder, majority shareholder, and CEO of a software company that provides cost accounting and contract revenue optimization to hospitals and other healthcare providers. The client was preparing to retire and sell the company to two executives who had long tenure...

  • A recent article posted on Business2Community.com entitled “How to Close the Deal and When to Walk Away When Buying or Selling a Business” explains the business sale process and how to differentiate between a good deal and a bad deal during the process. Closing a deal...

  • Join us on October 10 for a webinar about mergers and acquisitions for middle market technology companies. Our panel of experienced advisors will discuss what buyers want, don’t want, and how you can prepare your company before engaging with potential buyers. Click here to learn...

  • Small business owners, wary of economic uncertainty, become more realistic about their sales valuations Continuing a multi-year trend, information technology companies are the most the most sought-after business acquisitions valued in the $5 million to $50 million range, according to the Q2 2017 Market Pulse...

  • A recently published article from Business.com entitled “Why Every Business Owner Needs an Exit Strategy” outlines the importance of having an exit strategy for business owners, no matter what point they are at in running their business. The author uses an analogy involving building construction: if...

  • June 9, 2017 A recent article published by Divestopedia entitled “The Only Valuation Method that Really Matters” explains the best method to use to value a business: the Business Buyer Valuation Method. While there are certainly other valuation methods, the author suggests that this one is...

  • May 8, 2017 A recently published Divestopedia article entitled “The Top 10 EBITDA Adjustments to Make Before Selling a Business” explains common practices in adjusting EBITDA before selling a business for the purpose of helping the seller get the best value from the sale. The...

  • Join us on April 26 for our webinar on the Essentials of Buying a Tech Company. In this webinar and panel discussion we’ll cover the essentials of buying a technology product or service company, whether you’re already in the industry or not. Some technology companies...

  • “There were many obstacles encountered during the process of selling my company. Each time Austin Dale Group was able to assist us in finding practical solutions and putting everyone at ease.” Raymond Chan, Chan & Partners Engineering Background The founder and president of an engineering...

  • Thinking about selling your business? You’re in good company – every year up to 10% of owners are thinking of selling part or all of their company. It’s difficult to time the market, but the extraordinary valuations for software, cloud and managed service providers won’t...

  • IT and Healthcare deal activity down in 2016 Now that we have M&A transaction data for three quarters of 2016 it’s clear that last year was truly a record year for global merger and acquisition activity. By contrast, this year the number of deals coming...

  • Join us for an introduction to valuation drivers with an informative panel discussion from experienced advisors. Topics will include: Valuation methods and approaches How risk affects valuation Key value drivers and factors Click here for more information and to register for the event.     Share!TwitterFacebookGoogleLinkedin

  • Austin Dale Group was recently interviewed by ChannelPro Magazine. The ChannelPro Network provides targeted business and technology information for IT channel partners who serve small and midsize businesses (SMBs). ChannelPro wanted to discuss M&A trends in the industry and best practices for companies and their...

  • IT Managed Service Providers (MSPs) expect significant revenue growth for the next two years, yet face significant challenges from cloud computing, employee retention, and margin erosion. These are some of the findings in a recent CompTIA report. The nonprofit association for the technology industry surveyed...

  • Join us for an introduction to strategic exit planning on September 27 with an informative panel discussion from experienced advisors. There will be plenty of time for your questions. Click to register for “Exit Strategies for Technology and Service Company Owners”.     Click here...

  • “We wanted to prepare our high-tech instrument development and integration business to sell the business and maximize our proceeds…I would recommend Austin Dale Group to other technology company owners who need assistance with developing and selling their business.” Dr. Ralph Brewer, Industrial Monitor and Control...

  • Our client, a regional medical center in a small city, needed help managing a series of healthcare practice acquisitions.  Spurred by healthcare reform and changing reimbursement models, many local healthcare providers were seeking the stability that a larger organization like our client could provide, plus...

  • Austin Dale Group is now offering M&A advisory services to companies in the healthcare industry, focusing on small to mid-sized providers, service businesses, and technology companies. The industry is rapidly changing, driven by new regulations, reimbursement models, and technology. A dominant theme is cost containmnent,...

  • Merger and Acquisition Integration You’ve negotiated a great deal to acquire a company.  The price is right, due diligence didn’t turn up any critical issues, the seller is happy, and you are excited.  What could go wrong? Industry studies agree that 50% or more of...

  • We are pleased to announce the addition of two senior associates to the Austin Dale team, both with many years of experience in M&A and value enhancement services: Jay Rosenfeld – Jay has been a company executive and management and M&A consultant for over 35 years.  He...

  • M&A deal activity is down slightly in the first three quarters of 2015 compared to 2014, and the outlook for the next 12 months is weaker than for the past three years, according to the Mid-Market Pulse published by Mergers & Acquisitions.  In a monthly...

  • John Austin will be a presenter at the annual Austin Planners Conference, hosted by the Financial Planning Association of Austin. Date:  October 14, 2014 Location:  Austin Country Club Topic:  Gone Fishing:  Selling the Work of a Lifetime Characteristics of a business sale including financial statement analysis,...

  • Austin Dale Group is now a member in the Alliance for Channel Success.  Members of the Alliance have many years of experience in the IT industry, building and coaching companies to high levels of success in critical practice areas such as: Leadership & Management Selling...

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