Congrats to Venkat, Ambrish, Sanjay and the seasoned and experienced team of Stack Identity for achieving this notable outcome and seeing their vision come true. We appreciate working with you and the help and guidance from the investors Yash, Rohan, Gaurav M, Bunny and other partners along with the way. Allied Advisers is thankful to have served as sell-side advisor in this process. Read the full press release here

Allied Advisers is pleased to present our sector update on the Customer Experience (CX) Software Industry. The demand for CX software is expanding rapidly driven by advancements in AI technologies, adoption of omnichannel strategies and the need for personalization. CX software has evolved from basic CRM tools to advanced platforms powered by AI-powered chatbots, emotion AI, and speech analytics. Emphasis on real-time customer insights through emotion AI and voice-of-customer

In M&A or majority control transactions, deferred revenue of SaaS companies can become a highly negotiated item if the amounts are significant. Deferred revenue is a liability that accrues when a SaaS business gets paid by customers in advance for future product subscriptions. In cash-free debt-free deals, differences in views of the buyer and seller can stem from the fact that the seller has already received cash from customers for obligations that the buyer will have to ful

Allied Advisers  is publishing our sector update on Automation Software which provides an overview of this important segment, recent exciting trends, monetization models, the transactional market and active acquirers and investors in the ecosystem. Fueled by machine learning and AI, Automation continues to revolutionize business processes across industries at an unprecedented pace.  Automation technologies, including Robotic Process Automation (RPA), Intelligent Process Autom

Allied Advisers  is pleased to share brief insights on the current M&A markets. We had 5 clients exit in the last 8 months including 2 in the last month and have other mandates under LOI. Here is our brief take. We Continue to See an Improving Technology M&A Market in 2024 and Beyond. The Technology sector along with major stock market indices have shown a strong upward trend in the last quarter, with public market valuations rebounding to levels seen in 2019 (if you remove t

Allied Advisers presented at the Venture Program at Sutardja Center for Entrepreneurship and Technology at UC Berkeley on Navigating M&A markets to an audience of venture and entrepreneurial professionals.

Allied Advisers presented in Palo Alto to portfolio founders of VC firm focused on startups focused on B2B Enterprise Software on state of M&A markets and how to prepare for M&A, along with Q&A.

Allied Advisers  is pleased to present our sector update on AI / ML report. Similar to how mobile and cloud adoption rapidly accelerated technology consumption fueling investments and M&A, AI is leading an even more profound wave of transformation in an accelerated time frame as indicated in the report. This will create tremendous opportunities for companies which embrace it, creating new category leaders. We are witnessing this play out in the public markets; AI infrastructu

Congrats to Dan, Scott, Marc, and Lucy.ai team on our client's exit to Capacity. Read the full press release here

Allied Advisers invited by multi-billion dollar global fund to present on state of M&A markets, SaaS valuations and exit opportunities followed by Q&A discussion.

Allied Advisers on panel focused on exit in 2024 and beyond with senior Corporate Development from Palo Alto Networks and Zscaler hosted by a16z as part of SF Tech Week.

Congrats to Chuck, Jeff, Anna and  MarketMuse  team on our client's exit to Siteimprove, backed by Nordic Capital. Read more here

Allied Advisers presents on state of M&A market and how to prepare for a sale / capital raise and moderates a panel on Capital Raising for B2B SaaS founders in Boulder, Colorado

As founders and investors look at options for liquidity, they may find that neither strategics nor private equity (PE) may be the right fit for them based on their sector focus being too niche or their financial profile not being large enough for PE. In situations like this, software consolidators may provide additional avenues for liquidity. Canada headquartered Constellation Software Inc. (TSX: CSU) has successfully pioneered the consolidator model of buying and building s

Allied Advisers moderates a panel “VC Perspectives on AI Trends, Opportunities and Investment Experiences” with leading venture investors in Southern California