Allied Advisers is pleased to release its latest report “Navigating M&A in a Volatile Market”. We are seeing recovery despite the headwinds – we had 4 clients exit in Q1 2025 and advised on 8 transactions in the last 10 months. We currently have several clients who currently have significant interest from strategic and PE firms. This report covers some of the best practices which founders, management and investors of both early and late stages can develop in their tool kit to

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

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

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

We find that valuable business insights on an industry are obtained from successful entrepreneurs who have grown a significant business in that industry (“been there and done that”). Allied Advisers conducted an interview with our former client Jay Nitturkar, who bootstrapped a vertical SaaS healthcare technology company to 8-figure ARR and exited successfully to PSG Equity, a $10B+ fund. Founders and management teams will benefit from learning about some of the playbooks in

The turbulent markets of 2022-2023 and volatility in the M&A environment has brought the topic of valuation to the forefront in many of our discussions with founders and investors. Regardless of market ups and downs, the factors that are most impactful to valuation remain relatively constant, with some standards changing with market cycles as witnessed over the past decade. Safe to say, valuation continues to be both art and science. Allied Advisers put together this artic

Congratulations, you have a buyer interested in your business. When you receive the term sheet, you may find that the proceeds are primarily in stock or mix of stock and cash, which leaves you wondering if the offer is “market” and how you should evaluate the term sheet. In Allied Advisers analysis of 7K+ deals done in the last 5 years globally and stock has been a consideration in ~30% of transactions. We expect the use of stock to increase even more for M&A given the growth