Should Your SaaS Startup Have a ‘Plan B’ Exit Strategy?
It is every startup's dream to go public. An IPO is the pot of gold at the end of the startup rainbow. The unfortunate reality is that according to recent…
Software Equity Group 2023 Annual SaaS Report
The Software Equity Group (SEG) regularly publishes quantitative research on the software and SaaS market M&A activity. The SEG SaaS Index contains dozens of publicly traded SaaS companies. They recently…
Musk’s Takeover of Twitter Reminds Me of PE Tech M&A in 2003, With Some Important Twists
Elon Musk’s $44 Billion takeover of Twitter will be another radical shift for the software industry. In many way what has transpired in the past week reminds me of Private…
Software Equity Group 3Q22 SaaS Public Market Update
The Software Equity Group (SEG) regularly publishes quantitative research on the software and SaaS market M&A activity. The SEG SaaS Index contains 110 publicly traded SaaS companies. They recently published…
With SaaS Valuations Returning to 2018 Levels, Is Now the Time to Buy?
Baron Rothschild, an 18th-century British nobleman and member of the Rothschild banking family, is credited with saying that "the time to buy is when there's blood in the streets." In…
Can The EDI Industry Be Disrupted in 2023?
In the past few months, I have had an unusual number of inquiries from private equity firms about the state of the electronic data interchange (EDI) market. As a corporate…
Software Equity Group April 2022 Update
The SEG SaaS Index contains 110 publicly traded SaaS companies. They recently published their April 2022 SEG SaaS Index Update. The Median SaaS company Enterprise Value/Revenue multiple declined another 7%…
Startup Layoffs in 2022
Layoffs in the startup industry are spiking again. In spite of a good jobs report this week, layoffs are climbing again. So far in Q2, 4,720 startup employees have lost…
Software Equity Group Q1 2022 SaaS Public Market Update
The Software Equity Group recently published their SEG Snapshot: 1Q22 SaaS Public Market Update. The impact of the market downturn can be clearly seen across all categories of SaaS.
Median SaaS Valuations Drop 24% in Q1 2022
As Q1 ended, the impact of the recent market downturn in SaaS company valuations could clearly be seen. Median Enterprise Value/Revenue (ttm) multiples dropped 24% in comparison to Q4 2021.…