Software Equity Group 2024 SaaS M&A Review
I regularly track SaaS valuations and M&A activity. I appreciate solid fact-based analyses. For years, I have enjoyed the Software Equity Group’s reporting. They recently published their SEG 2025 Annual…
Product Management and M&A. Musings of a reformed private equity operator
I regularly track SaaS valuations and M&A activity. I appreciate solid fact-based analyses. For years, I have enjoyed the Software Equity Group’s reporting. They recently published their SEG 2025 Annual…
The Maxio Institute Q2 2024 Report outlines strategies for CEOs of early-stage SaaS companies facing growth challenges. Key insights include the advantages of fixed-rate pricing for revenue predictability, targeting high-growth…
The Decline of Exits and VC Returns:
Building a B2B SaaS business with significant revenue under $1 million ARR is challenging due to market competition. Key growth strategies include achieving product-market fit, prioritizing retention, optimizing go-to-market strategies,…
The startup ecosystem, fueled by venture capital, faces a "silent recession," with early-stage firms seeking $1 million or less experiencing significant challenges due to economic uncertainty and rising interest rates.…
The SaaS industry has seen significant fluctuations in EV/Revenue valuation multiples, largely due to macroeconomic factors like inflation and interest rates, and market-specific issues like competition and growth plateaus. This…
The private equity (PE) sector is increasingly using dividend recapitalizations in enterprise software due to a decline in carried interest, influenced by heightened competition, decreased exit activity, and changes in…
The Q3 2024 PitchBook Analyst Note on Enterprise SaaS M&A offers a detailed analysis of trends in mergers and acquisitions in the SaaS sector. Post-pandemic, the report observes stabilization and…
Medallia, a leader in customer and employee experience management, underwent significant changes over the past three years, notably being acquired by Thoma Bravo for $6.4 billion in 2021. Post-acquisition, Medallia…
The Pitchbook Q2 2024 European Venture Report reveals a recovering venture capital landscape, with AI playing a crucial role, particularly in the UK. The report highlights the UK's leadership in…