I was surprised that SEMrush, the SEO optimization platform, had gone public and is on track to generate over $150M in revenue in 2021. A closer look at their financials explains why they have a premium valuation to other SaaS companies.
Software Equity Group Q2 2021 M&A Update
The Software Equity Group continues to publish excellent research on software-related M&A activity. Q2 2021 showed a modest decline in SaaS operating metrics. There was a sequential increase in Enterprise Value/ Revenue valuations in comparison to Q1 2021
Software Equity Group Q1 2021 M&A Update & SaaS Public Market Update
The Software Equity Group’s Q1 2021 M&A Update & SaaS Public Market Update show continued record valuations for both on-premise and SaaS firms. Median EV/Revenue multiples for public SaaS companies reached 14.2x. Once again, private equity drove more than 50% of the transactions.
Product Managers: Build/Buy/Partner. Do You Really Have a Choice?
There is a ton of information from thought leaders about product managers build/buy/decision making. Do product managers really have a choice?
Why Product Managers Should Become Best Friends with Finance Team
Product managers should have basic financial literacy, but the implications of new accounting policies like ASC 606 and ASC 606-340 exceed most product manager’s finance capabilities. Instead product managers should become best friends with the Finance organization who can help them navigate this new, complex world. And they might save their products and jobs in the process.
How Does a M&A Exec Look at Your Product Management Organization?
The pace of mergers and acquisitions is accelerating due to the record valuations in today’s market. The chance that your organization could be acquired is greater than ever. Prudent product management leaders should understand how M&A execs analyze and assess product management organizations. This could not only help maximize the valuation of their company, but help them preserve their own role in a merged enterprise.
Why are Private SaaS Companies Valued Less Than Public Peers?
I talk with SaaS companies that are looking to buy other SaaS companies or sell their own each month. For the past year their comments have been the same. The buyers lament the high valuations sellers expect, and sellers, especially private companies, bemoan the low valuations they are offered. They want to know why private SaaS companies are valued less than their public company peers?
Run a Business, not a Backlog Webinar
Join Jon Gatrell and me for a webinar entitled “Run a Business, not a Backlog” on Wednesday February 10th, 2021 at 11AM PST, 2PM EST, 7PM GMT hosted by Product Management Today and sponsored by Logi Analytics.
Software Equity Group Q3 2020 SaaS Valuation Update
SEG’s Q3 2020 SaaS Index report shows record valuations in spite of Covid-19 crisis
Will 2020 Be Sequoia’s RIP Good Times Redux?
Will the impending recession in 2020 prompt another version of the infamous Sequoia 2008 RIP Good Times presentation?