#Anton Marrero
A focused collection of Intecracy Ventures materials connected with this topic: analysis, expert comments and practical context for shareholders and technology executives.
-
Bridging the valuation gap in enterprise software M&A: post-pandemic DCF adjustments for 2026
Private SaaS EV/ARR multiples have materially compressed from their late-2021 peak, leading to a significant valuation gap in enterprise software M&A. This necessitates a re-evaluation of DCF models, particularly for …
Read article → -
Navigating the rising complexity of SaaS earn-outs in European M&A
Earn-out provisions have become markedly more common in European tech and SaaS M&A, driven by the need to bridge valuation gaps in a volatile market. Understanding their structure and impact is critical for shareholders …
Read article → -
M&A in tech: typical seller mistakes when preparing for a transaction
Technical due diligence routinely surfaces risks that financial reporting alone does not, often impacting the final deal price. Avoiding common preparation missteps is critical for shareholders seeking to maximize enterprise …
Read article → -
Navigating the Post-Acquisition Integration of R&D Assets for Tech Company Shareholders
Post-acquisition integration of R&D assets is a critical phase often overlooked, directly impacting enterprise value. Shareholder focus must shift from deal closure to strategic R&D alignment and talent retention.
Read article → -
The rising cost of capital: reassessing SaaS valuation multiples in 2026
Private SaaS EV/ARR multiples have compressed materially since the late-2021 peak, signaling a fundamental shift in capital allocation and investor expectations. This re-evaluation necessitates a strategic reassessment of …
Read article → -
AS-IS to TO-BE: the analytical work most ERP projects skip
Many enterprise resource planning (ERP) projects fail to deliver expected value because they neglect rigorous 'AS-IS' and 'TO-BE' business process analysis. This oversight directly impacts shareholder value and future M&A …
Read article → -
The Evolving Role of Corporate Governance in Safeguarding IT Asset Value Post-M&A
Post-M&A, effective corporate governance is increasingly critical for preserving and enhancing the value of acquired IT assets, especially as technical and operational due diligence frequently uncovers material risks.
Read article → -
The Evolving Role of Earn-Outs in European SaaS M&A: A Shareholder's Guide
Private SaaS multiples have compressed materially from their late-2021 peak, leading to a significant increase in the use of earn-out provisions in European SaaS M&A transactions. This guide examines how shareholders can …
Read article → -
Earn-out structures in European SaaS M&A: anticipating post-deal value creation
Earn-out provisions have become markedly more common in European tech/SaaS M&A, driven by the need to bridge valuation gaps in a compressed market. This article dissects their structure, implications for shareholders, and the …
Read article → -
Building a Financial Model Investors Will Believe
A credible financial model is not merely a forecast; it is a strategic narrative grounded in verifiable assumptions. This article details how shareholders can construct models that withstand investor scrutiny and directly impact …
Read article → -
SaaS enterprise value multiples: navigating shifts from EV/Revenue to EV/EBITDA in 2026
The SaaS valuation landscape is shifting, with a projected move from revenue-based multiples to EBITDA-based metrics by 2026. This transition reflects increased market maturity and a focus on profitability, impacting shareholder …
Read article → -
The rise of AI-driven earn-outs in European SaaS M&A
AI's integration into SaaS M&A is increasingly manifesting through earn-out structures, particularly in Europe, where buyers leverage future AI-driven performance to mitigate valuation risk. This trend impacts deal …
Read article → -
Navigating the rise of AI-driven M&A: new valuation metrics for 2026
The surge in AI-driven M&A necessitates a re-evaluation of traditional valuation metrics. Shareholders must adapt to new frameworks that account for proprietary data, explainable AI, and ethical compliance to maximize deal …
Read article → -
Comparable transactions for European SaaS in 2026: what the data shows
An analysis of projected European SaaS M&A activity for 2026, focusing on valuation trends, deal structures, and the impact of market dynamics on shareholder value.
Read article → -
The organizational layer of IT projects: why it determines the outcome
Read article → -
Earn-out in IT deals: how to structure to avoid post-closing conflicts
Read article → -
Information memorandum for a tech company: what works in 2026
Read article →