SaaS
Software-as-a-Service as a business model: valuation, metrics, M&A in European SaaS.
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Where capital flows in European B2B SaaS in 2026
European B2B SaaS is experiencing a recalibration, with capital increasingly favoring profitability and sustainable growth over hyper-growth at any cost. This shift impacts valuations, deal structures, and the strategic positioning…
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Navigating earn-outs in European B2B SaaS M&A: a CFO’s guide to risk mitigation
In 2023, 42% of European B2B SaaS M&A transactions included an earn-out component, reflecting a market trend towards bridging valuation gaps and mitigating buyer risk. This guide provides CFOs with…
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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 structuring, valuation…
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Navigating the shifting landscape of SaaS valuation multiples in a post-AI boom market
SaaS valuation multiples have seen significant recalibration post-AI boom, with average public SaaS enterprise value to NTM revenue multiples declining from 10.6x in late 2021 to 5.7x by early 2024.…
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Navigating the valuation arbitrage between ARR and EBITDA multiples in mid-market SaaS
The divergence in how Annual Recurring Revenue (ARR) and EBITDA multiples are applied to mid-market SaaS valuations presents a critical arbitrage opportunity and risk for shareholders and investors. Understanding this…
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