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Defense Tech in Europe: From Grants to Private Capital
European defense tech is undergoing a significant funding shift, moving beyond traditional government grants towards attracting private capital. This transition presents both opportunities and challenges for shareholders navigating…
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The Evolving Role of Corporate Governance in Maximizing IT Asset Value
Effective corporate governance is increasingly critical for IT asset valuation, moving beyond compliance to directly influence deal outcomes and investor confidence. This analysis explores how robust governance structures…
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EV/Revenue, EV/EBITDA, and DCF: which valuation model fits SaaS
Private SaaS multiples have compressed materially from their 2021 peak, reshaping how earn-outs are structured and intensifying scrutiny on valuation methodologies. Understanding which model best reflects your company's…
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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…
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The Evolving Role of ARR Predictability in Enterprise SaaS M&A Valuation
Private SaaS EV/ARR multiples have compressed materially from their late-2021 peak, intensifying the focus on predictable recurring revenue streams as a core driver of enterprise value in M&A…
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Why SaaS ARR Multiples Are Diverging From EBITDA Multiples in 2026
The SaaS market is experiencing a notable divergence between ARR and EBITDA multiples, driven by shifts in capital allocation and investor focus on sustainable growth. This trend necessitates…
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The rise of earn-outs in European SaaS M&A: implications for sellers in 2026
Earn-outs are becoming a dominant feature in European SaaS M&A, driven by market uncertainty and valuation gaps. This shift significantly impacts deal structures, risk allocation, and the ultimate…
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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…
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Why IT companies are worth less than their founders expect
Founders frequently overestimate the market value of their IT companies, often due to a disconnect between perceived innovation and objective valuation methodologies. This discrepancy impacts deal outcomes, risk…
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Restructuring an IT holding: when it is necessary, when it is fashionable
IT holding restructurings are increasingly common, driven by market shifts and capital demands. This analysis differentiates between value-driven necessities and trend-following initiatives, focusing on shareholder implications.
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