Mergers & Acquisitions, AI-imagined
Ready to Grow Your Business
Unlock Your Company’s Potential with AI-Assisted Expertise
Discover How Below
Joining Forces with AI Tools
Revolutionizing Business Consulting for Software & Technology Companies
Long term trusted advisors
iMerge has been at the forefront of business advisory for over two decades, dedicated to elevating software and technology companies to their peak potential. Our journey is defined by a relentless commitment to ethics, integrity, and transparency, nurturing long-term partnerships that transcend transactional bounds.
Your Partner In Growth
As your trusted advisors, we are not just facilitating a transaction; we are fostering a partnership that aims to unlock the full potential of your business. With iMerge, step into a future where your growth is guided by experience and powered by the latest in AI technology.
AI-Powered Exit Success Journey
In an era where technology and innovation are paramount, iMerge stands apart by integrating advanced AI into traditional Business Consulting processes. This powerful combination ensures our clients not only stay ahead in the market but also capitalize on opportunities with unprecedented precision and insight.
Blending Tradition With Innovation
At iMerge, we honor our rich legacy while embracing the future. By integrating cutting-edge AI technology into our proven strategies, we offer a unique, efficient pathway for software and technology companies seeking growth and transformation.
Tailored Approach for Maximum Value
Our service is designed to meticulously address key areas crucial for a successful growth and exit strategies: from financial health and intellectual property management to operational efficiency and legal compliance. By leveraging AI, we enhance these domains, providing detailed, data-driven insights and strategies that align with your unique goals.
Elevate Your Growth, Encompass Your Success
Our subscription service is structured over 12 to 24 months, focusing each month on a pivotal aspect of your business. Whether diversifying revenue streams, strengthening market position, or optimizing your legal and compliance framework, our AI-enhanced approach ensures every facet is meticulously prepared for maximum growth and exit value.
Market Mastery Analysis
Dive deep into the tech landscape with our comprehensive market analysis, unlocking strategic insights to position your business at the forefront of industry trends and buyer interests.
Financial Fortitude
Elevate your financials to near-audit perfection. Our meticulous review identifies enhancements and models growth, boosting your company’s value in the eyes of discerning buyers.
Operational Scalability
Scale with efficiency. Our AI-driven approach optimizes your operations, showcasing your tech company as a robust, scalable entity ready for exponential growth.
Growth & Cost Optimization
Ignite rapid growth and trim excess costs. Our strategic mandates are tailored to enhance your sales, marketing, and operations, paving the way for a leaner, more dynamic business trajectory
Diligence Data Room Precision
Exiting in 12-24 months? iMerge will streamline your due diligence with a meticulously curated data room. Our service ensures every document reflects the accuracy and excellence buyers expect from a top-tier tech firm
Disclosure & Schedule Design
Craft compelling disclosures and schedules that stand up to scrutiny. We help you articulate the details that will be at the heart of your definitive agreements, building trust and transparency.
2022 Harvard Business School Study
Companies using M&A advisors achieved an average 13% higher valuation and 9% higher deal price compared to those without, supporting the value added by experienced advisors.
2021 Harvard Business Review Study
The average deal premium for transactions involving an investment banker was 26%, compared to 18% for those without, confirming the significant impact of expert negotiation and market access.
2022 M&A Science Report
The involvement of an M&A advisor can mitigate risks and uncertainties, making businesses more attractive to buyers and potentially commanding higher valuations.
2021 Pepperdine Sell & Grow Study
- The study examined over 500 businesses sold between 2015 and 2020, comparing those with formal exit plans (strategic preparation for their sale) to those without.
- Key finding: Companies with formal exit plans achieved an average valuation 4.4 times higher than those without.
- The study also found additional benefits of exit planning:
- 23% higher offers on average for companies planning 2+ years before selling.
- Increased financial performance, reduced risk & uncertainty, and improved marketability.
2021 Columbia Business School Working Paper: Higher Valuations & Shorter Negotiations
Formal exit planning led to prepared sellers achieving higher valuations and shorter negotiation times, suggesting greater deal efficiency and value capture.
2022 Yale School of Management Case Study: Successful Exit through Strategic Planning:
A detailed exit plan facilitated a successful media company sale, highlighting the benefits of early preparation, financial analysis, and strategic execution in maximizing value.
Core MaaS
Laying the Groundwork for Success- Basic Business Analysis: Overview of business model, key products/services, and market position.
- Financial Health Snapshot: Review of recent financial statements and basic financial health indicators.
- Initial Compliance Check: Basic review of legal and regulatory compliance status.
- Market Analysis Report: Basic report on current market position and notable competitors.
- Exit Strategy Outline: Outline of potential exit strategies and initial timeline.
- ** The 12-month retainer is fully credited against iMerge’s success fee, ensuring that for a transaction of approximately $1,000,000, the retainer would cover 100% of the fee.
Pro MaaS
Scaling Strategic Heights- Detailed Business Evaluation: In-depth analysis of business operations, market share, and growth potential.
- Comprehensive Financial Review: Detailed review and recasting of financials, including profitability analysis.
- Advanced Compliance Review: In-depth check of all legal, contractual, and regulatory compliances.
- Strategic Market Positioning Plan: Development of a detailed market positioning strategy and identification of potential buyers.
- Robust Exit Strategy Development: Comprehensive exit plan with detailed milestones and strategic actions.
- **The 12-month retainer is fully credited against iMerge’s success fee, ensuring that for a transaction of approximately $1,500,000 the retainer would cover 100% of the fee
Elite MaaS
Reaching the Pinnacle of Business Value- Full-Scale Business Audit: Extensive evaluation of all business aspects, including operational efficiency, technology, and IP assets.
- Strategic Financial Engineering: Full financial restructuring and advanced valuation techniques.
- Legal and Regulatory Mastery: Complete legal audit, contract review, and compliance resolution.
- Elite Market Influence Strategy: Advanced branding and market influence strategies, including buyer engagement plans.
- End-to-End Exit and Transition Planning: Full-spectrum exit planning, including post-exit wealth management and business transition strategy.
- **The 12 month retainer is fully credited against iMerge’s success fee, ensuring that a transaction of approximately $2,000,000 the retainer would cover 100% of the fee
Contact Us to Learn More
Ready to Grow Your Business?
“iMerge’s team was exemplary in its hard work and passionate dedication over a two-year period to bring me an outstanding transaction.”
“The dedication, tenacity and its client’s first focus that the professionals at iMerge M&A advisory firm exhibit put them in a league of their own. They certainly have exceeded my expectations.”
