Team M&A Firm
Transaction Experience is paramount to getting all you deserve in a deal
Michael is the founder and managing partner of iMerge Advisors and brings nearly 30 years of senior-level executive operations, fundraising, private equity, venture capital, M&A, and investment banking experience within the technology sector. also Team M&A Firm Prior to the founding of iMerge, Michael spent ten years in senior executive positions for financial software technology firms such as Bankers Systems (Acquired by Wolters Kluwer) Sungard International, PCi Corporation (Acquired by Wolters Kluwer), Logica (Acquired by CGI). In addition, as an executive with these companies, he managed and integrated several acquisitions.
At iMerge, Michael’s extensive experience and exceptional skill set have made him an invaluable asset. Over the past 25 years, he has successfully executed more than 125 transactions in the small to mid-size software and technology sector, totaling over $1 billion in value. Michael’s expertise, combined with his dedication to his clients, has cemented his position as a trusted advisor in the industry.
Beyond his professional life, Michael is actively engaged in several charitable organizations, demonstrating his commitment to making a positive impact on society. Notably, he is involved in the Big Brother/Big Sister program, where he has touched the lives of countless individuals. His efforts have been recognized by the organization, which awarded him their highest honor, Big Brother of the Year. Through his work at iMerge and his community involvement, Michael continues to demonstrate his passion for helping others and contributing to a better world.
Michael holds a BA in Psychology and Finance from the University of Massachusetts, Amherst.
At iMerge Advisors, Todd Lorbach serves as a managing director, bringing with him a wealth of transaction expertise gained from his 25 years of experience in software, private equity, negotiation, and international strategies. Before joining iMerge, Todd spent eight years as the senior international sales and operations executive for Datastream Systems, an EAM software firm. In this role, he established offices in London, Sydney, and Monterrey, and formed strategic partnerships with 18 international distributors.
Todd’s global experience also includes living in London, Rotterdam, Munich, and Singapore for five years as Datastream acquired four international competitors and an Australian distributor using funds from an initial public offering (Nasdaq: DSTM; acquired by Infor) and a secondary offering.
His accomplishments extend to providing funding for seven start-up ventures and advising an investment fund from concept creation through the acquisition of five entities. Todd has also executed 18 sell-side transactions for a Morgan Stanley portfolio. At iMerge, Todd has successfully completed dozens more transactions. In addition to these achievements, he funded a research organization that developed award-winning wellness programs for underprivileged seniors.
Todd holds a BA in Finance & Accounting from Clemson University, showcasing his strong foundation in the financial sector. With his extensive experience and dedication to making a positive impact, Todd is a valuable member of the iMerge Advisors team.
M&A Advisory services
Professionalism & Integrity
Professionalism and integrity are simple baselines that are expected by clients throughout the mergers & acquisitions industry. We aim to vastly exceed those expectations.
Our m&a advisory services are based solely on what is best for you as our client and not what would benefit the firm’s bottom line.
In addition, we understand our client’s personal objectives and needs while guiding them through this intensive and sometimes emotional process.
Legal Documents Required to Sell a SaaS Business Learn about the key legal documents necessary for a successful SaaS business sale. Table of Contents Introduction Non-Disclosure Agreement (NDA) Letter of Intent (LOI) Asset Purchase Agreement (APA) Bill of Sale...
The world of SaaS (Software as a Service) is a rapidly expanding and highly competitive industry, with new companies popping up every day. As a result, valuing these businesses can be a complex and challenging task. One metric that has gained popularity in recent...
Selling a software or technology business can be a daunting task, especially when it comes to mergers and acquisitions (M&A) transactions. These processes can be time-consuming and burdensome for decision-makers and the management team. The lack of familiarity...