The Tech M&A Podcast

CEOs that sold in 2023—What advice do they have for founders and CEOs? Whether you’ve had an exit plan in mind from the start or you’re fielding unsolicited offers from potential acquirers, the more information you have about the M&A process, the better. This month, hear from CEOs and founders who sold their Tech companies in 2023. We’re excited to host Scot Cocanour (Promium), Brian Sweat (Alterity) and Barry Larson (TrustyOx) on our annual Sellers webcast next Thursday. -What surprised them about the M&A process? -Advice for other CEOs looking at exiting -What would they do differently? -How did they ensure that they achieved an optimal outcome through the process? Plus, we'll discuss the current M&A market, the latest deals, trends and valuations in Corum's monthly M&A market update.

Financial acquirers are a dominant force in Tech M&A today. With cash to spend, aggressive deal teams and actively acquisitive portfolio companies, all technology company owners and executives must understand the role of Private Equity in today's M&A landscape. Join us for part two of Corum's Annual Tech M&A Report; we've invited a panel of the world's leading Private Equity firms to weigh in on Corum's 2024 Top 10 Disruptive Tech Trends. Private Equity guests include: -Cheryl Strom, The Riverside Company -Tara Zahiri, Mainsail Partners -Steve Ressler, Brydon Group -C.J. Orrico, Greater Sum Ventures -Rohan Chudasama, PSG Our research team has prepared a special report on Private Equity M&A activity in 2023 and a look at the deals in the first month of 2024.

Our most popular event of the year, Corum’s dealmakers and research team look back at 2023 M&A activity and ahead to the coming year. 2024 promises to eclipse the records set in 2023 deal volume and valuations. Which tech trends will drive deals in 2024? In this webcast, learn more about how you should prepare for your company’s growth and exit strategy. Our hour-long Global Tech M&A Report will include: • Insight from our luminary panel: Salesforce, Cicso, Accenture • M&A market predictions for 2024 • 2023 M&A scorecard • The unveiling of Corum’s Top 10 Disruptive Technology Trends that will drive deals in 2024 • Deals, trends and valuations across all six technology sectors and 29 subsectors ------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.

Don’t miss our final Tech M&A Monthly podcast of 2023! Are you still trying to decide whether you should raise additional funds or look at M&A for growth? What if you could look at both options simultaneously? Join us on December 14 for our Tech M&A Monthly webcast for a discussion about “The Rebirth of Recapitalizations” and how this can be the perfect answer to your raise or merge deliberation. We’ll also cover: -CEO Report: Suicide Valuations -Buyers Corner: Tips for New Buyers -December Tech M&A Research Report

Tech continues to be a bright spot in M&A. The number of Tech M&A transactions at the close of Q3 2023 is ahead of last year. Which sectors are getting the highest valuations? What kinds of companies are acquirers after? Which disruptive technology trends are driving deals in your sector? Our special report this month is “Going Back to Market.” Have you tried to sell your company and it didn’t work? Wrong advisor, the buyer walked away, suboptimal offers? The M&A journey is not always a straight line from start to success, but the opportunity to take what you’ve learned to improve your business that will earn you better offers at higher valuations is invaluable. Corum has a proven track record of helping Tech companies do this. ------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.

Beware of M&A perfection. Are you hesitating to pursue an exit because you're waiting until your company is "perfect?" Waiting until the company is the right size, the new product is launched, or your next big contract signed? In this Tech M&A Monthly webcast, we'll debunk two common myths that prevent tech CEOs from pursuing an exit and missing their window of opportunity. Webcast Agenda: - CEO Corner: Your Baby's Not Ugly! - Special Report: Beware of M&A Perfection - Buyers Corner: "Rollover Equity" - Review of notable tech transactions in the last month - Current valuations and review of activity in 29 tech subsectors ------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.

In this insightful report, dive deep into the potential and pitfalls of using generative AI, or chatbots, in tech M&A. While the advancements of AI are impressive, relying solely on them for selling your software or IT company can be a mistake. Discover the six major concerns associated with AI tech in M&A, from outdated data to security issues. Learn why human professionals still play an indispensable role in ensuring the best outcome for your business transactions. Tune in to equip yourself with the knowledge to navigate this evolving landscape.

Generative AI is a rapidly advancing technology that can automate many tasks and greatly boost productivity, but also brings risks like job disruption that require thoughtful policies. Major tech firms are developing powerful models like GPT-4 that will soon exceed human abilities in many areas, so business leaders need to understand the technology's potential and pitfalls as they look to implement it in their organizations. Though generative AI's emergence has been relatively recent, its capabilities are advancing extremely quickly and will profoundly impact society and the economy in the next 5-10 years.

Are you trying to determine whether your next step is to raise capital to fund growth and assure a sufficient runway or to look at an M&A strategy? Join us on August 10th as we discuss this important question. Plus, Corum CEO, Bruce Milne will share his insight into the most difficult word in M&A…No. Webcast Agenda: ------------------------------------------------- Corum's Tech M&A Monthly is a regular podcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute podcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.

Tech M&A has rebounded, and acquirers have trillions to commit to acquisitions and recapitalizations. Is it time for you to calibrate the M&A market? Preparation is key. In this webcast, we'll share 12 tips recently broadcast at the world's largest online tech M&A forum, "12 Tips for Choosing an M&A Advisor." These tips are important considerations as you look at M&A as an option for your company. Also, we'll share our Mid-Year Tech M&A Report. Corum's research team will report on all six technology sectors and 29 subsectors. What are the key deals and trends you should know about? What valuations are companies like yours receiving? What will the Tech M&A landscape look like in the second half of 2023? Take advantage of this opportunity to gain insight into the current M&A climate that will help you formulate your growth or exit plan.

Along with several of my colleagues, I just returned from Loreto, Mexico where we hosted clients who recently sold their companies to commemorate and celebrate their monumental accomplishment. During these celebration trips, we always set time aside to chat with these executives about their M&A experience and lessons learned. This month, we'll share those words of wisdom collected from dozens of executives over thirty-plus years of celebration trips. Podcast Agenda:

Have you been approached with an offer to buy your company? There is more cash and buyers globally in a fast-paced and competitive M&A market. Join us on May 11th at 10:00 AM Pacific as we look at recent deals that demonstrate the speed, depth and breadth of the responses from buyers we are seeing today. How has buyer response increased? How do you respond to pre-emptive bids? What do offers look like in this environment? How do you avoid leaving half your value on the table? Listen to the recorded podcast for answers to these questions.

Despite all the doom and gloom, there’s a lot of M&A activity with good valuations paid for technology companies. But what if the recession headlines are true? Should you be worried? What should baby boomers be doing now to prepare? Listen to the recording of our Quarterly Tech M&A Update. Corum’s research team provides a detailed analysis of all six technology sectors and 29 subsectors. Which sectors saw the highest valuations in Q1 2023? Which buyers are actively acquiring right now? Will the current pace of M&A continue through Q2?

Whether you’ve had an exit plan in mind from the start or you’re fielding unsolicited offers from potential acquirers, the more information you have about the M&A process the better. This month, hear from an international panel of CEOs and founders who sold their Tech companies in 2022. What motivated them to sell? What surprised them most about the M&A process? What advice do they have for other CEOs considering M&A? Don’t miss this invaluable opportunity to hear from fellow founders, owners and CEOs who sold in 2022. Guests Include: • Kevin Nolan, Azpiral • Simon Nugent, Alemba • Joachim Walser, Planfocus • Steve Richmond, Projetech Plus, we'll discuss the current M&A market, latest deals, trends and valuations in Corum's monthly M&A market update.

Bolt-ons, platforms, tuck-ins, roll-ups, plus other M&A strategies ensure that financial acquirers are a dominant force in Tech M&A today. With cash to spend, aggressive deal teams and actively acquisitive portfolio companies, all technology company owners and executives must understand the role of Private Equity in today's M&A landscape. Part two of Corum's Annual Tech M&A Report with a look back at 2022 and ahead to the rest of 2023 in the world of Private Equity. A panel of the world's leading firms will weigh in on Corum's 2023 Disruptive Tech Trends. Private Equity discussion with:

Corum Group and leading industry advisors look back at 2022 and ahead to the coming year, providing critical insight and predictions. Agenda:

How do you use estate and succession planning to maximize wealth before an M&A event? Every founder or CEO needs to consider their estate and succession plan now, even if you’re not immediately contemplating retirement or concerned about health or family issues. There’s a lot to think about. Our December webcast will address: Additionally, Corum Group’s research team will provide analysis on the key deals, trends and valuations across all six tech sectors and 29 subsectors. What sectors are getting the highest valuations? What are acquirers after? How long will this record pace continue?

Increasing market uncertainty may have you contemplating raising capital to fund growth and assure a sufficient runway. So, what should a CEO consider in deciding whether to go out for additional capital or begin looking for an exit? Corum CEO, Bruce Milne, advises on this important topic. Plus, we'll discuss the latest deals, trends and valuations in Corum's monthly Tech M&A market update.

2022 M&A activity is still on track to surpass 2021's total deal volume. This is still the best time ever to sell a software company. When will the window close? For analysis of the current tech M&A market, join us for our Quarterly Tech M&A update. Corum's research team will walk through valuation metrics in all six tech sectors and 29 subsectors, plus look at the key deals and trends from across the market. Which sectors are getting the highest valuations? What kinds of companies are acquirers after? Which disruptive technology trends are driving deals in your sector? Plus, a special report from Corum CEO Bruce Milne, "Insider Secrets for Greater M&A Success."

The Executive Summary is the most important document you will write in your M&A journey. You have 15 seconds to convey your company's story and value in the hands of an acquirer. Succeed, and you are on your way to an Optimal Outcome. Fail, and your deal may be over before it even gets started. How do you write your story so that it gets the attention of the right buyers? Join us Thursday, September 8th, as we share "Pro Tips for Developing Your "Story.'" These are proven methods that CEOs and founders globally have used in their journey to achieve a successful exit. We'll also share our Tech M&A research report, including key transactions, trends, and valuation metrics across all six technology sectors and 29 subsectors.