TheM&Awhisperer

Fascinated by Entrepreneurship, M&A specialist, software and tech-services focused

[TheM&Awhisperer @harborridgecap]

Squarespace take-private: cheap or a steal at 6x ARR? Too unsexy for public markets yet perfect LBO for PE to make a 2-3x in 5 years?
Key takeaways:
- 6x ARR (including 30% premium) even though ~$1.1B in ARR, 20% growth, 12% EBITDA and 30% cash flow
https://t.co/44oEhpeIy2

[TheM&Awhisperer @harborridgecap]

https://t.co/JppsPwshoK
$330b of 4 year + old dry powder coupled with rate cuts to boost M&A demand starting in Q3 2024
#techacquisitions #saasacquisitions #PrivateEquity

[TheM&Awhisperer @harborridgecap]

@denk_tweets I just gave a speech on the parallels between being single and entrepreneurship:
- volatility, uncertainty,
- new experiences and unchartered terretories
- effort & hustle required
- how it's all about the people
- man in the arena applies to both

[TheM&Awhisperer @harborridgecap]

@WallStreetSilv Smoothie at @Equinox is $12. A year ago ~$7-8
Hot food at @ErewhonMarket is $25-30/lb for a combo. A year ago $15-20

Supply and demand or shit is just way more expensive across the board and we don't have a choice??

[TheM&Awhisperer @harborridgecap]

awesome @HowIBuiltThis with the founder of @vuori @joekudla. Passion for fashion + gap in market (versatile activewear shorts for men) + high-quality product + massive growing TAM + relentless pursuit + iterative execution + covid tailwinds. The stars aligned

[TheM&Awhisperer @harborridgecap]

@edumussali @Jason we may be able to help w/#2

[TheM&Awhisperer @harborridgecap]

Acquiring a company can be a great way to dramatically grow your business, but it's important to thoughtfully analyze the expected value creation before embarking on this journey. We've created a free Excel model that helps analyze the potential arbitrage. https://t.co/yoJ59W87Ir

[TheM&Awhisperer @harborridgecap]

@davemcclure what's worse is the bombardment of spam calls, even if they're filtered as spam, and now sms and WhatsApp texts. WTF, where's the FTC?

[TheM&Awhisperer @harborridgecap]

Impressive resilience for IT services and software despite the macro slowdown

https://t.co/XfspZwiC5y

[TheM&Awhisperer @harborridgecap]

7.The right investment banker can help you understand the terms, identify any potential red flags, and provide guidance on how to negotiate the best deal for your business. 8.They can also provide a valuable, independent perspective on the offer,

[TheM&Awhisperer @harborridgecap]

From interest to term sheet, how to navigate M&A with strategic acquirers, thread 👇👇

[TheM&Awhisperer @harborridgecap]

6.Once you receive an Indication of Interest (IOI), or term sheet (aka letter of intent (LOI)) it's a good idea to connect with a highly experienced and specialized investment banker to evaluate the opportunity and provide feedback on all aspects of the offer.

[TheM&Awhisperer @harborridgecap]

@ChandlerReedSMB off market