Brochure

Deal Advisory Services for Technology Industry

August 4, 2021
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Cherry Bekaert’s team of deal advisory professionals has assisted strategic and financial clients in all aspects of buy-side and sell-side due diligence across a variety of industries. Our Deal Advisory team has significant experience advising on technology deals having worked on hundreds of transactions with aggregate value in excess of $126 billion. This established track record combined with the knowledge and expertise gained in middle market transactions makes the Firm an ideal partner for any transaction project. We can provide:

  • Technology-driven expertise and focus
  • Proven process with senior-level attention
  • Financial and non-financial assistance during the entire deal lifecycle

Technology Transaction Experience

Our Deal Advisory practice includes more than 75 professionals, many of whom have significant deal advisory experience in technology and software and are dedicated industry professionals. In addition to due diligence, our technology team is able to provide post-close services, including assurance, tax, risk and digital solutions.

Most notably, our technology team created the software industry standard debt underwriting tool (referred to as Recurring Revenue Valuation or “RRV”) which is used by leading senior and subordinated lenders across the country who finance companies within the software industry. The tool assigns an intrinsic value to a company’s software IP based on a theoretical harvest/ downside scenario in which the value is derived from retaining the company’s existing recurring revenue customer base with assumptions on future customer churn rates and operating expense structure. In connection with these transactions, we have analyzed hundreds of perpetual and SaaS businesses that are portfolio companies of some of the nation’s leading private equity firms and senior leaders.