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Trends in Tech M&A

Get the inside track to the latest in tech mergers & acquisitions.

As President and CEO of Sampford Advisors, Ed Bryant has over 20 years of experience in investment banking and M&A finance. In this webinar, Ed focuses on trends in the technology mergers and acquisitions market, with a particular focus on software companies. Ed also touches upon some of the unique characteristics of a technology company sale, including:

  • Relevant valuation metrics for various technology sub-sectors
  • What buyers are looking for
  • The right time to sell
  • How to prepare for an M&A Deal.

Viewers will learn how to identify basic buyer behaviors and how to use those insights to develop an effective M&A strategy.

Access the webinar now by completing the form on the right and clicking “Access Webinar.”

Meet the Presenter:

Ed Bryant is President and CEO of Sampford Advisors, an M&A advisory firm for Canadian technology companies with offices in Ottawa and Toronto. Ed has over 20 years of experience, including over 18 years in investment banking with Deutsche Bank, Morgan Stanley, and Sampford in Hong Kong, Singapore, New York, and now Canada. In that time, he has raised in excess of $20 billion in equity and debt capital and completed over $10 billion in M&A transactions.

This educational event is co-hosted by SecureDocs, a virtual data room for storing and sharing sensitive business documents, and Sampford Advisors, a boutique investment bank focused exclusively on advising clients in the technology sector on Mergers and Acquisitions (M&A). 

The Due Diligence Checklist

How prepared is your company for due diligence?

Raising funds, selling a company, and licensing IP can be stressful and complicated. Preparing for the transaction doesn’t have to be.

Download the SecureDocs Due Diligence Checklist to get organized so you can navigate the deal process as quickly as possible.

This checklist covers some of the most important documents to prepare and review leading up to due diligence so potential investors, buyers, and other partners have everything they need to know about your business. 

Some of the categories of documents covered include:

  • Stockholder information
  • Financial records
  • Material contracts
  • Intellectual property
  • IT systems and networks
  • Taxes
  • And more

Access your copy by completing the form on the right and clicking “Download Checklist.”

DISCLAIMER: The due diligence checklist provided by SecureDocs, Inc. is intended for informational purposes only and is not updated regularly. Please note that SecureDocs, Inc. is not engaged in rendering legal, accounting, or other professional services or advice, and any content provided by SecureDocs is not intended to be a substitute for legal advice.

The CFO’s Guide To Document Retention

As Chief Financial Officer, you’re tasked with organizing all your company’s financial paperwork to protect it from penalties, civil lawsuits, and even criminal charges.

All that paperwork – both physical and electronic – can really add up as your company grows, but it’s not always easy to know what you need to keep. 

Download this guide to learn:

  • What to save
  • How long to save it
  • Best practices for properly storing critical information
  • Penalties for improper record keeping and poor document retention

Access your copy by completing the form on the right and clicking “Download Now.”

Data Room Checklist

A guide to selecting and implementing a virtual data room.

When choosing a Virtual Data Room (VDR), it’s important to find the solution that fits your needs quickly. It’s likely you’re in the market for a VDR to help facilitate an upcoming M&A transaction, a round of fundraising, or another financial event that requires immediate action, so implementation time and ease of use should drive your software selection process.

This checklist includes:

  • Virtual Data Room Features and Options
  • What to Keep in Your Virtual Data Room
  • Who Should Have Access to Your Data
  • Top VDR Use Cases

The Data Room Checklist gives you everything you need to know when preparing to implement a virtual data room, as well as some things to consider once your data room is in place.

Access your copy by completing the form on the right and clicking “Download Checklist.”