Blog — Sampford Advisors - Expert Tech M&A Advisor (Software, IT Services, SaaS, Hardware)

Escalation of PE Take-Privates: A Catalyst for Middle-Market M&A Momentum

Looking into the recent take-private activity from Thoma Bravo, what it means to those respective verticals, and the implications for middle-market M&A activity in the near-term

M&AEd BryantAugust 31, 2025private equity investing, M&A, software, SaaS

Getting M&A Ready: A Guide for Tech Founders

A 5-step Framework to help prepare founders for an eventual M&A transaction.

Mergers, M&AEd BryantJuly 31, 2025m&a, Tech, SaaS, success stories

Canadian Tech M&A Mid-Year Check-In: Carve-Outs Rising as Momentum Builds for H2 2025

A retrospective look at some of the key developments seen so far in 2025, and the optimistic signals for the second half of the year.

M&AEd BryantJune 27, 2025Canada, m&a, finance, Software, private equity

Rethinking Growth: A Healthy Reset for the Software Market and M&A Outlook

Looking at the performance and outlook of public software companies, and how industry maturity is setting up for long-term sustainability.

Ed BryantMay 30, 2025

A Typical Sell-Side M&A Process Timeline

An overview of the four key phases of a broadly marketing M&A process

Ed BryantApril 30, 2025M&A, Mid-market, software, hardware, private equity investing

The Rise of Private Equity in Technology M&A

Diving into how Private Equity has become a staple in the Technology M&A environment.

Ed BryantMarch 31, 2025M&A, Mid-market, software, hardware, private equity investing

Canadian Tech Sectors Driving M&A Activity: Software, IT Services, and Beyond

A look into recent M&A history for Canadian tech, and the sectors driving activity.

Ed BryantFebruary 28, 2025M&A, Mid-market, software, hardware, private equity investing

Canadian Tech Success Stories – Plusgrade

Analyzing the story of Plusgrade, from inception to the present day.

M&AEd BryantJanuary 31, 2025M&A, Mid-market, private equity investing, private equity

The Role of Private Equity in M&A

Analyzing how Private Equity investment has impacted the technology M&A landscape.

M&AEd BryantDecember 24, 2024M&A, Mid-market, private equity investing, private equity

Sampford's CEO Survey Summary

Recapping the results from our bi-annual CEO survey.

M&AEd BryantNovember 29, 2024M&A, Mid-market, private equity investing, private equity

Sampford's PE Survey Summary

Recapping the results from our bi-annual PE survey.

M&AEd BryantOctober 29, 2024M&A, Mid-market, private equity investing, private equity

Sampford's VC Survey Summary

Recapping the results from our bi-annual VC survey.

VC, Venture CapitalEd BryantSeptember 30, 2024VC, M&A, Mid-market

How Tech Executives Are Managing M&A Inbounds (Part 2 of 2)

The second part of the Peerscale poll results, where we dive into the key insights and takeaways concerning M&A inbounds.

M&AEd BryantAugust 28, 2024M&A, Tech, private equity, private equity investing, Mid-market

How Tech Executives Are Managing M&A Inbounds (Part 1 of 2)

In June 2024, Canadian tech executives provided insight to how they’re handling M&A inbounds in an exclusive Sampford poll stemming from the Peerscale annual retreat.

M&AEd BryantJuly 9, 2024M&A, Tech, private equity, private equity investing, Mid-market

Asset vs. Equity Deals: Why it Matters

Mergers and acquisitions (M&A) involve choosing between asset and equity deals, each with distinct advantages. Understanding these differences is crucial for a successful M&A process.

M&AEd BryantJune 12, 2024M&A, Canada, sampford advisors, asset deals, equity deals, negotiation

Private Equity Success Stories – Community Brands

Private equity is a form of financing where pools of capital are used to invest in or acquire privately held companies across various industries. The private equity model has been around for decades and has gained investor interest due to its history of high returns and unique risk profile.

Rollover Equity and Equity Deals – Things to Look Out For

A detailed overview of equity deals and rollover equity including definitions and critical factors to consider when undertaking an M&A transaction.

Ed BryantNovember 16, 2023

Earnouts – Things to Be Mindful Of

M&AEd BryantOctober 19, 2023

LOI Cheat Sheet: Key Focus Areas

A detailed overview of Letters of Intent (LOI) and the critical elements that require special attention. Some of the covered topics include purchase price and adjustments, deal structure, consideration, and several others.

Ed BryantSeptember 18, 2023

Representations and Warranties - An Overview of Importance in M&A Transactions

A detailed overview of the different classifications of R&Ws and the important negotiation and risk-mitigation considerations.

Ed BryantAugust 25, 2023