News & Resources
.pdf-image-010.jpg)
Managing IP well isn’t just about protection—it’s about positioning. In this expanded resource, Stratford Group and Welch LLP explore what it means to use an IP holding company, when it’s worth considering, and how it can impact risk, tax strategy, and valuation.


Maintaining confidentiality in an M&A (Merger and Acquisition) deal is crucial to preventing leaks that could impact negotiations, employee morale, customer relationships, and the overall success of the transaction.


Mergers and acquisitions, despite being strategic moves, can sometimes result in failure, consuming significant time, resources, and capital for both buyers and sellers.


An Expression of Interest (EOI) and a Letter of Intent (LOI) differ in purpose, detail, and commitment level. EOIs are non-binding, broad expressions of preliminary interest suitable for early exploratory discussions, while LOIs signify more advanced negotiations with detailed terms, reflecting a stronger intent to proceed toward a formal agreement.


In Canada, the status of an accredited investor are specific regulations that ensure only qualified individuals and entities can participate in offerings that are not issued by prospectus. This section delves into the definition and criteria of accredited investors, the regulatory framework, comparisons with other jurisdictions, and the importance and purpose of this designation.


Analyzing the impact and reverberations of the COVID-19 pandemic on SaaS M&A deals. PitchBook is a Morningstar company providing the most comprehensive, most accurate, and hard-to-find data for professionals doing business in the private markets.
