Join us for an in-person Lunch & Learn by Dan Pellegrino, Forbes Partners on Tuesday, May 21st at Innosphere in Fort Collins.

Explore the critical factors driving valuations in the Software as a Service (SaaS) industry with our in-depth analysis of market trends and key value drivers. This presentation will delve into how subscription model innovations, integration strategies, and a focus on customer success shape the financial landscapes of SaaS companies. Understand the nuances behind M&A activities, the impact of private equity, and how compliance and security measures are increasingly influencing investor perceptions and company worth. Join us to gain strategic insights that could transform your approach to valuation and investment in the dynamic SaaS market.

This session is designed for SaaS business owners, investors, financial analysts, and anyone interested in understanding the valuation dynamics within the tech industry. Attendees will leave with a comprehensive understanding of the factors that enhance or erode value in SaaS enterprises, practical insights into optimizing business strategies for better market positioning, and foresight into the future of SaaS financial practices. This is an unmissable opportunity for those looking to make informed decisions in an industry driven by innovation and growth.

Meet the presenter:

Dan Pellegrino, Partner and Managing Director, Forbes Partners

Dan Pellegrino is a seasoned Partner and Managing Director at Forbes Partners, specializing in investment banking advisory services within the software and technology sectors. With a rich background spanning nearly two decades, Dan has been pivotal in guiding entrepreneurs through capital growth strategies, mergers, and acquisitions. His expertise is rooted in his extensive experience, including significant transactions like Pfizer’s acquisition of Wyeth. Dan holds an MBA from the University of Notre Dame and a dual degree in Biology and Chemistry from Baylor University. His professional journey is marked by a deep commitment to leveraging his vast industry knowledge to drive success and innovation in the middle market space.