SaaS M&A deal volume surpassed 2,000 transactions for the first time ever. Download our Annual SaaS Report for more insights.

M&A Advisors

Your Company’s Exit Can Be The Thrill Of A Lifetime

We’ve got your back. Software Equity Group advises founders, leaders, and financial sponsors of B2B software companies in a majority exit or capital raise event. Our creative, honest, and no BS approach to mergers & acquisitions helps transform the lives of our clients and empowers them to be a force for good in their communities.

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The Honesty You Expect. The Value You Deserve.

Our team of experienced M&A advisors take the time to get to know every aspect of your company and industry, position you well among our deep network of buyers and investors, and aggressively negotiate top-tier valuations. Click below to explore our clients’ success.

SUPPLY CHAIN MANAGEMENT

Working with Software Equity Group to find the right partner for our company was one of the smartest decisions we've ever made.

John Eller

Founder and CEO, InSight Mobile Data

Their experience, relationships, and focused execution radically expanded our funnel. I would work with SEG again without hesitation.

Jonathan Murray

Co-Founder & CEO, MyVR 

The experience and outcome were incredible. From beginning to end, top to bottom, the SEG Team was absolutely awesome. Thank you SEG!

Terry Danner

CEO, SightPlan

Only one word comes to mind when I think about Software Equity Group, "WOW!" Every person at SEG represented top-notch professionalism with sage business advice.

Matthew Gonnering

CEO, Widen

SEG Helped IMS Achieve Exceptional Valuation in 6 Months

IMS, a vertical software in CRE space, enlisted SEG to build an exit strategy around their goals, communicate value drivers, and deliver results.

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LeaseLabs Received $110M Enterprise Value Advised By SEG

LeaseLabs, a full stack marketing platform, wanted to scale and hired SEG for their network of buyers and successful close rate.

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Nexternal Gets Interest from Big Name Software Companies Through SEG

Nexternal, an eCommerce platform, enlisted SEG to sell to a large company with an established client base in order to beat out their competition.

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How SEG Helped Bigfoot’s Owners and Customers Achieve Happiness

Bigfoot, a CMMS solution, received advice on what they needed to improve years before being ready to sell. They hired SEG because their knowledge of the SaaS market, are smart & likable, and information on who would (and wouldn’t) be a good partner.

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Indatus Received 43% More Enterprise Value Versus Running a Process On Their Own

Indatus, an emergency call handling solution, sought an advisor to help distill their message and run a solid process.

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Six Phases Of Sell-Side M&A

Any bank can tout they have a great process and customer service, but living up to that statement is our mission. We work harder and are more personal. And we know it. We communicate all the ways we drive value and increase options. We go out of our way to foster relationships, not just with our clients but with buyers too. This is why we’ve seen exceptional growth for the last 7 consecutive years.

Strategic Positioning

Conduct in-depth analysis of the business and it's competitors, and present it in a compelling way that resonates with both buyers and investors.

Creating A Market

Present the opportunity to a mix of strategic buyers and PE investors that will compliment your business and goals.

Driving Competition

Strategically leverage competition by generating interest and managing multiple bidders to drive value and increase likelihood of deal success.

Negotiating The Best Deal

Address and resolve key business, legal, tax, IP, employment, and liability issues to increase value, options and deal terms.

Managing Due Diligence

Collect, organize, communicate and respond to hundreds of data requests to validate and confirm the business, financial, tax, SaaS, tech and legal items.

Closing The Transaction

Communicate between buyer and seller and support the functional closing of the transaction.

Let's Discuss Opportunities

Our Clients Are Eager To Refer Us.

Why? We take pride in providing exceptional service to our clients long before the M&A process begins. We advocate for them, prioritizing good work, exceptional service, a proven process, and an open, honest relationship. We are dedicated to their success and they are thrilled to spread the word.

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"It was an absolute pleasure to work with SEG! The team provided unmatched insight, expertise and understanding of strategic relationships in our industry."

Alice Reimer

CEO and Founder, Evoco

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this transaction

"There’s simply no way we could’ve gone through this process without Software Equity Group’s advice, guidance, and counsel. We wouldn’t have been able to achieve the outcome we did without their support and valuable guidance."

Robert Johnson

CEO, TeamSupport

"I was a skeptical of the value an M&A advisor could provide. I was wrong. I learned more in the first 45 days working with SEG than in six years running the company. The result was a financial outcome that significantly exceeded expectations."

Dr. Dan Patterson

Former CEO, Acumen

"SEG was the perfect partner to help us navigate this process. On a personal level, it was a pleasure working with the SEG team - we highly recommend them and look forward to working together on future engagements."

Shamim Sahba

CEO & Co-Founder, OfficeSpace

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this transaction

"Hiring SEG was the best decision I have made in my life. When I met with SEG, I felt a high level of trust and confidence that they would get the deal done. Having SEG involved was crucial to this deal’s success."

John Sottery

Founder & CEO, Enginuity

"We couldn’t be happier. The SEG team was incredibly efficient, always available to answer any questions along the way and worked hard to ensure a smooth process."

Dana Zeff

Founder & CEO, LeaseLabs

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this transaction

"Their level of professionalism and efficiency throughout the process was bar none. I definitely could not have achieved the great outcome we did without SEG at our side!"

Shaul Kuper

Founder & CEO, Destiny Solutions

"I have the utmost regard for SEG’s integrity, perseverance and attention to detail. Their seasoned negotiation skills and their unique ability to manage both the seller's and buyer's expectations were simply invaluable."

Rose Lochmann

Founder, A.L. Wizard

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this transaction

"The SEG team was dedicated, aggressive when need be, and effectively ran a highly strategic, competitive process that drove valuation. In the end, SEG exceeded our expectations.”