3Q25 SaaS Report: 2025 Shaping Up to Be a Record Year for SaaS
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Helping SaaS Founders and CEOs

Maximize Valuation.

Every founder faces an inflection point, the moment where the right partner, the right valuation, and the right timing matter most. At SEG, we turn that moment into opportunity, guiding you with proven expertise to create competition, stay in control, and achieve the outcome that defines your legacy.

The Most Active & Trusted Sell-Side M&A Advisor in Vertical Software.

For over 20 years, SEG has guided hundreds of SaaS founders and CEOs through high-stakes transactions. Recognized by private equity firms and strategic buyers alike, we combine unmatched market insight with a founder-first approach to deliver results that exceed expectations.

Proven Results. Measurable Impact.

When you engage SEG, you are choosing a process designed for certainty, competition, and the best possible outcome. 

Maximize Success

93.88%
With a 93.88% first-pass success rate since 2020, our proven process delivers premium outcomes for SaaS founders and CEOs.

Create Competitive Tension

10 IOIs
With an average of 10 high quality offers per client, we create competition that drives valuations and strengthens deal terms.

Trusted by Founders

90%
Clients consistently recommend SEG for expertise, process, and outcomes.
Paul-McRoberts-Atonix-quote

Before becoming a client, SEG guided us through multiple critical stages of our business from being created as a subsidiary of a large public company to the management team acquiring the business. When it came time to explore an exit, SEG was right there too.”

- Paul McRoberts, President & CEO, Atonix
Phil-Murphy-CallPotential-quote

As a founder who previously explored a transaction without an advisor, when I decided to pursue selling CallPotential, I knew I needed to bring an expert into the process. I chose SEG because of their stellar industry reputation and strong team.

- Phil Murphy, Founder & CEO, CallPotential
Dana-Zeff-LeaseLabs-quote

The SEG team was incredibly efficient, always available to answer any questions along the way and worked hard to ensure a smooth process. Their relationships and deal execution skills were second to none and yielded a range of options amongst the best possible buyers.

- Dana Zeff, Founder & CEO, LeaseLabs
Tim-Minnich-PrincetonTMX-quote

Leveraging SEGs support, my team and I were able to continue to devote our attention to the business and maintain a high level of performance while navigating the process. Their efforts ultimately resulted in a strong outcome for us, and we couldn’t imagine a better scenario.”

- Tim Minnich, CEO & President, Princeton TMX
Andrew-Carricarte-Tritan-quote-1

As someone who has exited businesses in the past, I quickly realized that my engagement with SEG was different. From the beginning, the team was organized and focused to ensure they were delivering on a tight schedule. They were a true pleasure to work with.”

- Andrew Carricarte, CEO & President, Tritan Software

Delivering Exceptional Outcomes in Software M&A.

At Software Equity Group (SEG), we excel at driving value through our client-centric philosophy, unique and intentional approach, and industry-leading expertise. Our consistent track record of delivering exceptional outcomes sets us apart, making us your trusted partner for software M&A success.

SEG delivered us many high-quality, attractive options."
- Varsha Bhave, Co-Founder & President Projectmates

Drive Value
at Each Step

Every stage of your deal is more than procedural; it’s our opportunity to maximize your value.

A no-nonsense process focused on our best interests."
- John Alexander, COO & Co-Founder Ion Wave

Put Your
Interests First

You aren’t just another client; you’re the very reason we strive for excellence.

Their process-driven approach is very thorough and proactive."
- Matt Betts, President & CEO Level Data

Experience an Intentional Approach

Receive more than just a playbook; immerse in a battle-tested strategy designed for success.

They synthesized our differentiators into an on-point message."
- Don Traweek & Elizabeth Dukes, Co-Founders iOffice

Leverage Our Expertise

It’s not just advice; it’s a wealth of insights & knowledge leveraged for your benefit.