We Create Transformative Value in Software M&A

With an in-depth understanding of B2B software & SaaS intricacies, we're go-to experts for companies aiming to elevate through strategic acquisition or private equity investment. Our seasoned professionals, including M&A advisors, industry strategists, technologists, and financial analysts, collaborate seamlessly to deliver tailored solutions. What distinguishes us is our relentless dedication to exceptional results, driven by a passion for exceeding expectations and creating lasting value at every step of the journey.

Experience & Knowledge


Bringing over three decades of expertise to the table, we have a proven track record of excellence and innovation in the industry.

Advisors & Strategists


With a dedicated team of experienced advisors and operational experts, we offer comprehensive insights and strategic guidance to meet your needs.

Senior Banker Tenure


Our team of senior bankers boasts an impressive average tenure of 14+ years, providing a wealth of industry knowledge and a deep understanding of the market.

What We Value

At SEG, we proudly live by five overarching tenets that serve as the foundation of everything we do. These guiding principles embody our values, shape our culture, and drive our commitment to excellence. Each tenet represents a core aspect of our identity and serves as a compass for our actions and decisions.We believe that by embracing these tenets, we can deliver exceptional service, foster strong relationships, and achieve remarkable success. Join us as we explore these fundamental principles that define who we are and propel us towards a future of growth and accomplishment.

  • Brad Weekes
    Managing Director
  • Allen Cinzori
    Managing Director
  • Kris Beible
    Managing Director

We Prioritize Confidentiality & Integrity

Confidentiality and integrity are the cornerstones of our operations. We handle each engagement with the utmost discretion, safeguarding our clients' proprietary information and maintaining confidentiality throughout the process.

We Favor Honesty & Transparency

Our ‘no bullshit’ approach allows us to cultivate trust with our employees, clients, partners, buyers, and peers. We believe that open communication, active listening, and personalized attention are vital in building trust and delivering superior service.

We Focus on Providing Value

Our commitment to providing value extends beyond immediate business transactions and reflects our genuine dedication to supporting software businesses journey to success. We believe that by offering valuable insights, tools, assessments, and guidance, we can help leaders make informed decisions, overcome challenges, and achieve their strategic goals.

We Foster a Collaborative Spirit

We recognize that collective efforts and diverse perspectives yield the best outcomes for our clients. Collaboration is deeply ingrained in our culture, enabling us to harness the collective knowledge, skills, and experiences of every team member.

We Obsess Over Results

We understand the significance of the outcomes we deliver, and we relentlessly pursue success for our clients, ensuring that their goals become our goals and their achievements become our achievements.

Clients We Serve

We take great pride in the successful clients we have advised over the past 30 years. Our proven track record, commitment to delivering value, and dedication to client success have established us as a go-to advisor for middle-market B2B software & SaaS companies seeking expert sell-side M&A guidance.

It’s time to talk about your company’s future.

Fill out the form and we’ll discuss…
  • Multiples and interest
  • Buyer dynamics and priorities
  • Valuation insights