Trusted Advocacy. Intentional Approach. Proven Results.

“All of us at SEG are fortunate. We get to continuously learn about exciting new businesses and markets, drive premier outcomes for our clients, and develop lasting relationships with clients, buyers and other industry-leaders.”

Allen lends his profound understanding of software industry trends, markets and transactions to negotiate the sale of software companies with premier outcomes. He oversees SEG’s business strategy, builds key relationships within the software community, leads client transactions from commencement to closing, and manages business development. While he enjoys all aspects of his role as SEG’s Managing Partner, Allen’s primary focus is negotiating the best possible outcome for SEG’s clients.

Outside of work, Allen enjoys family time, especially when it involves surfing, skiing, and riding dirt bikes with his kids.

“We are fortunate to work at the intersection of our passions: technology, strategy and finance. We’re equally passionate about exceeding client’s expectations and turning their goals into reality.”

Brad applies his diverse and unique background spanning nearly 25 years in software engineering, product management, finance, and strategy to achieve stellar outcomes for shareholders. As Partner, Brad’s responsibilities include serving as deal-lead, relationship management, business development, and firm management. When leading deals, Brad focuses on thoughtful positioning of his clients against the marketplace, including developing compelling growth ahead strategies, running well orchestrated and aggressive processes, and problem solving when faced with difficult situations. Consistent with SEG’s values across the board, Brad’s goal for every transaction is to provide a high degree of professionalism, transparency, and to exceed clients’ expectations on every level.

Brad enjoys a wide range of activities including spending time with his three kids, surfing, reading nonfiction books, listening to a wide array of music, (poorly) playing guitar, exercising, and enjoying great local restaurants with friends and family.

“Every day at SEG is inspirational. We get to form relationships with successful entrepreneurs and learn how their businesses are solving unique challenges through the use of technology.”

Kris provides key guidance to active and prospective clients considering a strategic exit or private equity investment. He’s met with thousands of B2B Software / SaaS entrepreneurs over the past 15 years and takes pride in forming enduring relationships with software executives in an effort to help them successfully reach their strategic goals. In addition, Kris oversees SEG’s broader business development and research efforts.

Outside of work, Kris enjoys golfing and spending time outdoors with family.

Tiffany Rivers served as a longtime marketing leader for iOFFICE, a SaaS workplace technology provider, and helped to grow the company 500% in five years with strategies that included content marketing and SEO, paid advertising, lead nurturing and sales enablement. She met the SEG team during iOFFICE’s acquisition by Waud Capital Partners. As VP of Marketing, she led the company through unprecedented growth, numerous acquisitions, and the eventual sale to Thoma Bravo in 2021.

After seeing SEG’s M&A advisors guide her own leadership team through successful deals, she is driven by a desire to help other software founders achieve their goals.

Tiffany served as a marketing consultant to several other technology companies, leading them through branding and website projects, technology implementations and the development and execution of marketing strategies that drove measurable business results.

As CMO of SEG, she will focus on raising brand awareness and empowering software CEOs with the right data and research to maximize valuation and execute a successful liquidity event.

Read her blogs on how to build your SaaS marketing function for early growth and sustainable growth.

“The sale of iOFFICE allowed its founders to do great things for their communities, including serving on the board of an orphanage and mentoring youth,” she said. “I want to help other software founders be a beacon of hope in their communities.”

She lives in Houston with her husband and three boys. A longtime baseball mom and devoted Astros fan, she is on a quest to one day visit every professional baseball stadium in the US.

“All of us at SEG are fortunate. We get to continuously learn about exciting new businesses and markets, drive premier outcomes for our clients, and develop lasting relationships with clients, buyers and other industry-leaders.”

Allen lends his profound understanding of software industry trends, markets and transactions to negotiate the sale of software companies with premier outcomes. He oversees SEG’s business strategy, builds key relationships within the software community, leads client transactions from commencement to closing, and manages business development. While he enjoys all aspects of his role as SEG’s Managing Partner, Allen’s primary focus is negotiating the best possible outcome for SEG’s clients.

Outside of work, Allen enjoys family time, especially when it involves surfing, skiing, and riding dirt bikes with his kids.

“At SEG, we work together as a team, always pushing one another to improve. We are all constantly striving to utilize our combined decades of knowledge and expertise to exceed our clients’ expectations.”

Diamond manages all aspects of client engagements and transactions. A rare talent combining intellectual curiosity, a get-it-done attitude, and client empathy, Diamond’s contributions to SEG are many. Her prowess, tenacity, and results-oriented mindset have been emulated through her work and successful client outcomes.

Diamond’s deal contributions include: SightPlan Acquisition by SmartRent, AutoMon Acquisition by Government Brands, Energy Profiles Limited (EPL) Acquisition by Dude Solutions, OmniUpdate Merger with Destiny Solutions, MoxiWorks Investment from Vector Capital, MACH Energy Acquisition by iES, iOFFICE Acquisition by Waud Capital, TeamSupport Investment from Level Equity, StreamSend Acquisition by j2 Global, Tenmast Software Acquisition by MRI, Datalliance Acquisition by TrueCommerce, HomeTrak Acquisition by ClearCare, and iLab Solutions Acquisition by Agilent Technologies.

Diamond is involved in student enrichment programs with local universities, passionate about women’s empowerment causes, enjoys exploring new cuisines and experiences through travel, and is a certified yoga instructor.

A people person, Austin thrives in all aspects of the client lifecycle, from developing relationships with exciting software companies to advising SEG’s clients through successful transactions. Austin’s emotional intelligence, analytical approach to problem-solving, and passion for working with entrepreneurs have translated to strong results in his time with SEG.

Austin’s deal contributions include: Blue Mountain Quality Resources Investment from Accel-KKR, EnergyCAP Investment from Resurgens Technology Partners, MyVR Acquisition by Guesty, ProLease Acquisition by MRI, Multifamily Insurance Partners Acquisition by MRI, OmniUpdate Merger with Destiny Solutions (now Modern Campus), and MoxiWorks Investment from Vector Capital.

Austin enjoys sports analytics, martial arts, and spending time at the beach. A foodie and seafood lover, he can usually be found with a cut of fresh fish and a half dozen oysters on the weekend.

Daniel brings a wealth of buy-side M&A experience within the software industry, having managed 30+ strategic acquisitions and integrations during his decade-long tenure for one of the most acquisitive SaaS buyers, RealPage. These acquisitions added to RealPage’s ecosystem of products, including solutions for marketing, screening, insurance, payments, operations, ERP, maintenance, accounting, revenue management, and BPO.

Further, Daniel has significant operational experience running software companies at the executive level and a deep understanding of corporate development, having worked with c-suite and operations individuals to execute on strategic priorities. His unique strategic buyer perspective further strengthens our ability to optimize strategic outcomes and unlock value for our clients.

Daniel resides in Dallas with his wife (high school sweetheart), four kids, two dogs, and one cat. In his “free time,” he spends time with his family biking, hiking, or snowboarding. In his “me time,” you’ll find him working on one of his vintage Toyota Land Cruisers or riding one of his bikes.

“While on the buy-side, I worked across the table from dozens of advisors, reviewed hundreds of CIMs, and sat in more management meetings than I could count. Through all of this, I always saw SEG continually provide the best service and advice to its clients, and I’m honored to now be a part of the team.”

“SEG’s 25+ years of success are a direct result of the firm’s team-oriented culture. Titles are irrelevant here. We work cooperatively toward the same goals and everyone’s ideas are valued equally.”

Audrey applies nearly 30 years of experience in financial services office management, systems analysis and executive support to ensure SEG’s operations run smoothly. Her responsibilities span client service, proposal preparation, contract administration, invoicing, accounts receivable / payable, payroll, budgeting, database management and administrative support.

Outside of SEG, Audrey is an active volunteer in support of military associations, Habitat for Humanity and animal rescue.

“Every day at SEG is an exciting experience delving into unique software companies in an ever-evolving industry. It is a special opportunity to be able to learn from driven, bright individuals at SEG daily while ultimately working towards assisting our remarkable clients on achieving their goals.”

Lamson is involved in client development and deal execution at SEG. He identifies and monitors potential clients, conducts industry and financial market research, develops financial and valuation models, and provides additional support on deal execution. He applies his passion, natural curiosity, and strong attention to detail to help clients identify new insights into their software business. Prior to joining SEG, Lamson was an Assurance Senior Associate at Ernst & Young.

Lamson’s deal contributions include: BuildingLink Investment from Bregal Sagemount, FullCount Acquisition by 365 Retail Markets, Kaleida Systems Acquisition by Fullsteam, V-Technologies Acquisition by Aptean, Energy Profiles Limited (EPL) Acquisition by Dude Solutions, and EnergyCAP Investment from Resurgens Technology Partners.

Outside of work, Lamson enjoys playing tennis and basketball, reading comic books, and trying all the burritos San Diego has to offer.

“SEG brings a unique and energized approach to M&A advisory, which all starts with our bright team members and the incredible businesses our clients have built. I am thankful for the opportunity to work alongside these founders to help them achieve their goals, and watch their businesses continue to grow post-transaction.”

Noah is involved in client development and deal execution at SEG. He identifies and monitors potential clients, conducts industry and financial market research, develops financial and valuation models, and provides additional support on deal execution. His knack for critical thinking, persistent work ethic, and commitment to personal relationships helps him drive successful client outcomes.

Noah’s deal contributions include: SightPlan Acquisition by SmartRent, AutoMon Acquisition by Government Brands, Energy Profiles Limited (EPL) Acquisition by Dude Solutions.

Noah is an avid college football fan, loves listening to everything from classic rock to reggae, and is always trying new foods in the kitchen. In his free time, he enjoys exploring San Diego’s outdoors, from the beach to the golf course.

“Every day at SEG is an opportunity to learn from a diverse group of experienced professionals and collaborate as a team to provide the best M&A advisory services to clients throughout all sectors of the software industry.”

At SEG, Seamus focuses on delivering value throughout all aspects of the deal. He enjoys collaborating with founders, operators, and his fellow SEG team members to best position client businesses and drive value in the marketplace. Prior to joining SEG, Seamus spent three years providing accounting consulting expertise to public and private companies in Southern California as an Assurance Senior Associate at EY.

Seamus enjoys traveling with friends, reading, and exploring the outdoors. He values giving back to his community and currently serves as the Treasurer on the Board of Directors for a local non-profit organization.

“Each one of us at SEG brings a different piece to the table, resulting in a well-rounded, collaborative, and focused environment to drive success for our clients.”

Molly is solely responsible for the core marketing functions at SEG. She manages all aspects of the company’s marketing strategy including brand reputation, content strategy, inbound and outbound marketing, and lead generation. She co-authors SEG’s acclaimed research reports, which are read by tens of thousands of individuals worldwide and have been featured on multiple major publications.

Outside of work, Molly enjoys camping, hiking the many trails in San Diego County, and exploring local craft breweries.

“SEG is a team of bright individuals who each bring unique and diverse perspectives. Every day poses new opportunities to learn. I feel very fortunate to develop relationships in the software industry and play a role in the stories of these intelligent and innovative companies.”

Brandon is involved in client development and deal execution at SEG. He identifies and monitors potential clients, conducts industry and financial market research, develops financial and valuation models, and provides additional support on deal execution. Brandon values developing close client relationships and works to foster a positive environment and, ultimately, smooth client engagements. Prior to joining SEG, Brandon was an Assurance Senior Associate at Ernst & Young.

Brandon’s deal contributions include: Produce Pro Software’s Acquisition by Aptean, Augusoft’s Acquisition by Modern Campus, Widen’s Acquisition by Acquia, College Pads’ Investment, and Energy Profiles Limited (EPL) Acquisition by Dude Solutions. 

Brandon enjoys basketball (Lakers Nation!), traveling, eating, fishing, and partaking in various other outdoor activities. On the weekends, he may be found on a golf course enjoying the sport and weather.

“I have been familiar with Software Equity Group for several years, and it has been amazing to see how much the company has grown in such a short amount of time. I am happy to be a part of the team.”

Kearstin provides key support to the SEG team and assists in office management, database management, team functions, and administrative support. She is currently studying Childhood and Adolescent Development at California State University, San Marcos.

Outside of work, Kearstin enjoys long-distance running and photography.