Wisely and skillfully advising clients to achieve or surpass their financial, strategic and operational objectives.

SEG provides unparalleled M&A advisory services for emerging and established software companies. By focusing exclusively on this underserved market segment for over 25 years, we have the knowledge and experience to quickly determine clients’ business value drivers, position them well among our deep network of industry buyers and investors, and aggressively negotiate top-tier valuations. These skills together with our commitment to excellence results in exceptional outcomes for our clients’ shareholders, employees and customers.

Clients: Emerging and established software companies across nearly every product category, industry vertical and geographic region.

Transactions: Strategic M&A, private equity driven recapitalizations and divestitures.

Experience: Hundreds of sell-side software M&A transactions and billions of dollars of aggregate transaction value.

Relationships: Access to key decision makers at the world’s leading strategic buyers and software-focused private equity firms.

Market Knowledge: 25 years of in-market experience exclusively advising software companies, coupled with sixty consecutive quarters of in-depth software industry research covering over 20,000 M&A transactions and thousands of private and publicly traded companies.

Geography: Worldwide, including North America, Europe, Middle East, Africa and Asia Pacific.



tad and team

“SEG’s integrity, experience, knowledge, judgement and dedication was exemplary during the sale of our business. The outcome exceeded my objectives, both financially and in the long term success of our employees and customers. I know without a doubt that retaining SEG was the highest ROI investment we ever made as a company.“

Tad Fallows, CEO
iLab Solutions, LLC

Our Values:

  • Appreciate every client.
  • Excel on every assignment.
  • Listen carefully.
  • Talk straight.
  • Communicate often.
  • Exceed expectations.
  • Exemplify honesty, integrity and professionalism.


Software Equity Team