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What Buyer Data Reveals About the Software M&A Market

If you’re a software, SaaS, or AI founder thinking about a transaction, buyer behavior matters. Who’s active, what they’re buying, and where capital is being deployed all shape the environment a process runs in. What the data does not do is tell you when to sell or what your company is worth. That’s where buyer… ...

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What History Tells Us About the AI Transition in SaaS

Over the past several months, a growing number of articles, including several in the Wall Street Journal – have focused on artificial intelligence and what it means for the software industry. At the center of the debate is a question: If AI changes the economics of software, what happens to the companies that benefited from… ...

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SEG Client, Rose, Acquired by CMG

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How Buyers Are Evaluating Your AI Strategy

For years, software M&A diligence followed a familiar rhythm: market, growth, retention, product, team. But that playbook has changed. Before strategic and private equity buyers dig into metrics or models, they now start with a different question, one that determines whether the rest of the process even happens: “What is your AI strategy – and… ...

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The 22 Factors That Shape Software Exit Outcomes | Software Equity Group

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How AI Is Splitting the Software M&A Market in Two

The broad momentum that once lifted nearly every software company has fractured into something sharper and less forgiving. Cheap capital is gone and so is the forgiving underwriting that allowed many deals to move forward in the past. And the idea that growth trajectory alone can justify almost any valuation? That’s gone, too. What’s taken… ...

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Software M&A by Product Category: 2025 Full-Year Review | SEG

SaaS M&A hit a record in volume of transactions in 2025, with 2,698 transactions globally, a 28% increase year over year. This number only tells you one thing: The market was active. But it doesn’t tell you where buyers were focused, what they were acquiring, or how deal characteristics varied across categories. These questions matter for anyone trying to understand the software market today. One way that we… ...

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M&A Advisory for Software, SaaS & AI | Software Equity Group

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SEG SaaS Interactive Scorecard experience

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The Data Infrastructure You Need for Reliable Go Get Analysis

You understand what a Go Get is: the new ARR required to achieve your forecast that you don’t have yet. You know how to weight pipeline, calculate coverage ratios, and run the analysis. But Go Get analysis is not just valuable as a one-time exercise. Its real power comes when it becomes a monthly operating… ...

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How to Select the Right Buyer for Your Software Company 

Founders spend years building something worth acquiring. When it comes time to sell, the natural instinct is to focus on who will pay the most. That instinct is understandable, but it tends to crowd out the questions that shape what happens after the deal closes. The buyer you choose determines more than the purchase price.… ...

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How Strategic and Financial Buyers Differ in Software M&A

The assumption that strategic buyers pay more and private equity buyers extract more has shaped how many founders think about their options before a process begins. In practice, buyer behavior is shaped far more by underwriting assumptions, portfolio context, and how a specific business fits into a larger strategy than by the labels. The category… ...

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Inside the Data: How Software Leaders & Buyers Say AI is Reshaping Strategy and M&A

Artificial intelligence is reshaping the SaaS market more rapidly than any prior technology shift, and the market is responding in real time. The results of SEG’s 2025 State of AI in SaaS survey show that the market has moved decisively beyond experimentation. But unlike earlier platform transitions, AI is already influencing valuations, compressing timelines and… ...

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Expertise That Elevates Every Endeavor

Whether you are looking for a majority recap or strategic sale, have a buyer and just need help uncovering hidden value and navigating potential pitfalls, or just want insights on how to grow and scale your software business, we’re here to help.

M&A Service

When you need comprehensive sell-side M&A services, including valuation guidance, compelling positioning, buyer identification, deal structuring, competitive negotiations, due diligence management, and transaction execution, SEG is your trusted advisor.

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SEG SaaS Index^™

Since 2006 we’ve been tracking the SEG SaaS Index™, comprised today of 120 publicly traded cloud-based companies. These insights provide software leaders an opportunity to compare their metrics against public performance.

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SEG SaaS M&A Deal Database

Search select SaaS M&A deals happening across a number of verticals like manufacturing, education, real estate, government, and more.

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Multiples and interest
Buyer dynamics and priorities
Valuation insights