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Daniel Bowen, Principal

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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.”

Daniel Bowen, Software Equity Group
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M&A Experience

Daniel brings a wealth of buy-side M&A experience within the software industry, having developed the strategy and managed the deals for more than 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.

During this time, he realized many founders had never been through the sale process before and needed an advocate to guide them, especially during unbanked deals. He experienced several situations where issues such as inaccurate financial reporting or incorrect tax calculations nearly derailed a deal.

Now that he leads M&A deals representing sellers, his experiences have helped him to better relate to founders and anticipate many of the concerns they have while also preparing them for likely scenarios.

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Daniel was incredible to work with. From the earliest meetings at the start of our process to the celebratory calls and emails at the close, Daniel was on top of everything. As a founder, running a process is a very personal experience, and Daniel excelled at supporting the business and emotional aspects of the transaction. His vast experience gave us confidence, and his empathy made us feel that he absolutely had our backs at every turn. We never doubted we had the right partner. Thank you for guiding us, Daniel!!"
Matt Betts, President & CEO, LevelData

Career Highlights

Daniel handled corporate banking and financial analysis for several companies before his 10-year career at RealPage, including Zale, Raising Cane’s and All Smiles Dental Centers.  During his time at RealPage, he worked as a financial analyst, senior M&A manager and senior product manager before becoming vice president of corporate development. 

While managing acquisitions for RealPage, he managed the acquisitions of four companies to create an entirely new software offering in a new vertical. He worked with the SEG team on numerous deals and was impressed by the way they represented software founders, from preparing comprehensive CIMs that told a compelling story of the company to their expertise in the real estate industry and other verticals. 

At SEG, Daniel has managed and contributed to many successful deals, including:

Carson Living’s investment from LoneTree Capital fuels continued product innovation and expands the company’s national footprint across the multifamily market.

Gatewise’s acquisition by Allegion, bringing modern, mobile-first gate access solutions to Allegion’s multifamily platform and expanding smart access capabilities across gated communities.

Rentsync’s growth investment from Silversmith Capital Partners, supporting the leading Canadian rental housing software and data provider as it accelerates technology innovation and expands its team to build a comprehensive platform for owners, managers, and renters.

The acquisition of HelloData by Grace Hill, combining AI-driven market intelligence with Grace Hill’s performance solutions to enhance data-informed decision making for multifamily owners and operators.

ComplianceMate’s combination with MeazureUp and Storewise under the newly formed Ladle, creating an integrated platform that empowers foodservice, restaurant, and grocery operators with smart tools for compliance, operational excellence, and growth.

Volanté Systems’ acquisition by CORA Group, bringing together the leading cloud-based POS software provider for foodservice enterprises with CORA’s portfolio of innovative SaaS solutions to enhance operational efficiency and customer experiences across the food service sector.

The acquisition of Realync by Grace Hill, combining virtual touring technology with Grace Hill’s existing solutions to enhance property performance for the multifamily industry.

Pepperi’s acquisition by Advantive, expanding Advantive’s international footprint and providing a purpose-built solution for a unified commerce experience that connects mobile field sales, B2B eCommerce, and back-office management.

EcoInteractive’s Acquisition by mdf commerce, enables government agencies to deploy integrated technology solutions that drive operational improvements and better outcomes for their communities.

AffiniPay’s strategic divestiture of Soluno to Actionstep, bringing together two complementary, category-leading software products with exceptional legal practice management and legal accounting capabilities to best serve the legal industry.

CallPotential’s acquisition by Storable, pairing a leading tenant engagement and performance management platform with Storable’s technology suite to help self-storage operators streamline operations, optimize collections, and elevate the tenant experience.

The acquisition of VeraCore by Advantive, expanding Advantive’s existing solutions to 3PLs by offering enterprise resource planning (ERP) for third-party fulfillment centers.

Ideagen’s acquisition of Tritan Software, the maritime industry’s leading provider of Health & Safety software and services for cruise lines, commercial shipping, and offshore industries.

TOPS Software’s growth investment from Great Hill Partners, launching Enumerate and advancing a unified platform for community association accounting, operations, and resident engagement.

The acquisition of Ion Wave by Euna Solutions (formerly GTY Technologies), expanding Euna’s solutions into the k-12 education administration space.

LevelData’s investment from BV Investment Partners, a transaction that will significantly accelerate growth for the K-12 EdTech software provider of real-time data validation, reporting, and analytics.

An investment for BuildingLink from Bregal Sagemount, allowing the provider of cloud-based operations and resident engagement software to accelerate customer growth in its core and adjacent markets.

The acquisition of SightPlan by SmartRent for $135 million, providing a comprehensive one-stop platform that broadens SmartRent’s support of property operations and furthers the integration of smart technology.

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Specialties

In addition to his expertise in M&A, FP&A, product management, and business operations Daniel’s specialties include corporate development, due diligence, financial modeling, analysis, forecasting, and reporting, negotiation, operational analysis, and application development. He also has deep expertise in real estate software and software and a service (SaaS).

Daniel lives in Dallas with his wife, four kids, two dogs, and a cat. In his free time, he enjoys biking, hiking, snowboarding, and working on Toyota Land Cruisers.

Education

  • Loyola Marymount University, B.B.A., Finance and Entrepreneurship
    • Honors
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