Daniel Bowen, Principal

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.

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

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:

• 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.
• 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.
• 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.
• 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.
• 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.
• 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