Transactions

SaaS data and risk management software in a competitive space. Sourced deal after detailed market mapping of the software vertical. Client made two bids and closed the deal.

Worked with a strategic buyer in the IT Infrastructure Software space looking to expand into adjacent and complementary products sold to developers. This was a strategic acquisition that established a new product pillar for the Client.

Founder owned SaaS applicant tracking and onboarding software company with a video interviewing tool. Highly strategic acquisition that filled a product gap within the client’s product portfolio and strong management team. Allowed the company to benefit from our client’s best in class analytics and learning management capabilities.

Originally, CEO was not looking for an investment, but we had built a meaningful relationship with the CEO over the years, shared client value-add and made an introduction. Client invested 45 days later.

Acquired two independent software solutions used by over 2000 customers from a Fortune 500 company. Solutions included Product Portfolio and Program Management and Software Analysis tools. Divested assets included key employees and IP.

Founder-owned compliance management software company with a strong management team. We collaborated closely with client on compliance management investment thesis theme to perform thematic-driven outreach and engage the CEO. Deal closed 4 months later.

Highly strategic acquisition of founder-owned GRC software company by PE-backed client with solid management team.

Client acquired finance and business analytics software solutions that were divested from a publicly traded software company.

We identified the company through a comprehensive market mapping exercise. Tracked the Company after it fell out of exclusivity with another buyer. We connected them to our client and our client acquired the company shortly after. This consent management software company strengthened the Client’s privacy and compliance offerings.

We were tracking the company for 2 years since it first hit the market. Received multiple offers but none met their expectations. We connected the Company with our client, who likes that profile. Deal closed after 8 months of first contact between parties.

Founder-owned business. We built a meaningful relationship with the CEO throughout the years. Client acquired the company 4 months after the introduction.

Client wanted to further enhance their managed marketplace offering and deepen their tail spend management capabilities and we brought this acquisition to the table after having built a long-term relationship with the CEO.