Software Equity Group

Software Equity Group

Investment Banking

San Diego, California 3,225 followers

High-Touch, High-Success M&A Advisors for B2B Vertically-Focused Software & SaaS Companies

About us

Exceeding expectations is our #1 goal. Positioning, negotiating, and de-risking your deal is our forte. Our team of dedicated professionals brings together diverse expertise and perspectives to deliver exceptional outcomes for our clients. With decades of combined experience, we are committed to excellence in every aspect of our work, setting the highest standards for quality, integrity, and innovation.

Website
https://softwareequity.com/
Industry
Investment Banking
Company size
11-50 employees
Headquarters
San Diego, California
Type
Privately Held
Founded
1992
Specialties
Mergers and Acquisitions - Software & High-Tech, Software, SaaS and Internet Research Reports, Private Equity & Debt Placement, and Management Buyouts & Recapitalizations

Locations

  • Primary

    681 Encinitas Blvd

    Suite 407

    San Diego, California 92024, US

    Get directions

Employees at Software Equity Group

Updates

  • View organization page for Software Equity Group, graphic

    3,225 followers

    With nearly 50 successful real estate software transactions, Software Equity Group stands as a leading sell-side M&A advisor in the PropTech space. Our expertise spans commercial, residential, multi-family, and construction segments, offering best-in-class guidance for the real estate software vertical. At SEG, we are dedicated to creating transparent and value-maximizing M&A processes. Our extensive network and strategic services help to ensure your PropTech company benefits from unparalleled industry insights.  Stay ahead of the curve by talking to a PropTech M&A Advisor today: https://lnkd.in/gFm3MPTh Request your complementary Strategic Assessment today: #PropTech #MnA #IndustryTrends #SaaS

  • View organization page for Software Equity Group, graphic

    3,225 followers

    Is your software company maintaining strong profitability, ARR, and gross retention rate? If so, you're in a good spot to pursue a liquidity event. At Software Equity Group, we understand the unique challenges you face. Our complimentary strategic assessment is designed to help you unlock hidden M&A value and position your company for an even brighter future. Swipe to see some of the many ways SEG's Strategic Assessment can be an asset to your company. Click here: https://lnkd.in/gnMNyYyt #MnA #SaaSGrowth #Benefits

  • Software Equity Group reposted this

    View profile for Anna Nadeina, graphic

    Head of Growth @saas.group, Host of the @saas.unbound podcast

    Only a few episodes of saas.unbound until the end of season 3 🚀 With 4 slots left, who would you like to see on? First of all, 3 seasons?? That's 150 episodes. Time flies 🐣 Second, super thrilled to see some awesome folks recording with me: 1. Ferdinand Goetzen, Founding Partner at The Growth Syndicate. He has something to say on the switch from growth at all costs to a more sustainable setup for SaaS companies 2. Lisa Rentrop, CEO at zenloop. It's always a great pleasure to interview people from saas.group brands to dig deeper into their operations, alignment after the acquisitions, and future growth 3. Aaron Zakowski, Fractional CMO and Marketing Advisor for B2B companies. Because growth is definitely a pressing matter lately and I'd love to give more exposure to topics that are near and dear to the founders. 4. Liam Martin, who's been bootstrapping Time Doctor remotely to a whopping $20M+. Who doesn't want to learn how?? 5. And, of course, with Tim Schumacher as a guest host, I'm thrilled to see Diamond Innabi from Software Equity Group joining the podcast to uncover the latest trends in M&A and talk about the metrics that truly matter.

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  • View organization page for Software Equity Group, graphic

    3,225 followers

    In the ever-evolving landscape of Industrial and Manufacturing sectors, AI is at the forefront, driving efficiency, scalability, and innovation. The 𝐒𝐄𝐆 𝟐𝟎𝟐𝟒 𝐒𝐭𝐚𝐭𝐞 𝐨𝐟 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐚𝐥 & 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐑𝐞𝐩𝐨𝐫𝐭 highlights the transformative impact of AI on manufacturing processes. 𝐇𝐨𝐰 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐅𝐨𝐮𝐧𝐝𝐞𝐫𝐬 𝐂𝐚𝐧 𝐒𝐭𝐚𝐲 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐰𝐢𝐭𝐡 𝐀𝐈: Embrace AI to stay ahead of the curve. Our report provides detailed analysis and actionable insights on leveraging AI for competitive advantage in the Manufacturing sector. Gain access to the complete insights and strategies. Click the link below to download the multi-page PDF report. https://lnkd.in/gFN5w9AP #Manufacturing #SaaS #IndustryGrowth #Software #AI

  • View organization page for Software Equity Group, graphic

    3,225 followers

    Are you prepared for the shifting SaaS M&A landscape? At SEG, we leverage our 𝐒𝐚𝐚𝐒 𝐌&𝐀 𝐃𝐞𝐚𝐥 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞™ and 𝐒𝐄𝐆 𝐒𝐚𝐚𝐒 𝐈𝐧𝐝𝐞𝐱™ to stay on top of key trends, providing unparalleled insights for our clients and investor relationships. June was a standout month for the SaaS sector, marked by 153 M&A deals, highlighting its resilience and growth potential. At a pace projecting 1,900 deals for 2024, this year could rank as one of the top three for SaaS M&A. The 𝐒𝐄𝐆 𝐒𝐚𝐚𝐒 𝐈𝐧𝐝𝐞𝐱™ rebounded strongly in June, reflecting improved investor confidence amid declining interest rates. Looking forward, these trends point to a promising landscape for strategic investments and growth. Subscribe to our emails to stay updated: https://lnkd.in/dcsZMGWB Deal Database: https://lnkd.in/gJfRxeQk SaaS Index: #SaaS #MnA #MarketTrends #InvestorInsights

  • View organization page for Software Equity Group, graphic

    3,225 followers

    Dive into the details of SEG's latest transaction: the acquisition of EcoInteractive by mdf commerce. Our team at Software Equity Group provided strategic guidance to drive the success of this deal, creating value within the government sector. Hear from EcoInteractive CEO Jessie Yu on how SEG's expertise played a crucial role in this transaction. Jessie highlights SEG's market understanding, strategic expertise, and high-touch service. Read the full story and see the impact here:  https://lnkd.in/gtGPFsDp #Government #SaaS #MAAdvisor

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  • Software Equity Group reposted this

    View organization page for KMS Technology, Inc., graphic

    46,861 followers

    Hear from Leo Tucker, CEO of KMS Technology, Inc., and Brad Weekes, Managing Director at Software Equity Group, about the importance of choosing the right software partner when it comes to product development for your business. Take a deep dive into what factors are critical for a successful exit and what best practices can truly help you maximize investment value while minimizing any risks. https://lnkd.in/g2yCpvEC #PE #VC #Privateequity #duediligence #softwarepartner

  • View organization page for Software Equity Group, graphic

    3,225 followers

    Are you ready to boost your company's valuation? Revenue growth is great, but without efficiency and profitability, it falls short. Our analysis of 1Q24 public market multiples shows that companies balancing these elements achieve higher valuations. Want to know the secret? Dive into our white paper detailing the 20 key factors essential for striking the perfect balance. It's time to unlock the formula for achieving lucrative multiples! Download your copy now to explore these valuable insights: https://lnkd.in/gcNePA7e #SaaSGrowth #SaaS #MarketAnalysis

    • 20 Factors Whitepaper
  • View organization page for Software Equity Group, graphic

    3,225 followers

    At Software Equity Group, we empower SaaS Executives with a unique competitive advantage through our user-friendly, 𝐌&𝐀 𝐃𝐞𝐚𝐥 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞 𝐭𝐨𝐨𝐥. You can select SaaS M&A deals by date, vertical, or company name to uncover valuable insights. Identify emerging trends, evaluate the outcomes of comparable transactions, and pinpoint potential partnerships that align with your strategic objectives. Our tool equips you with the data-driven intelligence needed to make informed decisions and stay ahead in a rapidly evolving market. Explore how SEG's SaaS M&A Deal Database can elevate your strategy: https://lnkd.in/gJfRxeQk

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  • View organization page for Software Equity Group, graphic

    3,225 followers

    Are you staying ahead in the fast-paced SaaS industry? Discover SEG's SaaS Index™, the essential tool for tracking over 120 publicly traded SaaS companies. Updated quarterly, our index provides you with unparalleled visibility into market trends and company performance, helping you make informed decisions with confidence. Empower your decisions with top-tier insights from Software Equity Group. Visit our page to explore now. 𝐂𝐥𝐢𝐜𝐤 𝐡𝐞𝐫𝐞: https://lnkd.in/gMZq9Vq7 #SaaS #SoftwareIndustry #InvestmentInsights #PrivateEquity

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