WELCOME TO SOFTWARE EQUITY GROUP!

SEE WHO WE’VE EMPOWERED

Simply Better Than the Rest.

Excellence isn’t our goal; it’s our standard.

By engaging with SEG, you align with unmatched success rates and a proven track record of outcomes that consistently delight.

Maximize Success

91%

Boasting a 91% first-pass success rate since 2020, we maximize your chance of success.

Increase Buyer Interest

10

On average, our clients receive 7 to 10 high quality IOIs, which is 118% increase over previous years.

Experience Delight

88%

With 88% testimonials, the voices of those we’ve advised underline our dedication and efficacy.

Before becoming a client,

SEG guided us through multiple critical stages of our business

from being created as a subsidiary of a large public company to the management team acquiring the business. When it came time to explore an exit, SEG was right there too.”

- Paul McRoberts, President & CEO, Atonix

As a founder who previously explored a transaction without an advisor, when I decided to pursue selling CallPotential, I knew I needed to bring an expert into the process. I chose SEG because of theirstellar industry reputation and strong team.”

- Phil Murphy, Founder & CEO, CallPotential

The SEG team was incredibly efficient, always available to answer any questions along the way and worked hard to ensure asmooth process. Their relationships anddeal execution skillswere second to none and yielded arange of options amongst the best possible buyers.”

- Dana Zeff, Founder & CEO, LeaseLabs

Leveraging SEGs support, my team and I were able to continue todevote our attention to the business and maintain a high level of performance while navigating the process. Their efforts ultimately resulted in a strong outcome for us, and we couldn’t imagine a better scenario.”

- Tim Minnich, CEO & President, Princeton TMX

As someone who has exited businesses in the past, I quickly realized that my engagement with SEG was different. From the beginning,the team was organized and focused to ensure they were delivering on a tight schedule. They were a true pleasure to work with.”

- Andrew Carricarte, CEO & President, Tritan Software

SEE WHO WE’VE EMPOWERED

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.

Learn More About Our Services

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.

Experience the SaaS Index

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.

Explore our M&A Deal Database

Delivering Exceptional Outcomes in Software M&A.

At Software Equity Group (SEG), we excel at driving value through our client-centric philosophy, unique and intentional approach, and industry-leading expertise. Our consistent track record of delivering exceptional outcomes sets us apart, making us your trusted partner for software M&A success.

SEG delivered us many high-quality, attractive options."

- Varsha Bhave, Co-Founder & President Projectmates

Drive Value at Each Step

Every stage of your deal is more than procedural; it’s our opportunity to maximize your value.

See More Testimonials

A no-nonsense process focused on our best interests.

- John Alexander, COO & Co-Founder Ion Wave

Put Your Interests First

You aren’t just another client; you’re the very reason we strive for excellence.

See More Testimonials

Their process-driven approach is very thorough and proactive.

- Matt Betts, President & CEO Level Data

Experience an Intentional Approach

Receive more than just a playbook; immerse in a battle-tested strategy designed for success.

See More Testimonials

They synthesized our differentiators into an on-point message.

- Don Traweek & Elizabeth Dukes, Co-Founders iOffice

Leverage Our Expertise

It’s not just advice; it’s a wealth of insights & knowledge leveraged for your benefit.

See More Testimonials

Now is the Right Time.

28,000+ founders, leaders, and financial sponsors of B2B software companies rely on our insights and trends to enable smarter decisions and stronger performance.

RECEIVE OUR INSIGHTS

FAQs