Software Equity Group

With our sell-side M&A services, you’ll get more than just transaction support – you’ll gain a trusted partner committed to achieving your goals. From day one, we collaborate closely with you, providing expert guidance and leveraging deep relationships with buyers to create a competitive process that maximizes value. Our tailored approach ensures your company is positioned to attract the right buyers, with strategies that align with your vision and goals. We handle the complexities of the deal, from preparation to negotiation, so you can focus on running your business. Through every stage, our experienced team is by your side, providing clear communication, data-driven insights, and unwavering support to achieve a successful outcome. Ready to take the next step? Let’s talk. https://lnkd.in/gFm3MPTh

At SEG, we understand the challenges software leaders face when navigating growth and strategic decisions. That's why we've created resources tailored to your needs, including: -The SEG SaaS Scorecard™ to benchmark your company's strengths: https://lnkd.in/gr7_XEMN -Various industry research and reports to guide your strategic planning, such as the Buyers' Perspectives report: https://lnkd.in/eDY93bnM -Quarterly and Annual Reports to keep you informed on market performance. See the latest one here: https://lnkd.in/exzQ8Dh4 Explore our resources today and start shaping your company's next chapter.

To get a sense of your company’s profitability, the most common metric buyers examine is known as EBITDA. The more you learn about calculating EBITDA and the accounting practices behind it, you might find that your company is more profitable than you realized. Eventually, this can help you position your company for a more rewarding exit. Learn more: https://lnkd.in/d_bKp6bF #saasmetrics #ebitda #saas

We’re thrilled to welcome Tyler Glatch, CPA to SEG as a Senior Analyst! With seven years of experience in accounting and finance, Tyler brings a deep understanding of software businesses and a sharp analytical approach to M&A. Before joining SEG, Tyler was a Financial Due Diligence Manager at Deloitte’s Strategy & Transactions practice, where he provided financial insights and strategic M&A guidance to private equity and corporate software investors. His expertise spans revenue recognition, gross margin analysis, cost structures, and retention—critical factors in positioning SaaS companies for successful transactions. Please join us in welcoming him to our team!

Last chance to register for our upcoming webinar, Expert Private Equity Perspectives on the 2025 Software M&A Market. Join us tomorrow at 10am PT / 1 pm ET for a conversation with three leaders from Bregal Sagemount, GreyLion, and Resurgens Technology Partners as they share their perspectives on today’s market. Panelists include Adi Filipovic, Co-Founder of Resurgens, Henry Heinerscheid, partner at GreyLion, and Jordan Walton, Co-Head of Basecamp at Bregal Sagemount. The conversation will cover: - The key factors driving SaaS valuations - How buyers assess growth, retention, and efficiency - What founders should know when considering M&A https://lnkd.in/ef4v5pms #SaaSMna #PrivateEquity #MergersAndAcquisitions #SaaSValuations

“We were blown away.” Selling a company isn’t just about finding a buyer—it’s about maximizing value, managing risk, and navigating every step with confidence. Chris Fowler and Steve Wells, Co-Founders of ClearPathGPS, had high expectations, but they didn’t expect this. Hear how SEG’s process helped them achieve an incredible outcome: https://lnkd.in/ekqG7ARb

Our CMO, Tiffany Rivers, has been busy interviewing former clients. Be on the lookout for more client stories coming soon!

Tiffany’s story is a testament to the kind of leadership that drives real impact. The best mentors, like Elizabeth Dukes, don’t just teach... they challenge, empower, and create space for growth. That’s exactly why SEG launched the Female Trailblazers of SaaS campaign. Over the years, we’ve been honored to highlight founders and CEOs who are redefining leadership in software, just like Elizabeth did for Tiffany. We know there are more stories to share. If you know a female SaaS founder or CEO making an impact, we’d love to feature them.

Software Founders: If you’re considering an exit, growth alone won’t get you the best deal. Today’s software buyers are looking for predictability, efficiency, and strong retention—and understanding what drives their decisions can make all the difference in your valuation and outcome. SEG Principal Diamond Innabi is sitting down with three private equity leaders from Bregal Sagemount, GreyLion, and Resurgens Technology Partners—firms that are actively acquiring software companies—to get their real-world insights on what makes a business stand out in today’s market. In the webinar, Expert Private Equity Perspectives on the 2025 Software M&A Market, they’ll share what they’re looking for, how they evaluate opportunities, and what separates the companies that get top valuations from the rest. 📅 February 25th at 10am PT | 1pm ET Register here: https://lnkd.in/eesXTSNV

To our PE investor network—what matters most when evaluating a software investment? Share your perspective!