Expertise in M&A transactions for software companies in the US, Australian and New Zealand markets, and all around the world.
Enterprise Value
Transactions Closed
Placeholder summary of a representative sell-side mandate: a vertical SaaS business acquired by a strategic buyer, with the process run end to end from preparation through closing.
Managing Partner
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CEO, Loop Software
“I first met Dan Bernstein in 2017 when my partners and I were exploring the idea of exiting our SaaS business. Though we weren’t yet ready to sell, Dan generously provided guidance with no obligation. Over the next three years, as we updated him on our progress, we came to trust Dan on both a professional and personal level. By 2020, our business had grown to over 10,000 global customers and Dan suggested it was time to explore private equity funding or a potential acquisition. M&A was a new world to us, and we were incredibly grateful to have Dan on our side. Dan’s professionalism, deep technical knowledge, and commitment to our success were evident from the start. He helped us craft an effective pitch deck, connected us with top tech companies, and guided us through the pitch process. His exceptional negotiation skills ensured a win-win outcome, leading to two excellent offers. Dan’s recommended legal team then helped close the deal. Dan Bernstein’s expertise in navigating tech business sales is unparalleled. The successful sale of our business has changed my life and the life of my family. I can wholeheartedly recommend Dan to anyone looking to sell a tech-related company.”
Anthony Fernando
CEO, Loop Software
“I had the distinct pleasure of working with Dan Bernstein as our M&A advisor during the strategic sale of Fotomerchant to Charlesbank / ImageQuix. Dan’s expertise in navigating the complexities of such a high-stakes transaction was evident from the outset. The process was fraught with challenges, including substantial changes in deal structure. However, Dan’s deep understanding of the M&A process and his ability to anticipate potential obstacles were crucial in steering the deal to a successful close. Dan’s commitment to Fotomerchant was unwavering — his round-the-clock availability and hands-on approach ensured that every detail was meticulously managed. His strategic insights, particularly in managing buyer interactions and negotiations, helped us avoid common pitfalls that could have jeopardized the transaction. Thanks to Dan’s guidance, we achieved an outstanding outcome that far exceeded our expectations. I wholeheartedly recommend Dan Bernstein to any business seeking a dedicated and highly skilled M&A advisor.”
Elmar Platzer
CEO of Fotomerchant, sold to ImageQuix (Charlesbank)
“If it hadn’t been for Dan, I don’t think we would be in as positive a situation as we are today! A great public speaker, he conveyed his message well, and before we knew it we were clients. His communication was excellent as he led us through the complex process of M&A, and always had our back and provided support where needed. I would HIGHLY recommend anyone else thinking of M&A to contact Dan to find that perfect partner and move to the next level!”
Paul Reynolds
Heath Kilgour
“We worked with Dan and successfully completed an M&A transaction in the Spring of 2020 (In the midst of Covid!). Dan was a trusted advisor during this process and helped us find a great partner for the next phase of our company. He was instrumental in helping us get prepared to go to market all the way through final negotiations.”
Kevin Kelly
Goal: 6 months from Preparation to Close.
Review financials, strategic audit, pitch practice. Information Memorandum, buyer list development, and data room population.
Teaser distribution, NDA processing, management presentations, and preliminary buyer discussions.
Follow-up meetings, auction management, data room access, and LOI negotiation with prospective buyers.
Additional presentations, due diligence, technical assessments, legal docs, and working capital negotiation.
Whether you’re considering a sale, seeking strategic advice, or exploring your options, we’re here to guide you through every step of the journey.