Your M&A Partner

Navigating Software M&A Transactions

Expertise in M&A transactions for software companies in the US, Australian and New Zealand markets, and all around the world.

500M+

Enterprise Value

30+

Transactions Closed


The Team

Experienced Leadership

Daniel Bernstein

Managing Partner

Former Senior Deal Maker at the Corum Group, specializing in B2B and consumer software sectors. Closed over thirty transactions with a total enterprise value exceeding $500 million

Andy Hill

Director, Australia and New Zealand
Founder of Planet Price, former CEO and Co-founder of Oniqua. Led the company from startup to global leader in MRO inventory optimization before its acquisition by IBM in 2018.

Proven Successes


Client Testimonials


Track Record


Completed Transactions

OUR PROCESS

Goal: 6 months from Preparation to Close.

01

Preparation

Weeks 1–4

Review financials, strategic audit, pitch practice. Information Memorandum, buyer list development, and data room population.

02

Market Entry

Weeks 5–8

Teaser distribution, NDA processing, management presentations, and preliminary buyer discussions.

03

Solicit LOIs

Weeks 9–12

Follow-up meetings, auction management, data room access, and LOI negotiation with prospective buyers.

04

LOI to Close

Weeks 13–24

Additional presentations, due diligence, technical assessments, legal docs, and working capital negotiation.


Insights


From Our Blog

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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.