Industry Expertise
With a background in SaaS-focused Private Equity in combination with operational experience, we understand the unique dynamics of the SaaS market.
M&A can be the fastest path to growth — and the fastest path to expensive mistakes. We help you build a clear thesis, screen targets, run diligence with the right SaaS lens, and plan integration around what will actually break.
WHO IS THIS FOR
Common situations
You’re entering a new market and considering acquisition vs build
You want product expansion (adjacent capability) to accelerate roadmap
You need a disciplined screening process (so you don’t chase shiny objects)
You want diligence that goes beyond “financials look fine”
WHAT YOU GET
Trusted by leading companies
Core deliverables (typical)
Deal thesis: why this deal, why now, and how value will be created
Target criteria + screening: shortlists that match your strategic goals
Diligence lens: SaaS KPIs, retention quality, cohort behavior, CAC/CLTV logic, product risk
Risk register: what can go wrong, indicators, mitigations
Integration priorities: what must happen in the first 30/60/90 days
ENGAGEMENT OPTIONS
M&A Support (project-based)
Best for buy-side targeting, DD, and integration planning.
You get: deal thesis, DD lens, risk register, and integration priorities.
HOW WE WORK
With a background in SaaS-focused Private Equity in combination with operational experience, we understand the unique dynamics of the SaaS market.
No two M&A deals are the same. We customize our approach to fit your specific goals and challenges.
From initial planning to post-acquisition integration, we’re with you every step of the way.
Expand your market presence, product offerings, or geographic reach quickly and effectively.
Achieve cost savings and synergies to improve profitability and enhanced growth.
Mitigate potential challenges and M&A risks through careful planning and execution.
FAQs
We can support valuation logic via KPI quality, scenarios, and integration risk — and work alongside your financial advisors.
Yes — integration priorities and value capture are where most deals win or lose.
Let us help you identify the right opportunities and execute them flawlessly. Schedule a consultation today to discuss how we can support your M&A journey.
Mergers and acquisitions can be a game-changer for SaaS companies. Whether you’re acquiring a competitor to consolidate market share, entering a new market, or adding complementary products to your portfolio, M&A offers opportunities to scale faster than organic growth alone.