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Discretion Capital

M&A Advisory Firm

Santa Cruz, California HQ

Member since
2022
Deals they've closed
10
About
Discretion Capital is a technology-enabled Mergers and Acquisitions (M&A) advisory firm that specializes in assisting Business-to-Business (B2B) Software as a Service (SaaS) enterprises generating annual revenues ranging from $2m-$25m ARR. Our unique approach distinguishes us from traditional in…
Team (2)
Recent Transactions (10)
Discretion Capital
Business-to-Business (B2B) Online Marketplaces, Content Management Systems (CMS), Investment Advice, Life coach services, Marketing Automation Software, Other IT Infrastructure Software, Other Social Networking Services, Personal Networking Online Services, Professional networking Online Services, Social Publishing, Blogging, Micro-Blogging Services
Advised

SocialBee

in their acquisition by

WebPros

September 2024

Discretion Capital
Software and Online Services
Advised

Gymdesk

in their acquisition by

Five Elms Capital

July 2024

Discretion Capital
E-commerce, Marketing Data / Analytics Software
Advised

Elevar, Inc.

in their acquisition by

Buxton, Inc.

January 2024

Discretion Capital
Software and Online Services
Advised

iContact

in their acquisition by

CVent

January 2024

Discretion Capital
Advertising, Public Relations, and Related Services, Enterprise Software and Online Services
Advised

Integrated SparkLoop

in their acquisition by

ConvertKit

July 2023

Discretion Capital
Data processing services, Information Technology (IT) infrastructure services (outsourced), Professional, Scientific, and Technical Services, Temporary Help Services
Advised

SmartrMail

in their acquisition by

Relay Commerce

November 2022

Discretion Capital
E-commerce, Software and Online Services
Advised

SmartrMail

in their acquisition by

Relay Commerce

September 2022

Discretion Capital
Communications software (chat, messaging, email), Consumer Software and Online Services, Data processing services, Information Technology (IT) infrastructure services (outsourced), Online News, Social Games, Social Media Management Software, Social Networking Services, Temporary Help Services
Advised

SKUvantage

in their acquisition by

Salsify

October 2021

Discretion Capital
Advertising, Public Relations, and Related Services, Enterprise Software and Online Services
Advised

WP Media

in their acquisition by

one.com

April 2021

Discretion Capital
Healthcare Software (Consumer), Healthcare Software (Enterprise), Software and Online Services
Advised

Dentally

in their acquisition by

Henry Schein

July 2020

Sectors Discretion Capital serves:
Technology

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Member since
2022
Deals they've closed
10
Team (2)
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