Top Application Software M&A Advisory Firms

William Martin and Company, Inc.

17 Total Closed Deals

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We help the owners of privately held corporations in the selling process. Our over fifty years of combined experience in the Midwest Mergers and Acquisitions market gives both buyer and seller the confidence of knowing the transaction will be handled professionally.

Recent Transactions

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• Jul 2025 Advised DuPage Precision Products in its sale to Quad Innovations
• Apr 2025 Advised Fire Safety Company in its sale to Cintas
• Oct 2023 Advised ROW Inc in its sale to Carco prp
• Aug 2023 Advised Frank's Employment, Inc. in its sale to Peloton Inc.

Concord Ventures

17 Total Closed Deals

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Concord Ventures is a boutique investment banking firm representing business sellers in the $3,000,000-$500,000,000 value range in manufacturing, service, distribution, retail, and technology. We are headquartered near Seattle, in Bellevue, WA. Concord Ventures also provides financing services for acquisitions and recapitalizations and offers business valuation services.

Recent Transactions

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• Jul 2018 Advised Peltram Plumbing on an investment from Crescendo Capital Partners
• Jun 2012 Advised K&K Industries, Inc. in its sale to Private Buyer
• Nov 2010 Advised Unitime Imports in its sale to Private Investor
• May 2010 Advised Allied Technical Services, Inc. in its sale to Management

Salt Creek Partners

16 Total Closed Deals

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Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets. Our mission is centered on investing in long-term relationships with our clients through independent, trusted, and innovative advice, and to achieve superior results in line with the overall strategic objectives of the company. SCP’s team of complementary partners have proven track records with managing complex financial transactions, providing investment banking services, performing market research and analysis, guiding companies from concept through hyper growth,…

Recent Transactions

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• Jan 2026 Advised Confidential Company in its sale to Confidential Company
• Dec 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2025 Advised Confidential Company in its sale to Confidential Company

Venture 7 Advisors

16 Total Closed Deals

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Venture 7 Advisors is a sell-side merger and acquisition firm representing companies with revenue between $5 and $100 million per year – companies too complex for business brokers to handle and too small to get personal attention from investment banks.  We’re not career bankers or brokers. We understand mergers and acquisitions from the perspectives of founder, investor, acquirer, advisor and employee - because we've experienced them all first-hand. With almost 200 years of combined business and M&A experience behind us, we provide clients with proven advice, relentless…

Recent Transactions

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• May 2025 Advised KC Mechanical in its sale to Confidential Company
• Apr 2025 Advised Antonucci Foods in its sale to Confidential Company
• Sep 2024 Advised Mirabelles Bakery in its sale to Confidential Company
• Aug 2024 Advised ImageTek Manufacturing in its sale to Confidential Company

Podium Partners

15 Total Closed Deals

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Through an extensive network and established relationships with family offices, private equity, venture capital firms, lenders, and debt investors, Podium assists clients in accessing private capital markets for both debt and equity financing.​Our proven, step-by-step process is managed to ensure that our clients can remain focused on running their businesses while we create efficient, executable, and cost-effective solutions to various financing needs. 

Recent Transactions

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• Nov 2025 Advised Confidential Company on an investment from Confidential Company
• Nov 2025 Advised Confidential Company in its sale to Confidential Company
• Mar 2025 Advised Confidential Company on an investment from Confidential Company
• Oct 2024 Assisted Confidential Company in securing debt financing from Confidential Company

Left Lane Associates

14 Total Closed Deals

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Left Lane Associates combines more than 90 years of entrepreneurial and executive experience in the supply chain industry with personal relationships and a unique suite of products to help you meet your personal and business goals.

Recent Transactions

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• Nov 2025 Advised Confidential Company in its sale to Confidential Company
• Apr 2024 Advised Swift Delivery Systems in its sale to Opalcap Partners
• Aug 2023 Advised Confidential Company on an investment from Confidential Company
• Jul 2023 Advised KaideX Transportation Services Inc. in its sale to Power Link Expedite

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Skyline Advisors

14 Total Closed Deals

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Skyline Advisors teams with high growth and lower middle market companies to position for and complete strategic transactions. This includes mergers and acquisitions (sell-side and buy-side), corporate finance (venture capital, private equity, debt, mezzanine capital, etc.), and the strategic use of real estate.Skyline Advisors is a division of Ideation Ventures, Inc. Services involving securities are offered through M&A Securities Group, Inc. (“MAS”). Services involving real estate brokerage are offered through Berkshire Hathaway Homservices Ambassador Real Estate…

Recent Transactions

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• Apr 2025 Advised Decision Logic on an investment from Clovis Point Capital
• Jul 2023 Advised Banyan Medical System in its sale to Bank of Bennington
• Jul 2023 Advised Healthcare Services Firm on an investment from Anonymous Company
• Jul 2023 Advised Technology Company on an investment from Anonymous Company

Blitzer, Clancy & Company

14 Total Closed Deals

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Blitzer, Clancy & Company works with entrepreneurial sellers, buyers, and growth-focused companies around the globe. Backed by more than four decades of experience and billions in enterprise value creation, we provide clients with a strategic, hands-on collaborator that can seamlessly integrate with corporate strategy and investment teams to develop — and deliver — real results.Led by Co-Founders and Partners Michael Blitzer and James E. Clancy, our team operates with fluidity and agility across client organizations, serving as a dedicated liaison that will meet clients anywhere, anytime…

Recent Transactions

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• Oct 2023 Advised Houston Precision Fasteners in its sale to Poggipolini
• Jul 2023 Advised Biotechnical Services, Inc. (BTS) in its sale to Flagship Lab Services
• Jul 2023 Advised ManagedLab in its sale to Flagship
• Jun 2022 Advised DatacenterHawk in its sale to Simplify Compliance

Lyndhurst Partners

14 Total Closed Deals

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Lyndhurst Partners is a Mergers & Acquisitions (M&A) advisory firm dedicated exclusively to Information Technology professional services organizations (ITPSO). We serve established and emerging IT service companies as advisor and consultant, working together with management in their pursuit of strategic corporate expansion or sale. To our clients, we provide extensive industry knowledge, an established network of existing global relationships, insightful, proprietary research and international transactional experience. Areas of expertise include: buy and sell-side M&A advisory, business…

Recent Transactions

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• Mar 2016 Advised CN-TEC, Inc. in its sale to Sharp Decisions, Inc.
• Nov 2015 Advised Optima Healthcare Solutions in its sale to Alpine Investors
• Oct 2013 Advised Cal Net Technology Group on an investment from Boathouse Capital and Olympic Valley Capital
• Dec 2012 Advised Trinity Technologies in its sale to EMC

Cortland Advisors

14 Total Closed Deals

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Cortland Advisors is a partner-owned mergers and acquisitions advisory that provides experienced expertise by industry professionals that have successfully created, grown, acquired and exited businesses in North America, Europe and Asia. We bring an unbiased and objective approach to our clients, backed up with decades of experience in Large, Medium and Small businesses in the Industries we serve.Our ability to provide advisory services in preparing companies to buy or exit is a key to our service. Whether it is Buy Sell Agreements, Succession Planning, Financial Restructuring and…

Recent Transactions

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• Jan 2022 Advised Dykstra Construction in its sale to JF Petroleum
• Aug 2021 Advised MarketConnections in its sale to GovExec
• Aug 2019 Advised Westwood One Podcast Network on an investment from The Mclaughlin Group
• Aug 2019 Advised American Publc Television on an investment from The Mclaughlin Group

Whitehorn Merchant Capital

13 Total Closed Deals

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Whitehorn Capital is an independent Calgary, Alberta based business advisory firm. Our focus is to assist private business owners and management teams effectively plan business succession in order to reach financial, strategic and personal goals.We believe this fundamental planning is critical to long-term business success. In order to maximize the value of any enterprise, business succession activities must be undertaken throughout its entire life cycle.At Whitehorn, business succession activities include:Developing and implementing strategies to enhance business valueExecuting an…

Recent Transactions

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• May 2025 Advised Confidential Company in its sale to Confidential Company
• Dec 2023 Advised Confidential Company in its sale to Confidential Company
• Jul 2023 Advised Delco Automation Inc. in its sale to Sapphire Water International Corp.
• Jul 2023 Advised Carmen Creek in its sale to Confidential Company

DBG Advisors

13 Total Closed Deals

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DBG Advisors is a Business Brokerage/Mergers & Acquisitions firm based in Richardson, Texas. The company, led by L. Nolan Duck, serves business owners throughout Dallas-Fort Worth and Texas. DBG Advisors exclusively represents sellers of lower middle-market manufacturing, distribution and service companies with $2 million to $65 million in revenue.Nolan is currently the President of the DFW Chapter of the Texas Association of Business Brokers, a Board Certified Broker, Certified ValueBuilder, Advisory Board Member of The ValueBuilder System, a Licensed Real Estate Broker, and a member of…

Recent Transactions

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• Sep 2025 Assisted Confidential Company in securing debt financing from Confidential Company
• Jul 2023 Advised Acxential Business Solutions in its sale to Anonymous Company
• Jul 2023 Advised IAS Claim Services in its sale to Anonymous Company
• Jul 2023 Advised ABY Benefits, LLC in its sale to Anonymous Company

M+A Squared

13 Total Closed Deals

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M+A Squared is an award-winning advisory firm specializing in mergers and acquisitions at the intersection of technology, life sciences, and tech-enabled services. We provide top-tier M&A advice to clients, whether they’re ambitious founders looking to partner with larger organizations or shareholders seeking to monetize their ownership stakes.

Recent Transactions

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• Sep 2024 Advised Corsense Medical in its sale to Microdel
• Apr 2024 Advised Peryphon in its sale to AcceleRadio
• Dec 2023 Advised ResQBattery in its sale to Nofet
• Jun 2023 Advised Sodyo on an investment from ZIM

Tounge Associates

12 Total Closed Deals

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Tounge Associates is a longstanding Family-owned Mergers & Acquisitions Advisory Services Firm focused primarily on sell side engagements of lower/middle market companies. We help Business Owners sell their Companies! Our focus is on companies in the Commercial Lighting, Energy Distribution & Services and Healthcare Services. But if you are a business owner with revenues in the $5-$50MM range and considering your options, Let us help you form a plan to exit on your terms and your timing.

Recent Transactions

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• May 2025 Advised Confidential Company in its sale to Confidential Company
• Feb 2025 Advised Confidential Company in its sale to Confidential Company
• Aug 2023 Advised iWorks in its sale to Bukas Lighting Group
• Aug 2023 Advised Crowley Energy in its sale to Dead River Company (Dead River)

ROI Capital Partners, LLC

11 Total Closed Deals

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ROI Capital Partners, LLC represents private companies seeking capital. The majority of our clients are existing businesses seeking capital for expansion while others are owners seeking a buyer or majority investor.These organizations, located throughout the US, operate within diversified and varied sectors of the economy.. They often seek millions of dollars to build their enterprises. Transaction structures can include: Growth CapitalAcquisition FinancingPrivate EquityPrivate DebtMezzanine FinancingsReal Estate project FinancingsPurchase/Sale

Recent Transactions

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• Jul 2023 Advised Excorp Medical Inc. in its sale to Anonymous Company
• Jul 2023 Advised Soul of the South in its sale to Anonymous Company
• Jul 2023 Advised ONCONOME in its sale to Anonymous Company
• Jul 2023 Advised PHARMAJET in its sale to Anonymous Company

Piedmont M&A Advisors, Inc.

11 Total Closed Deals

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We are an investment banking firm focusing on mergers and acquisitions advisory services for the middle market. Piedmont M&A Advisors specializes in buy-side and sell-side transactions for businesses with revenues of $10 million to $200 million. We also provide assistance with capital raising and debt restructuring.Our mergers and acquisitions services include selling family and privately-owned businesses, selling businesses owned by private equity funds, buy-side services including sourcing add-on acquisitions as well as sourcing businesses for entrepreneurs and investors. Our services also…

Recent Transactions

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• Jul 2012 Advised Embassy Freight International, LLC in its sale to Unique Logistics International (ATL), LLC
• Mar 2012 Advised The Eye Gallery in its sale to American Optical Services
• Apr 2009 Advised Dan J. Smith Jr. Distributors, Inc. in its sale to Petro South, Inc.
• Jan 2009 Advised Sarco Supply, Inc. in its sale to Quinn Pumps, Inc.

Apex Capital Advisors

11 Total Closed Deals

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Apex Capital Advisors is a lower mid market M & A advisory firm based in the greater Toronto, Canada region. Our industry focus includes business services, manufacturing and industrials, technology, media, marketing, energy, utility and the broader infrastrucure sector. We do predominantly buy side and sell side M & A work as well as strategic advisory work for younger companies seeking to better position themselves for an exit.

Recent Transactions

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• Aug 2025 Advised Fleetlane in its sale to Confidential Company
• Aug 2023 Invested in NODE
• Aug 2023 Invested in McFlusion
• Aug 2023 Invested in Car Media 2.0

Casspium Associates, Inc.

11 Total Closed Deals

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Casspium Associates is a New York-based Buyside Mergers and Acquisitions Intermediary that specializes in providing Outsourced Mergers and Acquisitions Origination services for strategic corporations and private equity-backed portfolio company clients actively seeking to acquire and invest in companies with $5 million to $250 million in revenues and $3 million to $15 million in EBITDA.

Recent Transactions

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• Jul 2023 Advised Environmental Facilities Company in its sale to Anonymous Company
• Jul 2023 Advised Healthcare Technology Company in its sale to Anonymous Company
• Jul 2023 Advised Payroll/human Resource Company in its sale to Anonymous Company
• Jul 2023 Advised Apparel Manufacturer Company in its sale to Anonymous Company

The Potomac Company

10 Total Closed Deals

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The Potomac Company, a Geneva, Switzerland-based investment bank with US headquarters in Philadelphia, PA, specializes in providing merger and acquisition, management buyout, capital raising and strategic advisory services to small and middle market companies. The Potomac Company serves a diverse range of industries globally, with particular expertise in manufacturing, facilities services, structural pest control, building products, capital goods, technology, and insurance. Our typical middle market transaction size is $10 million to $300 million.

Recent Transactions

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• Aug 2023 Advised Ace Exterminating in its sale to Lookout Pest Control
• Aug 2023 Advised Last Bite Mosquito Control in its sale to Viking Pest Control
• Aug 2023 Advised Budget Brothers Termite & Pest in its sale to Northrim Horizon
• Aug 2023 Advised Bugs-B-Gone in its sale to Waynes

George & Company

10 Total Closed Deals

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George & Company has been providing certified business appraisal, business brokerage and merger & acquisition services since 1981. Board certified intermediaries and appraisers stand ready to serve your every need in the business acquisition or divestiture market.

Recent Transactions

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• Jan 2017 Advised Maicom LLC in its sale to Heritage Holding
• Jan 2015 Advised Machine Vision Technology, Inc. in its sale to Machine Vision, LLC
• Feb 2014 Advised Maynard Machine in its sale to Strategic Buyer
• Sep 2013 Advised Torwel Industries in its sale to Ace Group