Top Systems Software M&A Advisory Firms with Recent Private M&A Activity

442

Active Firms

852

TTM Deal Flow

$3M-$13M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top States by Activity

California 11%

Florida 11%

Texas 10%

New York 4%

Pennsylvania 4%

Key Attributes

Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution

Lingate Financial Group

21 Total Closed Deals

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Founded in 1945, Lingate Financial Group is a leading provider of lower middle market merger and acquisition advisory services, representing both buyers and sellers of businesses. Lingate helps business owners successfully complete business sales, family transitions, mergers, acquisitions, and recapitalizations. Lingate specializes in representing privately held businesses or business units with annual revenues of $5 million to $50 million. We have broad industry expertise - manufacturing, distribution, transportation, consumer products, food, technology, business-to-business services, and…

Recent Transactions

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Dec 2023 Advised Nu-Star, Inc in its sale to PowerPusher
Jul 2023 Advised Confidential Company on an investment from Confidential Company
Jul 2023 Advised Confidential Company on an investment from Confidential Company
Jul 2023 Advised Confidential Company on an investment from Confidential Company

Bowman/Hanson

20 Total Closed Deals

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Bowman/Hanson is a microcap investment banking firm that offers merger and acquisition services to middle-market companies (companies valued at between $5 and $50 million). We specialize in the following activities: Selling a Business For owners of middle-market companies, we act as exclusive investment bankers, preparing and marketing the business for sale. Our five-phase finely-tuned process generates the optimum price and terms while ensuring the highest level of confidentiality. Acquisition Search We help middle-market companies, buyout funds, and search funds identify and qualify…

Recent Transactions

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Mar 2016 Advised San Benito Shutter in its sale to LongWater Opportunities
Jan 2016 Advised Elliott Manufacturing in its sale to Massman Automation Designs
Jul 2015 Advised Iowa Protein Solutions in its sale to Farmers Union Industries
Jul 2015 Advised Dakota Pack in its sale to Farmers Union Industries

ABI Group

17 Total Closed Deals

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Selling a business is complex. ABI simplifies the process and maximizes value with the highest close rate. The company offers Valuations and Advisory Services for Privately Held Companies and with 30+ years of dealmaking, ABI is one of the most highly regarded firms in California helping clients and their advisors develop custom solutions designed to achieve their objectives and maximize business value.

Recent Transactions

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Jun 2026 Advised Luxe Home in its sale to Confidential Company
Jun 2026 Advised Print & Graphics in its sale to Confidential Company
Jun 2026 Advised D&B Glass in its sale to Confidential Company
May 2026 Advised Douglah Designs in its sale to TeedUp Capital

TechStrat

17 Total Closed Deals

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Recent Transactions

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Mar 2023 Advised MTW SOLUTIONS in its sale to EXA CAPITAL
Oct 2022 Advised APTOLOGY in its sale to MEDIAFLY
Jun 2022 Advised One10 LLC on an investment from Bow River Capital
Jun 2022 Advised Tempered Networks in its sale to Johnson Controls

WGF Partners

13 Total Closed Deals

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WGF Partners is the Financial Advisor for the tech entrepreneur. We are the trusted advisors to business owners and private investors when it comes to M&A and Raising Capital. Our culture is defined by respect for the entrepreneur and their shareholders; we are entrepreneurs, and we know what it’s like to be in the founder’s shoes. Because of it, we aim to achieve the highest quality and speed in our service. We invest our time in your company. We will go further for you.

Recent Transactions

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May 2022 Advised Prepona in its sale to Pearson
Dec 2021 Advised Automatos in its sale to Almaden
Sep 2021 Advised Helloo in its sale to BR Malls
Sep 2021 Advised Joy Education in its sale to Proz

Business Capital Exchange

13 Total Closed Deals

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Business Capital Exchange, Inc. assists large corporations, private equity firms, and closely held companies with the sale of middle market businesses. Our experience ranges from selling highly profitable businesses to companies operating in Chapter 11.We have successfully sold businesses across the United States, as well as in Europe and Asia. We target companies with values between $3 million and $300 million.Past clients include manufacturing, service and distribution businesses.Industry experience includes:Adhesives, agricultural products, aerospace, automation, confectionary, banking,…

Recent Transactions

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Feb 2019 Advised New England Resins & Pigments in its sale to Brenntag
Jan 2019 Advised CompareNetworks in its sale to Main Street Capital Corporation
Dec 2017 Advised ACV Sewer Cleaning & Lining Division in its sale to North American Pipeline Services
Jun 2017 Advised Clean Harbors Transformer Services in its sale to Emerald Transformer

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Presser & Co.

13 Total Closed Deals

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Mid-market, cross-border M&A and Capital Raising advisory firm with a focus on industrial, technology manufacturing, speciality retail and services businesses.

Recent Transactions

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Aug 2023 Advised ENORO in its sale to HANSEN TECHNOLOGIES
Aug 2023 Advised Naspers in its sale to HANSEN TECHNOLOGIES
Aug 2023 Advised Agility CIS in its sale to SilverTree
Aug 2023 Advised basis2 in its sale to Novatti

Seapoint Business Advisors

12 Total Closed Deals

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Over $1 billion in completed transaction experience, Seapoint are M&A advisors focused on selling companies with transaction values between $10 and $200 million.

Recent Transactions

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Jul 2023 Advised Serene Innovations in its sale to Private Financial Buyer
Jul 2023 Advised A.F Machine & Tool Co. in its sale to Private Financial Buyer
Jul 2023 Advised DEL Aerospace, Inc. in its sale to Private Financial Buyer
Jul 2023 Advised Matson Industrial Finishing in its sale to Private Financial Buyer

Catapult Advisors LLC

12 Total Closed Deals

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You’ve worked hard over the years to build your company. Now that you are thinking about establishing an advisory relationship to help take your company to the next level — or to facilitate an exit — you deserve a team that has the insight and access to guide you to an optimal outcome.Since no two deals are alike, we customize our process to fit your circumstances, never relying on a set formula. The one constant for us is our laser focus on delivering superior results for our clients.Catapult Advisors LLC is an investment bank dedicated to serving the M&A advisory and capital…

Recent Transactions

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Nov 2024 Advised Good & Co in its sale to Stepstone
Nov 2024 Advised Federated Wireless on an investment from Charter, American Tower, Arris, GIC
Nov 2024 Advised Mimosa Networks in its sale to Airspan
Jun 2024 Advised Terradatum in its sale to Lone Wolf

CDI Global

10 Total Closed Deals

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CDI Global has advised on mergers and acquisitions for middle-market crossborder transactions for over 40 years. We are known for our experienced international personnel and our in-depth business development expertise. CDI has successfully partnered and collaborated with clients globally, in vertical sectors that span virtually every major industry that moves commerce, including technology, finance, retail, construction, industrial manufacturing, chemicals, oil & gas, healthcare & pharmaceuticals, food & agriculture and aerospace.We understand the prime importance of making informed choices…

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Aug 2023 Advised Porto Ltda in its sale to IBF Negocios
Aug 2023 Advised Class Creator on an investment from SENTRAL
Jun 2023 Advised PawPrints in its sale to Destination Pet
Mar 2023 Advised Laboratory Systems Group Pty Ltd. in its sale to Waldner group

MC Vanguard Corporate Finance

10 Total Closed Deals

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MC Vanguard Corporate Finance is one of the best and most active teams of corporate finance advisors in the North West.MC Vanguard Corporate Finance formed in December 2011 following a merger between Mitchell Charlesworth Corporate Finance and Vanguard Corporate Finance.We are as passionate as you, our clients, about achieving the full potential of your business. Our approach is to work closely in partnership with each client, applying our experience and corporate finance skills alongside your management team's knowledge of your business and markets.Our expertise allows us to provide an…

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Mar 2012 Advised Redthorn Systems Limited in its sale to Agile Business Consultants
Oct 2011 Advised Bennett Engineering Solutions Limited in its sale to XL Group Limited
Mar 2011 Advised Netsource Recruitment Limited in its sale to The Management Team
Mar 2011 Advised Clitheroe Light Engineering Limited in its sale to The Management Team - MBI

SiVal Advisors

10 Total Closed Deals

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SiVal Advisors, founded in 2002, advises its clients on a wide variety of merger & acquisition and financial advisory engagements, with particular emphasis on technology companies. The partners at SiVal, with their diverse backgrounds as business enterprise founders, CEO's, technology executives and investment bankers, combine this unique blend of operating and transaction experience for the benefit of each client engagement. At SiVal, our industry experience is both broad and deep. We invest the time to understand each company's business and the markets it serves, as we believe this is…

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Jul 2023 Advised Loqate in its sale to GBGroup
Aug 2021 Advised Care Advantage in its sale to BelHealth
Oct 2019 Advised Citilabs, Inc in its sale to Bentley Systems
Sep 2019 Advised Citilabs Inc in its sale to Bentley System Inc

Water Street Advisors

9 Total Closed Deals

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Water Street Advisors is a Wisconsin-based consulting firm providing Mergers and Acquisitions services. These M&A services include buy-side, sell-side, and consulting engagements to privately held businesses and their owners across the Midwest. Companies served range in size from $1 million to $30 million in annual revenue and include a broad spectrum of industries. In addition to transactional services, Water Street Advisors assists companies in preparing for the completion of successful transitions.

Recent Transactions

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Aug 2024 Advised Confidential Company in its sale to Confidential Company
May 2023 Advised Confidential Company on an investment from Confidential Company
May 2023 Advised Confidential Company on an investment from Confidential Company
Feb 2023 Advised Confidential Company on an investment from Confidential Company

Sunbelt Business Brokers - Boston

9 Total Closed Deals

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Sunbelt Business Sales and Acquisitions of New England (SunbeltNE) is one of the top franchises of Sunbelt Network, the world's largest business brokerage firm with over 250 offices throughout the world. The Sunbelt team consists of seasoned business brokers who provide expert advice in buying and selling business or franchises. In operations since 1978, Sunbelt Network brokers over 3000 business transactions every year. SunbeltNE is a renowned business brokerage firm from the New England region that provides advisory services for buying and selling of businesses in Massachusetts (MA),…

Recent Transactions

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Jul 2011 Advised Savoy Nursing Home in its sale to Private Investor
Mar 2011 Advised Lincoln Hill Manor in its sale to Private Investor
Oct 2010 Advised Framingham Liquor in its sale to Private Investor
Dec 2009 Advised The Imaging Institutue in its sale to Public Company

Intercap

8 Total Closed Deals

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Intercap is a financial advisory firm headquartered in Montreal, Canada and serving clients across North America.With over 105 completed transactions, Intercap assists privately held enterprises and investment groups achieve maximum obtainable value whether they are searching for growth capital, looking for an opportunity to sell their company or possibly locate attractive acquisitions.Our services include Mergers and Acquisition advisory, Capital raise advisory and Business Valuations.Fondé en 2001, Intercap est une firme en conseils financiers basée à Montréal, Canada, et traite avec…

Recent Transactions

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May 2021 Advised Putter's in its sale to Holding Company
May 2018 Advised Senyorita in its sale to Confidential Consumer Products Company
May 2018 Advised Heinz on an investment from Confidential Consumer Products Company
Apr 2018 Advised Greenland in its sale to Confidential Consumer Products Company

Ascendant Advisory Group

7 Total Closed Deals

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Our mission is to ensure that our clients get as much value as possible at every step of their journey. We believe that by putting together a team of world-class advisors, along with strategic partners who are best of breed professionals, and taking a longer term approach to exit strategy we are able to truly help business owners exit on their terms. Our success hinges on only working with those who put the client first...and to use a team approach to drive the best results possible. Our clients don't just get an advisor, they get a team. And by working with business owners years in advance…

Recent Transactions

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Sep 2017 Advised Ammunition Co. in its sale to Ammunition Manufacturing Co.
Jun 2017 Advised US Optics, Inc. in its sale to Down Range Solutions Group, LLC
Apr 2017 Advised JDL Construction, Co. on an investment from PJSG, Inc.
Apr 2017 Advised 4 Rivers Concrete Products, Inc. on an investment from PJSG, Inc.

Flashpoint Advisors

7 Total Closed Deals

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Flashpoint Advisors are former big four accountants and consultants focused on serving small private businesses. Our passion is working with business owners to improve their access to reliable and timely financial information, M&A strategies, and growth capital. We're not satisfied with pre-packaged solutions for real world problems. All of our engagements are customized to fit the dynamic operations and needs of our clients.

Recent Transactions

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Aug 2022 Assisted Confidential Company in securing debt financing from Confidential Company
Aug 2022 Assisted Confidential Company in securing debt financing from Confidential Company
Aug 2022 Advised Confidential Company on an investment from Confidential Company
Oct 2021 Advised Confidential Company on an investment from Confidential Company

Minerva Valuation Advisors

7 Total Closed Deals

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Minerva Valuation Advisors, is a mid market advisory firm specializing in business valuations, acquisitions, divestitures, financings and shareholder value advisory services. We have experience advising small business owners to public corporations in a wide variety of industries.

Recent Transactions

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Feb 2021 Acquired confidential
Jan 2020 Acquired Confidential
Sep 2019 Assisted TROES Corp. in securing debt financing from confidential
Jun 2019 Acquired Confidential

WeBrokr

6 Total Closed Deals

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WeBrokr is a boutique M&A firm representing clients worldwide. We specialize in buy-side and sell-side M&A for digital publishing brands and web based businesses with valuations of $1,000,000 - $25,000,000 USD. More details can be found on WeBrokr.com or by contacting Logan Abner [email protected]

Recent Transactions

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Apr 2022 Advised WhatCulture.com in its sale to Future PLC
Nov 2021 Advised Collider.com in its sale to Valnet Inc.
Jun 2021 Advised We Got This Covered in its sale to GAMURS Group
Dec 2020 Advised MMORPG.com in its sale to M.O.B.A. Network

Sloan Capital

6 Total Closed Deals

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With more than 30 years of investment banking and private equity experience, Texas-based Sloan Capital has been involved in a multitude of complex sell-side, buy-side and capital-raise transactions in diverse industries.

Recent Transactions

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Jul 2024 Advised QX Global Group in its sale to Long Ridge Private Equity
Feb 2024 Advised AC Horn in its sale to Probat
Jul 2014 Advised Otis Eastern Pipeline Services in its sale to Argonaut Private Equity
May 2014 Advised Lone Star Tank Rental & KHM in its sale to General Finance

Firms in the Systems Software M&A Advisory Firms directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Systems Software M&A Advisory Firms is $3M-$13M, with a core EBITDA range of $500K-$2M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Relevant Technology experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 442 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Technology.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Systems Software M&A Advisory Firms directory reflects relevant experience or activity in Technology, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing M&A Advisory Firms with experience in Technology, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 442 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Systems Software M&A Advisory Firms directory, you can request information here.

Top Systems Software M&A Advisory Firms

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