Let’s Start the Conversation

We partner with software and SaaS companies ranging from founder-led businesses to PE-backed platforms. Our work primarily focuses on companies based in the U.S., Canada, the U.K., Australia, and New Zealand. Most of the companies we advise generate between $5 million and $100 million (or more) in annual revenue.

Not at all. A lot of our first conversations are just exploratory. Some founders end up pursuing a sale, recap, or investment in 6 months, while others wait 6 years. Starting early means you’ll be better prepared when the time is right.

That’s completely fine. Many first conversations are simply about exploring options. We’ll walk through what a sale, recap, or investment could look like so you can decide what’s right for you and your company.

It’s an introductory conversation. You’ll walk us through your business and goals, and we’ll share a high-level overview of SEG. From there, we’ll both decide if it makes sense to keep talking. If it’s a fit, we’ll put an NDA in place and move into a strategic assessment to see whether working together creates the right outcome.

If you’ve already received an offer, we can still step in to help you evaluate it, run a competitive process, and bring additional buyers to the table. By creating options and strengthening your negotiating position, we work to maximize the outcome

After you submit the form, we’ll reach out to schedule a call; it’s a no-pressure, no-obligation conversation focused on your company and your options.