Best-in-Class Technology M&A Advisory

Unparalleled Commitment

Exceptional Outcomes

About Us

Mission-driven and committed

We combine extensive software & SaaS domain expertise with an unparalleled commitment to flawless execution to deliver best-in-class M&A outcomes

0%

Software & SaaS
Advisory Focus

$0B

Aggregate
Deal Value

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Celebrating 12+
Years

Our Core Values

We honor commitments, operate with integrity and transparency, and harness the immense power of teamwork to exceed client expectations

Integrity Transparency
Commitment Tenacity
Teamwork Humility

Recent Transactions

More than $35 Billion of industry-shaping software and SaaS​ M&A transactions completed to date

Aeris Partners served as the exclusive sell-side advisor

has been acquired by
Confidential
Client

A market-leading provider of loan servicing & account management solutions for the specialized loan industry

Counterparty

A leading private & growth equity firm

Sub-sector

Vertical Software & SaaS

Segment

FinTech

Aeris Partners served as the exclusive sell-side advisor

received a strategic investment from
Confidential
Client

A leading provider of cloud-based software for the energy & commodities market

Counterparty

A leading private & growth equity firm

Sub-sector

Vertical Software & SaaS

Segment

Energy & Power

Aeris Partners served as the exclusive sell-side advisor

$425,000,000 growth investment from
Confidential
Client

A leading provider of no-code forms & workplace productivity solutions

Counterparty

Leading private & growth equity firms

Sub-sector

Emerging Technologies

Segment

No-Code / Low-Code

Aeris Partners served as the exclusive sell-side advisor

has been acquired by
Confidential
Client

A leading SaaS & data provider to emergency medical, fire, hospital & government providers

Counterparty

A leading private and growth equity firm

Sub-sector

Vertical Software & SaaS

Segment

Healthcare IT / GovTech

Industry Expertise

More than 100 years of combined M&A advisory experience spanning a broad range of high-growth software and SaaS market sectors

Healthcare IT
Gov Tech
Ed Tech
HCM / HR Tech
Retail & Hospitality
Construction Tech
Energy & Power
Field Service Management
Fintech & Payments
Data & Analytics
Supply Chain Management
Other Software & Saas
Our Team

Integrity. Transparency. Commitment.

New & Noteworthy

Aeris Partners Serves as the Exclusive Financial Advisor to Concord Servicing

Concord is a market-leading provider of loan servicing and account management solutions for the specialized loan industry.

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Aeris Partners Serves as the Exclusive Financial Advisor to W Energy

W Energy is a leading provider of cloud-based accounting and ERP software for the energy and commodities market.

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Aeris Partners Serves as the Exclusive Financial Advisor to Formstack

Formstack is a leading provider of SaaS no-code workflow and process automation solutions to more than 25,000 organizations worldwide.

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