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
Software & SaaS
Advisory Focus
AggregateDeal Value
Celebrating 12+Years
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 |
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

Client
A market-leading provider of project information management software for the AECO industry
Counterparty
A leading private & growth equity firm
Sub-sector
Vertical Software & SaaS
Segment
Construction Tech
Aeris Partners served as the exclusive sell-side advisor

has been acquired by

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

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

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
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
Aeris Partners Serves as the Exclusive Financial Advisor to Newforma
Newforma is a market-leading provider of project information management and collaboration solutions for the AECO ecosystem.
Read MoreAeris Partners Launches San Francisco Office; Hires Gray Eklund to Help Drive Expansion
Gray Eklund joins Aeris with more than 15 years of technology investment banking, M&A and financial services industry experience.
Read MoreAeris 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.
Read More