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

0

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 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
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

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 Newforma

Newforma is a market-leading provider of project information management and collaboration solutions for the AECO ecosystem.

Read More

Aeris 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 More

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.

Read More