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 13+
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

is being acquired by
Confidential
Client

A market-leading SaaS provider of security, supply chain and secure collaboration solutions for highly-regulated industries

Counterparty

A leading private equity firm

Sub-sector

Horizontal Software & SaaS

Segment

Supply Chain, Security & Collaboration

Aeris Partners served as the exclusive sell-side advisor

has merged with
Confidential
Client

A market-leading provider of electronic health record, practice management, and integrated payments solutions for chiropractors, optometrists and therapists

Counterparty

A leading provider of practice management, patient experience, and payments solutions for the retail healthcare market

Sub-sector

Vertical SaaS & Payments

Segment

Healthcare IT

Aeris Partners served as the exclusive sell-side advisor

has been acquired by
Confidential
Client

A market-leading software, services and payments provider to the specialized loan market

Counterparty

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

Sub-sector

Vertical Software & SaaS

Segment

FinTech

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

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 Thoma Bravo and Exostar

Exostar is a leading provider of mission-critical solutions for secure access, supply chain and secure collaboration to highly-regulated industries.

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Aeris Partners Serves as the Exclusive Financial Advisor to IPS

IPS is a market-leading provider of modern cloud EHR, practice management, payments and RCM solutions for specialty healthcare providers.

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Aeris Partners Serves as the Exclusive Financial Advisor to Equiant

Equiant is a market-leading software, services and integrated payments provider to the specialized loan market.

Read More