Founded in 2010, Aeris embarked on a simple mission to build one of the industry’s foremost software and SaaS M&A advisory firms, one transaction outcome at a time. Our senior team, operating from offices in Boston and San Francisco, leverages a distinguished, decades-long M&A advisory track record including more than $35B of strategic and growth equity transactions successfully completed to date. We operate with integrity and transparency and our mission is clear and uncompromising: leverage extensive software and SaaS domain expertise, a collaborative, high-performance team, and an unwavering commitment to delivering best-in-class outcomes for our clients.
Deliver Best-in-Class Outcomes
Exceed Client Expectations
Advisory Approach & Services
We provide best-in-class strategic advisory services to leading private equity, venture capital and founder-owned software and SaaS clients throughout North America. Our team leverages decades of software industry and M&A experience, data-driven strategic insight, a collaborative hands-on approach, and an unparalleled commitment to delivering exceptional outcomes on behalf of our clients. We deliver transformational sell-side, buy-side, and strategic advisory services, including:
Minority / Majority Growth Equity Recapitalizations
Strategic Board Advisory & Situational Review
We advise market-leading private equity, venture capital and founder-owned software, SaaS, and tech-enabled services companies spanning a broad range of high-growth vertical markets. Clients value our strategic insight, industry expertise, collaborative team-based approach, and above all, our unparalleled commitment to delivering best-in-class M&A outcomes. We are honored to advise industry-leading software and SaaS management teams and investors, including:
Private Equity-Backed Portfolio Companies
Venture Capital-Backed Portfolio Companies
Founder & Employee-Owned Companies
We leverage a collaborative, experienced, high-performance team of “best athletes” to deliver exceptional M&A outcomes. We’re mission driven and committed, we operate with integrity and transparency, and we harness the immense power of teamwork to deliver exceptional outcomes and exceed expectations. We’re widely regarded as one of the industry’s foremost software and SaaS transaction advisory teams in North America and our commitment to excellence is truly unparalleled.
Our commitment to delivering best-in-class M&A outcomes – including transaction close rates, valuations, and transaction terms – is unparalleled. We deliver pure, data-driven strategic advice with integrity and transparency, avoid traditional investment banking conflicts of interest, and maintain a longstanding track record of exceptional M&A outcomes.