Best-in-Class Technology M&A Advisory.

Unparalleled Commitment.

Exceptional Outcomes.

We are a technology M&A advisory firm delivering superior outcomes every step of the way.

About Us

Mission-driven and committed.

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

$0B

Aggregate Deal Value​

0%

Software & SaaS
Focus

0

Celebrating 10+
Years

Our Core Values

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

Integrity Commitment
Transparency Humility
Teamwork Outcomes
Recent Transactions

More than $25 Billion of Industry-Shaping Software and SaaS​ M&A Transactions Completed to Date​

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 70 years of dedicated software & SaaS M&A advisory expertise spanning a broad range of high growth market verticals and sectors​.

Healthcare IT
Gov Tech
Ed Tech
HCM / WFM / FSM
GRC
CONSTRUCTION ​TECH
Energy & Power
TRANSPORTATION
& LOGISTICS
Fintech & Payments
Data
SCM
Software
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.

Read More

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.

Read More

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.

Read More

We believe that over the years we have refined and developed our approach to help clients succeed.

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General Contact

Email us at info@aerispartners.com

Boston Office
200 State Street, 11th Floor
Boston, MA 02109 U.S.A.
(617) 751-4017

San Francisco Office
One Embarcadero Center ​
San Francisco, CA 94111​ U.S.A.​
(415) 555-5555

Career Inquiries

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Email us at careers@aerispartners.com

Our Mission

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Our Mission

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Our Mission

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Join the Team

Interested in working at Aeris?

As a specialized high-performance firm, Aeris Partners provides a challenging and differentiated work experience to its team members. Interested candidates should email: careers@aerispartners.com.

Join the Team

David W. Joncas

Managing Director

Garin K. Arevian

Managing Director

Rahul Swani

Managing Director

J. Gray Eklund

Director

Brooks M. Hopple

Vice President

Connor C. Boehm

Vice President

Jason C. Arican

Vice President

David Whitmer

Associate

Rianna Shah

Associate

Robert T. Hoffman

Associate

Steven J. Curran

Associate

Deven S. Desai

Analyst

Max A. Jacobs

Analyst

Laura A. Brooks

Chief Operating Officer

Paige E.G. Butters

Director of Operations

Back to Team

David W. Joncas

Managing Director

dwj@aerispartners.com​
Education
  • BA, Economics / Accounting​
  • MBA, Kellogg, Northwestern University, Austin Scholar

David W. Joncas

Overview

David has 25 years of experience and a distinguished M&A track record advising leading software, SaaS, business information, and technology-enabled services companies spanning a range of high growth application software and vertical sectors. David has advised leading private equity, venture capital, publicly-traded and founder-owned technology companies on domestic and cross-border strategic M&A, leveraged buyouts and growth equity recapitalizations.​

Prior Experience

David has 25 years of experience and a distinguished M&A track record advising leading software, SaaS, business information, and technology-enabled services companies spanning a range of high growth application software and vertical sectors. David has advised leading private equity, venture capital, publicly-traded and founder-owned technology companies on domestic and cross-border strategic M&A, leveraged buyouts and growth equity recapitalizations.​

Representative Transactions
  • Sale of ESO Solutions to Vista Equity Partners​
  • Sale of MedBridge to Brentwood Associates​
  • Sale of iN2L to Vista Equity Partners​
  • Sale of Within3 to Insight Partners​
  • Sale of Qualifacts to Warburg Pincus​
  • Sale of WebPT to Warburg Pincus​
  • Sale of Elemica to Eurazeo
Current Opportunities
  • Associates/Vice Presidents

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    Join the Team
  • Analysts

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    Join the Team
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Unparalleled Software & SaaS Domain Expertise

Vertical Software
& SaaS
  • AEC (construction)​
  • Agriculture​
  • Communications​
  • Education​
  • Energy / Utilities​
  • FinTech​
  • Government​
  • Healthcare IT​
  • Insurance​
  • Legal​
  • Real Estate​
  • Retail / POS​
  • Transportation &​ Logistics
Horizontal Software
& SaaS
  • AEC (construction)​
  • Agriculture​
  • Communications​
  • Education​
  • Energy / Utilities​
  • FinTech​
  • Government​
  • Healthcare IT​
Infrastructure
Software & SaaS
  • AEC (construction)​
  • Agriculture​
  • Communications​
  • Education​
  • Energy / Utilities​
  • FinTech​
  • Government​
  • Healthcare IT​
  • Insurance​
  • Legal​
  • Real Estate​
  • Retail / POS​
  • Transportation &​ Logistics
Emerging
Technologies
  • AEC (construction)​
  • Agriculture​
  • Communications​
  • Education​
  • Energy / Utilities​
  • FinTech​
  • Government​
  • Healthcare IT​
Internet Technology
& Platforms
  • AEC (construction)​
  • Agriculture​
  • Communications​
  • Education​
  • Energy / Utilities​
  • FinTech​
  • Government​
  • Healthcare IT​
  • Insurance​
  • Legal​
  • Real Estate​
  • Retail / POS​
  • Transportation &​ Logistics
Tech-Enabled
Services
  • AEC (construction)​
  • Agriculture​
  • Communications​
  • Education​
  • Energy / Utilities​
  • FinTech​
  • Government​
  • Healthcare IT​