More than $40 billion of strategic M&A, growth equity, and leveraged buyout transactions successfully completed to date
Aeris Partners served as a sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2024/06/Prometheus-Logo.png)
will receive a significant strategic investment from
![](https://www.aerispartners.com/wp-content/uploads/2024/06/Advent-LGP.png)
Client
A market-leading global provider of comprehensive enterprise asset management software for asset-intensive industries
Counterparty
Leading private equity firms
Sub-sector
Vertical Software & SaaS
Segment
Enterprise Asset Management
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2023/11/Valant-e1700142827392.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2023/11/Resurgens-Logo-e1700142862880.png)
Client
A market-leading provider of electronic health record and practice management software for the behavioral health market
Counterparty
A leading private & growth equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2023/10/Prendio_BioProcure_logo_Primus-PR-e1697651138794.jpg)
received a growth equity investment from
![](https://www.aerispartners.com/wp-content/uploads/2023/10/Primus-logo_new.png)
Client
A market-leading provider of eProcurement SaaS, managed services and supplier marketplace solutions for the BioTech and Life Sciences industry
Counterparty
A leading growth equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT & Life Sciences Tech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2023/09/Exostar-logo.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2023/09/ACP-logo.png)
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
![](https://www.aerispartners.com/wp-content/uploads/2023/08/IPS-logo.png)
has merged with
![](https://www.aerispartners.com/wp-content/uploads/2023/09/PracticeTek-logo_new_bigger.png)
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
![](https://www.aerispartners.com/wp-content/uploads/2023/08/Equiant.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2023/08/Concord-Servicing.png)
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
![](https://www.aerispartners.com/wp-content/uploads/2023/03/Newforma-Logo.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2023/03/Ethos-Logo.png)
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
![](https://www.aerispartners.com/wp-content/uploads/2022/05/Concord-Logo.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2022/05/Inverness-Graham-Logo.png)
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
![](https://www.aerispartners.com/wp-content/uploads/2022/02/W-Energy.png)
received a strategic investment from
![](https://www.aerispartners.com/wp-content/uploads/2022/02/True-Wind_M33.png)
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
![](https://www.aerispartners.com/wp-content/uploads/2021/10/Formstack.png)
$425,000,000 growth investment from
![](https://www.aerispartners.com/wp-content/uploads/2021/11/Silversmith_PSG.png)
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
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/logo-eso@2x.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/logo-vista@2x.png)
Client
A leading SaaS & data provider to emergency medical, fire, hospital & government providers
Counterparty
A leading private and growth equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT / GovTech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/2.-iN2L.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/logo-vista@2x.png)
Client
A leading provider of person-centered digital engagement solutions for the senior living market
Counterparty
A leading private and growth equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/logo-casamba@2x.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/logo-net-health@2x.png)
Client
A leading provider of EMR solutions for PT, SP & OT providers, home health & hospice agencies
Counterparty
A leading provider of clinical & financial cloud-based specialty healthcare solutions
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/4.-Medbridge.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/4.-Brentwood.png)
Client
A leading provider of patient & provider engagement solutions
Counterparty
A leading private and growth equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/5.-Within3.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/5.-Insight.png)
Client
A leading provider of virtual collaboration & engagement solutions for life sciences
Counterparty
A leading private and growth equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/6.-WolfePak.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/6.-Charlesbank.jpg)
Client
WolfePak is a leading provider of oil & gas industry ERP software
Counterparty
A leading private equity firm
Sub-sector
Vertical Software & SaaS
Segment
Energy & Power
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/7.-Qualifacts.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/7.-Warburg-Pincus.png)
Client
A leading provider of integrated clinical solutions for behavioral health providers
Counterparty
A leading global private equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/8.-Elemica.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/8.-Eurazeo.jpg)
Client
A leading provider of supply chain SaaS solutions for the process manufacturing industry
Counterparty
A leading global private investment firm
Sub-sector
Horizontal Software & SaaS
Segment
Supply Chain Management
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/9.-WebPT.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/7.-Warburg-Pincus.png)
Client
A leading provider of EHR, practice management & RCM solutions for PTs, OTs and SLPs
Counterparty
A leading global private equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/10.-Nextech.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/10.-Thomas-H.-Lee.jpg)
Client
Leading provider of clinical and financial solutions for specialty physicians
Counterparty
Leading private equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/11.-KEVGROUP.jpg)
received a minority investment from
![](https://www.aerispartners.com/wp-content/uploads/2021/10/11.-Serent-Capital.png)
Client
A leading provider of payment, accounting & activity tracking solutions for K-12 schools
Counterparty
A leading growth equity firm
Sub-sector
Vertical Software & SaaS
Segment
EdTech
Aeris Partners served as the exclusive sell-side advisor.
![](https://www.aerispartners.com/wp-content/uploads/2021/10/12.-net-health.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/12.-The-Carlyle-Group.jpg)
Client
A leading provider of clinical & financial cloud-based solutions for specialty healthcare
Counterparty
A leading global private equity firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/13.-Cycle-Computing.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/13.-Microsoft.png)
Client
A leading provider of high-performance cloud computing software
Counterparty
One of the world's largest diversified software & cloud computing companies
Sub-sector
Infrastructure Software & SaaS
Segment
Virtualization
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/14.-Workwave.png)
has been acquired by
Client
A leading provider of integrated field service & fleet management solutions
Counterparty
A leading global provider of ERP software
Sub-sector
Horizontal Software & SaaS
Segment
Field Service Management
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/15.-Dexter-Cheney.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/15.-Viewpoint.png)
Client
A leading provider of construction industry ERP & mobility software
Counterparty
A leading provider of construction industry ERP software
Sub-sector
Vertical Software & SaaS
Segment
Construction Tech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/16.-Grammarly.jpg)
$110,000,000 minority investment from
![](https://www.aerispartners.com/wp-content/uploads/2021/10/16.-Investor-Syndicate.jpg)
Client
The leading SaaS provider of AI-enabled grammar & spellchecking applications
Counterparty
A leading venture and growth equity capital investor syndicate
Sub-sector
Emerging Technologies
Segment
Machine Learning / AI
Aeris Partners served as a sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/17.-construct-connect.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/17.-Roper.png)
Client
A leading provider of SaaS data & collaboration solutions
Counterparty
A diversified provider of software & SaaS solutions (NYSE: ROP)
Sub-sector
Vertical Software & SaaS
Segment
Construction Tech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/18.-Finalsite.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/18.-Bridge-Growth.jpg)
Client
Leading provider of EdTech K-12 and Higher Ed SaaS solutions
Counterparty
Growth-oriented private equity firm
Sub-sector
Vertical Software & SaaS
Segment
EdTech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/19.-navicure.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/19.-BainCapital.jpg)
Client
Leading provider of healthcare revenue cycle management SaaS solutions
Counterparty
Leading global private investment firm
Sub-sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/20.-EcoSys.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/20.-Hexagon.png)
Client
A leading provider of EPC software & SaaS solutions
Counterparty
A global provider of geospatial & industrial enterprise solutions
Sub-sector
Vertical Software & SaaS
Segment
Construction Tech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/21.-On-Center.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/17.-Roper.png)
Client
A leading provider of construction software solutions
Counterparty
A diversified provider of software & SaaS solutions (NYSE: ROP)
Sub-sector
Vertical Software & SaaS
Segment
Construction Tech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/22.-iSqFt.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/22.-Genstar.png)
Client
A leading SaaS and data provider to the commercial construction industry
Counterparty
A leading private equity firm
Sub-sector
Vertical Software & SaaS
Segment
Construction Tech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/23.-bidclerk.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/22.-Genstar.png)
Client
A leading SaaS and data provider to the commercial construction industry
Counterparty
A leading private equity firm
Sub-sector
Vertical Software & SaaS
Segment
Construction Tech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/24.-imodules.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/24.-Leeds-Equity-Partners.png)
Client
Leading provider of Higher Ed constituent engagement management software
Counterparty
Leading private equity firm
Sub-sector
Vertical Software & SaaS
Segment
EdTech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/25.-FiveCubits.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/25.-Command-Alkon.jpg)
Client
A leading integrated fleet management & supply chain software provider
Counterparty
A leading software provider to the construction materials industry
Sub-sector
Horizontal Software & SaaS
Segment
Field Services Management
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2021/10/26.-Axium.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2021/10/26.-Deltek.png)
Client
A leading integrated ERP and accounting software provider for A&E firms
Counterparty
A leading project management software provider
Sub-sector
Vertical Software & SaaS
Segment
Construction Tech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2022/01/Emmi.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2022/01/Primus.png)
Client
A leading SaaS provider of healthcare patient engagement solutions
Counterparty
A leading private equity firm
Sub-Sector
Vertical Software & SaaS
Segment
Healthcare IT
Aeris Partners served as the sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2012/07/Manatron.jpg)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2012/07/thomson-reuters-logo.jpg)
Client
A leading provider of property tax software for state & local governments
Counterparty
A major provider of financial, tax & legal software and information
Sub-Sector
Vertical Software & SaaS
Segment
GovTech
Aeris Partners served as the exclusive sell-side advisor
![](https://www.aerispartners.com/wp-content/uploads/2022/01/Gateway.png)
has been acquired by
![](https://www.aerispartners.com/wp-content/uploads/2022/01/Trizetto.png)
Client
A leading provider of healthcare revenue cycle management solutions
Counterparty
A leading provider of healthcare payer administrative & payment solutions
Sub-Sector
Vertical Software & SaaS
Segment
Healthcare IT