More than $35 billion of strategic M&A, growth equity, and leveraged buyout transactions successfully completed to date

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

Aeris Partners served as the exclusive sell-side advisor

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

received a minority investment from
Confidential
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.

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

$110,000,000 minority investment from
Confidential
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

has been acquired by
$632,000,000
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
$157,000,000
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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

has been acquired by
Confidential
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