Buy or Sell a Software Company with iMerge Advisors

Whether you’re evaluating an unsolicited offer, actively preparing for an exit, or seeking strategic acquisitions, navigating software M&A requires experienced, sector-specific guidance. At iMerge Advisors, we specialize in buying and selling software companies—helping founders and investors achieve optimal outcomes across SaaS, legacy, and cloud-based software verticals.

As dedicated M&A advisors to the software industry since 2001, our firm focuses exclusively on small to middle-market technology companies with proven profitability and growth. With a track record of successful transactions, we offer more than brokerage—we provide strategic clarity, precise valuation, and full lifecycle support to owners navigating key inflection points.

Software M&A: More Than Just a Transaction

Today’s M&A market is highly active. Private equity firms and strategic acquirers are aggressively pursuing profitable software businesses, often reaching out with unsolicited offers. If you’ve received one, it may signal an inflection point—but is it the right time to exit? And more importantly, is it the right buyer at the right value?

At iMerge, we offer objective, founder-first advice to help you assess your strategic options. Our approach goes far beyond reviewing your P&L. We conduct a comprehensive assessment of your company and market conditions to design a transaction strategy tailored to your goals.

What Sets iMerge Apart in Software M&A

• Sector Specialization: Our team works exclusively with software and technology businesses—bringing deep insight into valuation metrics like ARR, churn, LTV/CAC, and customer retention.
• Personalized Strategy: Every engagement starts with a deep understanding of your business, your personal objectives, and the current M&A landscape.
• Full-Scope Evaluation: We evaluate macro trends (e.g., market timing, buyer activity) and micro-level factors such as deal structure preferences, tax implications, and transition planning.
• Long-Term Partnership: We don’t rush to close a deal—we guide you toward the right exit at the right time, with the right buyer.

As outlined in our M&A advisory philosophy, we believe in building lasting relationships with our clients—not just executing one-time transactions. Our role is to help you position your business to meet your goals, whether that means selling now or preparing for a future exit under stronger market conditions.

Market-Driven, Founder-Focused Exit Planning

If you’re considering a sale, our process begins with a confidential assessment that covers:

• Current market conditions and valuation trends
• Your company’s positioning and strategic appeal to buyers
• Tax-efficient deal structures and legal considerations
• Leadership transition planning and employee impact

Our advisors also evaluate potential buyer categories—private equity, strategic acquirers, or hybrid investors—to identify the most aligned match based on your objectives. With our curated network and targeted outreach approach, we ensure you’re not just reacting to unsolicited offers, but engaging the right parties in a controlled, competitive environment.

Conclusion

Deciding to sell—or acquire—a software company is not just about timing; it’s about preparation, positioning, and having the right advisor by your side. iMerge Advisors combines two decades of experience with a laser focus on software M&A, helping founders, investors, and leadership teams achieve outcomes that reflect the true value of their businesses.

Founders navigating valuation or deal structuring decisions can benefit from iMerge’s experience in software and tech exits — reach out for guidance tailored to your situation.