Software M&A focus Boutique middle-market investment bank specializing in software and software-enabled businesses, presenting opportunities to cross-sell M&A advisory and capital-raising services to growing software firms.

Growth capital needs Revenue range mid-market and active in growth-stage software companies, signaling potential demand for recapitalizations, minority/majority stakes, or growth equity financings.

Strategic partnerships Past collaboration with Adelis indicates openness to sponsor/partner-led deals and international/market expansion opportunities that can be leveraged for co-investment or advisory roles.

Leadership momentum Recent Managing Director promotion suggests expanding deal execution capacity and credibility, opening doors for higher-touch outreach to target clients and strategic buyers.

Market positioning Focus on mature and growth software within the middle market, with a broad ecosystem of similar services; identify buyers and investors in tech-enabled services, PE/VC firms, and corporate development teams seeking software-centric acquisitions.