Insights

SaaS M&A Focus Arrowroot Advisors specializes in sell-side M&A for middle-market Software as a Service and Web-enabled businesses, presenting a targeted opportunity to engage SaaS founders seeking exit or acquisition strategies.

Growth Capital Access The firm offers flexible growth equity capital for SaaS via Arrowroot Capital, enabling cross-selling of financing services alongside M&A advisory to clients planning scale or recapitalizations.

Recurrence Focus Target recurring revenue models with subscription or usage-based pricing, aligning outreach to SaaS companies with predictable cash flows that attract strategic buyers and investment interest.

Strategic Outreach Leverage Arrowroot’s emphasis on end-to-end deal management and valuation transparency to position as a trusted partner to founders and growth executives seeking clarity on timelines, buyers, and potential valuation ranges.

Market Positioning Identify middle-market software companies within the Santa Monica and broader California corridor as a geographic focus, then expand to comparable regional players among the listed peers to build a compelling target list for sell-side engagements.

Arrowroot Advisors Tech Stack

Arrowroot Advisors uses 8 technology products and services including Calendly, WordPress, Open Graph, and more. Explore Arrowroot Advisors's tech stack below.

  • Calendly
    Appointment Scheduling
  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • OneTrust
    Cookie Compliance
  • Font Awesome
    Font Scripts
  • Elementor
    Page Builders
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks

Arrowroot Advisors's Email Address Formats

Arrowroot Advisors uses at least 1 format(s):
Arrowroot Advisors Email FormatsExamplePercentage
First.Last@arrowrootadvisors.comJohn.Doe@arrowrootadvisors.com
100%

Frequently Asked Questions

What is Arrowroot Advisors's phone number?

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You can contact Arrowroot Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Arrowroot Advisors's official website and social media links?

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Arrowroot Advisors's official website is arrowrootadvisors.com and has social profiles on LinkedIn.

How much revenue does Arrowroot Advisors generate?

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As of July 2026, Arrowroot Advisors's annual revenue is estimated to be <$1M.

What is Arrowroot Advisors's NAICS code?

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Arrowroot Advisors's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Arrowroot Advisors have currently?

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As of July 2026, Arrowroot Advisors has approximately 7 employees across 1 continents, including North America. Key team members include Senior Associate: T. D.: R. S.. Explore Arrowroot Advisors's employee directory with LeadIQ.

What industry does Arrowroot Advisors belong to?

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Arrowroot Advisors operates in the Investment Banking industry.

What technology does Arrowroot Advisors use?

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Arrowroot Advisors's tech stack includes CalendlyWordPressOpen GraphOneTrustFont AwesomeElementorreCAPTCHABootstrap.

What is Arrowroot Advisors's email format?

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Arrowroot Advisors's email format typically follows the pattern of First.Last@arrowrootadvisors.com. Find more Arrowroot Advisors email formats with LeadIQ.
Arrowroot Advisors logo

Arrowroot Advisors

Investment BankingCalifornia, United States2-10 Employees

Arrowroot Advisors is a boutique investment banking firm that serves middle-market growth software companies. It offers sell-side M&A advisory and, through its connection with Arrowroot Capital, access to flexible growth equity capital for SaaS businesses. The firm manages the full deal process—from transaction structuring and marketing materials to outreach, term negotiations, and closing documentation—providing end-to-end support.

Focusing on recurring-revenue models with subscription or transaction-based pricing, the practice centers on software-enabled and web-enabled companies rather than a single industry. Its client base comprises mid-market firms seeking exit options or growth funding, and the firm emphasizes informing clients about deal dynamics, potential buyers or investors, and anticipated valuation ranges before undertaking a mandate. Based in Santa Monica, California, Arrowroot Advisors leverages its industry knowledge, execution capability, and network to position clients’ businesses for strategic outcomes.

Section iconCompany Overview

Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Arrowroot Advisors's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    Arrowroot Advisors's revenue is estimated to be in the range of <$1M

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