Insights

Niche Focus Arrowroot Advisors specializes in sell-side M&A and growth equity for middle-market SaaS and subscription-based businesses, presenting a clear target client profile for outreach to software and web-enabled companies seeking exits or growth financing.

Revenue Profile Current revenue is under one million dollars, indicating a potential opportunity to introduce scale-focused M&A advisory services to small but growing SaaS firms seeking strategic exits or capital partnerships to accelerate growth.

Strategic Network Leverage Arrowroot Capital and the firm’s deep network in SaaS and recurring-revenue models to connect clients with interested strategic buyers, financial sponsors, and lenders, creating cross-sell opportunities for financing alongside sell-side counsel.

Boutique Advantage Small team size (2-10 employees) positions Arrowroot as a nimble, high-touch advisor; pitch to fast-growing SaaS companies that prefer personalized deal execution, faster closing timelines, and tailored transaction structures.

Tech Enablement Adoption of modern tools (Calendly, Wix/WordPress, Google Workspace, OneTrust, Shopify, Google Cloud) suggests a tech-enabled client experience; propose expanding digital marketing and CRM-driven outreach to identify potential SaaS clients and streamline deal origination.

Similar companies to Arrowroot Advisors

Arrowroot Advisors Tech Stack

Arrowroot Advisors uses 8 technology products and services including Calendly, Gravatar, Wix, and more. Explore Arrowroot Advisors's tech stack below.

Arrowroot Advisors's Email Address Formats

Arrowroot Advisors uses at least 1 email format:
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. and : 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 Calendly, Gravatar, Wix, WordPress, OneTrust, Shopify, Google Workspace and Google Cloud.

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

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