Software focus Target Shea & Company as a specialized investment bank focused on software; pitch services that align with software company growth, M&A and strategic advisory needs across North America, Europe, and Israel.

Transaction scale Leverage their track record of advising on over $20 billion in completed transactions to explore mid to upper-middle market software targets, strategic buyers, and fundraising opportunities for growing software firms.

Regional reach Highlight their Boston and San Francisco offices and cross-regional experience to serve clients with US, European, and Israel interests; propose cross-border advisory and capital-structure optimization for software companies expanding internationally.

Revenue signals With reported revenue in the $25M–$50M range, position as a partner for firms at similar scale seeking strategic exits, recapitalizations, or growth financings; offer tailored deal structuring and valuation services.

Tech competency Emphasize their software-centric approach and data-driven capabilities; propose leveraging their tech-enabled advisory to deliver efficient sell-side and buy-side processes, due diligence, and integration planning for software companies.