Software Equity Group Financial Advisor Overview

Software Equity Group FAQ


Where is Software Equity Group headquartered?

Software Equity Group is headquartered in Encinitas, California.

When was Software Equity Group founded?

Software Equity Group was founded in 1992.

What sevices does Software Equity Group offer?

Software Equity Group offers Capital Raising, Financial Restructuring and M&A Advisory.

Software Equity Group

Software Equity Group LLC

681 Encinitas Boulevard, Suite 407,
Encinitas, California 92024
United States
(858) 509-2800
www.softwareequity.com
info@softwareequity.com

Software Equity Group is an investment banking firm focused on serving middle-market companies in the software industry. The Firm provides M&A advisory, capital raising, and financial restructuring services. Software Equity Group was established in 1992 and is based in San Diego, California.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) - - - - - - 0
Sellside (3.0/yr) 8 3 3 4 4 1 23
  23

Most Recent

Target Company Date Value Type
Sign-up to View 2025-01-16 - Medical Products
Sign-up to View 2024-10-15 - Internet Software and Services
Sign-up to View 2024-09-26 - Internet Software and Services
Sign-up to View 2024-07-09 - Internet Software and Services
Sign-up to View 2024-06-17 - Healthcare Services
Sign-up to View 2023-09-22 - Internet Software and Services
Sign-up to View 2023-03-28 - Software
Sign-up to View 2023-01-19 - Internet Software and Services
Sign-up to View 2023-01-19 - Internet Software and Services
Sign-up to View 2022-07-13 - Business Services
View All >>

Sector Experience

Sector # Value
Software Sign-up to View
Internet Software and Services Sign-up to View
Information Technology Sign-up to View
Medical Products Sign-up to View
Business Services Sign-up to View
Healthcare Services Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
  Florida Sign-up to View
Canada Sign-up to View
  Ontario Sign-up to View
Domestic Sign-up to View
Cross-border Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Growth Capital Sign-up to View
Divestiture Sign-up to View
Buyout (LBO, MBO, MBI) Sign-up to View
Merger Sign-up to View
Secondary Buyout Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (23) Deals
Sign-up to View
1
Sign-up to View
1
Sign-up to View
1

Deal Values

Value # TOTAL
$100M to $1B Sign-up to View
< $100M Sign-up to View
TOTAL Sign-up to View
Largest SightPlan, Inc.
$135M (2022-03-22)