Allied Advisers presented to founders in Park City, Utah on State of Tech M&A Market and participated in a panel with exited founders, investors and lawyer on Preparing for Your Exit.

When is the right time to sell your SaaS company? Allied Advisers Managing Director Gaurav Bhasin joined Lighter Capital’s Bootstrapped: The Lighter Side podcast with host Melissa Widner and Colin McNeil of EY to discuss today’s SaaS M&A landscape. They cover: How market conditions impact valuations Strategic vs. private equity buyers Why a well-run sale process can drive better outcomes Listen to the episode here

On September 29, Allied Advisers took part in an exclusive VC networking dinner in Silicon Valley, bringing together investors across the spectrum, from seed to late stage. The evening offered meaningful conversations on market trends, emerging technologies, and opportunities shaping the next wave of venture investment and strategic M&A.

On September 24, Allied Advisers joined an exclusive Tech & Tonic dinner event hosted by a leading $5B+ private equity fund in Silicon Valley. The evening brought together top technology executives, investors, and dealmakers for meaningful conversations on growth, innovation, and the evolving M&A landscape.

Allied Advisers is pleased to present our sector update on AI Disrupting the Services Sector. Traditionally overlooked by Silicon Valley, IT and professional services are now at the center of a new wave of disruption as AI redefines how services are delivered. With trillions in enterprise value locked in legacy, low-margin service models, AI is transforming the sector by driving embedded AI engineering, automating repetitive tasks, scaling delivery, and shifting business mode

Allied Advisers attended an invite-only Investors Mixer, bringing together venture capitalists from seed funds to multi-billion-dollar firms in Silicon Valley to discuss latest market trends.

Allied Advisers participated in a panel discussion on the recent One Big Beautiful Bill Act (OBBBA) and its impact on M&A and investments at an event in Southern California.

Allied Advisers is pleased to present our sector update on the AI Coding Agent market. AI coding agents are transforming the tech ecosystem by automating complex software development processes, from code generation and debugging to optimization and deployment. AI coding agents are reshaping the role of developers, transitioning them from manual coding tasks to strategic oversight and architectural design. Developers are now focusing on optimizing AI tools, ensuring seamless

Allied Advisers is pleased to present our sector update on the Supply Chain Management (SCM) software industry. Driven by increasing supply chain complexity, global disruptions, rapid e-commerce growth, and the integration of emerging technologies like AI, cloud and blockchain, the SCM software market continues to experience robust growth. Companies are using these tools to boost visibility, agility and resilience, with AI transforming analytics and automation in manufacturin

Benjamin Franklin, once said, "In this world nothing can be said to be certain, except death and taxes." While true for the most part, Qualified Small Business Stock (QSBS) offers one of the most powerful but often overlooked tax saving opportunities in M&A transactions. When properly structured and documented, it can result in millions in federal tax savings, offering founders, investors and employees a unique opportunity to unlock tax-free capital gains. Allied Advisers is

Allied Advisers is thankful to have advised our unicorn client Standard AI on the divestiture of GoSkip, a point-of-sale software business, to leading Point of Sale Software and Restaurant Software company PAR Technology (NYSE: PAR). Congratulations to Angie Westbrock, Dave Kuwada, Jeff Hsu, Lindsay Aulick and the GoSkip team for a successful exit! We wish you the very best for the future. Savneet S. thanks to you and PAR team for your interest in this acquisition. Read the

Allied Advisers is pleased to release its latest report “Navigating M&A in a Volatile Market”. We are seeing recovery despite the headwinds – we had 4 clients exit in Q1 2025 and advised on 8 transactions in the last 10 months. We currently have several clients who currently have significant interest from strategic and PE firms. This report covers some of the best practices which founders, management and investors of both early and late stages can develop in their tool kit to

Allied Advisers is pleased to present our sector report on the Vertical SaaS industry, an update to our Flavors of SaaS report (Q2 2023) to now include Vertical AI SaaS. Vertical SaaS is reshaping digital transformation with tailored, industry-specific solutions that boost efficiency and growth. AI-powered Vertical SaaS platforms are enabling smarter workflows and personalized experiences across industries. From accelerating diagnostics in healthcare and streamlining fraud de

Allied Advisers co-hosts the exclusive "CISO Speakeasy" at RSA alongside top-tier investors and cutting-edge security companies.

Allied client DDI, acquired by Walmart, is now playing a key role in helping them challenge Amazon in same day deliveries. Read more here