At Allied Advisers, we have advised bootstrapped companies on growth financing from leading PE firms and exits to Fortune 50 companies. While institutional backed companies have a natural cadence of raising rounds of private capital every 12 to 24 months, followed by an eventual exit via M&A or IPO, bootstrapped companies don’t have such deal experience and can hence be flat footed when it comes to executing a funding round or exit process. Some notable companies which were b

Allied Advisers is publishing our sector update on Automation Software which provides an overview of this important segment, recent exciting trends, the transactional market and active acquirers and investors in the ecosystem. Automation technologies are becoming increasingly pervasive across industries driven by the clear opportunity to achieve great improvements in productivity, process efficiencies and reduce human errors. Tailwinds to this sector have been strengthened b

Allied Advisers is thankful to have served our client OpsCruise as exclusive sell-side advisor on this transaction. Read the full press release

Allied Advisers is thankful to have served our client pVerify as exclusive sell-side advisor on this transaction. pVerify’s SaaS solution helps improve patient access to healthcare and maximize practice revenue by streamlining front-end insurance eligibility, authorization and benefits verification. The company’s mission-critical API-driven platform enables healthcare providers deliver care that patients need much more quickly. Read the full press release

Horizontal SaaS vs. Vertical SaaS - Which flavor of SaaS do you prefer? Allied Advisers updated our previously published Flavors of SaaS report where we include an analysis across a select group of companies comparing operational metrics across the two flavors of SaaS; Horizontal SaaS and Vertical SaaS. As advisors who have worked across both flavors, we see interesting differences. While Horizontal SaaS companies generally have larger TAM, Vertical SaaS companies can be more

While Private Equity (PE) continues to aggressively acquire technology companies , strategic buyers still dominate the technology buyer landscape both in terms of volume and number of transaction and are generally the preferred path for exit for founders and management teams. Unlike their PE counterparts whose focus is to acquire companies with well-defined processes at lightning speed, the exit process with strategics can be slower and more nuanced. The article covers some

Top Tier SaaS businesses are successful not at just winning new customers but also at retaining and upselling the existing client base. Revenue growth from current customers comes at a lower cost compared to new client revenue, demonstrates product stickiness and brings additional significant benefits; therefore, capturing and tracking retention should be top of mind for founders and management teams. The two most important metrics for measuring retention are Gross Revenue

Allied Advisers updated Brief Analysis (SaaS): Rule of 40 report for 1H2023, shows that software companies which exceed Rule of 40 continue to trade at significant premium valuations compared to companies that fall below Rule of 40. In today’s challenging market conditions, we are seeing clients and prospects who meet or exceed Rule of 40 are getting multiple bids at valuation multiples that exceeds their peers who don’t. Rule of 40 continues to become more fashionable in t

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Allied Advisers is publishing our Sector Update on AI & ML which covers recent exciting trends, the transactional environment and active players in the ecosystem. We even had ChatGPT compose a poem for us on the “Future of AI” for the sector update and true to form, the result was amazing! We are hopeful that ChatGPT’s composition presented in our report makes the vision of human and machine working together in harmony come true! Read the full report here

Allied Advisers is listed in Silicon India 100 most promising companies founded and managed by Indians in the U.S. for 2022. Read the full article here:

Congrats to Mark Kopcha and Revegy team on building a leading provider of sales enablement software on their exit to Dura Software . Mark and team had the vision of starting and scaling Revegy with marquee global customer names like CapGemini, Fujitsu, Siemens among many others. Allied Advisers is thankful to have served as exclusive sell-side advisor to Revegy. Read the full press release

Allied Advisers published report focuses primarily on SMB SaaS, which has been growing rapidly with notable outcomes in the sector such as the recent Freshworks $1.03B IPO, Mailchimp’s acquisition ($12B+, one of the largest boot-strapped exits) and growth of private companies like Calendly (last valued at $3B), Notion (last valued at $10B) among other success stories such as Paycom, Shopify etc. SMB is the back-bone of the US economy; 99.9% of all US business are small. With

Read the latest press release: Allied Advisers enhances coverage in US-Canada Cross-Border M&A and Capital Raises. Read the full press release here:

As a software CEO, you have likely been courted by private equity (PE) firms or strategics; in some select cases you might find yourself being courted by a Search fund (“Fundless Sponsor”). If the term Fundless Sponsor is new to you, the article from Allied Advisers will demystify this for you. Allied Advisers' Search Fund Primer provides insights into a Search Fund investment model, the types of businesses they seek to acquire, and the pros and cons of exiting to a Search F