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Newsroom and Blogs


Allied Advisers Served as Exclusive Sell-side Advisor to Revegy on their exit to Dura Software
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
Nov 16, 20221 min read


Allied Advisers Served as Exclusive Sell-Side Advisor to Revegy on Their Exit to Dura Software
Summary: Allied Advisers is pleased to congratulate Revegy on its exit to Dura Software. Revegy provides a strategic account planning and relationship intelligence platform that helps enterprise sales teams manage complex customer relationships and drive account growth. Dura Software acquires and operates software companies with a focus on long-term growth and operational stability. The transaction enables Revegy to continue expanding its account planning platform while benef
Nov 15, 20221 min read


SMB SaaS – The Younger and Sometimes Overlooked Sibling of Enterprise SaaS
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
Nov 1, 20221 min read


Allied Advisers enhances coverage in US-Canada Cross-Border M&A and Capital Raises
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:
Oct 21, 20221 min read


Search Funds – An Underappreciated and Growing Asset Class for M&A
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
Oct 14, 20221 min read


Allied Advisers Invited to Present at JP Morgan on Tech Liquidity Trends
Allied Advisers invited to present to JP Morgan Austin office on Technology Mid-Market Liquidity Trends in August 2022
Sep 18, 20221 min read


Flavors of SaaS - Fall 2022 Update
Allied Advisers updated our previously published Flavors of SaaS report, where we include an analysis across a select group of companies in each category 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 capital efficient and have better operational metrics
Sep 10, 20221 min read


Allied Advisers Served as Exclusive Sell-Side Advisor to DDI on Their Exit to Walmart
Summary: Allied Advisers is pleased to congratulate Delivery Drivers Inc. (DDI) on its exit to Walmart. DDI provides driver management and compliance solutions that support last-mile delivery networks by handling onboarding, payments, and back-office operations for independent delivery drivers. Walmart operates one of the largest retail and e-commerce platforms globally and has been expanding its last-mile delivery capabilities to support online grocery and general merchandis
Aug 28, 20222 min read


Allied Advisers Served as Exclusive Sell-side Advisor to DDI on their exit to Walmart
Congratulations to Delivery Drivers, Inc, (DDI) on exiting to Walmart, the world’s largest retailer and Fortune 1 company. Allied Advisers is thankful to have served as exclusive sell-side advisor to our client DDI on their exit to Walmart. Read the full press release
Aug 24, 20221 min read


Live Podcast Interview With Gaurav Bhasin
Allied Advisers, Managing Director Gaurav Bhasin was interviewed in a Podcast. At Allied Advisers we believe technology and talent is global. We are thankful to have closed transactions for clients recently not only in Silicon Valley but also in various parts of USA, Canada, Europe, US-India corridor and are working with a fast growing profitable company from Israel. We expect this trend to continue with entrepreneurship, remote work and technology quickly moving to the cloud
Jul 28, 20221 min read


Navigating M&A in Uncertain Markets
In 2008 due to the financial meltdown, IPO’s came to a screeching halt but noticeably M&A hummed along in 2009, 2010 and came roaring back from 2010 onwards. M&A has always been a resilient product and while the current economic environment has its challenges, there are many positive tailwinds, more so than in prior downturns which will continue to bolster M&A. These include records levels of capital at PE and Strategic, rapid digital transformation of industries, emergence o
Jul 18, 20221 min read


Brief Analysis (SaaS): Rule of 40 - July 2022 Update
Allied Advisers report shows that companies which exceed Rule of 40 trade at significant premium valuations compared to companies that do not. Rule of 40 for SaaS companies is a useful metric for investors and strategic buyers to measure the performance of SaaS companies. In this market downturn for public and private companies, the Rule of 40 is useful for founders, management and investors to keep in mind as they build their companies for optimal valuations.
Jul 6, 20221 min read


Allied Advisers Serves As Sell Side Advisor To Peltarion On Their Exit To Activision Blizzard King
Congratulations to Luka Crnkovic-Friis, Måns Essén, and the entire Peltarion team for creating the leading Stockholm AI company exiting to iconic games developer Activision Blizzard King , largest game network in the world. Allied Advisers is thankful to have served as exclusive sell-side advisor to our client Peltarion on their exit to Activision Blizzard King. Games are one of the best interactive and engaging forms of entertainment that have the unique ability to trans
Jun 13, 20221 min read


Allied Advisers Serves as Sell-Side Advisor to Peltarion on Their Exit to Activision Blizzard King
Summary: Allied Advisers is pleased to congratulate Peltarion on its exit to King, part of Activision Blizzard. Peltarion provides an operational AI platform that enables organizations to build, deploy, and manage machine learning models across enterprise environments. King is a leading mobile game developer and the creator of globally recognized franchises including Candy Crush, and operates as part of Activision Blizzard’s gaming portfolio. The transaction strengthens King’
Jun 12, 20222 min read


Gaurav Bhasin noted in the top 101 Managing Directors in the Finance Space in San Francisco
This list includes investors and advisors who are serving the technology ecosystem. Read the full article
Jun 6, 20221 min read
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