Software Equity Group Overview

  • Service
  • Financing Advisory
  • Founded
  • 1992
Founded
  • Serviced Companies
  • 100
  • Serviced Deals
  • 100
  • Serviced Investors
  • 9

Software Equity Group General Information

Description

Founded in 1992, Software Equity Group is a financial advisory firm and business intermediary that exclusively serves technology companies. The firm provides advisory services such as merger and acquisition services, strategic planning, negotiation, assembling marketing presentations, contacting buyers, preparing valuation reports, structure the transaction, and facilitate the due diligence and closing of the transaction. The firm caters to various sectors such as healthcare, insurance, and SaaS. Software Equity Group is headquartered in Solana Beach, California.

Contact Information

Year Founded
1992
Service Provider Type
Financing Advisory
Primary Office
  • 349 North Highway 101
  • Solana Beach, CA 92075
  • United States
+1 (858) 000-0000

Software Equity Group Services to Companies

Service on a Deal (100)

Company Name Service Provided Deal Date Deal Type Deal Amount
CheckpointID Advisor: General Oct 2020 00000 0000000
0000 00000000 0000 Advisor: General Sep 2020 00000 0000000
00 0000000 Advisor: General Sep 2020 00000 0000000
00000000000 Advisor: General Sep 2020 00000 0000000
00000000 Advisor: General Jul 2020 00000 0000000
000000 0000000 Advisor: General Jan 2020 00000 0000000
00000000 000000000 Advisor: General Dec 2019 00000 0000000
0000000 000000 000 Advisor: General Dec 2019 00000 0000000
OfficeSpace Software Advisor: General Nov 2019 00000 0000000
Multifamily Insurance Partners Advisor: General Nov 2019 00000 0000000
You’re viewing 10 of 100 services to companies. Get the full list »
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Software Equity Group Services to Investors

Service on a Deal — Buy Side (10)

Investor Name Service Provided Deal Date Deal Type Deal Amount
j2 Global Advisor: General Oct 2017 00000 0000000
0&0 00000000 Advisor: General May 2016 00000 0000000
00000000 Advisor: General Jan 2016 00000 0000000
0000000 00000 0000 Advisor: General Dec 2014 00000 0000000
000000 Advisor: General Mar 2012 00000 0000000
00000 00000000 Advisor: General Sep 2007 00000 0000000
000000 00000000000 Advisor: General Jul 2005 00000 0000000
000000000 Advisor: General Jul 2000 00000 0000000
Claranova Advisor: General Apr 2000 00000 0000000
National Health Enhancement Systems Advisor: General Feb 1997 00000 0000000
To view Software Equity Group’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (5)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Priority Technology Holdings Advisor: General Sep 2020 00000 0000000
000 000000000 0000 Advisor: General Oct 2019 00000 0000000
000000 00000000 Advisor: General Nov 2010 00000 0000000
Southern Indiana Radiological Associates Advisor: General Mar 2010 00000 0000000
Mankwitz Kurtz Investments Advisor: General Oct 2005 00000 0000000
To view Software Equity Group’s complete services on a deal — sell side history, request access »

Software Equity Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Software Equity Group Team (6)

Name Title Deals Office Contact
Info
Allen Cinzori Managing Partner 0 Solana Beach, CA
Brad Weekes Partner 0 Solana Beach, CA
Molly Soltesz Marketing Director Solana Beach, CA
Bryan Warren JD Senior Vice President 0 Solana Beach, CA
Kristopher Beible Vice President Solana Beach, CA
You’re viewing 5 of 6 team members. Get the full list »