Software Equity Group Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1992

Year Founded

  • Employees
  • 34

Employees

  • Serviced Companies
  • 139

  • Serviced Deals
  • 139

  • Serviced Investors
  • 10

Software Equity Group General Information

Description

Established in 1992, Software Equity Group is a financial advisory and business intermediary firm, based in Solana Beach, California. The firm provides advisory services such as mergers, acquisitions, strategic planning, negotiation, assembling marketing presentations, contacting buyers, preparing valuation reports, structuring the transaction, and facilitating the due diligence and closing of the transaction. Software Equity Group caters to various industries such as healthcare, insurance, and software-as-a-service.

Contact Information

Year Founded
1992
Service Provider Type
Financing Advisory
Corporate Office
  • 681 Encinitas Boulevard
  • Suite 407
  • Encinitas, CA 92024
  • United States
+1 (858)

Software Equity Group Services to Companies

Service on a Deal (139)

Software Equity Group has provided services on 139 deals. It last acted as a general advisor to Studycast on a made for . The deal was made in 2025.

Company Name Service Provided Deal Date Deal Type Deal Amount
Studycast Advisor: General Jan 2025
Volanté Advisor: General Nov 2024
Neighborly Software Advisor: General Sep 2024
Realync Advisor: General Sep 2024
Pepperi Advisor: General Jul 2024
EcoInteractive Advisor: General Jul 2024
Mobile Health Advisor: General Jun 2024
Storageauctions.com Advisor: General Jun 2024
CallPotential Advisor: General Aug 2023
VeraCore Advisor: General May 2023
You’re viewing 10 of 139 services to companies. Get the full list »

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Software Equity Group Services to Investors

Service on a Deal — Buy Side (11)

Software Equity Group has provided buy side services on 11 deals. It last acted as a general advisor to Zego (Financial Software) on a . The deal was made in 2021.

Investor Name Service Provided Deal Date Deal Type Deal Amount
Zego (Financial Software) Advisor: General Feb 2021
Ziff Davis Advisor: General Oct 2017
H&H Graphics Advisor: General May 2016
Studio98 Advisor: General Jan 2016
Guangbo Group Stock Advisor: General Dec 2014
Ciclad Advisor: General Mar 2012
Asure Software Advisor: General Oct 2007
Kaplan Professional Advisor: General Jul 2005
Claranova Advisor: General Jul 2000
Claranova Advisor: General Apr 2000
You’re viewing 10 of 11 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (7)

Software Equity Group has provided sell side services on 7 deals. It last acted as a general advisor to MyCase on a . The deal was made in 2023.

Investor Name Service Provided Deal Date Deal Type Deal Amount
MyCase Advisor: General Sep 2023
Waud Capital Partners Advisor: General Jul 2021
Priority Technology Holdings Advisor: General Sep 2020
The Riverside Company Advisor: General Oct 2019
Cytiva Software Advisor: General Nov 2010
Southern Indiana Radiological Associates Advisor: General Mar 2010
Mankwitz Kurtz Investments Advisor: General Oct 2005
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 FAQs

  • When was Software Equity Group founded?

    Software Equity Group was founded in 1992.

  • Where is Software Equity Group headquartered?

    Software Equity Group is headquartered in Encinitas, CA.

  • What is the size of Software Equity Group?

    Software Equity Group total number of employees/professionals is 34.

  • What service provider type is Software Equity Group?

    Software Equity Group's service provider type is Financing Advisory.

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