Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Software Equity Group

Software Equity Group
ADVISORY SERVICE
1992 FOUNDED
81 SERVICED COMPANIES
81 SERVICED DEALS
8 SERVICED INVESTORS
Description

Founded in 1992, Software Equity Group is a mergers and acquisitions firm that exclusively serves technology companies. The company represents firms looking to be acquired with revenues between $5 million and $25 million. Among the many M&A services provided by Software Equity, there are 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 the needs of various sectors such as healthcare, insurance and SaaS.

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 (81)

Company Name Service Provided Deal Date Deal Type Deal Amount
Censis Technologies Advisor: General Nov 2019 00000 0000000
0000000000 Advisor: General Oct 2019 00000 0000000
0000 000000 Advisor: General Jun 2019 00000 0000000
000000000 00000000 Advisor: General Apr 2019 00000 0000000
0000000000 Advisor: General Oct 2018 00000 0000000
0000000000 Advisor: General Oct 2018 00000 0000000
0000000 Advisor: General Oct 2018 00000 0000000
000000000 Advisor: General Sep 2018 00000 0000000
TeamSupport Advisor: General Jul 2018 00000 0000000
Destiny Solutions Advisor: General May 2018 00000 0000000
To view this company’s complete company service history, request access »
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore Software Equity Group’s full profile, request a free trial.

Software Equity Group Services to Investors

Service on a Deal — Buy Side (9)

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
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 this company’s complete investor service history, request access »

Service on a Deal — Sell Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
The Riverside Company Advisor: General Nov 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 this company’s complete investor service history, request access »

Software Equity Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is reserved for PitchBook Platform users. To explore Software Equity Group‘s full profile, request access.

Request full access to PitchBook

Software Equity Group Team (6)

Name Title Deals Office Contact
Info
Allen Cinzori Managing Partner 0 Solana Beach, CA
Brad Weekes Partner Solana Beach, CA
Bryan Warren JD Senior Vice President 0 Solana Beach, CA
Kristopher Beible Vice President Solana Beach, CA
Molly Soltesz Marketing Associate Solana Beach, CA

1 Former Team Member

You’re viewing 5 of 6 team members. Get the full list »