Software Equity Group Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1992

Year Founded

  • Employees
  • 27

Employees

  • Serviced Companies
  • 131

  • Serviced Deals
  • 131

  • 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. This firm 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, structuring the transaction, and facilitating the due diligence and closing of the transaction. The firm caters to various industries such as healthcare, insurance, and SaaS.

Contact Information

Year Founded
1992
Service Provider Type
Financing Advisory
Corporate Office
  • 681 Encinitas Boulevard
  • Suite 407
  • Encinitas, CA 92024
  • United States
+1 (858) 000-0000

Software Equity Group Services to Companies

Service on a Deal (131)

Company Name Service Provided Deal Date Deal Type Deal Amount
CallPotential Advisor: General Aug 2023 00000 0000000
VeraCore Advisor: General May 2023 00000 0000000
Tritan Software Advisor: General Apr 2023 00000 0000000
ClearPathGPS Advisor: General Apr 2023 00000 0000000
Atonix Digital Advisor: General Mar 2023 00000 0000000
Activated Insights Advisor: General Jan 2023 00000 0000000
Ion Wave Technologies Advisor: General Jan 2023 00000 0000000
Projectmates Advisor: General Jan 2023 00000 0000000
Princeton TMX Advisor: General Dec 2022 00000 0000000
Level Data Advisor: General Aug 2022 00000 0000000
You’re viewing 10 of 131 services to companies. Get the full list »

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Software Equity Group Services to Investors

Service on a Deal — Buy Side (11)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Zego (Powered by PayLease) Advisor: General Feb 2021 00000 0000000
Ziff Davis Advisor: General Oct 2017 00000 0000000
H&H Graphics Advisor: General May 2016 00000 0000000
Studio98 Advisor: General Jan 2016 00000 0000000
Guangbo Group Stock Advisor: General Dec 2014 00000 0000000
Ciclad Advisor: General Mar 2012 00000 0000000
Asure Software Advisor: General Oct 2007 00000 0000000
Kaplan Professional Advisor: General Jul 2005 00000 0000000
Claranova Advisor: General Jul 2000 00000 0000000
Claranova Advisor: General Apr 2000 00000 0000000
You’re viewing 10 of 11 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (7)

Investor Name Service Provided Deal Date Deal Type Deal Amount
MyCase Advisor: General Sep 2023 00000 0000000
Waud Capital Partners Advisor: General Jul 2021 00000 0000000
Priority Technology Holdings Advisor: General Sep 2020 00000 0000000
The Riverside Company Advisor: General Oct 2019 00000 0000000
Cytiva Software 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 (10)

Name Title Deals Office Contact
Info
Allen Cinzori Managing Director 0 Encinitas, CA
Brad Weekes Managing Director 0 Encinitas, CA
Kristopher Beible Managing Director Encinitas, CA
Molly Soltesz Director of Marketing Encinitas, CA
Diamond Innabi Vice President Encinitas, CA
You’re viewing 5 of 10 team members. Get the full list »

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