Software Equity Group Overview

  • Service
  • Financing Advisory
  • Founded
  • 1992
Founded
  • Employees
  • 25
Employees
  • Serviced Companies
  • 107
  • Serviced Deals
  • 107
  • Serviced Investors
  • 10

Software Equity Group General Information

Description

Established in 1992, Software Equity Group is a financial advisory and business intermediary firm, headquartered 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
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 (107)

Company Name Service Provided Deal Date Deal Type Deal Amount
Energy Profiles Advisor: General Jan 2022 00000 0000000
0-000000000000 Advisor: General Aug 2021 00000 0000000
0000 Advisor: General Apr 2021 00000 0000000
000000000 Advisor: General Mar 2021 00000 0000000
000000 0000000 000 Advisor: General Mar 2021 00000 0000000
000000 (000000 000 Advisor: General Jan 2021 00000 0000000
000000000000 Advisor: General Oct 2020 00000 0000000
0000 00000000 0000 Advisor: General Sep 2020 00000 0000000
PC Synergy Advisor: General Sep 2020 00000 0000000
Brandfolder Advisor: General Sep 2020 00000 0000000
You’re viewing 10 of 107 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
0000 00000 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 Oct 2007 00000 0000000
000000 00000000000 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 (6)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Waud Capital Partners Advisor: General Jul 2021 00000 0000000
00000000 000000000 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 (9)

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
Kristopher Beible Executive Vice President Solana Beach, CA
Diamond Innabi Vice President Solana Beach, CA
You’re viewing 5 of 9 team members. Get the full list »