Software Equity Group Overview
- Service
-
Financing Advisory
- Year Founded
-
1992

- Employees
-
34

- 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
Website
www.softwareequity.comYear Founded
Corporate Office
- 681 Encinitas Boulevard
- Suite 407
- Encinitas, CA 92024
- United States
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 |
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 |
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 |
Software Equity Group Investment Preferences
Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
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Software Equity Group FAQs
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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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