SOFTWARE-FOCUSED BOUTIQUE INVESTMENT BANK
Providing advice and solutions to emerging and middle-market growth software and web-enabled businesses.
Experienced, Insightful, Focused, Networked.
We provide M&A advice and financing solutions to leading growth Software businesses. Our mission is to provide superior results for our clients.
The word 'Arrowroot' is the name of a Japanese vine that tenaciously embeds its roots as it persistently grows, making it difficult to remove. Similarly, we seek to advise businesses that steadily grow and provide critical products and services to companies, making them hard to replace. We strive to identify unique and differentiated industry leading companies and provide them with exceptional Mergers & Acquisitions (M&A) services via our broad and deep networks of investors and acquirers.
As an advisory firm focused on Software-as-a-Service (SaaS) and Web-enabled businesses, we bring a specific knowledge-base and network to our clients. We do not concentrate on a certain industry, but are business model focused. Specifically, we concentrate on recurring revenue businesses with subscription or transaction based pricing models.
We leverage our deep industry domain insight, positioning expertise and execution prowess to deliver superior results for our clients. Collectively, the management of Arrowroot Advisors identified a need to leverage their industry, network, and deal expertise to advise entrepreneurs and investors in the SaaS and Web-enabled economy.
Arrowroot Advisors partners with middle-market SaaS and Web-enabled management teams and their respective boards and shareholders to help solve their strategic and financial needs, providing M&A services. We leverage our corporate finance insight, industry expertise, and deep network to optimally position the businesses our clients have carefully built and invested in to date.
Before embarking on a mandate, we ensure our clients fully understand the dynamics and duration of the process, the potential interested strategic and financial buyers/investors, as well as the anticipated valuation range.
We manage the complete M&A and financing processes from beginning to end including: structuring the transaction and its terms, developing a marketing strategy and offering materials, marketing the transaction to acquirers/investors/lenders, negotiating final terms, and expediting documentation and closing.
With our extensive background advising complex M&A mandates, Arrowroot Advisors advises clients on sell-side M&A transactions. Selling a business is one of the most critical and complicated decisions an owner will face. We understand these sensitivities while also striving to ensure the transaction is as effective and seamless as possible. Because each transaction is unique, we work with our clients to define their specific objectives, afterwhich Arrowroot Advisors devises a bespoke strategy to achieve each client’s goals.