Our Services


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.


Sell-Side M&A


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.


© Copyright Arrowroot Advisors, LLC 2020.  All Rights Reserved.

All securities offered through affiliate FINRA/ SIPC member firm Arrowroot Partners, LLC

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