Thinking about
selling your business?
Sawyer Price only works with sellers and we specialize in sell-side representation for lower middle-market software & technology companies. Whether you’re ready to retire or explore new business ventures, our M&A advisors are here to help develop and execute an exit strategy tailored to your transaction goals. We handle everything from start to finish while providing a higher level of personalized service.
Let us tell your story to the right audience:
Thinking about
selling your business?
Sawyer Price only works with sellers and we specialize in sell-side representation for middle-market software & technology companies. Whether you’re ready to retire or explore new business ventures, our M&A advisors are here to help develop and execute an exit strategy tailored to your transaction goals. We handle everything from start to finish while providing a higher level of personalized service.
Let us tell your story to the right audience:
WHO WE SERVE
Sawyer Price serves founders and entrepreneurs across all major software sectors in North America and Europe. We have the industry-specific expertise and global network of buyer relationships needed to tell your company’s value story to the right audience using a proven process that consistently yields successful outcomes.
Our results-driven approach keeps incentives aligned and follows a defined structure with clear milestones, deliverables, and measures of success.
Professional Sell-Side Representation for
Software, AI, & Internet Companies
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AI SaaS
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Accounting Software
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Billing & Payments
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SEO & Marketing
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CRM & Sales Tools
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Cybersecurity
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Marketplace Platforms
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Analytics & Data
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Mobile Apps
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Construction
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Collaboration Tools
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Communications
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Design Software
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Customer Support
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Compliance Software
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Developer Tools
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Edtech SaaS
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ERP Software
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Fintech SaaS
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Fleet Management
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Healthcare SaaS
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Hosting Providers
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HR Software
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Insurance Software
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IT Management SaaS
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Office Management
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Real Estate
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Supply Chain
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Vertical Platform SaaS
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AI SaaS
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Accounting Software
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Billing & Payments
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SEO & Marketing
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CRM & Sales Tools
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Cybersecurity
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Marketplace Platforms
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Analytics & Data
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Mobile Apps
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Construction
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Collaboration Tools
-
Communications
-
Design Software
-
Customer Support
-
Compliance Software
-
Developer Tools
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Edtech SaaS
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ERP Software
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Fintech SaaS
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Fleet Management
-
Healthcare SaaS
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Hosting Providers
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HR Software
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Insurance Software
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IT Management SaaS
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Office Management
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Real Estate
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Supply Chain
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Vertical Platform SaaS
100%
Sell-Side Representation Only
3+
Years of Operating History
$3M+
Revenue Minimum
100%
Focused on SaaS and Tech
$5M+
Revenue Minimum
100%
Focused on SaaS and Tech
$5M+
Revenue Minimum
100%
Focused on SaaS and Tech
M&A PROCESS
We help clients achieve their transaction goals by running a proven sell-side process that’s rooted in driving competitive bidding environments, using the same playbook institutional investment banks rely on for upper middle-market and large-cap transactions. Every engagement follows a defined structure that’s built around clear milestones, realistic timeframes, and complete transparency.
Our team handles everything from start to finish, providing tactful execution combined with a highly personalized approach that’s always tailored to the company, software sector, and current market conditions.
01. Initial Consultation
It all starts with the initial consultation call. We will walk you through the overall M&A process and help answer any questions you may have about the services we offer. The company’s history, financial performance, and organizational structure will be the core topics of discussion as we work to better understand the value story of your business. We will also take the time to discuss your personal story, your vision for the right acquisition partner, and your expectations for the overall deal structure to ensure we’re aligned on the right path forward. Once we have a complete picture of the overall acquisition opportunity, our investment banking team will provide you with guidance on the total enterprise value that we would expect from potential acquisition candidates based on current market conditions.
02. Strategy & Marketing Materials
As a next step, our deal team will work diligently to craft a bespoke sell-side strategy that is tailored to your specific goals. A big part of this process involves creating a Confidential Information Memorandum (also referred to as a “CIM”), which will serve as the primary presentation that will be shared with qualified acquisition candidates. The CIM details all customary information that any serious buyer would require prior to submitting an offer and includes items like the company’s adjusted financial statements, key personnel details, growth opportunities, tech stack details, traffic sources breakdown, marketing channels, conversion metrics, etc. The potential acquisition candidates will rely on the accuracy of the information included in the CIM to underwrite their offers.
03. Buyer Targeting & Outreach
There are other factors beyond the economic terms that need to be considered when identifying the right group of buyers, including current employees and the seller’s post-closing responsibilities. Our team will ensure we understand the components of the deal that are most important to you so that we can identify the best group of potential acquisition candidates that align with your vision for the right financial partner. We will leverage the buyer relationships in our global network to establish a highly quality list of targets that would be a good fit for the transaction based on your goals. After you review and approve the list of potential acquisition candidates, our deal team will reach out to the appropriate parties to share some surface-level “teaser” details as the first step in creating a competitive bidding environment for the deal. From there, we will ensure all interested parties meet your approval and sign the NDA before sharing the CIM.
04. Buyer Engagement & Bidding
After we distribute the CIM to the qualified acquisition candidates on the list, we will address their initial questions and data requests while helping them better understand the overall value story. This part of the process gives the Sawyer Price team the opportunity to evaluate each buyer beyond just the numbers. And while it’s more of an art than a science, our team will be looking for things like compatibility, culture, long- term vision, and other factors that will help our side better assess the probability of a successful outcome. For the qualified buyers that we believe are best suited to advance to the next round, we will ensure you get the opportunity to assess the overall deal chemistry firsthand over a series of conference calls. Shortly thereafter, we will look to collect offers from the top contenders by the preset deadline with a subsequent round of best and final bids. Our team will manage the negotiations throughout the entire process while helping the attorneys involved find alignment on the LOI terms.
05. Due Diligence & Closing
Once the LOI has been signed, our team will help facilitate the buyer’s due diligence investigation, which is usually driven by a checklist of information requests. Whether the buyer outsources their due diligence to an outside QofE firm or completes the process in-house, you will need to provide financial, legal, and operational information that will include company bank statements, merchant account statements, company tax returns, employment agreements, website traffic reports, vendor contracts, etc. As core parts of the due diligence process are completed, we will coordinate with the attorneys on both sides to negotiate and finalize the terms of the purchase agreement and other necessary legal agreements in preparation for the closing. After all due diligence requests have been satisfied and we have fully executed legal agreements in place, the deal can move forward to closing and transition.
Big or small, we treat every client like they’re our only client.
The Sawyer Price difference isn’t just one thing – it’s everything. Our clients represent far more than just another transaction to us, and we fundamentally believe that everyone deserves our best work all the time, regardless of the size of the engagement. This philosophy is rooted in deliberately accepting a limited number of client mandates each year to ensure every transaction we advise on receives a higher level of attention and dedication than other firms can provide.
When you work with Sawyer Price, you’ll find an experienced team of investment banking professionals who are committed to providing highly personalized sell-side representation at a world-class level. Everything we do in service to our clients is driven by empathy, professionalism, hard work, and results. We only win when our clients win, and we genuinely want our clients to be happy with the final outcome, even long after the ink is dry.
WHO WE ARE
Only Software. Only Sell-Side.
Only Middle-Market.
Only Software.
Only Sell-Side.
Only Middle Market.
Sawyer Price is a boutique M&A advisory firm dedicated to providing professional sell-side representation for software, AI, and internet companies. We handle everything from start to finish, including preparing the deal presentation materials, performing QofE financial analysis, identifying the right acquisition candidates, running competitive bidding processes, and facilitating the due diligence work all the way to closing. The path to transacting successfully is riddled with inherent risks, surprises, and challenges. It's not easy, especially if you don't have an M&A advisor on your side.
Having worked on both sides of the deal across different sectors, we know how important it is to partner with an investment banking team that has the software industry experience and expertise needed to bring your deal to the right buyers. A team that will fiercely advocate on your behalf when it matters most. We only win when our clients win, and our results-driven approach is rooted in driving successful outcomes that maximize transaction value. We’re here to get you to the finish line by creating the right conditions for you to succeed, even long after the ink is dry.