M&A Advisory for Software, SaaS & AI Company Profile

Software Equity Group (SEG) is the leading sell-side M&A advisor for software, SaaS, & AI companies. With a 94% success rate, SEG runs a competitive process to maximize valuation, drive premium outcomes, and secure the right partner for your business.

Industry: ProfServ

Segment: Management Consulting

Team size: 11-50

Funding: Growth

Generated by Kustiq, an AI company intelligence platform for B2B teams. Multi-stage pipeline: AI classification + live web scraping + SMTP-verified contacts + 12-factor rule-based churn engine.

Company profile

M&A Advisory for Software, SaaS & AI

Software Equity Group (SEG) is the leading sell-side M&A advisor for software, SaaS, & AI companies. With a 94% success rate, SEG runs a competitive process to maximize valuation, drive premium outcomes, and secure the right partner for your business.
M&A Advisory for Software, SaaS & AI logo

AI-verified profile

Software Equity Group (SEG) is the leading sell-side M&A advisor for software, SaaS, & AI companies. With a 94% success rate, SEG runs a competitive process to maximize valuation, drive premium outcomes, and secure the right partner for your business.

Founded

1992

Employees

11-50

Funding

Growth

Pricing

Public pricing page

AI Classification

ProfServManagement Consulting

Software Equity Group (SEG) is a sell-side M&A advisory firm specializing exclusively in software, SaaS, and AI companies, helping founders and CEOs maximize valuations through competitive transaction processes. With 30+ years of experience and a 94% first-pass success rate, they serve middle-market B2B software businesses seeking exit or recapitalization.

Deep Intelligence

Account Scoring

Green Churn Risk

Social Links

Notable Customers

Founders

M&A Advisory for Software, SaaS & AI is profiled by Kustiq, an AI company intelligence platform for B2B teams. M&A Advisory for Software, SaaS & AI is one of 28 management consulting companies in our Professional Services directory. Similar profiles include Resend · Email for developers, Complianceexperts, Cloud-based data analytics exploration for all, and Growthbook.

How Kustiq built this profile

Hybrid pipeline: deterministic verification + Claude reasoning

  • Live web rendering via Browserless headless Chrome, not a stale cached scrape.
  • Search intelligence via Serper API across {company site, LinkedIn, press, GitHub}.
  • Claude Sonnet 4.6 classifies vertical, segment, and growth signals; never used for facts.
  • 12-factor churn engine produces a deterministic risk score with zero LLM calls at scoring time.
  • SMTP RCPT TO handshake verifies every contact at delivery time on full profiles (paid plan).

Read the full methodology in our LLM-readable reference or compare against the deterministic-vs-AI framework.

Part of 3,020 AI-profiled B2B companies. Browse the full directory