Horizontal Software Investment Banking
Devising strategies for our clients in the horizontal software sector is at the forefront of our technology & services investment banking offering. Our practice focuses on delivering specialized, tailored solutions to software companies developing applications or services designed to meet the needs of a broad audience, regardless of industry. From internal company communication tools to accounting and marketing platforms, our bankers have the knowledge, expertise and network to meet the goals of our horizontal software clients.
Horizontal Software Subsector Expertise
- Consumer experience
- Cybersecurity
- Data and information services
- eCommerce
- Governance, risk and compliance
- Human resources
- Infrastructure
- Internet of things, mobility and telematics
- Knowledge and training
- Marketing services and analytics
- Marketing technology
- Office of the CFO
- Payments
- Sales
- Supply chain
Horizontal Software Insights
Transaction History
September 2025
About Open Line
Founded in 2002 and headquartered in the Netherlands, Open Line is a leading cloud managed services provider with advanced cybersecurity and automation capabilities.
August 2025
About ePayPolicy
ePayPolicy is a leading provider of accounts receivable (“AR”), accounts payable (“AP”) and integrated payment solutions for the insurance industry.
June 2025
About ProfitSolv
ProfitSolv offers a comprehensive suite of practice management software and payments processing solutions tailored for the legal, accounting and professional services verticals.
June 2025
About Alpine Macro
Alpine Macro is a leading global investment research firm that provides forward-looking financial market forecasts and investment strategy to institutional clients across more than 60 countries.
June 2025
About Karooooo
Karooooo provides a leading operations management SaaS platform that maximizes the value of operations and workflow data by providing insightful real-time data analytics to thousands of enterprise customers.
May 2025
About MNTN
MNTN builds advertising software for brands to drive measurable conversions, revenue, site visits and more through the power of television.
April 2025
About ALM
ALM is the most trusted information and intelligence company supporting both the practice of and business of professionals in the legal industry.
April 2025
About Plentysystems
Plentysystems AG is an innovative software company and the developer of PlentyONE, a leading e-commerce ERP platform. The company has empowered brands and retailers to optimise their digital sales strategies by enabling seamless access to over 150 marketplaces worldwide.
March 2025
About Contentserv
Contentserv is the leading provider of a Product Information Management (PIM) and Product Experience Management (PXM) cloud.
March 2025
About A10 Networks
A10 Networks is a leading provider of security and infrastructure solution for on-premises, hybrid cloud, and edge-cloud environments of the Company’s global enterprise, communication, cloud and web service provider customers.
March 2025
About Cenosco
Cenosco is an asset integrity management software company with over 20 years of product leadership in asset-heavy industries.
February 2025
About FGE
FGE is a preeminent global oil and gas consultancy which provides leading independent research, analysis, consultation, and advisory services to a large and diverse client base across the world.
February 2025
About Waystar
Waystar's software is purpose-built to simplify healthcare payments so providers can prioritize patient care and optimize their financial performance.
January 2025
About Insurance Insider
Insurance Insider, a leading intelligence platform providing data, insight and analysis for the world’s top insurers, distributors, service providers and investors.
January 2025
About The Vomela Companies
The Vomela Companies, headquartered in St. Paul, Minnesota, is a full-service visual communications provider capable of producing and installing a wide variety of promotional, store décor, event, transportation and commercial graphics.
December 2024
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment, targeting customers in the CATV broadband, internet datacenter, telecom and FTTH segments.
December 2024
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment, targeting customers in the CATV broadband, internet datacenter, telecom and FTTH segments.
December 2024
About Datadog
Datadog is the observability and security platform for cloud applications. The Company's SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities.
November 2024
About Inseego Telematics Business
Inseego Corp. (Nasdaq: INSG) is an industry leader in 5G Enterprise cloud WAN solutions, with millions of end customers and thousands of enterprise and SMB customers on its 4G, 5G, and cloud platforms.
November 2024
About Onestream
Onestream is the leading enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the Office of the CFO to become a critical driver of business strategy and execution.
November 2024
About Inseego
Inseego Corp. (Nasdaq: INSG) designs and develops cloud-managed wireless wide area network (“WAN”) intelligent edge solutions. Its product portfolio consists of high-performance mobile broadband and fixed wireless access (“FWA”) solutions.
November 2024
About Terminus
Terminus is the leading account centric platform for revenue growth. Its mission is to empower go-to-market teams to drive revenue impact for a sustainable growth advantage.
October 2024
About Bregal Unternehmerkapital
Bregal Unternehmerkapital ("BU") is a leading investment firm with offices in Zug, Munich, and Milan. With €7.0bn in capital raised to date, BU is the largest mid-cap investor headquartered in the DACH region.
September 2024
About Webglobe
Webglobe, launched in 1999 by Igor Strečko and Juraj Hanták in Bratislava, provides a wide range of services, from domains and web hosting to marketing and security tools, enabling small and medium businesses to succeed online.
September 2024
About Absencesoft
AbsenceSoft, an absence management SaaS solutions provider, delivers modern, scalable, easy-to-use, and flexible software to manage FMLA, ADA, disability, and other forms of leave easily, efficiently and cost-effectively.
September 2024
About Skykick
SkyKick, headquartered in Seattle, is an award-winning global provider of cloud backup, migration and security management software purpose-built for IT service providers, with additional offices in Amsterdam and Sydney.
August 2024
About Ncontracts
Ncontracts is a leading provider of governance, risk and compliance software to the financial services industry with a core focus on regional and community-based financial institutions in the U.S.
August 2024
About aosphere
aosphere serves over 725 blue-chip clients including banks, asset managers and corporates, providing online legal analysis on a subscription basis across a range of key compliance topics in complex areas such as financial derivatives, shareholder disclosure requirements, cross-border marketing, and data privacy.
July 2024
About Supplypike
SupplyPike is a supply chain software company focused on helping consumer packaged goods companies of all sizes meet retailer supply chain compliance standards and deliver products on time.
July 2024
About Onestream
OneStream is how today's finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It's the leading enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the Office of the CFO to become a critical driver.
July 2024
About FDM
FDM is the market leader in providing telecoms market share, pricing and proposition data across Europe. Over 30,000 industry professionals utilise FDM’s real-time pricing insights daily, which monitor over 2 million datapoints across every major EU territory.
July 2024
About Everbridge
Everbridge empowers enterprises and government organizations to anticipate, mitigate, respond to, and recover stronger from critical events.
July 2024
About glueckkanja
glueckkanja, a renowned Cloud Managed Service Provider, is a Microsoft partner offering comprehensive cloud solutions. With a unified blueprint approach, glueckkanja uses Infrastructure as Code to transition and support customer infrastructures to the cloud.
June 2024
About i-Tracing
I-TRACING is a pure-player of managed security services provider offering a complete portfolio of services, from proactive protection to incident response and cybersecurity solutions deployment and management, for more than 450 blue-chips customers in France and beyond.
May 2024
About Tango Card
Tango Card is a global provider of digital rewards, e-gifting and payments solution that features deep integrations for companies to send rewards to their customers, partners and employees.
April 2024
About Treasury Intelligence Solutions
Treasury Intelligence Solutions is a leading provider of treasury management and cash flow forecasting software and payments offering mission-critical solutions to large, multi-national corporations.
April 2024
About Vertex
Vertex is a leading global provider of indirect tax solutions that enables businesses to transact, comply, and grow with confidence.
April 2024
About Fastpath
Fastpath is a global leader in application governance, risk and compliance, enabling organizations to manage and automate the processes around access control and data access risk, quickly and efficiently.
March 2024
About Stuzo
Stuzo, with its Open Commerce® product bundle and patent-pending Wallet Steering® solution, empowers Convenience & Fuel Retailers to gain more share of wallet and customer lifetime value than possible with any other solution provider.
February 2024
About Procare Software
Procare is a leading provider of center management software and integrated payment processing solutions to child care centers in the US, enabling administrators to maintain a core system of record and workflow for operational, compliance, staffing, billing, and accounting functions.
January 2024
About GTCR
GTCR is a leading private equity firm that pioneered The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions.
December 2023
About Quantivate
Quantivate is a leading provider of SaaS governance, risk and compliance solutions for financial institutions to help mitigate enterprise risk, maintain compliance with regulatory requirements, and manage organizational policies and procedures.
December 2023
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment.
December 2023
About Clearbit
Clearbit helps businesses enrich customer records with over 100+ firmographic, demographic, and technographic data points from public and private data sources including social profiles, company websites, crowdsourcing, and more.
November 2023
About Fullsteam
Fullsteam LLC provides next-geneneration integrated payments technology and vertical software to SMB clients, helping create a more seamless experience for merchants and their customers.
September 2023
About CarData
Cardata is a leading provider of a suite of reimbursement software, compliance programs, and business intelligence tools to global enterprises.
September 2023
About Appspace
Appspace is the first workplace experience platform to connect people, places, and spaces through digital signage, space reservation, an employee app, a modern intranet, and more.
September 2023
About Squarespace
Founded in 2003 and headquartered in New York, New York, Squarespace is a leading all-in-one website building and ecommerce platform that enables millions to build a brand and transact with their customers with an impactful online presence.
September 2023
About AscendantFX
Ascendant is a financial technology services company that provides cross-border payment solutions to businesses around the world.
September 2023
About LegalZoom
Headquartered in Glendale, California, LegalZoom is a leading online platform for business formation in the United States. Driven by a mission to unleash entrepreneurship, the Company delivers comprehensive legal, tax and compliance products and expertise for small business owners through easy-to-use technology.
August 2023
About Nextech Systems
Nextech is the complete healthcare technology solution for specialty providers including Dermatology, Ophthalmology, Orthopedics, Plastic Surgery, and Med Spa.
August 2023
About Spycloud
SpyCloud transforms recaptured darknet data to protect businesses from identity-based cyberattacks.
Its products deliver actionable insights that allow enterprises to proactively prevent ransomware and
account takeover, protect their business from consumer fraud losses, and investigate cybercrime
incidents.
Its products deliver actionable insights that allow enterprises to proactively prevent ransomware and
account takeover, protect their business from consumer fraud losses, and investigate cybercrime
incidents.
August 2023
About LiveBarn
LiveBarn provides a live and on-demand video streaming and analytics platform for amateur and youth sports.
August 2023
About EngageSmart
EngageSmart is a provider of vertically tailored customer engagement software and integrated payments solutions.
July 2023
About Absolute Software
Absolute Software is the only provider of self-healing, intelligent security solutions.
June 2023
About Fintech Information Technologies
Financial Information Technologies, LLC is a technology provides purpose-built payments, business management, and data and analytics technology solutions to simplify how alcohol retailers, distributors and suppliers do business.
June 2023
About Imagen
Imagen helps sports organizations, businesses and media companies manage their content libraries with fast, secure and controlled access through a highly-customizable media management and distribution platform.
June 2023
About Bestpass
Bestpass, founded in 2001, is the leading toll management and payment platform for commercial vehicles across the U.S. and Canada.
May 2023
About Integral Ad Science
Integral Ad Science is a global leader in digital media quality, ensuring that ads are viewable by real people, in safe and suitable environments, activating contextual targeting, and driving supply path optimization.
March 2023
About Adeptia
Adeptia software simplifies and accelerates operational data integration with up to 80% faster set up of secure data exchanges between businesses and applications.
March 2023
About Voxco
Voxco, a leading actionable insights platform, helps the world's leading brands make data-driven decisions that drive growth & fuel omnichannel experiences.
February 2023
About Paya
Paya is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies
February 2023
About Digital Marketing Institute
As the global standard in digital marketing certification, DMI develops digital marketing capability for individuals and teams globally.
October 2022
About SMA Technologies
SMA Technologies is the maker of OpCon, the leading workload automation and orchestration platform for banks, credit unions, insurance companies, and other financial services businesses.
October 2022
About Pamlico Capital
InRule Technology is an intelligence automation company providing integrated decisioning, machine learning and process automation software to the enterprise.
September 2022
About Nexus Systems
Nexus provides the fastest way for real estate companies to ditch paper checks and send secure payments to their suppliers.
September 2022
About Drawbridge
Drawbridge is a premier provider of cybersecurity software and solutions to the alternative investment industry. Its proprietary platform helps firms manage their governance, risk and compliance requirements while combatting sophisticated cyber threats and third-party risks.
September 2022
About SkuVault
SkuVault’s warehouse and inventory management platform solves the biggest challenge in omnichannel retail: managing and tracking inventory at scale.
August 2022
About Midigator
Midigator provides an effective and efficient alternative approach to the manual processes typically used to manage chargeback disputes: intelligent chargeback technology.
July 2022
About Radancy
Radancy is solving critical employment challenges for employers and delivering results that strengthen their organizations. Radancy's unified platform, augmented by rich data and deep industry expertise, is revolutionizing how employers attract and hire the talent they need.
June 2022
About Vehlo
Vehlo is a provider of software and financial solutions for the automotive repair industry. Its product suite consists of a number of resources the modern auto service provider needs to deliver an excellent customer experience and run a profitable business.
June 2022
About Symbiotic
Symbotic is a robotics and automation-based product movement technology platform focused on transforming the consumer goods supply chain.
June 2022
About Corsair
Corsair is a global specialist investment firm offering opportunities for investors and solutions for companies across financial & business services and infrastructure.
April 2022
About 1000heads
1000heads is a leading tech-enabled digital strategy and social media marketing specialist, helping businesses build ‘social age brands’ through their proprietary toolkit.
April 2022
About SecureLink
SecureLink empowers organizations to secure access to their most valuable assets, including networks, systems, and data. By leveraging Zero Trust principles, machine learning, and artificial intelligence, SecureLink provides comprehensive security solutions to govern, control, monitor, and audit the most critical and highest risk access points.
March 2022
About Catalytic
Catalytic is a no-code workflow and digital process automation platform for every-day mission critical operations. It offers business users the ability to easily create no-code smart workflows that connect systems, data and people.
February 2022
About Reliant
Reliant is a provider of edge computing for retail, hospitality, and c-store enterprises. Reliant Platform, Reliant’s edge computing solution, centralizes, automates, and controls the delivery and management of applications and systems.
February 2022
About RapidRatings
RapidRatings sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial risk.
January 2022
About Nuvei
Nuvei is a global provider of payment technology solutions to merchants and partners in North America, Europe, Asia Pacific and Latin America.
January 2022
About BigTime
BigTime Software is dedicated to developing practice management tools that help growing professional services firms track, manage and invoice their time.
December 2021
About Ministry Brands
Ministry Brands is the leading provider of SaaS platforms for churches, parachurch ministries and other faith-based organizations in the United States and Canada.
December 2021
About Federos
Federos is a provider of cloud-enabled, AI-optimized assurance, analytics, and automation software that monitors and manages the performance of critical networks and services.
December 2021
About Information Clearinghouse
Information Clearinghouse and Market Service are experts in the retail sector and serve their clients through the following products: Creditntell, F&D Reports, ARMS, AggData, Real Estate Intelligence, Retail Openings and Closings, and Thasos.
December 2021
About Snap One Holdings Corp.
Established in 2005 and based in Charlotte, North Carolina, Snap One is a manufacturer and exclusive source of A/V, security, control, networking and remote management products for professional integrators.
December 2021
About Perion Network
Founded in 1999 and based in Holon, Israel, Perion is a global advertising technology company driving innovation in the ad-tech market by providing agencies, brands and publishers with advanced solutions to enable them to establish deeper, more meaningful and profitable relationships with their consumers and users.
December 2021
About Discovery Data
Discovery Data is a globally recognized and trusted provider of data and analytics to the financial services industry.
December 2021
About Cisive
Cisive is a global leader in compliance-driven human capital and risk management solutions, providing onboarding and pre-employment background screening solutions to address the complex challenges and needs of large enterprises.
November 2021
About Acuant
Acuant empowers businesses and governments to transact with trust in our digital world. The Company establishes trust in seconds anywhere customers want to transact, fighting fraud and fast-tracking trusted identities.
November 2021
About UserTesting Inc.
Founded in 2007 and based in San Francisco, California, UserTesting has pioneered a video-first, enterprise-grade software platform that enables organizations to see and hear the experiences of real people as they engage with products, designs, apps, processes, concepts, or brands.
November 2021
About Braze
Braze is a comprehensive customer engagement platform that powers customer-centric interactions between consumers and brands.
November 2021
About Backblaze
Backblaze is a leading storage cloud platform, providing businesses and consumers cloud services to store, use, and protect their data in an easy and affordable manner.
October 2021
About SourceScrub
SourceScrub, LLC is a market-leading data service for investment and M&A firms looking to research, find and connect with privately-held companies.
October 2021
About Parrot
Founded in 1994 by Henri Seydoux, Parrot is a European group in the fast-growing industry of drones. Visionary, at the forefront of innovation, Parrot is positioned across the entire drone value chain, from equipment to services to software.
October 2021
About United Silicon Carbide
United Silicon Carbide is a leading manufacturer of silicon carbide (“SiC”) power semiconductors used in high voltage applications.
October 2021
About Paycor
Paycor is a leading Software-as-a-Service provider of human capital management solutions for small and medium-sized businesses.
October 2021
About Service Management Group
Service Management Group inspires experiences that improve people’s lives. The Company is a catalyst for change—helping organizations generate new revenue, grow existing revenue, reduce churn and detractors, and drive operational efficiencies.
October 2021
About Perion
Perion is a global technology company that delivers strategic business solutions that enable brands and advertisers to efficiently “Capture and Convince” users across multiple platforms and channels, including interactive connected television – or iCTV.
September 2021
About ProcessUnity
ProcessUnity is a leading provider of cloud-based applications for risk and compliance management. The company’s software as a service (SaaS) platform gives organizations the control to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes.
September 2021
About Freshworks Inc.
Freshworks provides businesses of all sizes with modern SaaS products that are designed with the user in mind. Their product offering to includes a more complete customer relationship management (CRM) solution.
September 2021
About Envoy Global
Founded in 1998, Envoy is a global immigration services provider with an international footprint, working across offices in APAC, EMEA and the Americas.
Transaction history may include transactions completed by a Raymond James banker while at a former firm.