Vertical Software Investment Banking
Our technology & services investment banking team is dedicated to driving customized solutions for companies in the vertical software landscape. With a unique understanding in a variety of niche vertical software industries, our 50+ senior bankers apply requisite wisdom to meet the needs and goals of our clients. Our team has the commitment, enthusiasm and network of relationships to deliver – no matter what industry your software offering supports.
Vertical Software Subsector Expertise
- Auto
- Bank technology
- Capital markets, investment and wealth
- Education
- Insurance technology
- Legal, tax and accounting
- Media and communications
- Non-profit and associations
- Real estate and construction
- Retail and hospitality
- Sports
- Transportation and logistics
Vertical Software Insights
Transaction History
July 2025
About SuranceBay
SuranceBay develops and services innovative software that simplifies and automates the process of buying and selling insurance. Its solutions provide an integrated experience for insurance companies, general agencies, insurance agents and consumers.
July 2025
About Nuqleous
Nuqleous provides mission-critical data analytics and space planning automation software for consumer packaged goods brands globally.
June 2025
About IWSR
IWSR is the leading provider of data and intelligence for the $1.2 trillion global beverage alcohol industry.
June 2025
About Uptick
Uptick is a purpose-built job management product for the fire, security, and HVAC industries. Its end-to-end solution allows service providers to streamline fire safety installations, inspection, preventative maintenance and building compliance.
May 2025
About Hinge Health
Hinge Health leverages software, including AI, to largely automate care for joint and muscle health, delivering an outstanding member experience, improved member outcomes, and cost reductions for its clients.
April 2025
About ACTICO Group
ACTICO Group is a leading international provider of digital solutions for Regulatory Compliance, Asset Administration, Credit Risk Management, Data & Reporting and Decision Automation software.
April 2025
About 4U
The 4U platform is the leading real-time digital engagement and analytics partnership platform connecting Investment Companies and Wealth Managers.
March 2025
About Successware
Successware is an industry-leading service management software provider for the home services contractor industry dedicated to helping ensure customers have all the resources they need to manage and grow their business.
February 2025
About LCP Media
LCP Media specializes in high-quality visual content for real estate and multifamily, including TourBuilder virtual tour solutions, photography, 3D renderings, virtual staging and floor plans.
February 2025
About XOi Technologies
XOi, the leading provider of jobsite-focused technology for the field service ecosystem, arms the industry with a digital tool that connects people to mission-critical equipment.
January 2025
About Learnosity
Learnosity is the global leader in assessment solutions. Serving over 670 customers and more than 40 million learners, its mission is to advance education and learning worldwide with best-in-class technology.
January 2025
About CAPE Analytics
Founded in 2014, CAPE Analytics is a leading provider of geospatial AI intelligence to the insurance and real estate industries.
December 2024
About Trucker Tools
Trucker Tools is a carrier-forward capacity sourcing and load-tracking solution. Trucker Tools’ mobile app for carriers provides drivers with valuable resources on the road, access to a free-to-use load board, and multiple tracking options to meet their needs.
December 2024
About Broadlume
Broadlume is a leading provider of technology to the flooring industry. Its all-in-one platform and digital retailing tools helps flooring businesses streamline their operations, attract more customers, and grow their businesses.
November 2024
About Empyrean Solutions
Empyrean Solutions™ is a leading provider of risk and performance management solutions for banks and credit unions. Through their deployed software and outsource services, Empyrean works with banks and credit unions, ranging from $50 million to $200+ billion in assets.
November 2024
About JobNimbus
JobNimbus is the industry-leading SaaS platform that helps contractors manage and grow their businesses with a suite of powerful tools.
November 2024
About IMPLAN
IMPLAN is a leading provider of economic impact analytics software, empowering clients across a multitude of end-markets to deliver insights for their most important questions.
November 2024
About Charter Impact
Founded in 2010, Charter Impact is a mission-driven business partner dedicated to empowering charter schools and nonprofits with professional, personalized financial management and operational support.
October 2024
About Roima
Roima Intelligence is a leading provider of supply chain and manufacturing software that empowers businesses to realize efficient, data-driven operations.
September 2024
About i3 Verticals
i3 Verticals delivers seamless integrated software and services to customers in strategic vertical markets.
September 2024
About DonorDrive
DonorDrive is an advanced digital fundraising platform for nonprofits that turns everyday people into powerful fundraisers. For more than 20 years, DonorDrive has helped hundreds of nonprofits raise billions of dollars.
September 2024
About Affinipay
AffiniPay is a leading provider of practice management software, integrated payments and embedded fintech for professionals across the legal, accounting, and professional services end markets.
September 2024
About Archer
Archer is a technology-enabled service provider that helps investment managers to manufacture solutions aligned with investor needs.
August 2024
About Smartsimple
SmartSimple Software is a global leader in cloud-based solutions for grants, research, and community management. Known for its highly configurable platform, SmartSimple serves a diverse range of clients across the public, private, and nonprofit sectors, helping them manage complex processes and achieve their strategic goals.
July 2024
About Fullbay
Fullbay is cloud-based provider of shop management software to the heavy-duty repair industry. The Company’s purpose-built platform provides a full solution suite for managing all day-to-day shop operations.
July 2024
About The Boundary
The Boundary is a global leader in architectural visualisation, specialising in the delivery of marketing-grade digital twins, photorealistic visualisations and marketing suite software for the global real estate industry.
July 2024
About Intech
in-tech shapes digitalization in the automotive industry, rail transport and industry. The Company develops solutions for the automotive, eMobility, transport systems and smart industry sectors.
July 2024
About Community Brands
Momentive Software (formerly Community Brands) amplifies the impact of over 30,000 purpose-driven organizations in over 30 countries. Mission-driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges.
July 2024
About Scribbles Software
Scribbles Software is a leading provider of credentialing and records management to K-12 school districts across the United States.
June 2024
About Zixi
Zixi provides the cloud based and on-premises Software-Defined Video Platform that enables reliable broadcast-quality video delivery over any IP network, any protocol, any cloud provider and any edge device.
June 2024
About Waystar
Waystar Holding Corp. provides healthcare organizations with mission-critical cloud software that simplifies healthcare payments.
May 2024
About LBR
LBR is a technology-driven information services business powering the global legal, intellectual property and governance, risk, and compliance markets.
April 2024
About Mirador LLC
Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-in-breed financial reporting services, middle office services, and technology solutions and products to the U/HNW wealth management industry.
April 2024
About One Inc
One Inc is modernizing the insurance industry through a unified and frictionless payment network. Focusing only on the insurance industry, One Inc helps carriers transform their operations by reducing costs, increasing security, and optimizing customer experience.
April 2024
About Ibotta
Founded in 2011 and based in Denver, Colorado, Ibotta enables CPG brands to deliver digital promotions to over 200 million consumers through a single, convenient network, called the Ibotta Performance Network (IPN).
April 2024
About Institutional Cash Distributors
Institutional Cash Distributors (ICD) is treasury’s trusted, independent portal provider of money market funds and other short-term investments.
March 2024
About PackBack
Packback is an education technology company located in Chicago, Illinois. Packback's mission is to harness the power of AI to help educators implement high quality pedagogy at scale.
March 2024
About PCS Retirement
PCS Retirement is a leading independent and conflict-free retirement services platform automating the sale, design, valuation and management of retirement plans.
February 2024
About ActiveViam
ActiveViam is a pure-play risk and data analytics provider specializing in financial services. ActiveViam uses high-performance analytics in finance, helping the largest investment banks, asset managers and hedge funds make better decisions, explain results with confidence, and simulate the impact of their decisions.
February 2024
About Wellspring
Wellspring is the world's leading provider of Tech Transfer, IP Management, and Innovation Management software and solutions for corporations, universities, and government agencies.
February 2024
About MeridianLink
MeridianLink powers digital lending and account opening for financial institutions and provides data verification solutions for consumer reporting agencies.
February 2024
About Q4
Q4 Inc. is the leading capital markets access platform that is transforming how issuers, investors, and the sell-side efficiently connect, communicate, and engage with each other.
January 2024
About CINC Systems
CINC Systems is one of the largest providers of software in the association management industry and an innovator behind accounting and banking integration.
December 2023
About BlueMatrix
BlueMatrix provides the global investment research community with advanced technology solutions to manage the complete lifecycle of critical information.
November 2023
About Fleetworthy Solutions
Fleetworthy Solutions, Inc. provides DOT safety and regulatory compliance services to commercial fleets that take them Beyond Compliant. Fleetworthy combines exceptional client service, advanced technologies, and more than 40 years of transportation industry expertise to make sure that drivers and assets are truly fleetworthy.
September 2023
About Tax Guard
Tax Guard is a leading provider of tax risk due diligence, assessment and monitoring services for financial organizations of all types.
September 2023
About EditShare
EditShare's technology enables collaborative media workflows on-premise, in the cloud, or in a hybrid configuration. Its open software solutions and robust APIs improve workflow collaboration and third-party integrations across the entire production chain, ensuring a world-class experience.
August 2023
About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. is a total wealth management and financial planning firm that provides investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services.
August 2023
About Logikcull
Logikcull is a cloud-based eDiscovery platform, providing a full suite of capabilities across legal document processing, production, workflows, collaboration and data management which lead to significantly reduced spend and time from traditional in-house legal teams and law firms.
August 2023
About Flywire
Flywire is a global payments enablement and software company. Flywire combines its proprietary global payments network, next-gen payments platform and vertical-specific software to deliver the most important and complex payments for its clients and their customers.
July 2023
About Baker Hill
Baker Hill is in the business of evolving loan origination by combining expertise in technology with expertise in banking.
July 2023
About Ren
As an independent philanthropic solutions provider in North America, Ren delivers the expertise, standards, and technology necessary to power growth and scale throughout the philanthropic economy.
July 2023
About FM Systems
FM:Systems is a provider of integrated workplace management solutions.
June 2023
About Cerence
Cerence is a world leading provider of automotive assistants, creating intelligent, flexible and intuitive in-car experiences for the world’s leading automakers.
June 2023
About US Retirement and Benefits Partners
U.S. Retirement & Benefits Partners (USRBP) is a technology-focused nationwide provider of retirement plan administration, benefits consulting and wealth management solutions to the education, government and SMID corporate markets.
June 2023
About Tripleseat Software
Tripleseat is an event management and catering platform used by more than 15,000 venues each day, enabling them to streamline the planning process and increase sales.
May 2023
About Intapp Inc
Founded in 2000, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms.
May 2023
About Lead Edge Capital
Lead Edge Capital is a growth stage investment fund with $5 billion of capital raised since inception, and portfolio companies across the internet, software, consumer, and tech-enabled services sectors.
May 2023
About Uwill
Uwill is a campus mental health solution providing an online platform designed to connect college students with mental health professionals.
May 2023
About The Switch
In the action-packed world of live video production and delivery, The Switch is always on and always there – setting the industry benchmark for quality, reliability and unmatched levels of service.
March 2023
About Definiti
Definiti is a third-party administrator that provides workplace organizations with retirement plan administration, recordkeeping and compliance services, as well as actuarial consulting and pension outsourcing.
March 2023
About Model N
Model N enables life sciences and high tech companies to drive growth and market share, minimizing revenue leakage throughout the revenue lifecycle.
March 2023
About EngageSmart
EngageSmart is a provider of vertically tailored customer engagement software and integrated payments solutions.
January 2023
About Sureprep
Bregal Sagemount is a growth-focused private capital firm with more than $5.5 billion of capital raised. The firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations.
December 2022
About Oak Hill Capital Partners
Oak Hill is a longstanding private equity firm focused on the North America middle-market. Oak Hill applies a specialized, theme-based approach to investing in the following dedicated industry sectors: Media & Communications, Industrials, Business Services, and Consumer.
November 2022
About MasteryPrep
MasteryPrep provides mastery-based college readiness services and resources preparing students for the SAT®, ACT®, TSIA-2, EOC, and WorkKeys® tests.
September 2022
About Knock
Knock offers an integrated suite of front office technology that provides multifamily owners and operators with the capabilities they need to more profitably acquire and retain high-value, long-term residents.
July 2022
About Cerity Partners
Cerity Partners is one of the largest and fastest-growing independent wealth management firms in the U.S. Cerity Partners provides estate, financial and tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services to high-net-worth individuals.
July 2022
About Altvia
Altvia is a provider for investor and deal management systems specifically built for private capital market firms.
July 2022
About CitNOW Group
CitNOW Group is a leading, high-quality, vertical software platform of scale, providing a suite of front-office SaaS products to automotive dealerships focused on the sales & aftersales customer journey.
July 2022
About Hg
Hg is a platform for software and services champions, focused on backing businesses that change how we all do business.
July 2022
About RFMS
RFMS is a business management software suite serving the flooring industry. RFMS offers customers a turn-key solution and seamless experience, from product development to support, training, sales and administrative needs.
June 2022
About MGA Systems
MGA Systems, Inc. is a software development company working exclusively in the insurance industry. The Company's management team has more than 30 years of real-world brokerage and MGA experience, which is reflected in the design of its flagship product, the Insurance Management System (IMS).
May 2022
About MetaSource
MetaSource is a Digital Transformation Solutions provider, focused on Business Process Outsourcing (BPO) / Business Process Management (BPM) services integrated with Enterprise Content Management (ECM), workflow solutions, compliance services and customer experience processes.
March 2022
About STP Investment Services
STP Investment Services is an award-winning technology-enabled services company that provides front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors delivering the service, software, expertise, and confidence needed to focus on their core business objectives.
February 2022
About Prime Pensions
Prime Pensions is a leading independent third-party administrator and provider of retirement plan compliance and administration services. Headquartered in Florham Park, NJ, Prime Pensions provides third-party retirement plan compliance and administrative services to small and medium-sized businesses.
February 2022
About StreetLight Data
StreetLight is a pioneer in the use of Big Data analytics to help transportation professionals solve their biggest problems. StreetLight powers more than 10,000 global projects every month.
January 2022
About Network for Good
Network for Good helps small nonprofits cultivate donor relationships and advance their missions with simple, smart fundraising software, personal coaching, and online resources.
December 2021
About Estimating Edge
Estimating Edge is a team of tradesmen and software engineers working together to build “cutting-edge” software for the construction industry. For more than 30 years, Estimating Edge has been a provider of commercial construction takeoff and estimating software.
December 2021
About MidAmerica Administrative and Retirement Solutions
MidAmerica provides innovative tax advantaged group retirement and health care reimbursement programs to over 2,500 school district and other governmental employers.
December 2021
About RIA in a Box
RIA in a Box is the leading provider of compliance and operational software to wealth managers and investment organizations. Over 2,600 Registered Investment Advisor firms use the platform to increase compliance workflow efficiency.
December 2021
About Symphonic Distribution
Symphonic Distribution is a digital music distribution SaaS company launched in 2006 by Jorge Brea in Tampa, Florida. Symphonic Distribution delivers music from independent record labels and musicians to digital streaming platforms.
December 2021
About Compliance Solutions Strategies
Compliance Solutions Strategies is a trusted global RegTech partner that uniquely brings together innovative technology-driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space.
December 2021
About Fullsteam Holdings
Fullsteam is a leading payments and software company headquartered in Auburn, Alabama. Fullsteam provides its companies with streamlined payments infrastructure and enhanced operational support to better serve customers.
December 2021
About Loanbeam
With patented technology based on more than 15 years in tax preparation and accounting experience, LoanBeam has established itself as the standard in automated income calculation.
November 2021
About Marquis Software Solutions Inc.
Marquis is a Plano, Texas-based company that sets its clients apart from their competition by providing expertise in data analytics, MCIF, CRM, strategic consulting, profitability, and direct marketing – along with CRA, HMDA & Fair Lending compliance.
November 2021
About Definitive Healthcare
Definitive Healthcare is a leading provider of healthcare commercial intelligence. The Company’s solutions provide accurate and comprehensive information on healthcare providers and their activities to help its customers optimize everything.
November 2021
About Weave Communications
Weave is creating a world where SMB entrepreneurs can utilize state-of-the-art technology to transform how they attract, communicate and engage customers, grow their business and realize their dreams.
November 2021
About D2L
D2L is transforming the way the world learns – helping learners of all ages achieve more than they dreamed possible. Working closely with clients all over the world, D2L is supporting millions of people learning online and in person.
October 2021
About Paradigm
Paradigm offers a suite of legal software solutions to help lawyers manage, automate and grow their firms. With four legal practice management and payments solutions.
October 2021
About Providence Equity Partners
Tenstreet’s platform connects carriers and drivers, making it easier to fill trucks while staying compliant. The Company helps thousands of motor carriers and private fleets to market, recruit, onboard, and manage drivers. Since 2006, millions of drivers have used Tenstreet’s platform to quickly and securely apply for their next job.
September 2021
About Foreside
Foreside delivers comprehensive advice and technology solutions to clients in the global asset and wealth management industries.
September 2021
About EngageSmart LLC
EngageSmart offers cloud-based SaaS platforms that easily elevate digital adoption and facilitate e-commerce in consumer-facing markets.
September 2021
About Definitive Healthcare
Definitive Healthcare is a leading provider of healthcare commercial intelligence. The Company’s solutions provide accurate and comprehensive information on healthcare providers and their activities to help its customers optimize everything.
September 2021
About Dynamo Software
Dynamo Software has provided industry-tailored, highly-configurable investment management, reporting and data management cloud software solutions to the global alternative investment industry since 1998.
September 2021
About Sterling Trading Tech
Sterling Trading Tech (STT) is a leading provider of professional trading technology solutions for the global equities, equity options and futures markets.
September 2021
About LT Trust
LT Trust, headquartered in Denver, Colorado, is a full-service retirement plan provider, offering recordkeeping, trust, and custodial services to financial intermediaries and their clients.
August 2021
About PFSweb
PFSweb is a global commerce services company that manages the online customer shopping experience on behalf of major branded manufacturers and retailers.
August 2021
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services.
August 2021
About Paradigm
Paradigm was founded in 1999 in Wisconsin and has over 250 customers with over 70,000 end users. The company employs over 300 people across the U.S. Paradigm is transforming the way that residential construction business is done across the country.
Transaction history may include transactions completed by a Raymond James banker while at a former firm.