Skip to main content

For founder-owned companies · $1M–$25M revenue

The M&A advisor for SaaS and MSPs.

Sell your company with the investment banking process.

Free, confidential, no pressure.

Who you're talking to

Daniel Son.

10+ years in investment banking and finance, $450M+ closed for software and services companies judged on recurring revenue, retention, and margin quality. MBA, Georgetown. BA, University of Virginia.

Infobase

has been acquired by

Centre Lane Partners
Prometheus Group

has been acquired by

Francisco Partners
Truckstop.com

has received a growth equity investment from

Bregal Sagemount
Colyar Technology Solutions

has been acquired by

a private equity investor
PNMsoft

has been acquired by

Genpact
Panopto

has received a growth equity investment from

Sterling Partners

Selected transactions from Daniel Son’s prior investment banking experience.

Who's buying

The buyers are already in the market.

The platforms buying MSPs and SaaS companies run this play dozens of times a year. Don't just take the first call. Run an investment banking process and raise your valuation by getting buyers to compete.

75+

Private-equity-backed platforms actively acquiring IT services and software companies, per industry trackers

47

Acquisitions closed by the single most active platform last year, 33 of them managed service providers

2

Of the most active consolidators are headquartered here in the DC metro

Run an MSP? Start here

Figures from public deal announcements and industry trackers, 2025.

How it works

The Investment Banking Process

  1. 01

    Prepare

    Share your numbers.

    I rebuild them into a defensible valuation and confidential buyer materials.

  2. 02

    Market

    Approve the buyer list.

    I put qualified buyers under NDA and get them competing on price and terms.

  3. 03

    Close

    Pick the winning offer.

    I run diligence and closing through funding. You sign and get paid.

Contact

Talk to Daniel.

Call, text, or email. You'll get me, usually the same day.

Everything is confidential from the first word.