HISTORICAL BUY-SIDE MANDATES – Software / Technology

Leading Technology Businesses – Private equity group focused on the mid-continent region is actively seeking investments in B2B software and technology-enabled services businesses with demonstrated growth. The firm aims to support strong, goal-oriented leadership teams with operational, strategic, and financial resources to accelerate success.

Key Investment Criteria:

• Offerings of Interest: B2B software and tech-enabled services
• End Markets Served: Agnostic
• Geography: Mid-continent U.S.
• Financial Profile: Revenue $3MM-$10MM

Educational Content Solutions – Midwest-based private equity firm seeking add-on acquisitions for a portfolio company offering custom course materials across Higher Education and K-12. Ideal targets own proprietary education content or develop specialized materials, particularly in STEM and lab sciences, with digital and/or print capabilities.

Key Investment Criteria:

• Offerings of Interest: Custom educational content, Digital or print services
• End Markets Served: Higher Ed and K-12
• Geography: United States
• Financial Profile: Revenue ≥ $5MM, EBITDA ≥ $1MM

Specialized IT Consulting Services – Midwest private equity sponsor, in partnership with an experienced executive, is pursuing acquisitions of high-performing consulting firms in specialized IT segments. Priority areas include cybersecurity, digital transformation, domain-specific solutions, remediation, and data management services.

Key Investment Criteria:

• Offerings of Interest: Cyber security, Digitalization, Industry/technology, Remediation services, Data management.
• End Markets Served: Agnostic – IT
• Geography: United States
• Financial Profile: $5MM+ EBITDA

Workforce Management Software – Midwest PE firm is looking to acquire complementary businesses to expand a workforce safety and training platform. Ideal companies have SaaS offerings, digital platforms, and recurring multi-year contracts, particularly in workforce development, simulation, AR, and performance tracking.

Key Investment Criteria:

• Offerings of Interest: SaaS-based workforce training and compliance solutions.
• End Markets Served: Industrial, commercial, utilities, and education
• Geography: United States
• Financial Profile: Revenue $4MM-$15MM

Packaged Software Company – Midwest PE firm is looking to acquire complementary businesses to expand a workforce safety and training platform. Ideal companies have SaaS offerings, digital platforms, and recurring multi-year contracts, particularly in workforce development, simulation, AR, and performance tracking.

Key Investment Criteria:

• Offerings of Interest: Subscription-based and SaaS software
• End Markets Served: Flexible (Requests Cloud-based deployment, highly recurring revenue model).
• Geography:S. and Canada
• Financial Profile: Revenue between $3MM–$15MM, EBITDA > $1MM

Industrial Automation – Private equity firm with $750MM ninth fund is actively acquiring companies providing data-centric industrial automation or software solutions. Strong interest in firms operating in WMS, MES, logistics, or supply chain systems.

Key Investment Criteria:

• Offerings of Interest: Industrial automation, WMS, MES, logistics/supply chain software
• End Markets Served: Industrial, Manufacturing, Logistics
• Geography:S. and Canada
• Financial Profile: ≥ $5MM EBITDA

PLM Value Added Reseller – Midwest-based VAR focused on Product Lifecycle Management software is seeking to acquire other PLM-focused resellers with strong recurring software revenue. Expansion goals include geographic growth and broadening the software portfolio.

Key Investment Criteria:

• Offerings of Interest: PLM software resale and support services
• End Markets Served: Industrial, manufacturing, engineering
• Geography: North America
• Financial Profile: Revenue ≥ $1MM

Others:

• IT storage companies platform search, Minimum of $4MM EBITDA.