11 technology M&A advisors active in Austin in 2026. Covers SaaS, cloud, AI, and software deals with firm profiles and recent transactions.
Austin's tech M&A market accelerated sharply in 2025. SaaS exits, AI acquisitions, and software roll-ups all closed here.
PE buyers and strategic acquirers compete hard for Austin software assets. Multiples held firm for businesses with clean ARR and high gross margins.
The right advisor knows which buyer pool fits your tech category. A SaaS boutique and a generalist bank reach different acquirers.
Set up a virtual data room before your first advisor call. Austin tech buyers expect organized IP and contracts from day one.
| Firm | Deal Type | Deal Size | Sector Focus | Website | |
|---|---|---|---|---|---|
| Navidar | Navidar | Both | $20M - $500M | Technology, Software, SaaS, Business Services | navidar.com |
| ScaleView Partners | ScaleView Partners | Sell-side | $10M - $150M | SaaS, Software, Technology | scaleviewpartners.com |
| Tequity Advisors | Tequity Advisors | Sell-side | $10M - $100M | B2B SaaS, Cloud, Salesforce Ecosystem | tequityadvisors.com |
| Austin Dale Group | Austin Dale Group | Both | $5M - $75M | Software, IT Services, Cloud | austindalegroup.com |
| Vista Point Advisors | Vista Point Advisors | Sell-side | $20M - $250M | SaaS, Software, Internet, AI | vistapointadvisors.com |
| Westlake Securities | Westlake Securities | Both | $10M - $250M | Technology, Industrials, Business Services | westlakesecurities.com |
| AGC Partners | AGC Partners | Both | $25M - $500M | Technology, SaaS, AI, Cybersecurity | agcpartners.com |
| Lincoln International | Lincoln International | Both | $50M - $2B | Technology, PE-backed, Business Services | lincolninternational.com |
| Capstone Partners | Capstone Partners | Both | $10M - $500M | Technology, Industrials, Business Services | capstonepartners.com |
| Software Equity Group | Software Equity Group | Both | $5M - $200M | SaaS, Software, Technology | softwareequity.com |
| Focus Strategies | Focus Strategies | Both | $10M - $200M | Technology, Business Services, Multi-sector | focus-strategies.com |
How to verify an advisor's track record
Ask for a closed deal list by tech sub-sector. A Salesforce ecosystem boutique and a broad tech bank reach different buyers.
Advisors who know Austin can name specific closed software deals with buyers and dates. Vague claims of "tech experience" without transactions are a warning sign.
Check whether they've worked with both PE buyers and strategic acquirers. Austin tech exits often attract both at the same time.
Use Ellty to share your financials with shortlisted advisors under NDA. You'll see who opens your documents before the first call. Review the full advisors directory before you sign an engagement letter.
Running an Austin tech deal?
Share deal docs with buyers and track who opens them first.
Start free 14-day trialHow an Austin tech deal runs
Austin technology M&A typically runs five to eight months. AI and SaaS deals with cross-border buyers can stretch to ten months.
| Stage | What happens | What you need ready | |
|---|---|---|---|
| Stage 1: Preparation | Stage 1: Preparation | Run QoE, build CIM, shortlist Austin tech advisors | Three years P&L, ARR data, IP ownership records |
| Stage 2: Advisor engagement | Stage 2: Advisor engagement | Sign engagement letter, align on buyer list | Cap table, key contracts, software IP documentation |
| Stage 3: Marketing | Stage 3: Marketing | CIM distributed, NDAs signed, management calls set | Ellty data room live with CIM and ARR detail |
| Stage 4: LOI | Stage 4: LOI | Buyers submit bids, LOIs negotiated, exclusivity signed | Clean ARR schedule, no open IP disputes |
| Stage 5: Due diligence | Stage 5: Due diligence | Buyer reviews financial, legal, and tech records | Full Ellty data room: IP, contracts, ARR, financials |
| Stage 6: Close | Stage 6: Close | Purchase agreement signed, funds transfer | Reps and warranties signed, transition plans ready |
11 Austin technology M&A advisors
These 11 firms advise on technology M&A in Austin and across Texas. Coverage spans SaaS, software, cloud, AI, and IT services.
1. Navidar
An Austin tech investment bank with 400+ completed transactions totaling nearly $110B in value.
Recent Deals: Advised Sincere Corporation on its acquisition of Timehop (2025). Active in technology, SaaS, and software M&A through 2025-2026. Principals include alumni from Goldman Sachs and Bear Stearns tech banking.
LinkedIn: Navidar LinkedIn
Sector Focus: Technology, software, SaaS, business services
Deal Type: Both
Deal Size: $20M - $500M
Location: Austin, TX
Website: navidar.com
2. ScaleView Partners
An Austin SaaS boutique founded in 2021 by tech founders with prior exit experience.
Recent Deals: Advised Solvexia on its sale to GTreasury (2025). Advised Harbour Software on its sale to Springbrook (2025). Advised Cityspan on its sale to Gravity (2025).
LinkedIn: ScaleView Partners LinkedIn
Sector Focus: SaaS, software, technology, high-growth tech
Deal Type: Sell-side
Deal Size: $10M - $150M
Location: Austin, TX
Website: scaleviewpartners.com
3. Tequity Advisors
A B2B SaaS specialist with 114 total deals, focused on Salesforce and cloud ecosystem exits.
Recent Deals: Advised SkyVenn on its acquisition by Kicksaw (2025). Advised Simplyphp on its acquisition by tlmgo.com (February 2026). Opened Austin office at 111 Congress in May 2025 to expand US deal reach.
LinkedIn: Tequity Advisors LinkedIn
Sector Focus: B2B SaaS, cloud, Salesforce ecosystem, AI
Deal Type: Sell-side
Deal Size: $10M - $100M
Location: Austin, TX (also Toronto, Canada)
Website: tequityadvisors.com
4. Austin Dale Group
An Austin-based tech M&A firm with 20+ years advising lower-middle-market software businesses.
Recent Deals: Active in software, IT services, and cloud company M&A in Austin through 2025-2026. Advises technology founders on sell-side and buy-side mandates. Covers businesses with $5M-$75M revenue in software and IT services.
LinkedIn: Austin Dale Group LinkedIn
Sector Focus: Software, IT services, cloud computing, technology
Deal Type: Both
Deal Size: $5M - $75M
Location: Austin, TX
Website: austindalegroup.com
5. Vista Point Advisors
A founder-focused sell-side firm with 102 completed deals in software, SaaS, and internet.
Recent Deals: Advised on the acquisition of Quimbee by BARBRI (February 2025). Completed an Austin acquisition in August 2025. Active in SaaS and software sell-side M&A through 2025-2026.
LinkedIn: Vista Point Advisors LinkedIn
Sector Focus: SaaS, software, internet, AI, consumer tech
Deal Type: Sell-side
Deal Size: $20M - $250M
Location: San Francisco, CA (active in Austin market)
Website: vistapointadvisors.com
Selling an Austin tech company?
Track which buyers open your deal docs before signing an LOI.
Start free 14-day trial6. Westlake Securities
An Austin middle-market bank founded in 2003 with $6.7B+ in closed transactions.
Recent Deals: Co-advised NaturPak on its sale to Pritzker Private Capital (January 2026). Advised Heath Consultants on sale of its 811 Locate Services Division to USIC (July 2025). Active in technology and business services M&A through 2025-2026.
LinkedIn: Westlake Securities LinkedIn
Sector Focus: Technology, industrials, business services, infrastructure
Deal Type: Both
Deal Size: $10M - $250M
Location: Austin, TX
Website: westlakesecurities.com
7. AGC Partners
A technology-focused investment bank with deep coverage of SaaS, AI, and cybersecurity exits.
Recent Deals: Active in technology, SaaS, AI, and cybersecurity M&A nationally through 2025-2026. Advises growth-stage and PE-backed tech companies on sell-side mandates. Known for SaaS deal expertise and broad PE buyer relationships.
LinkedIn: AGC Partners LinkedIn
Sector Focus: Technology, SaaS, AI, cybersecurity, software
Deal Type: Both
Deal Size: $25M - $500M
Location: Boston, MA (active in Austin market)
Website: agcpartners.com
8. Lincoln International
A global mid-market bank with strong PE relationships and active technology sector coverage.
Recent Deals: Advised Peak Rock Capital on sale of Spatial Business Systems to Enverus (2025). Generated $214.1M in net income in 2025, up 31% year over year. Closed 430+ total transactions in 2025 across technology and business services.
LinkedIn: Lincoln International LinkedIn
Sector Focus: Technology, industrials, PE-backed, business services
Deal Type: Both
Deal Size: $50M - $2B
Location: National (serves Austin market)
Website: lincolninternational.com
9. Capstone Partners
A national middle-market bank with a dedicated technology group and active Texas deal flow.
Recent Deals: Published 2026 M&A Outlook covering technology and business services trends. Active in technology, SaaS, and business services M&A through 2025-2026. Covers PE-backed and founder-owned tech businesses across sectors.
LinkedIn: Capstone Partners LinkedIn
Sector Focus: Technology, industrials, business services, SaaS
Deal Type: Both
Deal Size: $10M - $500M
Location: National (serves Austin market)
Website: capstonepartners.com
10. Software Equity Group
A SaaS specialist with 600+ completed software M&A transactions and an annual industry report.
Recent Deals: Published 2026 Annual SaaS Report tracking record deal volume. Active in SaaS and software M&A nationally through 2025-2026. Serves founder-led and PE-backed software businesses on M&A mandates.
LinkedIn: Software Equity Group LinkedIn
Sector Focus: SaaS, software, technology, vertical software
Deal Type: Both
Deal Size: $5M - $200M
Location: San Diego, CA (active in Austin market)
Website: softwareequity.com
11. Focus Strategies
An Austin investment bank founded in 1999 with $7B+ in closed transactions across 54+ deals.
Recent Deals: Advised JKB Construction on a transaction (2025). Active in technology, business services, and multi-sector M&A through 2025-2026. Team has 100+ collective years of deal experience.
LinkedIn: Focus Strategies LinkedIn
Sector Focus: Technology, business services, real estate, multi-sector
Deal Type: Both
Deal Size: $10M - $200M
Location: Austin, TX
Website: focus-strategies.com
AI and SaaS exits in Austin in 2025-2026
Austin's AI and SaaS sectors drove the biggest exits of the past two years. Iodine Software sold to Waystar for $1.25B in October 2025.
ProsperOps, an Austin FinOps automation platform, was acquired by Flexera in January 2026. The deal was described as a top-20 Austin venture-backed software exit of all time.
Khoros, an Austin social media platform, was acquired by IgniteTech from Vista Equity in May 2025. Strategic buyers are paying for recurring revenue and AI positioning.
Use Ellty to share ARR data and IP records with buyers via trackable links. Set permissions so each buyer only sees what their NDA covers. Review the Austin M&A advisors page to compare generalist and tech-specialist firms. Read the types of M&A deals guide before choosing your transaction structure.
How PE buyers evaluate Austin tech assets
PE buyers closed 58% of all SaaS M&A deals nationally in 2025. In Austin, PE activity spans growth-stage and mature software businesses.
Buyers look for ARR growth above 20%, gross margins above 70%, and NRR above 100%. Clean IP ownership and no customer concentration above 20% matters too.
Most PE buyers run a full IT due diligence review within four weeks of LOI. Gaps in IP documentation or customer contracts slow the process.
Use Ellty to share financials with granular permissions by buyer and NDA stage. Set different access levels for strategic acquirers and PE sponsors. See the private equity page for deal structure context before you engage a sponsor. Learn IT due diligence requirements before buyers arrive.
Getting your tech IP and contracts ready
Most Austin founders underestimate how fast buyers move to IP review. Tech buyers check IP ownership records in the first week of due diligence.
You'll need all software IP assigned to the company - not to individuals or contractors. Open-source license compliance records matter too.
Customer contracts need clean auto-renewal terms and no assignment restrictions. Gaps in either area become deal points that cut your valuation.
Use Ellty to organize IP assignments, contracts, and financial files into a secure file sharing environment before buyers arrive. Track who opens your IP records before the first management call. See the IT due diligence guide for a full pre-process checklist.
How Ellty helps you close an M&A deal in Austin
You've picked your Austin tech advisor. Set up your data room next.
- 1.Upload IP records, ARR data, and contractsOrganize files by type. Austin tech buyers check IP on day one.
- 2.Set access by buyer type and NDA statusPE buyers and strategics need different document access levels.
- 3.Track who reviews your key filesSee which buyers open your ARR data and how long they spend.
Common questions about Austin technology M&A advisors
- Austin raised $7.94B in venture funding in 2025. That capital drives software exits across SaaS, AI, and IT services sectors.
- ScaleView Partners and Tequity Advisors both focus on SaaS exits. Navidar covers broader tech including SaaS and software services.
- Local advisors know Austin buyers and can name recent closed deals. National firms like Lincoln International reach more PE buyers.
- Most Austin tech deals run five to eight months. Cross-border or PE-backed deals can stretch to ten months or more.
- Before your first advisor call. Tech buyers expect IP records, ARR data, and contracts ready from day one.
- IP ownership records, ARR schedule, customer contracts, and three years of financials. Gaps in any area slow the deal.
