11 technology M&A advisors active in Miami in 2026. Covers SaaS, software, fintech, and IT services deals with recent transactions, deal sizes, and sector focus.
Miami's tech M&A market is active in 2026. SaaS deals, fintech exits, and IT services acquisitions are closing across Brickell and Wynwood.
Global tech M&A value hit $282 billion in Q1 2026 alone, up 27% year-over-year. AI-driven deals are pulling buyer attention toward Miami's fintech and SaaS clusters.
Picking the wrong advisor costs you buyers. Get your virtual data room ready before you call the first firm.
The right tech M&A advisor in Miami knows current SaaS multiples and active strategic buyers. Ask them to name five closed software deals before you sign an engagement.
| Firm | Deal Type | Deal Size | Sector Focus | Website | |
|---|---|---|---|---|---|
| Cassel Salpeter & Co. | Cassel Salpeter & Co. | Both | $20M - $300M | Technology, SaaS, Healthcare, Consumer | casselsalpeter.com |
| BroadSpan Capital | BroadSpan Capital | Both | $10M - $200M | Technology, Financial Services, Cross-Border LatAm | brocap.com |
| Solganick | Solganick | Both | $5M - $200M | Software, IT Services, MSP, Cybersecurity | solganick.com |
| Lincoln International | Lincoln International | Both | $100M - $2B | Technology, Software, PE-Backed Tech | lincolninternational.com |
| Houlihan Lokey Technology | Houlihan Lokey Technology | Both | $50M - $5B+ | Software, SaaS, Fintech, Cybersecurity | hl.com |
| Flatirons Capital Advisors | Flatirons Capital Advisors | Sell-side | $5M - $100M | Software, SaaS, IT Services, Lower Middle Market | flatironscapital.com |
| FOCUS Investment Banking | FOCUS Investment Banking | Both | $10M - $150M | Technology, Software, IT Services, MSP | focusbankers.com |
| Harris Williams | Harris Williams | Both | $100M - $2B | Technology, Software, Business Services | harriswilliams.com |
| Raymond James Technology | Raymond James Technology | Both | $25M - $500M | Technology, Software, Fintech, Digital Media | raymondjames.com |
| Software Equity Group | Software Equity Group | Sell-side | $10M - $300M | Software, SaaS, Cloud, Vertical Software | softwareequity.com |
| L40 Advisory | L40 Advisory | Both | $5M - $100M | SaaS, Software, Digital, Cross-Border | l40.com |
How to verify an advisor's track record
Ask for a named deal list filtered to your tech segment: SaaS, IT services, or fintech.
Tech M&A advisors who know the market can name buyers, multiples, and close dates. Generic track records with no buyer names signal a generalist who'll run a weak process.
Check whether the advisor has closed deals with strategic buyers in your space. PE-backed roll-ups and strategic acquirers move at very different speeds and on different terms.
Use Ellty to share your CIM and financial model with shortlisted advisors under NDA. Track who opens files before your first call. See the full Miami M&A advisor list to compare tech specialists against generalists.
Running a tech deal process in Miami?
Set up your data room before your first advisor meeting.
Start free 14-day trialWhat an M&A deal looks like: 6 stages
Miami tech deals typically run six to twelve months. SaaS and software deals move faster than fintech transactions with regulatory review.
| Stage | What happens | What you need ready | |
|---|---|---|---|
| Stage 1: Preparation | Stage 1: Preparation | Run QoE, draft CIM, shortlist advisors | Three years P&L, ARR by cohort, churn and NRR data |
| Stage 2: Advisor engagement | Stage 2: Advisor engagement | Sign engagement, agree on buyer list | Cap table, IP ownership docs, key customer contracts |
| Stage 3: Marketing | Stage 3: Marketing | CIM out, NDAs signed, management calls booked | Ellty data room live with CIM, ARR schedule, and product docs |
| Stage 4: LOI | Stage 4: LOI | Buyers submit bids, LOIs negotiated, exclusivity signed | Clean ARR reconciliation, no disputed contracts or IP issues |
| Stage 5: Due diligence | Stage 5: Due diligence | Buyer reviews financial, legal, and technical records | Full Ellty data room with code ownership docs and customer data |
| Stage 6: Close | Stage 6: Close | Purchase agreement signed, escrow, funds transfer | IP assignments complete, reps and warranties signed |
11 top technology M&A advisors in Miami
These 11 firms actively advise on technology M&A deals serving Miami and South Florida. Coverage spans SaaS, software, fintech, IT services, and cybersecurity.
1. Cassel Salpeter & Co.
Miami's leading independent investment bank with a dedicated technology practice and 69 closed transactions through 2026.
- Recent Deals: Advised Paramount Consulting & Engineering on partnership with Certerra (OceanSound Partners, June 2026). Published Q1 2026 Tech Industry Deal Report. Relocated to Coconut Grove in February 2026 after 15 years at Brickell.
- LinkedIn: Cassel Salpeter on LinkedIn
- Sector Focus: Technology, SaaS, healthcare, consumer, financial services
- Deal Type: Both
- Deal Size: $20M - $300M
- Location: Miami, FL (Coconut Grove)
- Website: casselsalpeter.com
2. BroadSpan Capital
Miami-based boutique with 53+ closed transactions and a cross-border angle on tech deals involving LatAm buyers.
- Recent Deals: Active in technology, financial services, and cross-border LatAm M&A through 2025-2026. Offices in Miami, Rio de Janeiro, Mexico City, and Medellin. Advised on the sale of Boa Praca to Wrist Ship Supply (December 2024).
- LinkedIn: BroadSpan Capital on LinkedIn
- Sector Focus: Technology, financial services, insurance, cross-border LatAm
- Deal Type: Both
- Deal Size: $10M - $200M
- Location: Miami, FL and LatAm
- Website: brocap.com
3. Solganick
An investment bank focused exclusively on software and IT services, with strong cybersecurity and AI advisory depth.
- Recent Deals: Published Q4 2025 Technology Services M&A Update and 2026 Outlook. Active across AI, cloud, cybersecurity, and IT services advisory. Covered IBM's $11B acquisition of Confluent (December 2025) in sector reporting.
- LinkedIn: Solganick on LinkedIn
- Sector Focus: Software, IT services, MSP, cybersecurity, AI-enabled tech
- Deal Type: Both
- Deal Size: $5M - $200M
- Location: National (serves Miami market)
- Website: solganick.com
4. Lincoln International
A global mid-market investment bank with 1,700+ closed M&A transactions and an active technology advisory practice.
- Recent Deals: Generated $214.1M net income in 2025, up 31%, driven by sell-side M&A volume. Financial buyer activity in tech rose 19% year-over-year in 2025. Active in software, PE-backed tech, and platform deals.
- LinkedIn: Lincoln International on LinkedIn
- Sector Focus: Technology, software, PE-backed tech, business services
- Deal Type: Both
- Deal Size: $100M - $2B
- Location: Miami, FL and global
- Website: lincolninternational.com
5. Houlihan Lokey Technology
The most active technology investment bank globally in the mid-market, with strong software and SaaS deal flow.
- Recent Deals: Named No. 1 technology M&A advisor globally for transactions under $1B. Active across SaaS, fintech, cybersecurity, and software in 2025-2026. Deep PE sponsor relationships across technology subsectors.
- LinkedIn: Houlihan Lokey on LinkedIn
- Sector Focus: Software, SaaS, fintech, cybersecurity, health IT
- Deal Type: Both
- Deal Size: $50M - $5B+
- Location: Miami, FL and global
- Website: hl.com
Selling a Miami tech business in 2026?
Track which buyers open your financials before you sign an LOI.
Start free 14-day trial6. Flatirons Capital Advisors
A lower-middle-market M&A firm run by senior advisors with a Miami office and no handoff to junior staff.
- Recent Deals: Active sell-side advisor for software and SaaS companies in the $5M - $100M range through 2025-2026. Senior-led process ensures founders work directly with experienced bankers throughout.
- LinkedIn: Flatirons Capital Advisors on LinkedIn
- Sector Focus: Software, SaaS, IT services, lower middle market
- Deal Type: Sell-side
- Deal Size: $5M - $100M
- Location: Miami, FL and national
- Website: flatironscapital.com
7. FOCUS Investment Banking
National lower-middle-market firm ranked No. 2 in Axial's Top 25 Lower Middle Market Banks for Q2 2025.
- Recent Deals: Advised Opinion Dynamics on acquisition by E Source (August 2025). 228+ total closed deals through early 2026. Dedicated technology services practice covers MSPs, IT consulting, and software.
- LinkedIn: FOCUS Investment Banking on LinkedIn
- Sector Focus: Technology, software, IT services, MSP, business services
- Deal Type: Both
- Deal Size: $10M - $150M
- Location: National (serves Miami market)
- Website: focusbankers.com
8. Harris Williams
A PE-focused M&A advisory firm with a strong technology and software practice and deep sponsor relationships.
- Recent Deals: Active in technology, software, and business services M&A through 2025-2026. Part of PNC Financial Services Group. Strong track record with PE-backed technology platform and sponsor-to-sponsor transactions.
- LinkedIn: Harris Williams on LinkedIn
- Sector Focus: Technology, software, business services, PE-backed platforms
- Deal Type: Both
- Deal Size: $100M - $2B
- Location: National (serves Miami market)
- Website: harriswilliams.com
9. Raymond James Technology
Full-service investment bank with a technology M&A practice active in fintech, digital media, and software.
- Recent Deals: Active across technology and fintech M&A in 2025-2026. Florida-headquartered firm with direct proximity to South Florida market. Covers digital media, software, payments, and data businesses.
- LinkedIn: Raymond James on LinkedIn
- Sector Focus: Technology, fintech, digital media, software, payments
- Deal Type: Both
- Deal Size: $25M - $500M
- Location: St. Petersburg, FL and national
- Website: raymondjames.com
10. Software Equity Group
A sell-side-only investment bank exclusively focused on software M&A with detailed market intelligence.
- Recent Deals: Top strategic buyers in 2025 include Thoma Bravo ($42B in acquisitions), Accenture, IBM, and Salesforce. Published annual Software Industry Equity Report covering 2025 SaaS multiples. Active in vertical software, cloud, and SaaS exits.
- LinkedIn: Software Equity Group on LinkedIn
- Sector Focus: Software, SaaS, cloud, vertical software, enterprise apps
- Deal Type: Sell-side
- Deal Size: $10M - $300M
- Location: National (serves Miami market)
- Website: softwareequity.com
11. L40 Advisory
A Miami-anchored boutique bridging US and European markets for software and SaaS founders seeking cross-border exits.
- Recent Deals: Active in SaaS and software M&A with offices in Miami, Lisbon, and Madrid. Focused on founders seeking strategic buyers in Europe, LatAm, and North America. Covers full exits and minority growth partnerships.
- LinkedIn: L40 Advisory on LinkedIn
- Sector Focus: SaaS, software, digital, cross-border Europe and LatAm
- Deal Type: Both
- Deal Size: $5M - $100M
- Location: Miami, FL and Europe
- Website: l40.com
SaaS and software valuations in Miami 2026
SaaS multiples dropped from 7x ARR in early 2025 to 3.8x by March 2026 at the median. High-growth companies still command 6x to 8x.
Companies with NRR above 110% and Rule of 40 scores above 50 attract the most buyer competition. Weak retention data is the fastest way to lose a buyer after an NDA.
Your advisor needs current multiple data by segment - vertical SaaS, horizontal SaaS, and IT services all trade differently. A generalist quoting one multiple for all software is a red flag.
Use Ellty to share your ARR schedule, cohort retention data, and Rule of 40 breakdown with buyers. Use granular permissions to control who sees your customer-level data. Track which buyers spend time on your metrics before your first management call.
Fintech M&A in Miami: what's moving in 2026
Miami fintech M&A hit its highest volume ever in 2025. Payments and wealthtech are driving most of the deal activity.
Fintech exits reached 180 acquisitions in H1 2025 alone, contributing $37.6B in exit value. Payments led at 40% of volume, followed by wealthtech at 25%.
Miami's growing financial services base makes it a natural home for fintech M&A. Advisors without active payments or wealthtech buyer relationships miss the bulk of this market.
Use Ellty to share your transaction volume data, customer agreements, and regulatory licenses in a virtual data room. Fintech buyers need compliance and licensing docs early. Organizing these before your process starts saves two to three weeks.
AI and tech deals from Miami's startup scene
Miami's tech startup scene is active in AI, blockchain, and e-commerce. AI-related M&A deal count rose 47% in Q1 2026 year-over-year.
More Miami startups are reaching $10M - $50M ARR where M&A becomes the right exit path. Strategic buyers and PE platforms are actively hunting in this range.
Your advisor should know which PE funds have active Miami tech mandates. Funds that already own a platform in your vertical move fastest and pay the most. Advisors with stale relationships send your CIM to dead inboxes.
Use Ellty to send your CIM and data room link to qualified buyers. Set email-required access so you know who's reviewing your due diligence materials. Read the private equity overview for how PE buyers approach software acquisitions.
How Ellty helps you close an M&A deal in Miami
You've shortlisted your tech advisor. Here's how to prepare your data room for the process.
- 1.Upload ARR schedules, contracts, and IP docs to your data roomOrganize files by category before uploading. Tech buyers judge data quality on day one.
- 2.Set access permissions by buyer and NDA statusRequire email verification before buyers access your ARR data. Add passwords for sensitive files.
- 3.Track which buyers review your metrics and product docsSee who opens your cohort data and how long they spend. Serious buyers check retention early.
Common questions about Miami technology M&A advisors
- Miami combines LatAm cross-border buyer access with a growing domestic SaaS and fintech scene. No other US city has the same mix of international capital and early-stage software exits.
- Cassel Salpeter, Solganick, and Software Equity Group all have strong SaaS track records. All three can name recent closed SaaS deals with multiples and buyer names.
- Median SaaS multiples sit at 3.8x ARR in early 2026. High-growth companies with NRR above 110% can still command 6x to 8x from strategic buyers.
- Most SaaS and software deals run six to ten months. Fintech deals add regulatory review time and can stretch to twelve months depending on licensing.
- Before your first advisor meeting. Organized ARR schedules and customer contracts signal readiness. Tech buyers move fast on well-prepared sellers.
- Cassel Salpeter, BroadSpan Capital, and Raymond James Technology all have fintech practices. Houlihan Lokey covers larger fintech deals above $100M.
