12 technology M&A advisors active in Seattle in 2026. Covers software, SaaS, AI, and cybersecurity deals with firm profiles and recent transactions.
Seattle tech M&A tracked the national surge in 2025. North America tech deal value rose 93% year over year.
AI, SaaS, and cybersecurity drove most of that activity. Seattle-area software founders have access to a strong advisor bench.
Not every tech boutique covers the same buyer pool. A SaaS-focused firm and an enterprise software bank reach different acquirers.
Set up a virtual data room before your first advisor call. Tech buyers check IP, contracts, and code ownership from day one.
| Firm | Deal Type | Deal Size | Sector Focus | Website | |
|---|---|---|---|---|---|
| Cascadia Capital | Cascadia Capital | Both | $20M - $500M | Technology, Consumer, Industrials, Healthcare | cascadiacapital.com |
| Corum Group | Corum Group | Sell-side | $5M - $300M | Software, SaaS, IT Services, AI | corumgroup.com |
| Alexander Hutton | Alexander Hutton | Both | $10M - $200M | Technology, Manufacturing, Healthcare, Business Services | alexanderhutton.com |
| Liberty Ridge Advisors | Liberty Ridge Advisors | Both | $10M - $200M | Technology, Government Services, Business Services | libertyra.com |
| AGC Partners | AGC Partners | Both | $25M - $1B | Software, SaaS, AI, Cybersecurity | agcpartners.com |
| Software Equity Group | Software Equity Group | Sell-side | $10M - $500M | Software, SaaS, AI | softwareequity.com |
| Houlihan Lokey | Houlihan Lokey | Both | $100M - $5B | Technology, Healthcare, Consumer, Multi-sector | hl.com |
| Lincoln International | Lincoln International | Both | $50M - $2B | Technology, Industrials, PE-backed, Business Services | lincolninternational.com |
| Capstone Partners | Capstone Partners | Both | $10M - $500M | Technology, Industrials, Consumer, Business Services | capstonepartners.com |
| Exvere | Exvere | Sell-side | $10M - $200M | Technology, Manufacturing, Consumer, Industrials | exvere.com |
| Navidar | Navidar | Both | $20M - $500M | Technology, Software, Consumer, Business Services | navidar.com |
| CLA Meridian Capital | CLA Meridian Capital | Both | $15M - $300M | Technology, Aerospace, Industrials, Business Services | meridianib.com |
How to verify an advisor's track record
Ask for a closed deal list with buyer names and dates. A SaaS boutique and an enterprise software bank reach different acquirers.
Seattle tech advisors who know the market can name recent closed deals. Vague sector claims without transactions are a warning sign.
Check whether they've worked PE-backed exits and strategic sales. Seattle tech deals often attract both buyer types at once.
Use Ellty to share your financials with shortlisted advisors under NDA. You'll see who opens your files before the first call. Browse the full advisors directory before signing an engagement letter. Review the sell-side due diligence guide before preparing your files.
Running a Seattle tech deal?
Share IP records and financials with buyers under NDA. Track who opens them.
Start free 14-day trialHow a Seattle tech deal runs
Seattle tech M&A typically runs five to nine months. IP transfers and SaaS contract assignments add time.
| Stage | What happens | What you need ready | |
|---|---|---|---|
| Stage 1: Preparation | Stage 1: Preparation | Run QoE, build CIM, shortlist tech advisors by sub-sector | Three years P&L, IP ownership records, SaaS contracts |
| Stage 2: Advisor engagement | Stage 2: Advisor engagement | Sign engagement letter, align on buyer list | Cap table, key licenses, customer contracts |
| Stage 3: Marketing | Stage 3: Marketing | CIM sent to buyers, NDAs signed, meetings set | Ellty data room live with CIM and financial records |
| Stage 4: LOI | Stage 4: LOI | Buyers submit bids, LOIs negotiated, exclusivity signed | Clean ARR data, no open IP or contract disputes |
| Stage 5: Due diligence | Stage 5: Due diligence | Buyer reviews legal, financial, and technical records | Full Ellty data room: IP, contracts, code docs, licenses |
| Stage 6: Close | Stage 6: Close | Purchase agreement signed, funds transfer | Reps and warranties signed, transition plans ready |
12 Seattle technology M&A advisors
These 12 firms advise on technology M&A in Seattle. Coverage spans software, SaaS, AI, cybersecurity, and IT services deals.
1. Cascadia Capital
A Seattle investment bank with 316 completed deals and a tech practice led since 2025 by Jonathan Cantwell.
Recent Deals: Advised Tonkean on its acquisition by Coupa (May 2026). Opened Silicon Valley office and appointed Jonathan Cantwell as Head of Technology Banking (October 2025). Active in software and tech M&A through 2025-2026.
LinkedIn: Cascadia Capital LinkedIn
Sector Focus: Technology, consumer, industrials, healthcare, food and agribusiness
Deal Type: Both
Deal Size: $20M - $500M
Location: Seattle, WA
Website: cascadiacapital.com
2. Corum Group
The world's most active software M&A advisor, based in Bothell, WA, with 289 closed transactions.
Recent Deals: Advised ProAxion on its acquisition by Decide4Action (October 2025). Advised ImplantBase on its sale to Surgimate (March 2025). Advised Payment Components on its acquisition by ACI Worldwide (2025).
LinkedIn: Corum Group LinkedIn
Sector Focus: Software, SaaS, IT services, AI, tech consulting
Deal Type: Sell-side
Deal Size: $5M - $300M
Location: Bothell, WA (serves Seattle market)
Website: corumgroup.com
3. Alexander Hutton
A Seattle investment bank since 1986 and the Oaklins member firm for the Pacific Northwest.
Recent Deals: Advised Diversified Plastics on its sale to The Rubber Group (2025-2026). Advised Formula Corp on its sale to San Francisco Equity Partners (2025-2026). Completed 220+ transactions across technology and manufacturing.
LinkedIn: Alexander Hutton LinkedIn
Sector Focus: Technology, manufacturing, healthcare, home services, business services
Deal Type: Both
Deal Size: $10M - $200M
Location: Seattle, WA
Website: alexanderhutton.com
4. Liberty Ridge Advisors
A Seattle boutique ranked in Axial's Top 25 Investment Banks four years running with 34+ deals.
Recent Deals: Advised IDAX on its acquisition by Helix Traffic Solutions (September 2025). Active in technology, government services, and business services M&A through 2025-2026. Completed 34+ transactions across multiple sectors.
LinkedIn: Liberty Ridge Advisors LinkedIn
Sector Focus: Technology, government services, business services, industrials
Deal Type: Both
Deal Size: $10M - $200M
Location: Seattle, WA
Website: libertyra.com
5. AGC Partners
The most active technology M&A boutique by deal volume every year from 2009 through 2025.
Recent Deals: Closed 28 deals in 2025 (14 PE platforms, 14 strategic). Signed a record 20 new engagements in early 2026. Named most active tech M&A boutique for 16 consecutive years through 2025.
LinkedIn: AGC Partners LinkedIn
Sector Focus: Software, SaaS, AI, cybersecurity, enterprise tech
Deal Type: Both
Deal Size: $25M - $1B
Location: National (serves Seattle market)
Website: agcpartners.com
Selling a Seattle tech business?
Set up your data room before your first advisor call. Track who opens it.
Start free 14-day trial6. Software Equity Group
A leading sell-side M&A advisor for software and SaaS companies with a 94% success rate.
Recent Deals: Active in software and SaaS M&A nationally and in the Pacific Northwest through 2025-2026. Advises founder-owned software companies on sell-side mandates. Publishes quarterly software M&A reports tracking deal multiples and trends.
LinkedIn: Software Equity Group LinkedIn
Sector Focus: Software, SaaS, AI, recurring revenue businesses
Deal Type: Sell-side
Deal Size: $10M - $500M
Location: National (serves Seattle market)
Website: softwareequity.com
7. Houlihan Lokey
The top US mid-market M&A advisor by deal count, with national technology and healthcare coverage.
Recent Deals: Ranked number-one in US mid-market M&A by deal volume in 2025. Active in technology, healthcare, and consumer M&A nationally through 2025-2026. Serves the Pacific Northwest with a dedicated technology practice.
LinkedIn: Houlihan Lokey LinkedIn
Sector Focus: Technology, healthcare, consumer, multi-sector
Deal Type: Both
Deal Size: $100M - $5B
Location: National (serves Seattle market)
Website: hl.com
8. Lincoln International
A global mid-market bank with 430+ transactions in 2025 and a US IPO filing in April 2026.
Recent Deals: Filed for US IPO in April 2026 with $214.1M net income in 2025, up 31%. Closed 430+ transactions in 2025 across technology and industrials. Active in PE-backed software and tech services M&A through 2025-2026.
LinkedIn: Lincoln International LinkedIn
Sector Focus: Technology, industrials, PE-backed, business services
Deal Type: Both
Deal Size: $50M - $2B
Location: National (serves Seattle market)
Website: lincolninternational.com
9. Capstone Partners
A national mid-market bank with dedicated technology and IT services practices.
Recent Deals: Active in technology, industrials, and business services M&A nationally through 2025-2026. Covers PE-backed and founder-owned tech businesses. Publishes sector-specific M&A update reports quarterly.
LinkedIn: Capstone Partners LinkedIn
Sector Focus: Technology, industrials, consumer, business services
Deal Type: Both
Deal Size: $10M - $500M
Location: National (serves Seattle market)
Website: capstonepartners.com
10. Exvere
A Seattle M&A firm since 1991 with 150+ completed assignments and $3B+ in deal value.
Recent Deals: Active in technology, manufacturing, and consumer M&A in the Pacific Northwest through 2025-2026. Advises privately held companies on sell-side mandates across multiple sectors. Michael Brustkern leads the firm as Chairman and CEO.
LinkedIn: Exvere LinkedIn
Sector Focus: Technology, manufacturing, consumer, industrials
Deal Type: Sell-side
Deal Size: $10M - $200M
Location: Seattle, WA
Website: exvere.com
11. Navidar
An investment bank with 400+ completed transactions covering technology and software sectors.
Recent Deals: Advised Sincere Corporation on its acquisition of Timehop (2025). Active in technology, consumer, and software M&A through 2025-2026. Founded by alumni of Goldman Sachs and Bear Stearns.
LinkedIn: Navidar LinkedIn
Sector Focus: Technology, software, consumer, business services
Deal Type: Both
Deal Size: $20M - $500M
Location: National (serves Seattle market)
Website: navidar.com
12. CLA Meridian Capital
A Seattle-based mid-market bank with $22B in transaction value and 30+ years in the market.
Recent Deals: Advised Hostwinds on its acquisition by HostPapa (April 2026). Advised on M/E Engineering's merger with Salas O'Brien (October 2025). Joined CLA to expand investment banking services nationally (April 2026).
LinkedIn: CLA Meridian Capital LinkedIn
Sector Focus: Technology, aerospace, industrials, business services, food
Deal Type: Both
Deal Size: $15M - $300M
Location: Seattle, WA (also Portland, Salt Lake City, Bay Area)
Website: meridianib.com
AI and SaaS deals in Seattle in 2025-2026
North America tech M&A value rose 93% in 2025. AI-related deal volume hit 589 transactions, up 57% year over year.
Software accounted for 72% of AI-related deals from 2021-2025. Seattle's software and AI companies put it at the center of that activity.
Cascadia Capital expanded its tech practice into Silicon Valley in 2025. That reflects where Seattle-area software founder exits are heading.
Share IP records and technical documentation with buyers using Ellty's secure file sharing. Set granular permissions so each buyer only sees what their NDA covers. Review the IT due diligence guide before your first buyer call. Compare advisors on the Seattle M&A advisors page before narrowing to sector specialists.
IP ownership and SaaS contracts in tech due diligence
Tech buyers check IP ownership in the first week of diligence. Open-source license conflicts and unclear code ownership slow deals.
SaaS buyers also review customer contracts for assignment restrictions. Any clause that blocks transfer can delay or reprice a deal.
Cybersecurity review is standard for all software acquisitions now. Buyers want clean SOC 2 records and no open vulnerabilities.
Use Ellty to organize your IP records, SaaS contracts, and security docs. Track which buyers open your key files before the first management call. Review the IP due diligence guide before your first advisor meeting. Read the cybersecurity due diligence guide to prep your security records in advance.
Getting your Seattle tech deal documents ready
Seattle tech founders often start the advisor search before their files are organized. Buyers expect IP, contracts, and financials ready from day one.
You'll need clean IP ownership, three years of financials, and no open litigation. SaaS businesses also need ARR schedules and customer retention data.
Government contracts and export controls apply to some Seattle tech companies. Plan ahead if your products involve any federal clients or dual-use tech.
Use Ellty to organize your deal files before outreach begins. You can track who opens your documents and how long they spend on each file. Review the M&A due diligence guide before buyer conversations start. See Ellty's mergers and acquisitions page to understand how the VDR fits into each deal stage.
How Ellty helps you close an M&A deal in Seattle
You've picked your Seattle tech advisor. Set up your data room next.
- 1.Upload IP records, contracts, and financialsOrganize files by type. Seattle tech buyers check IP ownership fast.
- 2.Set access by buyer type and NDA statusPE buyers and strategic acquirers need different document sets.
- 3.Track who reviews your key filesSee which buyers open your contracts and how long they spend.
Common questions about Seattle technology M&A advisors
- Software, SaaS, AI, and cybersecurity are the most active. PE sponsors and strategic buyers compete for all four sub-sector types.
- Local advisors know the Pacific Northwest buyer pool and can name recent closed deals. National tech boutiques like AGC or Software Equity Group reach more PE sponsors.
- Most Seattle tech deals run five to nine months. IP transfers and SaaS contract assignments can add time beyond typical M&A timelines.
- IP ownership, customer contracts, ARR schedules, and three years of financials. Open-source license issues and assignment restrictions slow or reprice deals.
- Before your first advisor call. Buyers expect IP records, SaaS contracts, and financials ready from day one of diligence.
- Corum Group and AGC Partners both focus on software and SaaS. Cascadia Capital also has a dedicated tech practice led from Seattle and Silicon Valley.
