We Are A Data-Driven Investment Bank Focused on Software and Tech-Enabled Services Companies

Solganick & Co. is an award-winning, independent technology investment bank with focused industry expertise and experienced M&A advisory professionals.

about us
M&A Advisory

Delivering Deep Vertical Industry Expertise

With over $20B in M&A transactions completed, we impact your goals with efficient transaction origination and execution strategies in order to achieve maximum value for your business.

Using a proprietary approach, we provide intelligent, data-driven mergers and acquisitions advisory services to fast-growing and established software and IT services companies.

learn more

Transactions that Prove Success

Recently Completed Transactions

Wipfli Waypoint
Visual BI has been acquired by ATOS
Strata Information Group (SIG) has been acquired by Fort Point Capital
DAS Health has acquired Itentative Healthcare Solutions Itentive
DAS Health has acquired Itelagen
FSG photo tombstone
Akerna Viridian Sciences
The Silicon Partners has acquired iXerv Americas
Quad Partners Learn on Demand
HCAPLoneStarAnalysis
InspirataAIM
GPStrategiesHulaPartners
AlerionNavigator
ContaxOnshorePartners
Contax acquires Aptelis
Stackpath acquires MaxCDN
CUDirectPMC
Previous
Next
Learn More

what our clients have to say

“The Solganick team ran an efficient M&A process that allowed our shareholders and management team to select the best fit for our needs. Aaron Solganick and his deal team know the data analytics and IT consulting sectors very well. Their expert advice and effective transaction process helped us make the best overall decision for our business.”
William CrowellManaging Partner of Waypoint Consulting
William Crowell
"I worked with Aaron Solganick and team during an M&A transaction for a company I co-founded. Aaron did a great job at packaging the company for sale and identifying potential suitable buyers. Him and his team worked diligently to help the founders achieve their goals for the acquisition and provide expert guidance throughout the process. I hope to work with Aaron again in the future."
Luke MarsonCEO of iXerv Americas, Inc.
Luke Marson
“Aaron Solganick was the M&A advisor to my recent transaction. His knowledge and experience in the IT services industry as well as the SAP services specifically was a tremendous asset to my transaction. He always focus on quality prospects and making sure that he brings the good match together. I appreciate his hard work, integrity, and high level of energy. I highly recommend Aaron and his team at Solganick & Co.”
Paul TranCEO and Founder, Aptelis, Inc.
Paul Tran
"Aaron Solganick is top-notch M&A professional. I have worked with Aaron on M&A activities and value his industry knowledge, expertise, professionalism, commitment to creating value for both buyer and seller in M&A transactions.”
Michael PearsonCEO and Founder of CONTAX, Inc.
Michael Pearson
“Aaron Solganick’s application of a high standard of both ethics and integrity to our business in regard to potential acquisitions ensured alignment with our financial environment. I would highly recommend Aaron and his talented staff to assist with any investment or capital projects that a business would require.”
Craig MontesantiEVP and CFO of CU Direct Corporation
Craig Montesanti

what can we do for you?

Sell Side M&A

Sell-Side M&A Advisory

Preparing your company, and managing the M&A process, including finding potential buyers and increasing value, to merge or to sell.​

Buy Side M&A

Buy-Side M&A Advisory

Assisting in acquiring companies while identifying potential targets that are a strategic and financial fit.

See All

News & Research

View All

Software M&A Update, Q3 2021

January 4, 2022

Solganick & Co. has published its latest M&A report on the software industry. It covers the latest mergers and acquisitions transactions and valuation for the sector.

Read More »

Solganick & Co. has advised Sheridan Capital Partners backed DAS Health in its acquisition of Intentive Healthcare Solutions

December 12, 2021

DAS Health Ventures, LLC (“DAS Health”), a portfolio company of Sheridan Capital Partners (“Sheridan”), recently announced the acquisition of Itentive, LLC (“Itentive”). Itentive bolsters DAS Health’s ability to improve the healthcare experience by delivering high value health IT and business solutions to physician practices and hospitals. The partnerships expand DAS’s MSP presence and introduce new value-added consulting and support services. DAS Health originally partnered with Sheridan in February 2021 and now serves nearly 2,500 clients and over 25,000 users nationwide.

Read More »

Solganick & Co. acts as exclusive financial advisor to VisualBI in its acquisition by Atos

July 27, 2021

Paris (France), July 27, 2021 – Atos today announces it has reached an agreement to acquire Visual BI Solutions, Inc., one of the leading and fastest growing firms focusing exclusively on Cloud Data Analytics and Business Intelligence in the US. Visual BI is a Snowflake Elite partner, Microsoft Gold Partner for Data & Analytics, Tableau, Qlik, Alteryx, and SAP partner. The company also supports the technology platforms from market leading partners such as Fishtown Analytics, Fivetran, Tableau, HVR Software, Qlik, Theobald Software and Alteryx.

Read More »

Subscribe to our M&A Updates

Contact Us
Contact M&A Advisors