M&A Advisory for B2B SaaS with $2-25m ARR

Don’t Settle For The

Buyers In Your Inbox

Our proven expertise navigating strategic and private equity buyers routinely adds 30-300% to initial offers and ensure founders know they are maximizing the value of their B2B SaaS business when selling.

Maximize your exit, work with us:

What is your B2B SaaS business worth?

Are you considering selling your B2B SaaS business but have no idea what it's worth? We can help.

B2B SaaS companies are typically sold based on a multiple of revenue (ARR), with factors such as revenue, growth rate, profitability, and churn all influencing the final price. But there are also less tangible metrics to consider, like key man risk, platform risk and the general level of M&A activity in your specific niche.

With our proven M&A expertise and deep tech watching the entirety of the B2B SaaS market; we can provide you with a range of outcomes based on where your business is at right now.

Are you getting inbound offers to buy your business?

Are you constantly bombarded with inbound offers to buy your business? It can be really hard to separate the time wasters and bargain hunters from genuine buyers willing to pay top dollar. With B2B SaaS as our specialty, we know who the value buyers are and separate them from the serious ones.

We can also help you evaluate any offers you've already received to determine whether they're truly competitive. If it's a great offer, we'll just tell you to take it.

But more often than not, we can help you find even better offers from buyers you perhaps didn’t even know existed.

How can you find the best buyers for your SaaS?

With over 1000 private equity firms buying SaaS companies worldwide, not to mention strategic buyers in your niche and Fortune 500 mega corps, the universe of potential buyers can seem overwhelming.

We have deeply technical roots ourselves, so have built out in-house, proprietary systems tracking all these potential buyers. This allows us to ensure that we have identified the set of potential buyers that are willing to pay the most for your exact business.

M&A is not something that you should DIY. Let us help you.

B2B SaaS Valuation

No obligation way to get a sense for what kind of outcome you could expect if  you sold your SaaS business now.

Compressed Process

Already have an offer on the table? We can advise you through that process, as well as quickly reach out to a number of other potential buyers to add competitive pressure.

Full M&A Process

The best way to get maximum value for your business, whether you end up selling to Private Equity or a strategic buyer. Target 100+ strategics and private equity buyers.

Don’t underestimate the value of finding the best buyer.

  • Yuri Tomikawa

    Founder, ZenCare

    “Working with Discretion Capital was one of the best decisions I've made as a founder.

    They identified potential acquirers who were outside my realm of consideration and ran a structured process that ensured potential buyers submitted bids on time and moved the process forward.

    Ultimately, Discretion Capital fetched values multiple times higher than what I was expecting, and even created a bidding war among the highest offers!”

  • Brad Redding

    Founder, Elevar

    “We hired Discretion Capital to help us maximize our upside and mitigate our downside risk in an exit process that we were undertaking. We received positive references from previous founders, and their feedback held true in our experience.

    They have a great balance of expert finance, positioning, and negotiating skills that should help founders maximize their returns, as they did with us.”

  • Nick Davies

    Founder, Dentally

    “We worked with the team at Discretion Capital on the sale of Dentally, selling to a Fortune 500.

    Through the process that Discretion ran the team were pivotal in helping increase the value of the deal by over 60% as well as improving the terms for the founders.

    We would work with them again.”

  • Adii Pienaar

    Founder, Conversio

    "Einar & the Discretion Capital team were part-therapist, -confidante, and -broker when I sold my previous company.

    This was my second exit, and having someone with Einar's experience beside me to help navigate the process of selling to a company much bigger than ours was invaluable.

    We also ran a proactive outreach and competitive bidding process where we increased the first LOI to the final closing by 35%. I have referred many founder friends to Discretion Capital over the years and would be happy to continue doing so.”

  • George Hartley

    Founder, SmartrMail

    “Discretion did an excellent job managing our acquisition.

    As a founder, you only get to sell your company once, so maximising the outcome is vital, and Discretion did this for us.

    We had a long, difficult due diligence across multiple potential buyers, and Discretion never dropped the ball.

    They are transparent and communicative, and the outcome they achieved was significantly better than if we’d handled it ourselves.”

  • Cassio Mosqueira

    Founder, IntakeQ

    As a single founder seeking to exit a rapidly growing business, the thought of going through the process of selling a company seemed like an impossible task. Discretion Capital stepped in and made it not only possible but relatively easy.

    They held my hand throughout the entire process, which involved refining our metrics, pinpointing our strengths and optimal positioning, coordinating and assisting me during 40+ meetings with potential buyers, and managing the extensive list of due diligence requirements. The result was 11 LOIs, including numerous offers that exceeded my highest expectations. I could never have done this without their help.

  • Daniel Roberts

    Founder, SKUVantage

    Discretion were our advisors as part of our sale to a much larger US company.

    They were excellent in helping us navigate the process and achieve a great result. Their experience of having conducted so many similar transactions was invaluable in helping calibrate how to respond at each stage of the process.

    I always had the strong sense Discretion were acting purely in our interests, with a high level of professionalism, and were on-point when required, giving our acquirers the confidence they required in the process.

How a full M&A process works:

(Typically 6 months total)

Pre-diligence

(2+ weeks)
We take a deep dive into your financials, IP, SaaS metrics, etc. Often we find things here that we want to fix or improve prior to going to market.

This can take as little as a week or two if nothing major needs fixing, but can take longer.

Marketing Materials

(2-4 weeks)
Once your business is in good shape, we create the CIM (Confidential Information Memorandum, basically a long deck containing all the pertinent information about your business), a no-name teaser (info about you without disclosing your name) and a financial package

Identify Acquirers

(in parallel w/ the previous)
Using our proprietary systems (yes there is AI involved..) we identify 100-150 potential acquirers.

We also rely on your knowledge of your niche to identify additional strategic buyers.

Go to market

(3-6 weeks)
We then market to our target list, initially with the no-name teaser, and then once under NDA distribute the CIM and financial package.

Typically takes 4 weeks. Not much required from you here.

Management meetings

(last 1-2 weeks of go to market)
A subset of buyers will be interested enough to meet you. We coordinate those meetings - usually over 1-2 weeks.

Sometimes, if there is a lot of interest we do an intermediate IOI (indication of interest) step prior to management meetings to keep those a manageable number.

LOI deadline

(at the end of go to market)
Once we have a gauge of interest, we set a deadline and push buyers towards it.

This adds competitive pressure and also helps focus strategic buyers on the opportunity at hand, otherwise strategic buyers can take an inordinately long time to get anything on the table..

Due Diligence

(typically 45-90 days, sometimes longer)
Once you've picked the best offer, you typically sign a no-shop/exclusivity clause with the buyer during which time the buyer will deep diver on your business.

This often involves outside consultants such as KPMG, EY doing a Quality of Earnings analysis, etc.

Close

Money in the bank!

..and depending on how you wanted to structure the deal, you may now be working for the acquirer (another reason to have us in your corner being bad cops during this whole thing :)

Don’t settle for the buyers in your inbox, work with us: