About Software Equity Group
Software Equity Group is an investment bank founded in 1992. It is primarily based in Encinitas, United States. As of Oct 2026, Software Equity Group has facilitated 92 deals, comprising 76 M&A deals and 16 funding rounds. It has facilitated 2 deals in the last 12 months. It primarily facilitates Business Acquisition and Acqui-Hired deals for United States and Canada based companies. The deals facilitated are spread across a wide range of sectors from Enterprise Applications to Vertical SaaS. Most recently, it facilitated the $***** Seed round of Carson on Nov 19, 2025 and the acquisition of KidKare by Valsoft on Jan 27, 2026.
Key Metrics
Founded Year
1992
Location
Encinitas, United States
No. of Deals facilitated
92
No. of Deals facilitated in last 12 months
2
Top Deal Types
Business Acquisition, Acqui-Hired
Top Locations of Deals
Top Sectors of Deals
M&A Facilitated
Recent Funding Deals facilitated by Software Equity Group
Software Equity Group has facilitated a total of 16 funding deals including Seed deals. The latest round that they facilitated was on Nov 19, 2025 for Carson in their Seed round of $*****.Their most notable funding round deals include a $***** Series C round of Studycast. The investor in this round is PSG.Here is the list of recent funding rounds facilitated by Software Equity Group:
Date | Company | Round Name | Amount | Investors |
|---|---|---|---|---|
Nov 19, 2025 | Seed | 4255 | ||
Jun 24, 2025 | Series A | 5116 | ||
May 13, 2025 | Conventional Debt | 4394 | ||
Jan 16, 2025 | Series C | 9091 |
Recent M&A Deals facilitated by Software Equity Group
The latest M&A that they facilitated was on Jan 27, 2026 where KidKare was acquired by Valsoft.Their most notable M&A deals include acquisition of Al Wizard by RealPage.Here is the list of recent M&A deals facilitated by Software Equity Group:
Date | Company | Amount | Acquirers | Co Facilitators |
|---|---|---|---|---|
Jan 27, 2026 | 1733 | wvorjkqh | ||
Jul 09, 2024 | 1587 | rrx{cstw | ||
Jun 17, 2024 | 1300 | and 2 more | ||
Jun 11, 2024 | 8304 | dlputvgz |
Team profile of Software Equity Group
Software Equity Group has a team of 19 members including 3 Partners and 5 Principals located in United States. Software Equity Group's team does not sit on the board of any company as of now.Here is a list of top team members in Software Equity Group:
Name | Designation | Location | Contact Details |
|---|---|---|---|
Partner | Encinitas | ||
Partner | San Diego | ||
Partner | San Diego | ||
Principal | Miami | ||
Principal | San Diego | ||
Principal | San Diego | ||
Principal | Dallas | ||
Principal | Cape Porpoise |
Software Equity Group News
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April Stiles Recognized as 2026 Female Trailblazer in SaaS by Software Equity GroupPR Newswire•Mar 09, 2026•Perspecta, Software Equity Group
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LoneTree Capital Invests in Carson Living, Leading Provider of Integrated Tech for Multifamily PropertiesBusiness Wire•Nov 19, 2025•LoneTree Capital, Carson, Software Equity Group
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Widen to be Acquired by AcquiaSoftware Equity Group•Sep 08, 2021•Widen, Acquia, Vista Equity Partners, Software Equity Group
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Accel-KKR makes growth investment in Blue Mountain Quality ResourcesPE Hub•Sep 29, 2020•Blue Mountain, Accel-KKR, Software Equity Group
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Shipping and Logistics Industry Leader Visible Supply Chain Management Acquires Shipping Software Company PC SynergyBusiness Wire•Sep 15, 2020•Visible Supply Chain Management, PC Synergy, Software Equity Group
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OfficeSpace Announces Strategic Equity Partnership with Resurgens Technology PartnersBusiness Wire•Dec 17, 2019•OfficeSpace Software, Resurgens Technology Partners, Software Equity Group
