Software

Return to Tech & Services Areas of Focus

Baird’s Software practice brings insight and experience across all delivery models (cloud / SaaS, on-premise, hosted, etc.). We have built deep relationships and experience in several key verticals such as Education, Financial / Insurance Technology, Government & Public Safety, Healthcare, LegalTech and Leisure, Hospitality & Restaurants. Our software horizontal coverage also includes Industrial Software, Infrastructure & Cyber, RevGen, Supply Chain Management, and Governance, Risk & Compliance (GRC). Our middle-market focus and reputation of transaction execution excellence enable our team to deliver a great outcome for your company.

Baird's Perspectives on the Software Sector report cover large horizontal version

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Recent Transactions

Blackstone Tactical Opportunities

Blackstone Makes Preferred Equity Investment In Buyers Edge Platform

Corlytics Limited

Corlytics Is Acquired by Verdane

ClearCaptions, LLC

Reservoir Completes Special Purpose Vehicle for ClearCaptions

SER Receives Strategic Growth Investment from TA

Incident IQ Receives Strategic Investment from Cove Hill

Health & Safety Institute

HSI Completes Minority Equity Recapitalization

Parchment Is Acquired by Instructure

OnProcess Technology, Inc.

OnProcess Is Acquired by Accenture

Klaviyo Completes $576 Million Initial Public Offering

Maplebear Inc. (d/b/a Instacart)

Instacart Completes $660 Million Initial Public Offering

Foundation Source Philanthropic Services, Inc.

Foundation Source Is Acquired by GTCR

Accela Receives Strategic Investment From Francisco

Arlington Capital Partners

Arlington Capital Partners Acquires Integrated Data Services

Maltego Technologies GmbH

Maltego Sale to Charlesbank

n2y Is Acquired by Five Arrows

Loftware Receives Equity Investment From AKKR

Model N Completes $220 Million Convertible Notes Offering

TrustQuay Limited

TrustQuay Is Acquired By Hg

ChannelAdvisor Corporation

ChannelAdvisor Is Acquired By CommerceHub

Montagu Private Equity LLP

Montagu Acquires Maritime Intelligence From lnforma

Montagu Private Equity LLP

Montagu Acquires EPFR From Informa

Unison Receives Majority Investment From Madison Dearborn Partners

EMPOLIS Information Management GmbH

EMPOLIS Is Aquired by proALPHA

Productsup GmbH

Productsup Raises Series B Funding

View More Transactions

Recent Software Team Insights

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Baird’s Governance, Risk and Compliance Showcase

Baird’s 2023 Governance, Risk and Compliance Showcase spotlights trail-blazing companies that are evolving the GRC sector in new and innovative ways.

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Understanding Risk and Emerging Trends in Cybersecurity

Baird shares our top five takeaways from recent cybersecurity webinar

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Inside the Deal: Selling an Industry Leading Asset in n2y

Read more on how Baird advised a leader in special education software

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Reopening of the Technology IPO Market

Baird's Tech ECM team shares insight on what's attracting investor attention to the next class of IPOs.

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Baird Disruptors: July 2023

Baird's Software Equity Research team share their picks for leading privately held software companies to watch.

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K-12 School Safety in Focus: How Software Solutions Help Protect Our Schools

Baird Explores the Spectrum of School Safety Solutions in New Report

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Baird's Leading GovTech Investment Banking Franchise

Since 2018, Baird executed 15 transactions valued at $13 billion in aggregate enterprise value.

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A Look at Legalweek 2023: Key Trends and Takeaways

Baird Global Investment Banking shares takeaways from annual Legalweek conference

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Understanding the "Upskill" Opportunity

New report outlines the ongoing convergence of Human Capital & Knowledge Solutions sectors in the workplace

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Jeremy Fiser Managing Director

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Jordan Klein Managing Director

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Marco Krass Managing Director

Andy Livadariu Managing Director

Simon Pearson Managing Director

Justin Prichard Managing Director

Kristy Obuchowski Wallen Managing Director

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Matt Russell Managing Director

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Chase Sanders Managing Director

Alex Sevilla Managing Director

John Song Managing Director

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Bill Suddath Managing Director Co-Head of Global Healthcare Group

Jameson Weck Managing Director

John Sun Managing Director

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Jonathan Kirkland Director

Devansh Gupta Director

Lee Lenker Director

Chelsea Smith Director

Luke Stepien Director

News & Insights

            
Cleared for TakeoffRead why Baird is optimistic about the global M&A market in 2024

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Software Quarterly UpdateThe Software Quarterly Update presents M&A and capital market trends and events that affect different companies within the sector. 

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Baird ECM Outlook – Stars Aligning for a 2024 ReboundWith 2023 behind us, 2024 is expected to deliver a more conducive environment for equity offering activity.

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