Insights and perspectives on M&A advisory, business valuation, and deal execution.
The wealth management M&A market is experiencing a sustained boom that shows no signs of slowing. In 2025, 466 RIA deals were completed according to ECHELON Partners, a 27% increase from the prior year. In Q3 2025 alone, a record $1.22 trillion in assets were transacted. The 2024 RIA M&A market s...
Vertical SaaS has become the most active M&A category in enterprise software. While horizontal platforms capture headlines, the quiet, relentless consolidation of industry-specific software businesses has created some of the most successful investment strategies of the past two decades. Constella...
If you have built a business around proprietary data, whether in healthcare, financial services, logistics, or any other vertical, you are sitting on one of the most valuable asset classes in enterprise technology. The market for vertical data platforms has entered a period of intense consolidati...
The short-term rental (STR) industry has undergone a dramatic transformation over the past decade, evolving from a fragmented collection of individual property owners into a technology-driven ecosystem valued in the billions. With the vacation rental software market valued at $1.5 billion in 2024...
Retail operations software sits at the intersection of several powerful trends: the ongoing digital transformation of physical retail, the convergence of online and in-store commerce, and the increasing sophistication of AI-driven analytics. For founders who have built companies in point-of-sale ...
The PropTech sector is in the midst of a record-breaking M&A cycle. In the first eleven months of 2025, 163 M&A deals were announced in property technology, surpassing the total of 134 deals in all of 2024 and on pace to exceed the ten-year record of 170 deals set in 2022, according to Corum Grou...
The nonprofit software market is undergoing a period of intense consolidation that has fundamentally reshaped the competitive landscape. What was once a fragmented ecosystem of specialist tools for fundraising, donor management, grants administration, and financial reporting has become a battlegr...
The mortgage technology sector has entered a period of dramatic consolidation. In 2025, Rocket Companies completed two landmark acquisitions: Redfin for USD 1.75 billion and Mr. Cooper for USD 14.2 billion, the largest independent mortgage deal in history. Meanwhile, Intercontinental Exchange (IC...
The K-12 education technology sector is navigating one of its most consequential periods. Two powerful forces are reshaping the landscape simultaneously: the Science of Reading movement, which is driving a wholesale replacement of literacy curricula across American schools, and the ESSER funding ...