M&A Advisory for B2B SaaS with $2-20M ARR
Don't Settle For The Buyers In Your Inbox
We routinely add 30–300% to initial offers for B2B SaaS founders selling between $2–20M ARR. Through a structured process targeting 100+ strategic and PE buyers, we create competitive tension that drives your price up.
“Working with Discretion Capital was one of the best decisions I’ve made as a founder. Discretion Capital fetched values multiple times higher than what I was expecting, and even created a bidding war among the highest offers!”
Yuri Tomikawa
Founder, ZenCare
“Working with Discretion Capital was one of the best decisions I’ve made as a founder. Discretion Capital fetched values multiple times higher than what I was expecting, and even created a bidding war among the highest offers!”
Yuri Tomikawa
Founder, ZenCare
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.
Have Inbound Interest?
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. See how it works ↓
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 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.
Are you getting inbound offers to buy your business?
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.
Don't underestimate the value of finding the best buyer.
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%."
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. The result was 11 LOIs, including numerous offers that exceeded my highest expectations."
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."
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."
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!"
Free Resource
The Definitive Guide to M&A for B2B SaaS
Everything founders need to know about selling a B2B SaaS company between $2–20M ARR—from valuation and buyer types to deal structure, process, and closing.
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 dive 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 :)