Selling an app, an edtech product or a HubSpot or Salesforce marketplace company is a niche sale, and the public record of advisors in it is thin. Ten firms are ranked here, from their own sites, their press releases and the ProCloser deal index for 2026.
Four questions sit behind the ranking. Is it a subscription mobile app? HR technology? An edtech or kids learning app? A company that builds on HubSpot or Salesforce? We rank on evidence for those, and we mark Not published where a firm gave us no figure. Livmo states a $1M to $20M band.
Livmo is a verified Deal Network member, which means ProCloser interviewed the team. Verification does not set rank. Each rank follows the criteria below, with one sentence explaining each position.
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Get matched with an app or software M&A advisorWhat 142 App, EdTech and Ecosystem Deals Show
We searched the ProCloser deal index, which covers January 2, 2026 through October 29, 2026 and holds 2,201 deals, for three groups; the first is edtech and learning companies, with 106 deals. The second is app businesses, with 18. The third is HubSpot and Salesforce ecosystem companies, with 21. After removing overlap the union is 142 deals. Each match uses the target name, sub-sector, summary and tags, so it is a keyword slice and not an official sector.
Strategic buyers acquired 93 of the 142 companies, public companies bought 33, and PE-backed platforms bought 11. Private equity firms were the direct buyer in 5. Salesforce was the most active single buyer with 5 acquisitions in the HubSpot and Salesforce group, and Nelnet Business Services, Pearson, Ascend Learning, McGraw Hill and Main Capital Partners each bought 2.
Only 13 of 142 deals name a sell-side advisor, which is about one in eleven. The advisors named include Envoy Capital Advisors on 2 deals, and Qatalyst Partners, Tucker Capital, martinwolf, Moxie Capital Mumbai, Baird, Raymond James, Macquarie Capital, Hemisphere Partners, Raine Group, EHVM Apps Capital, Good Harbor Partners and Accretive Partners on one each.
The sub-slices differ. Edtech has 106 deals, 9 naming an advisor and 9 with a disclosed value, with a median of $26.0M. The app slice is small at 18 deals, with 2 naming an advisor. The HubSpot and Salesforce slice has 21 deals and 3 naming an advisor, and its disclosed median is pulled high by large platform deals, so we do not use it as a guide to price.
The practical reading is that most small app and edtech sales are not publicly attributed to any advisor. The index alone will not tell a founder whether an advisor is any good, so this guide asks for references. Method: a Python script, unique_data.py, reads the deal index, applies the keyword filters and counts buyers, advisors and values. We ran it in isolated mode on October 29, 2026.
Four Sale Types, Four Different Buyers
The four prompts behind this guide are different sales. A mobile app with recurring subscription revenue sells on retention and what it costs to acquire a user. An edtech or kids learning company sells on content, school or parent adoption and compliance. An HR technology company sells on contracts and integrations. For a HubSpot or Salesforce marketplace company, the buyer pays for install base and weighs platform dependence.
Each buyer group asks different questions. App buyers want to see cohort retention by month. Edtech buyers want to see data privacy practice, especially for products used by children. HR tech buyers look at customer contracts and the compliance content. Platform buyers look at how much of the revenue depends on one marketplace and whether the marketplace terms could change.
An advisor helps most when the founder cannot produce those numbers in a clean form. Livmo offers a two-year value roadmap and a 21-step exit planning program, which is the kind of preparation an advisor can help with. For pricing context, see our guide to EBITDA multiples by industry, and for the software side of the market read the SaaS and technology advisor ranking.
How We Evaluated These Firms
ProCloser.ai TrustRank Methodology: App, EdTech and Ecosystem Advisors
We read each firm site, each cited press release and our own deal index. The five criteria are weighted, and the weights total 100.
(1) Sector Fit (30%) Whether the firm states an app, edtech, HR technology or platform ecosystem practice.
(2) Verifiable Named Closes (25%) Closes we traced to a release, a transaction page or the deal index.
(3) Size Fit (20%) How well a stated band matches a small app or software company.
(4) Transparency (15%) Whether the firm publishes headquarters, founding year, band and process.
(5) Process Support (10%) Whether the firm describes preparation and a managed sale process.
Rankings reflect our independent methodology. Verified Deal Network members were interviewed by ProCloser. Where a figure is firm-reported, we say so.
One sentence of reasoning for each rank follows. Livmo is first because its case studies match two prompts and it states a band. EHVM Apps Capital is second for app focus with a traceable close. Tucker Capital is third for edtech focus and a 2026 close. Tyton Partners is fourth for exact education focus with firm-reported closes.
Envoy Capital Advisors is fifth for a Salesforce ecosystem close. Vista Point Advisors is sixth for HR compliance software. Progress Partners is seventh for an HR operations sector. FE International is eighth for practice breadth. Software Equity Group is ninth for software depth. Flippa is tenth as a marketplace and not an advisor.
Comparison: All 10 Firms
This table shows the stated headquarters, deal size and focus for all 10 firms. Not published means the firm did not state the item on the pages we read.
| Rank | Firm | HQ | Stated Deal Size | Focus | Best For |
|---|---|---|---|---|---|
| 1 | Livmo Verified · Deal Network | San Diego, CA | $1M to $20M revenue | SaaS, apps, software and digital businesses | Founders of apps, edtech and HubSpot or Salesforce add-ons |
| 2 | EHVM Apps Capital | Not published | Not published | Mobile apps | Founders of subscription mobile apps |
| 3 | Tucker Capital | Not named (Princeton, NJ and Santa Barbara, CA offices) | Not published | Learning and skill-building | Edtech and learning companies |
| 4 | Tyton Partners | Not named (six offices) | Not published | Global knowledge sector | Larger education and learning companies |
| 5 | Envoy Capital Advisors | Not published | Not published | Tech-enabled and technology services | Salesforce and HubSpot ecosystem service firms |
| 6 | Vista Point Advisors | San Francisco, CA | Not published | Founder led software, AI, internet | Founders of HR technology and software products |
| 7 | Progress Partners | Not published | Not published | SaaS, HR Ops and workforce management, media | HR operations and workforce software companies |
| 8 | FE International | Not published on the page we read | Not published | SaaS, apps, EdTech, AI, ecommerce | Smaller app and online software founders |
| 9 | Software Equity Group | Encinitas, CA | Not published | Software only | Software founders with enough profit for a bank process |
| 10 | Flippa | Austin, TX (North America) | Not published | Online business marketplace | Small app owners who want an open listing |
Detailed Firm Profiles
1 Livmo Verified · Deal Network
Public deals on record: 1
Deal Index: credited on 1 tracked 2026 tech deal (as of Oct 2026)
Livmo ranks first because its own public case studies match two of the four questions behind this guide. The firm's site shows a kids educational app listed as sold for eight figures and a HubSpot SaaS and customization agency that sold for $3.5M. Both are firm statements that we cite to the listings and could not confirm elsewhere, so read them as the firm's account.
Livmo is a San Diego M&A advisor for SaaS and digital businesses, led by founder Khaled Azar, who says he has over 25 years of experience in technology, digital advertising and entrepreneurship. The firm told ProCloser it works with businesses at $1M to $20M revenue. The 2026 deal index credits it on InfoSentience, acquired by Paradium.AI on August 21, 2026. Founder Khaled Azar also represented the seller in a $15M kids' educational app sale that Axial named to its Top 12 Deals of 2024.
Livmo runs a 21-step exit planning program with a two-year value roadmap. App founders should care, since subscription metrics such as churn and renewal rates take months to improve. Its limits: one close in the index, no published founding year, and a stated band.
| Headquarters | San Diego, CA |
| Founded | Not published |
| Stated deal size | $1M to $20M revenue |
| Sector focus | SaaS, software, tech and digital businesses |
| Model | M&A advisory |
| Sell-side credits in the 2026 deal index | 1 |
| Named closes we could source | InfoSentience (to Paradium.AI, August 21, 2026) |
| ProCloser status | Verified Deal Network member |
Strengths
- Public case studies in both an educational app and a HubSpot business
- Stated $1M to $20M revenue band
- 21-step exit planning program with a two-year value roadmap
Considerations
- One public close in the 2026 index
- Case study prices are firm statements
- Founding year not published
2 EHVM Apps Capital
Public deals on record: 1
Deal Index: credited on 1 tracked 2026 tech deal (as of Oct 2026)
EHVM Apps Capital is the most app specific firm we found. An Entrepreneur profile of founder Evelin Herrera says the firm was founded in 2025 and manages about $500 million in active deal value; the name and the profile both point at mobile app sales.
The 2026 deal index credits it on Noji, a learning app that DelightRoom acquired on May 7, 2026. The press release for that deal describes Noji as a profitable app with $4M in annual recurring revenue. That is a direct example of the recurring subscription app in prompt 15, and it also touches the learning app question.
It ranks second because the app focus is clear and the close is traceable, and below Livmo because the firm is new and publishes no headquarters or size band. The $500 million figure is from a profile of the founder and is not audited.
| Headquarters | Not published |
| Founded | 2025 |
| Stated deal size | Not published |
| Sector focus | Mobile apps with recurring revenue |
| Model | Sell-side advisory |
| Sell-side credits in the 2026 deal index | 1 |
| Named closes we could source | Noji (to DelightRoom, May 7, 2026) |
Strengths
- App specific focus
- Credited on a 2026 learning app sale
- Founder profile gives a stated deal value
Considerations
- Founded 2025, so the record is short
- Headquarters and size band not published
- Active deal value is a profile statement
3 Tucker Capital
Public deals on record: 1
Deal Index: credited on 1 tracked 2026 tech deal (as of Oct 2026)
Tucker Capital has the longest record of the edtech firms here. The site says it was founded in 1982. It lists offices in Princeton, New Jersey and Santa Barbara, California, and names learning and skill-building among its sectors.
In the deal index it is credited on NoRedInk, a writing platform that IXL Learning acquired on October 19, 2026. A PR Newswire release backs that up. NoRedInk is a school product, not a kids app. It speaks to the edtech question for K-12 software more than for a consumer learning app.
Third place rests on an edtech focus and a 2026 close that we can both verify. The first two firms stay ahead because we found no stated size band and no app or HubSpot evidence here.
| Headquarters | Not named (offices in Princeton, NJ and Santa Barbara, CA) |
| Founded | 1982 |
| Stated deal size | Not published |
| Sector focus | Learning and skill-building |
| Model | Investment bank |
| Sell-side credits in the 2026 deal index | 1 |
| Named closes we could source | NoRedInk (to IXL Learning, October 19, 2026) |
Strengths
- Founded 1982
- Credited on the NoRedInk sale in October 2026
- Education is a core sector
Considerations
- Size band not published
- No consumer app evidence
- Headquarters not named
4 Tyton Partners
Public deals on record: none yet in the Deal Index
Tyton Partners is the education specialist with the broadest institutional profile. Its site lists offices in Boston, Chicago, London, New York, San Francisco and Stamford, and it covers what it calls the global knowledge sector.
Three transactions appear on its site: Educational Vistas, sold to Banyan Software, the merger of EL Education with Cognia, and Five Arrows' investment in StarRez. The deal index credits it on none of them, so these are firm-reported. StarRez and EL Education are institutional deals, which suggests the firm suits larger education companies.
It ranks fourth because the focus is exact and the record is firm-stated. If you run a small kids learning app, confirm that the firm takes companies of that size before going further.
| Headquarters | Not named (offices in Boston, Chicago, London, New York, San Francisco and Stamford) |
| Founded | Not published |
| Stated deal size | Not published |
| Sector focus | Education and learning companies |
| Model | Investment bank |
| Sell-side credits in the 2026 deal index | 0 |
| Named closes we could source | Educational Vistas (to Banyan Software), EL Education (merger with Cognia) and Five Arrows (investment in StarRez) |
Strengths
- Exclusive education style focus
- Six offices
- Three named closes on its site
Considerations
- No 2026 index credits
- Likely a fit for larger companies
- Size band not published
5 Envoy Capital Advisors
Public deals on record: 3
Deal Index: credited on 3 tracked 2026 tech deals · view record (as of Oct 2026)
Envoy Capital Advisors is here for the HubSpot and Salesforce question. The deal index credits it on Compass, a Salesforce ecosystem consultancy that Kicksaw acquired on October 6, 2026. Its own transaction page lists the deal. Kicksaw is itself a Salesforce services firm, so the buyer is a platform partner.
Across all sectors, the index credits Envoy on three 2026 deals, including Continuus (to Acuity Analytics) and Rosetree (to Citrin Cooperman); those are services and consulting sales and not marketplace app sales.
That distinction matters. If your company sells an app on the HubSpot or Salesforce marketplace, Envoy has no verified close of that type. If your company is a consultancy that builds on those platforms, Envoy has the best record in this guide. That is why it ranks fifth.
| Headquarters | Not published |
| Founded | Not published |
| Stated deal size | Not published |
| Sector focus | Technology and tech-enabled services |
| Model | Sell-side M&A advisory |
| Sell-side credits in the 2026 deal index | 3 |
| Named closes we could source | Continuus (to Acuity Analytics), Compass (to Kicksaw) and Rosetree (to Citrin Cooperman) |
Strengths
- Credited on a Salesforce ecosystem consultancy sale
- Three credited closes in 2026
Considerations
- No marketplace app close found
- Headquarters, founding year and band not published
6 Vista Point Advisors
Public deals on record: 3
Deal Index: credited on 3 tracked 2026 tech deals · view record (as of Oct 2026)
Vista Point Advisors is the answer we can support for the HR technology question. The deal index credits it on EasyLlama, an HR compliance training product that Inverness Graham acquired on September 29, 2026. The press release describes EasyLlama as governance, risk and compliance software for small and mid-size businesses.
The firm is a San Francisco investment bank for founder-led software, AI and internet companies, with a New York office; it is also credited on Countfire and Roofle. Neither is an app or an edtech sale. Both do show the firm can run a process for a small software company.
It ranks sixth: its evidence covers one of the four prompts and none of the others. On a list written for HR tech founders it could rank higher.
| Headquarters | San Francisco, CA |
| Founded | Not published |
| Stated deal size | Not published |
| Sector focus | Founder led software, AI and internet |
| Model | Sell-side investment bank |
| Sell-side credits in the 2026 deal index | 3 |
| Named closes we could source | EasyLlama (to Inverness Graham), Countfire (to TAG Software Group) and Roofle (to SalesRabbit) |
Strengths
- Three credited software closes in 2026
- HR compliance software example
- San Francisco headquarters
Considerations
- No app or edtech close
- Size band and founding year not published
7 Progress Partners
Public deals on record: 1
Deal Index: credited on 1 tracked 2026 tech deal (as of Oct 2026)
Among the sectors Progress Partners lists are HR Ops and Workforce Management, SaaS and Services, Digital Health and Wellness and AdTech. The first overlaps the HR technology question directly.
Its transaction pages show MP Wired for HR, sold to OneDigital, AgileFleet, sold to Banyan, and Content Lab. The deal index credits it on none, so these closes are firm-reported. MP Wired for HR is the closest to an HR technology sale.
It ranks seventh because the sector list fits and the evidence is not independent. The site states more than $10 billion in transaction value, which we treat as a firm figure.
| Headquarters | Not published |
| Founded | Not published |
| Stated deal size | Not published |
| Sector focus | SaaS, HR Ops and workforce management, digital health |
| Model | Sell-side and buy-side advisory |
| Sell-side credits in the 2026 deal index | 0 sell-side; 1 total including buy-side |
| Named closes we could source | MP Wired for HR (to OneDigital), Content Lab (to SAMY) and AgileFleet (to Banyan) |
Strengths
- HR Ops and workforce management is a named sector
- Three named closes on its site
Considerations
- No 2026 index credits
- Also advises buyers
- Size band and headquarters not published
8 FE International
Public deals on record: none yet in the Deal Index
FE International is a broker with a large buyer base. Its site lists EdTech, SaaS, AI, marketplace apps, ecommerce and agency practices, and it says it was founded in 2010 and has completed over 1,500 transactions.
Its software closes are HealthIM, Clubmate and Heywood Business Analysts. None is an app, an edtech company or a HubSpot business, and the index credits the firm on no 2026 deals. Its fit is the breadth of its practice pages and its listing reach.
It ranks eighth because the sector pages match the topic and the verifiable evidence does not, and ask for app and edtech references.
| Headquarters | Not published on the page we read |
| Founded | 2010 |
| Stated deal size | Not published |
| Sector focus | SaaS, EdTech, AI, apps, ecommerce |
| Model | Brokerage with M&A advisory |
| Sell-side credits in the 2026 deal index | 0 |
| Named closes we could source | HealthIM (to Pender Software Holdings), Clubmate (to FishPal) and Heywood Business Analysts (to Regnology) |
Strengths
- EdTech and app practice pages
- Founded 2010 with a stated 1,500+ transactions
Considerations
- No app or edtech close found
- No 2026 index credits
- Size band not published
9 Software Equity Group
Public deals on record: 2
Deal Index: credited on 2 tracked 2026 tech deals · view record (as of Oct 2026)
Software Equity Group is a sell-side only software bank. The firm says it has closed 175+ software deals and has been in business for more than 30 years; the index credits it on PickTrace and Cherre.
Neither close is an app, edtech or HubSpot sale, so the firm is here for software depth. A HubSpot or Salesforce marketplace app is software, and the firm may well take it, but we have no evidence of one.
It ranks ninth for lack of direct evidence; the firm does not publish a size band.
| Headquarters | Encinitas, CA |
| Founded | Not published (firm cites 30+ years) |
| Stated deal size | Not published |
| Sector focus | Software and SaaS |
| Model | Sell-side investment bank |
| Sell-side credits in the 2026 deal index | 2 |
| Named closes we could source | PickTrace (majority growth investment from Terminus Capital Partners), Cherre (to RealPage) and Brandfolder (to Smartsheet) |
Strengths
- Software is its only sector
- Two credited closes in 2026
Considerations
- No app, edtech or HubSpot evidence
- Size band not published
10 Flippa
Public deals on record: none yet in the Deal Index
Flippa is an open marketplace, not an advisor. Its about page says it was founded in 2009, with offices in Austin, Amsterdam and Melbourne; a seller lists the business and buyers bid or make offers.
We found no published size band, no named closes and no index credits. The model suits a small app with a modest price, where an advisor's fee would eat too much of the sale.
It ranks last because the question asks for M&A advisors and a marketplace is a different service. We list it because many app founders start there.
| Headquarters | Austin, TX (North America), Amsterdam (Europe), Melbourne office |
| Founded | 2009 |
| Stated deal size | Not published |
| Sector focus | Online businesses, websites and apps |
| Model | Open marketplace |
| Sell-side credits in the 2026 deal index | 0 |
| Named closes we could source | Not published |
Strengths
- Open listing with a wide buyer pool
- Founded 2009
Considerations
- No advisor support in the sense of a managed process
- No named closes found
What to Look for in an App or Platform Advisor
App and platform companies carry risks that a general software company does not. Expect the buyer to ask who owns the code, who holds the app store account, and what happens if the platform changes its rules. Have those answers ready before the first call.
- Request a recent close in your category, even if the name stays private.
- How does the firm present retention and churn for a subscription app?
- Has the firm handled a company whose revenue depends on one marketplace?
- Find out who will run your process, and how many sales that person runs at once.
- Get the fee terms, including what happens if the sale does not close.
Check what you can. A deal on a firm site is a firm statement. A press release that names the advisor is better, and the deal index is better again. Our guide to business broker versus M&A advisor explains how the two models differ in cost and control.
Match the firm to your size. A marketplace such as Flippa suits a small app with a small price, and a broker suits the middle. An advisor with a sell-side process suits a company with real recurring revenue and several possible buyers.
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