Software Equity Group: credited tech M&A deals
Deals in the ProCloser Tech & SaaS M&A Deal Index where Software Equity Group was named as an advisor in a public source. Back to the advisor league.
Software Equity Group Preferred is an M&A advisory firm publicly credited on 2 deals in the ProCloser Tech M&A Deal Index (2 sell-side, 0 buy-side), announced between Jul 14, 2026 and Oct 13, 2026.
Sectors: SaaS (1), Data infrastructure (1). 0 of 2 credited deals disclosed a value.
Software Equity Group is a ProCloser preferred firm: it is ranked #1 in Best M&A Advisors for Profitable Mid-Market SaaS Companies (2026).
Last updated Oct 14, 2026.
Credited deals
Where Software Equity Group advised the buyer, the credit appears as "Buy-side" beneath the sell-side advisor cell. Values only where publicly disclosed; every row links to its source.
| Date | Target | Acquirer | Buyer type | Sector | Geo (target → acquirer) | Value | Sell-side advisor | Source |
|---|---|---|---|---|---|---|---|---|
| PickTraceagtech workforce management and compliance software | Terminus Capital Partners | Private equity | SaaS | US → US | Undisclosed | Software Equity Group PreferredBuy-side: Moelis & Company | Press release | |
| Cherrereal estate data integration and analytics | RealPage | PE-backed strategic | Data infrastructure | n/a → n/a | Undisclosed | Software Equity Group Preferred | News |
Firms in gold are ProCloser preferred firms: each is ranked #1 in one of our best-advisor guides. Other advisors are named as credited in the source. Source links open the original announcement. Credits appear only where the advisor was named in a public announcement.
Frequently asked questions
How many deals is Software Equity Group credited on in this index?
2: 2 sell-side and 0 buy-side, each with a public source that names the firm. This counts only deals verified by the ProCloser index and is not the firm's full track record.
Where does the Software Equity Group credit come from?
From the linked source on each row (press release, 8-K, news article or the firm's own announcement). We do not add credits from memory or third-party databases.
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