19 public firms currently match both the software & saas focus and Massachusetts geography. Narrow your search faster than browsing the full directory.
Firms
19
Deal range
$500K–$2.8B
Top cities
Boston, Beverly
Updated
3/14/2026
When you know both your sector and location, you want results that match — not a generic list. This page combines both filters.
Every profile listed here has enriched research and is publicly visible. No placeholder entries.
Advisor profile
$500K–$2.8B · Boston, MA
Boston-based strategic M&A advisory and business transformation firm specializing in sell-side M&A, growth strategy, and operational turnarounds for middle-market companies ($20M-$1.5B) in technology, manufacturing, defense, and professional services.
Advisor profile
$25M–$500M · Boston, MA
Boutique SaaS and software M&A advisory firm with 100% vertical focus, $40B+ deal volume, and deep relationships across PE, VC, and strategic acquirers.
Advisor profile
$50M–$1B · Boston, MA
Leading boutique technology investment bank specializing in M&A advisory for SaaS and software companies, #1 ranked tech M&A advisor since 2009 with 560+ transactions and $28B+ aggregate deal value.
Advisor profile
$10M–$250M · Boston, MA & Beachwood, OH
Independent middle market investment bank specializing in sell-side M&A for business services, consumer, industrials, and healthcare companies, known for senior-level execution and deep buyer relationships.
Advisor profile
$10M–$250M · Boston, MA
Middle-market M&A advisory boutique with 200+ transactions and 10,000+ buyer relationships, specializing in sell-side advisory for manufacturing, healthcare, technology, and industrial businesses in the $20M-$250M range.
Advisor profile
$10M–$250M · Boston, MA
Modern lower middle market M&A infrastructure platform combining AI-driven deal sourcing with confidential advisory services for business owners, investors, and M&A advisors in the $10M–$250M+ transaction range.
Advisor profile
$5M–$100M · Beverly, MA
Technology-focused boutique investment bank specializing in M&A advisory and capital raising for software, industrial technology, and IoT companies in the $5M-$100M range.
Advisor profile
$50M–$500M · Boston, MA (Seaport)
Boutique growth tech investment bank founded in 2002, specializing in M&A advisory, private capital, and principal investing for Cloud & AI, Defense, and Sustainability companies. Known for deep industry expertise, strong strategic buyer relationships (Cisco, NVIDIA, HPE, Snowflake), and entrepreneurial team with founder backgrounds.
Advisor profile
$3M–$50M · Dedham, Massachusetts
Founder-led boutique M&A advisory firm specializing in lower middle market transactions ($5M-$50M TEV) across manufacturing, healthcare, technology, and business services with 150+ deals closed and 87% success rate.
Advisor profile
$10M–$100M · Boston, MA
Boston-based middle market investment bank founded in 2000, providing sector-specialized M&A advisory with 100+ transactions and $15B+ in aggregate value. Expertise in Industrial Technology, Business Services, Healthcare & Life Sciences, and Flavor Technology.
Advisor profile
$25M–$500M · Boston, MA
Boston-based boutique investment bank founded in 1991, specializing in lower middle market M&A advisory with deep healthcare expertise (80%+ of transactions). Completed 350+ deals totaling $30B+ across healthcare services, medical devices, and healthcare IT.
Advisor profile
$5M–$500M · Boston, MA
Multi-product, industry-focused middle-market investment bank specializing in sell-side M&A, buy-side advisory, capital markets, and restructuring services across consumer, industrial, technology, and transportation sectors.
Advisor profile
$10M–$100M · Boston, MA
Boutique investment bank founded in 1978, providing M&A advisory and private placement services to emerging growth and middle-market companies across food & beverage, manufacturing, technology, and media sectors.
Advisor profile
$10M–$1B · Woburn, MA
Nationally recognized boutique investment bank specializing in lower middle market M&A with 93.2% closing rate and no-retainer policy; 200+ transactions completed across construction, manufacturing, food & beverage, and business services.
Advisor profile
$10M–$250M · Wellesley, MA
Boutique investment bank founded in 2005, exclusively serving technology companies in highly-regulated markets including insurance, capital markets, and banking. 50+ transactions completed with 100% referenceable client base.
Advisor profile
$50M–$500M · Boston, MA
Boston-based full-service investment bank specializing in M&A advisory, capital raising, and strategic growth for emerging technology and media companies, with 24 years of experience and deep expertise in SaaS, retail/ecommerce, MediaTech, AdTech, and GovCon sectors.
Advisor profile
$5M–$300M · Boston, MA
Specialized healthcare investment banking firm advising middle-market healthcare services companies on M&A, growth capital, and strategic advisory. Founded 2008 with offices in Boston, Minneapolis, and New York.
Advisor profile
$10M–$300M · Sherborn, MA
Specialized boutique investment bank focused on M&A advisory and private placements in technology, consumer, and healthcare sectors, with deep industry expertise and broad buyer networks across the middle market.
Advisor profile
$2M–$50M · Boston, MA
Boston-based boutique investment bank specializing in M&A advisory for middle-market businesses ($2M-$50M), with expertise in manufacturing, technology, and cross-border transactions.