88 public firms currently match both the software & saas focus and New York geography. Narrow your search faster than browsing the full directory.
Firms
88
Deal range
$500K–$5B
Top cities
New York, Mamaroneck
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
$4M–$9M · New York, NY
Lower middle market private equity firm (founded 2025) focused on acquiring service-based and tech-enabled businesses with $4-9M EBITDA. NOT a sell-side M&A advisor—they are buyers seeking platform investments.
Advisor profile
Over $50M · New York, NY
Full-service capital markets and investment banking firm with 40+ years experience specializing in equity capital raises, debt financing, and corporate advisory for emerging growth and middle-market companies.
Advisor profile
$10M–$250M · New York, NY
Boutique strategic advisory firm specializing in customized guidance for entrepreneur-led, family-owned healthcare, life sciences, and medical device companies in the $10M-$250M range, emphasizing independence, integrity, and senior-level expertise.
Advisor profile
$25M–$300M · New York, NY
Specialist lower middle-market M&A advisory firm with 30 years of technology sector expertise, focused on software, IT services, and healthcare IT companies valued between $25M-$300M.
Advisor profile
$10M–$500M · New York, NY
Independent New York-based investment banking firm with 33+ years of experience advising middle-market companies ($20M-$1B revenue) on M&A, capital raising, and restructuring across industrial, healthcare, technology, and consumer sectors.
Advisor profile
$20M–$2.5B · New York, NY / Boston, MA
Global independent investment banking firm specializing in M&A and capital advisory for mid-market companies ($20M-$2.5B+ transactions) across FIG, Technology, Healthcare, Industrials, and Professional Services sectors, with 500+ professionals in 18 offices across EMEA, Americas, and Asia.
Advisor profile
$5M–$250M · New York, NY
Boutique investment banking firm specializing in M&A advisory for middle-market companies across consumer, industrial, healthcare, and technology sectors globally.
Advisor profile
$5M–$250M · New York, NY
Boutique middle market M&A advisory firm specializing in confidential, proprietary deal origination for business owners and PE sponsors through targeted search and transaction advisory services, with particular depth in aerospace, defense, transportation and logistics.
Advisor profile
$20M–$400M · New York, NY
Specialty investment bank focused exclusively on raising equity and debt capital in private markets, with deep expertise in cross-border transactions and global investor network of 3,000+ capital sources.
Advisor profile
$5M–$100M · Hague, NY
Boutique M&A advisor and venture capital investor specializing in education technology, for-profit education services, and technology sectors since 2002.
Advisor profile
$100M–$3B · New York, NY
Boutique investment bank founded by four Goldman Sachs partners, specializing in M&A, strategic advisory, and capital raising for financial services institutions globally, with 180+ transactions and $315B in transaction value since 2017.
Advisor profile
$25M–$500M · New York, NY
Boutique special-situations advisory and capital firm providing restructuring, interim management, board governance, and M&A advisory to mid-market companies ($25M-$500M+) navigating distress, transformation, or complex transactions.
Advisor profile
Over $10M · New York, NY
Boutique technology M&A advisory firm specializing in sell-side transactions for SaaS, AI, fintech, healthtech, and other tech sectors. Founded by Wall Street veteran with 30 years of cross-border M&A experience and global PE/strategic buyer relationships.
Advisor profile
$20M–$2.5B · New York, NY
Independent investment banking firm with $50B+ transaction experience, specializing in middle-market M&A with particular expertise in food & beverage, consumer products, and cross-border transactions across North America, Europe, Latin America, and Asia.
Advisor profile
$10M–$250M · New York, NY
Boutique M&A advisor specializing in middle-market sell-side transactions ($10M-$250M) with deep expertise across consumer, healthcare, technology, and industrial sectors. Founded 1990.
Advisor profile
$25M–$5B · New York, NY
Independent merchant bank established in 1990, providing M&A advisory and private equity investing with $250+ billion in aggregate transaction value across technology, healthcare, industrials, and business services.
Advisor profile
$5M–$250M · New York, NY
Independent investment bank specializing in M&A advisory for information, software, healthcare, education, and media companies with 500+ transactions and 12,500+ buyer network.
Advisor profile
New York, NY
FINRA-regulated investment bank and SEC-registered adviser with 30+ years in capital markets, municipal finance, and investment banking. Minority-owned leader in sustainable finance and Africa advisory. Limited M&A advisory focus.
Advisor profile
Over $5M · New York, NY
NYC-headquartered investment bank specializing in M&A advisory for software, technology-enabled marketing, IT services, and B2B information companies. Founded 2020 by Akhavan & Barthelme. 34+ transactions with strong PE and strategic buyer relationships.
Advisor profile
$50M–$300M · New York, NY
Former New York boutique investment bank (2000-2016) specializing in SPAC underwriting, reverse mergers, and PIPE transactions for small-cap technology, healthcare, and energy companies seeking alternative paths to public markets.
Advisor profile
$10M–$1.5B · New York, NY
Boutique investment banking and M&A advisory firm with 40+ years of Wall Street experience specializing in complex M&A, integration advisory, and strategic transactions in energy, mining, technology, and transportation sectors.
Advisor profile
$50M–$2.5B · New York, NY
Tech-enabled investment bank specializing in M&A advisory and capital raising for technology, media, and telecommunications (TMT) companies, combining bulge bracket expertise with AI-powered analytics and proprietary databases.
Advisor profile
$10M–$500M · New York, NY
Premier middle-market investment bank focused exclusively on Technology, Media, Marketing, and Information Services (TMMIS) sectors, ranked #1 by PitchBook for US middle-market TMT transactions with 530+ deals completed.
Advisor profile
$25M–$5B · New York, NY
Global investment bank specializing in capital raises ($25M-$5B) and M&A advisory for middle-market companies, with particular expertise in specialty finance, real estate, consumer finance, and technology sectors.
Advisor profile
$25M–$500M · New York, NY
Leading global investment bank with specialized expertise in technology M&A, enterprise software, and healthcare advisory. Provides comprehensive M&A, capital markets, and restructuring services to corporate and financial sponsor clients.
Advisor profile
$10M–$350M · Rye, New York
39-year-old merchant and investment banking group specializing in $10M-$350M transactions across defense, media/telecom, real estate, and technology, with unique principal investment capability and over three dozen transactions as investors.
Advisor profile
$10M–$250M · Canaan, NY
Boutique investment bank founded in 1993, specializing in M&A advisory and private placements for mid-sized companies with senior-only service delivery and cross-border expertise. NOTE: No longer FINRA-registered (cancelled June 2023).
Advisor profile
$10M–$5B · New York, NY
Minority-owned boutique investment bank focused on capital markets, debt/equity underwriting, and fixed income trading for Fortune 500 companies, government agencies, and institutional clients—not a traditional lower middle market M&A advisor.
Advisor profile
$50M–$5B · New York, NY
Specialized investment bank focused on SPACs, healthcare/biotech, digital assets, and disruptive technologies, with 700+ transactions and $120B+ in aggregate value. Not a traditional sell-side M&A advisor for lower-middle-market companies.
Advisor profile
$1M–$1B · New York, NY
Boutique investment bank founded in 2015, specializing in M&A advisory for healthcare, technology, and business services companies with $1M-$1B+ transaction values.
Advisor profile
$5M–$250M · New York, NY
New York-based FINRA-registered investment bank founded in 1993, providing M&A advisory, capital raising, and fairness opinions to middle-market companies ($5M-$250M TEV) with 30+ years of experience and 100+ completed transactions.
Advisor profile
$10M–$250M · New York, NY
Boutique investment bank founded in 2004 specializing in M&A advisory for lower middle market companies in cleantech, healthcare, industrials, and business services, with 175+ transactions completed across 22 countries.
Advisor profile
$5M–$1.2B · New York, NY
Nationally-recognized investment banking firm specializing in M&A, restructuring, fairness opinions, and valuations across healthcare, industrials, technology, energy, and business services.
Advisor profile
$5M–$100M · Paris, New York
Franco-American boutique M&A advisory firm specializing in cross-border mid-market transactions (€5M-€100M) across technology, industrial, and consulting sectors with offices in Paris and New York.
Advisor profile
Over $20M · New York, NY
Leading boutique investment bank specializing exclusively in digital infrastructure M&A (data centers, fiber, broadband, cloud, managed services, telecom) with 200+ transactions totaling $60+ billion in aggregate value.
Advisor profile
$5M–$500M · New York, NY
Experienced boutique investment bank providing middle market M&A advisory, capital raising, and restructuring services across diverse industries with $7B+ transaction history.
Advisor profile
$25M–$100M · New York, NY
CEO-led specialty investment bank serving middle and lower middle market, with deep expertise in advanced industrials, technology, healthcare, and building materials M&A.
Advisor profile
$10M–$500M · New York, NY
Technology-focused global investment bank specializing in sell-side M&A for digital media and software companies, with particular expertise in cross-border transactions and strategic acquirer relationships.
Advisor profile
$50M–$500M · New York, London, Paris, Munich, San Francisco, Los Angeles, Berlin, Dubai
Global technology investment bank specializing in M&A and growth financing for tech companies, with 500+ completed transactions and 100+ senior professionals across eight tech sectors.
Advisor profile
$25M–$500M · New York, NY
Boutique investment bank specializing in restructuring, M&A advisory, and liability management for complex, transformational transactions in the $25M-$250M range and above.
Advisor profile
$50M–$1B · New York, NY
Independent capital markets investment bank focused on arranging debt and equity financing for corporations and private equity sponsors, with 15+ years of experience arranging $100B+ in cumulative capital.
Advisor profile
$50M–$1.5B · New York, NY
Global M&A advisory firm specializing in industrial technology and life sciences companies, with 275+ industrial and 100+ life sciences transactions completed since 1992.
Advisor profile
$50M–$1.2B · New York, NY
Full-service investment bank specializing in transformative M&A advisory and capital markets for middle-market companies, platforms, and growth issuers across staffing, healthcare, technology, and diversified industries.
Advisor profile
$20M–$500M · New York, NY
Boutique investment bank specializing in SPAC IPOs, SPAC mergers, and M&A advisory for smaller capitalization companies seeking capital or strategic exits. Founded 2000 by Nussbaum and Levine.
Advisor profile
$5M–$500M · New York, NY
Premier healthcare-focused investment bank providing exclusive M&A advisory and capital raising services to healthcare companies, with 200+ transactions and $90B+ in cumulative transaction value.
Advisor profile
$5M–$100M · New York, NY
Specialized healthcare investment banking boutique focused on biotech, pharmaceuticals, and life sciences companies seeking capital formation, M&A advisory, and strategic partnerships. Strong track record with 20+ transactions totaling $300M+.
Advisor profile
$5M–$500M · New York, NY
Boutique investment bank specializing in M&A advisory for technology-enabled financial services companies in insurance and capital markets, known for senior-level commitment and conflict-free advice.
Advisor profile
$20M–$150M · New York, NY
Boutique investment bank specializing in sell-side M&A advisory for healthcare and pharmaceutical-adjacent businesses, with 30+ years of combined experience from Goldman Sachs and JP Morgan leadership.
Advisor profile
$10M–$250M · New York, NY
Boutique investment banking partnership founded in 1996, specializing in M&A, capital raising, and restructuring advisory for middle-market companies ($20M-$2B revenue) across diversified industries.
Advisor profile
$10M–$1.2B · New York, NY
Independent investment banking advisory firm specializing in middle-market M&A, restructuring, and debt advisory across business services, industrials, healthcare, technology, and energy sectors.
Advisor profile
$500K–$50M · Bethpage, NY
Boutique, commission-only M&A advisory firm specializing in technology, manufacturing, and distribution businesses with $500K-$50M+ EBITDA, known for founder expertise, personalized service, and platform-based buyer network.
Advisor profile
$5M–$500M · Mamaroneck, NY
Boutique investment banking firm specializing in M&A advisory, capital formation, and SPAC advisory for middle-market, privately held businesses across diverse industries since 1984.
Advisor profile
Over $10M · New York, NY
Leading boutique M&A advisory firm with 27-year independent history (now part of Mizuho), specializing in large and mid-market M&A transactions, restructuring, and secondaries advisory to multinational corporations, financial sponsors, and middle-market companies.
Advisor profile
$5M–$500M · New York, NY
Boutique investment bank founded in 1868, specialized as the #1 ranked PIPE/RD/CMPO placement agent since 1998, with deep expertise in biotechnology, healthcare, and emerging growth companies.
Advisor profile
$25M–$500M · New York, NY
Women-owned investment bank specializing in M&A advisory and capital markets for energy transition and sustainability sectors, featuring deep clean energy expertise and modern governance.
Advisor profile
$50M–$3B · New York, NY (primary) and London, UK (secondary)
IA Global Capital (formerly Innovation Advisors) is a boutique, technology-focused investment bank providing M&A advisory, capital raise advisory, and strategic growth services to mid-market technology companies across 30 countries.
Advisor profile
$2M–$100M · New York, NY
Global investment bank headquartered in New York with deep connections in the Middle East and Southeast Asia, specializing in cross-border M&A advisory for lower middle market technology, healthcare, and industrial companies seeking access to emerging market capital.
Advisor profile
$5M–$250M · New York, NY
New York-based independent boutique investment bank specializing in cross-border M&A and strategic advisory for emerging growth companies in technology, financial services, and media sectors.
Advisor profile
$20M–$500M · New York, NY
Independent boutique investment bank providing M&A, restructuring, and capital markets advisory to middle-market companies, led by senior Wall Street veterans with deep institutional capital relationships.
Advisor profile
$10M–$275M · New York, NY
Technology-focused investment banking and strategic advisory firm with 25+ years of experience, specializing in cybersecurity, enterprise software, and digital technology M&A for companies in the $10M-$275M range.
Advisor profile
$5M–$50M · New York, NY
Manhattan-based investment bank serving small and mid-cap companies since 2005, offering institutional-quality M&A advisory with global reach across 30 countries and $4 billion in aggregate transaction value.
Advisor profile
$5M–$100M · New York, NY
Full-service investment bank specializing in emerging growth and small-cap companies, combining capital markets expertise with M&A advisory for healthcare, technology, and consumer businesses.
Advisor profile
$10M–$100M · Mount Kisco, NY
Lower middle market investment bank specializing in M&A advisory, capital raising, and alternative fund placement for founder-owned companies ($10M-$100M range), with domestic and international processing capabilities.
Advisor profile
$25M–$500M · New York, NY
Premier middle-market investment bank founded in 1985, exclusively focused on M&A advisory and capital raising for emerging growth companies in technology, healthcare, and disruptive industrial sectors, with $80B+ in completed transactions.
Advisor profile
$10M–$500M · New York, NY
New York boutique investment bank specializing in sell-side and buy-side M&A advisory, equity and debt financing for middle-market companies ($10M-$500M TEV) across 13 industry sectors. Team of 70+ Wall Street veterans with average 15-30 years experience.
Advisor profile
$5M–$100M · New York, NY
Boutique investment bank specializing in M&A advisory for marketing, technology, and consulting services companies in the middle market, with 150+ transactions and deep relationships with strategic and PE buyers.
Advisor profile
$50M–$1.4B · New York, NY
Leading independent investment bank with 35+ years advising middle-market companies on M&A across 12+ core industries; $1.0T+ transaction value with strong PE and strategic buyer relationships.
Advisor profile
$2M–$50M · New York, NY
Boutique investment bank specializing in PIPE placements, reverse mergers, M&A advisory, and capital raises for emerging growth companies, particularly in healthcare and technology sectors.
Advisor profile
$5M–$250M · New York, NY
Founder-centric M&A and capital raising advisory for early-stage and small-to-medium companies, founded by serial entrepreneur Alejandro Cremades and M&A specialist Michael Seversen.
Advisor profile
$5M–$650M · New York, NY
Full-service investment banking firm specializing in equity financing, M&A advisory, and fairness opinions for growth-stage companies, SPACs, and real estate syndications.
Advisor profile
$10M–$5B · New York, NY
New York-based boutique capital markets advisory specializing in structured finance, securitizations, and strategic advisory for asset-backed lenders, specialty finance, fintech, and commercial real estate platforms.
Advisor profile
$5M–$500M · New York, NY
Specialized life sciences investment bank advising on M&A, licensing, and financing for biopharmaceutical, medical device, and biotech companies globally, with deep expertise in Israel-US transactions.
Advisor profile
Over $50M · New York, NY
Global investment banking division of Société Générale providing integrated M&A advisory and capital markets solutions to corporations, financial institutions, and investment funds across multiple sectors.
Advisor profile
$5M–$500M · New York, NY
Middle market investment bank specializing in capital raising for acquisitions, recapitalizations, and refinancings across corporate and PE sponsor clients, with 35+ years of experience and access to 700+ institutional capital providers.
Advisor profile
$5M–$500M · New York, NY
Boutique investment banking firm providing M&A advisory and capital raising services to middle-market companies with $250+ billion in transaction experience and deep expertise in healthcare, manufacturing, technology, and business services.
Advisor profile
$50M–$3.5B · New York, NY
Global boutique investment bank specializing in complex M&A, restructurings, and corporate finance for Fortune 500 and middle-market companies, with particular expertise in media & entertainment, healthcare/optical, and technology sectors.
Advisor profile
$10M–$500M · New York, NY
Specialized technology and software-focused M&A advisory firm founded in 2009, ranked #1 advisor for sell-side software deals in 2020, acquired by Lincoln International in 2022.
Advisor profile
$700K–$250M · New York, NY
Award-winning M&A firm specializing in lower middle market transactions across 7 industries. 80+ brokers, 40,000+ buyer database, 80+ closed deals, $250M+ in deal volume. Success-only fee structure.
Advisor profile
$200M–$5B · New York, NY
Specialized boutique M&A advisor focused on telecommunications, digital infrastructure, and financial sponsor transactions, founded by UBS telecom veterans. 100+ transactions completed since 2009.
Advisor profile
$10M–$250M · New York and Atlanta
Technology-focused merchant bank specializing in M&A advisory, capital raising, and strategic counsel for software, SaaS, and technology companies, with 100+ transactions closed and $2B+ in transaction value.
Advisor profile
$10M–$500M · United States
Independent M&A advisory and management consulting firm specializing in sell-side and buy-side advisory, capital raising, and strategic advisory for lower and core middle market companies, founded on ethics-first principles.
Advisor profile
$5M–$250M · New York, NY
Boutique investment bank specializing in M&A advisory, capital raises, and IPOs for growth-stage and emerging technology, healthcare, and clean tech companies.
Advisor profile
$5M–$150M · New York, NY
NYC-based boutique M&A advisory specializing in sell-side transactions for consumer, retail, apparel, and digital commerce companies, known for senior-banker direct involvement and deep brand/retail expertise.
Advisor profile
$5M–$250M · New York, NY
Boutique investment bank specializing in M&A advisory for growth-stage companies in e-commerce, consumer products, fintech, and software, with $18B+ in transaction experience and particular depth in DTC brands and e-commerce business sales.
Advisor profile
$1M–$500M · New York, NY
Boutique full-service investment bank specializing in capital markets advisory, IPOs, and equity capital raising for emerging growth and small-cap companies, with institutional buy-side relationships and global reach.
Advisor profile
$1M–$25M · New York, NY
NYC-based business brokerage firm specializing in Main Street and lower middle market transactions ($1M-$20M revenue), led by serial entrepreneur Vishal Bharucha with expertise in manufacturing, e-commerce, professional services, and technology sectors.
Advisor profile
$1M–$425M · New York, NY
Specialized buy-side M&A advisory firm with 650+ transactions ($14B+) across middle market, focused on identifying and facilitating acquisitions for PE firms and strategic buyers through proprietary DealStar Acquisition Search Process.
Advisor profile
$5M–$100M · Mamaroneck, NY
Independent FINRA/SEC-registered investment bank serving lower middle-market companies ($5M-$100M TEV) across technology, healthcare, consumer, and industrial sectors, with specialized cross-border capabilities in Israel/Europe and Caribbean/Latin America.