VP, Corporate Development and Business Development at HubSpot
Founder/CEO of inDinero
CEO at Right Networks
We are more than just another M&A firm. Beyond our expertise within the SMB software market, we work closely with our clients in shaping their business development strategy to set them up for long term success.
Proven track record of client success
Operating experience within B2B / SMB software businesses
We believe companies are bought, not sold
We play the long game right alongside our clients
B2B Software Advisors offers superior strategic advisory services in mergers and acquisitions and business development. We specialize in advising Software as a Service (SaaS) businesses that are built to serve the small and medium (SMB) size business market.
Lay the strategic foundation for future optionality
Leverage our deep industry expertise and expansive buyer relationships
The buy side has become too competitive. We help you find the advantage…
“I’ve known Josh for 10 years now and he continues to be one of the few operators I’ve met who has a genuine passion for the SMB software market. He was an early advocate for what we were building at SinglePlatform and can honestly say that our acquisition by Constant Contact would not have happened without him.”
Exec @ Olo, Entrepeneur, Angel Investor
“Josh and team are the super connected, experienced SMB B2B software experts that I go to when we are thinking about strategic partnerships, capital or independent advice. It's tough to have access to this type of professional help in our fast paced, competitive environment.”
Founder and CEO at Surefire Local
My entire tech career – as both operator and advisor – has been spent exclusively within the SMB software market. As an operator, I was fortunate enough to work in leadership positions at market leading SaaS companies – most notably Constant Contact and inDinero.
Most recently, I was Vice President at SurePath Capital Partners – the leading boutique investment bank focused exclusively on the SMB software market where we completed hundreds of millions in financing and exit transactions. While at SurePath, I managed most of the firm’s buyer relationships across the SMB ecosystem – helping to ensure our clients were always best positioned for an exit.
My experience both leading business development and advising founders has helped form the thesis for this firm. I could not be more excited to help founders develop long term relationships that will make a meaningful impact on their companies.
– Josh Scherman, Founder
Why Your Startup Should Invest Early In Business Development
Revenue is everything to a startup. It’s hardly surprising that founders...
Strategic Fit vs Strategic Readiness
A few weeks ago, I had a call with Chris Schulitz, the head of Corporate...
San Francisco, CA
Find our how well you're strategically positioned today.