M&A + Business Development Advisory Services

Why Choose Us?

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.

Strategic Business Development

Lay the strategic foundation for future optionality

  • Strategic evaluation of the business to help identify areas of opportunity and which key partners to target
  • Initiate, develop and negotiate strategic partnerships
  • Ensure partner management capabilities are in place to increase probability of success
  • Improve sales and marketing processes while developing new indirect sales distribution channels.
  • Build long term relationships with companies most likely to acquire your business
Sell Side Advisory

Leverage our deep industry expertise and expansive buyer relationships

  • Clearly defined M&A objectives to ensure alignment prior to market.
  • Provide market analysis to help assess strategic opportunities and identify optimal transaction partners.
  • Ensure market readiness to enable a smooth process once interest has been indicated.
  • Quality, not quantity focused. Customized outreach to each buyer’s specific needs.
  • Assist in developing creative deal structures and negotiating complex M&A transaction terms.
Buy Side Advisory

The buy side has become too competitive. We help you find the advantage…

  • Access to proprietary deal flow for private equity, strategic buyers and family offices.
  • Ideal for both new platform and strategic add-on scenarios.
  • We develop opportunities that are not part of a competitive auction, allowing you to negotiate exclusively where possible and pay fair market prices.
  • Pre and post transaction bespoke consulting support.



“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.”

Kenny Herman

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.”

Christopher Marentis

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

Surepath Capital
Constant Contact



[email protected]

San Francisco, CA

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