Software, Technology & IT Services

In the technology sector, the entrepreneurial spirit thrives. We bring that dynamic perspective to your financial situation, adding to it our strategic, middle-market banking expertise. Whether you’re selling a company, making an acquisition or raising capital, we can tailor a strategy to maximize your outcome.

Sub-industries include

  • Application and Infrastructure Software
  • Internet and Digital Media
  • IT Security
  • IT Services
  • SaaS and Cloud-based Services
  • Semiconductors

John M. Floyd & Associates, Inc.
has been acquired by

Hammond, Kennedy, Whitney & Company, Inc.

New Century Software, Inc.
Has Been Acquired By


SchoolAdmin, LLC
Has Completed a Majority Recapitalization With

Quad Partners

Tango Health
Has Sold Its Health Savings Account Business to


GeoFields, Inc.
Has Been Acquired By


Utegration, Inc.
has completed a majority recapitalization with

Riordan, Lewis & Haden Equity Partners

BP3 Global, Inc.
Has Received a Growth Investment from

Petra Capital Partners, LLC

Internet America
has received

Financial Advisory

Internet America, Inc.
has been acquired by

JAB Broadband

CDB Software
has been acquired by

BMC Software

Prodagio Software
has been acquired by

Teakwood Capital, LP

Texas Energy Network
Common Membership Units

Energy Telecom Investment, LLC & Affiliates

TradeOne Marketing
Has been acquired by

Centiv, a portfolio company of Riverside

Merrick Systems, Inc.
Has completed a majority recapitalization with


Entessa, Inc.
has completed a merger and recapitalization with

Inverness Graham Investments

Merrick Systems, Inc.
Sale of OVS Technologies, LLC

A Division of Merrick Systems, Inc.

e-Services Group International, LLC
has been acquired by

Affiliated Computer Services, Inc.

Houston Consulting Group, Inc.
has been acquired by

Aspen Technology, Inc.

Simplified Development Corporation
has received

Financial Advisory

Simplified Development Corporation
has issued Series A preferred stock


Entelligence, Inc.
has issued convertible preferred stock