Unlock your full potential.

Refined advisory for exceptional businesses
20B+
Transaction Volume
4Mo
Average Process
about us
As former B2B software investors and founders, we are uniquely positioned to advise like-minded founders through growth capital raises or strategic mergers. Kaizen’s sell-side positioning, continuous improvement methodology, and differentiated process results in premium outcomes.
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Recent Transactions

Trusted by Market Leading Investors & Public Strategic Acquirers

Our client successes are our best references

Robert Zhou
CEO & Founder of Legalfit
I entrusted Shane & Zach as advisors due to their unparalleled expertise in the LegalTech sector and their unique process strategy. Their process allowed me to properly evaluate the most strategic buyers, execute reverse diligence and secure the best valuation with the most ideal acquirer, Centerbase backed by Mainsail. Their exceptional dedication was evident. They went above and beyond, skillfully negotiating my rollover equity and Legalfit’s employee contracts, ensuring an optimal outcome for all stakeholders.
Joey (Frasier) Boothe
CEO & Co-Founder of Worksuite
Prior to engaging Shane and Zach, Worksuite had two previous late-stage investments that failed. Having gone through both successful and unsuccessful transactions… I thought, why do I need to pay someone to do this for me? Honestly, I would not do a transaction without Shane and Zach. They ensured firms aligned with our cultural needs and vision, making every meeting purposeful. Personally, Shane was a great sounding board, coach, and teammate. The team provided comprehensive data analysis and invaluable assistance, allowing me to elevate discussions to a more strategic level.
Collin Jones
President & Co-Founder of Resi Media
Zach and Shane were pivotal in our deal. They were very respectful of how we wanted to communicate and always took the high road. They applied the competitive pressure with other Letters of Intent and allowed me to keep the relationship up. They gave us a big ‘leg up’ with their industry expertise and financial knowledge that was key to getting the deal successfully closed. We would not have had that otherwise.

Tailored insights for software founders by leading M&A advisors.

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Decoding SaaS Transactions: The Ascendancy of Gross Retention Over Net Retention
Kaizen spotlights Gross Retention as a linchpin for investors and buyers, underscoring ARR value.
Identifying the Right Investment Banking Partner for your Software Company
Choose Kaizen: Expert in M&A, strategic partner for software success. Critical guide to select an investment bank.
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Kaizen's Comprehensive Process is a Strategic Roadmap to Success
At Kaizen, follow the road to optimal outcomes and a seamless journey. Expert in software intricacies. Explore Kaizen's process.
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