Unlock your full potential
Refined advisory for exceptional businesses
As partners to founders, we provide unconflicted strategic growth and capital advice, prepare you for milestone transactions and shoulder the complexity of execution. We empower you to pursue your vision with confidence, knowing the deal is in expert hands.
Recent transactions
Guiding market-leading businesses through pivotal transactions that unlock growth and lasting impact.
Trusted by Market Leading Investors & Public Strategic Acquirers
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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.
30B+
Transactions Volume
4MO
Average Process
“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.”
"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."
“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 advisor.
Decoding SaaS Transactions: The Ascendancy of Gross Retention Over Net Retention
Strategic planning is vital for software exits. Founders must grasp multiple factors shaping a successful exit, be it imminent or distant.
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