Software and SaaS buyer roundup
Software deal sourcing firms, ranked on who actually serves SaaS.
Most lists of outsourced origination vendors read the same whichever sector you search, because the same generalist firms get folded into every list regardless of fit. Software deal sourcing firms worth a shortlist are a shorter list than that, because a vendor built for a lower-middle-market services buy box does not automatically know how to value ARR, reach a distributed founder, or compete with the public SaaS marketplaces that list small software businesses for sale. We publish this list and DealSource Systems is our own service, ranked here alongside three others; the other three are ranked on the criteria below, not on how closely they resemble us. Every claim about another firm is quoted from that firm's own live site, read in this run, and linked as the source.
This list only includes firms that name software, SaaS or technology as a distinct industry, vertical or client type in their own words, not a word folded silently into "institutional buyers" or "all sectors." That bar cuts a much longer generalist list down to four: CT Acquisitions, which runs a dedicated page on sourcing off-market SaaS acquisitions; Harvey & Company, which maintains a named "Software & Technology" track record page; Konverrt, which states it runs outreach systems for B2B SaaS firms on the same discipline as its core M&A work; and DealSource Systems, covered in software company acquisitions: a sourcing playbook and MSP acquisitions vs SaaS: sourcing compared.
What each firm can actually show you in software and SaaS
Checked against all four sites in this same run, only one of the four publishes a named result with a number attached to a software client: Konverrt's own case study on Adspert, an AI PPC optimisation platform, states 23 qualified signups and 91% trial activation from its outreach. CT Acquisitions and Harvey & Company both name the sector plainly, with CT Acquisitions stating it sources "proprietary SaaS deal flow for 500+ active institutional buyers" and Harvey & Company listing named platform and add-on deals under its software and technology track record, but neither publishes a case study with a measured outreach or conversion number. DealSource Systems publishes named, numbered results across other sectors (see results) and the only flat, published price on this list, but does not yet have one specific to a software mandate. We would rather say that plainly than pad it with a generic claim: if you are shortlisting specifically for software, ask every firm below, us included, for the one number that actually comes from a software or SaaS engagement, not a adjacent sector.
Quick comparison
| Provider | Location | Best for | Starting price |
|---|---|---|---|
| DealSource Systems | Remote, US-based (Danish Lead Co.) | PE firms, M&A advisors and corp dev teams running a software or SaaS thesis who want one origination engine across every vertical they pursue | $4,000/month flat, published in full |
| CT Acquisitions | Sheridan, Wyoming | A buyer wanting proprietary off-market SaaS deal flow matched to a buy box, with no fee on the buy-side introduction | No fee on buy-side intros; sell-side paid at close |
| Harvey & Company | Newport Beach, California | Well-capitalised buyers running platform and add-on acquisitions across software subsectors such as cybersecurity compliance, supply chain and ERP | Contact for pricing |
| Konverrt | Not published | A smaller SaaS buyer or advisor wanting a pay-after-meetings pilot with a published SaaS result already on the board | A few thousand dollars a month once qualified meetings land |
How we chose this list
We started from firms that run actual buyer-side origination or outreach, not data marketplaces like Acquire.com or MicroAcquire that list businesses for sale and leave the outreach to the buyer. From there, a firm only made this list if its own site names software, SaaS or technology as a specific vertical or client type in its own words. CapTarget, SourceCo, TruSight, OutSearched and Kiya were checked in this same run and none of the five named software or SaaS specifically on their live site as of today, so none made this list; several of them appear on our other sector roundups where their own sites do name that sector. None of the four below are current DealSource Systems clients or partners.
DealSource Systems
Best for: a buyer who wants software or SaaS origination run on the same engine used for every other thesis the fund pursues, at a predictable monthly cost.
DealSource Systems runs AI-assisted origination for software and SaaS mandates under the same engine described in full on how it works, covering ARR-based target screening and founder outreach the same way it covers any other vertical. Pricing is a flat $4,000 a month with a 90-day minimum and no success fee, published in full, against a market where two of the three firms below keep pricing private. See the full comparison.
CT Acquisitions
Best for: a search fund, family office or lower-middle-market PE firm wanting proprietary, off-market SaaS deal flow with no buy-side fee.
CT Acquisitions states it sources proprietary SaaS deal flow for "500+ active institutional buyers," matched to each buyer's specific buy box, and positions itself as "a buy-side partner, not a sell-side broker or a marketplace." It charges no fee on the buy-side introduction; sell-side work is paid at close. Based in Sheridan, Wyoming, it typically works revenue bands from $1 million to $50 million. See the full comparison.
Harvey & Company
Best for: a well-capitalised fund running simultaneous platform and add-on searches across software and technology subsectors.
Harvey & Company maintains a dedicated "Software & Technology" track record page naming platform investments including 360 Advanced (cybersecurity and compliance services) and Decision Point Technologies (supply chain automation software), alongside add-on deals in ERP and cloud document management. Based in Newport Beach, California, it does not publish pricing. See the full comparison.
Konverrt
Best for: a smaller SaaS buyer or advisor who wants to see a published software result before committing to a retainer.
Konverrt states its "core is lower-middle-market M&A advisory and sell-side origination, plus lower-middle-market PE and independent sponsors," and adds that it "also runs outreach systems for B2B SaaS and services firms on the same discipline." Its published Adspert case study, an AI PPC optimisation platform, reports 23 qualified signups and 91% trial activation. Stated pricing is "a few thousand dollars a month, scaled to the size of your sending program," with no invoice until the first two qualified meetings. See the full comparison.
How is sourcing a software or SaaS acquisition different from sourcing a services business
It differs mainly in three ways: valuation runs off ARR rather than EBITDA for smaller targets, the founder is often distributed rather than tied to one office, and small SaaS businesses already have public marketplaces listing them, which means a buyer's edge comes from reaching a founder before that listing exists, not after. That is also why what proprietary deal flow really means matters more in software than in a trade business with no public listing venue at all: the off-market window is real but narrower, covered further in off-market acquisitions: a buy-side M&A guide. None of the four firms above compete directly with those marketplaces; all four are reaching founders who have not listed anywhere yet.
How to choose between these software deal sourcing firms
- 1. Confirm the firm actually names software, SaaS or technology, not just "all sectors." All four above do, in their own words, on their own site; a much longer list of generalist origination firms never says so directly.
- 2. Ask for the one number that comes from a software engagement specifically. Konverrt is the only firm here with one published; ask the other three, us included, directly and in writing.
- 3. Match the fee model to your mandate. CT Acquisitions and Konverrt both carry no cost or low cost until results land; DealSource Systems trades that for a flat, predictable monthly price; Harvey & Company requires a call either way.
- 4. Weigh breadth against specialisation. Harvey & Company runs software as one of several named sectors inside a larger buy-and-build practice; CT Acquisitions and Konverrt both treat SaaS as a named, separate motion.
- 5. Check the public marketplaces first. If a target would already show up on Acquire.com or a similar listing site, none of these four firms is solving your problem; their value is reaching a founder before that happens.
If you would rather have this run for you, DealSource Systems does off-market deal sourcing for lower middle market private equity: owners reached directly before they run a process, for a flat $4,000 a month.
Frequently asked questions
Which deal sourcing firms actually name software or SaaS as a focus
CT Acquisitions, Harvey & Company, Konverrt and DealSource Systems each state on their own site, in their own words, that they serve software, SaaS or technology buyers specifically, which is the bar this list used to decide who qualifies.
Does any firm on this list publish a named software result with a number
Yes, one does. Konverrt publishes a case study on Adspert, an AI PPC optimisation platform, reporting 23 qualified signups and 91% trial activation. The other three, DealSource Systems included, do not yet have one specific to software and say so plainly here.
Is sourcing a SaaS acquisition different from sourcing a services business
Yes, mainly in three ways: valuation runs off ARR rather than EBITDA for smaller targets, founders are often distributed rather than fixed to one office, and small SaaS businesses already have public marketplaces listing them, which narrows the off-market window compared with a trade business.
Do any of these firms charge nothing until a deal closes
CT Acquisitions states it charges no fee on buy-side introductions, with sell-side work paid at close. Konverrt does not invoice until the first two qualified meetings land. Harvey & Company and DealSource Systems do not use a pure success-fee model.
Can a buyer use a marketplace like Acquire.com instead of hiring one of these firms
For some small SaaS deals, yes, but a listed business is no longer off-market by definition, and the multiple reflects that. All four firms above are built to reach a founder before that listing exists, which is the harder and more valuable part of the process.
Is DealSource Systems built specifically for software and SaaS buyers
No. DealSource Systems runs origination across private equity, M&A advisory and corporate development mandates on the same underlying engine; software and SaaS is one vertical we cover, described in software company acquisitions: a sourcing playbook and MSP acquisitions vs SaaS: sourcing compared.
Conclusion
Among software deal sourcing firms, four actually name software or SaaS on their own site rather than folding it into a generic buyer list, and the honest split is this: Konverrt is the only one with a published number from a software engagement, CT Acquisitions charges nothing on the buy-side introduction, Harvey & Company brings the deepest named track record across software subsectors, and DealSource Systems is the only one with a published flat price, running the same engine across every vertical a fund pursues. Whichever you shortlist, ask for the one number that comes from a software mandate specifically before you sign anything. See how it works, compare your options on solutions, or read deal sourcing firms for M&A advisors if your mandate spans more than one sector.