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Software & Technology


30 Years of Deal Experience & Expertise in the Software & Technology Sector

Stax conducts over 150 software and technology engagements each year for private equity and sponsor-backed businesses. Our deep knowledge of assets along the spectrum from growth equity to mid-market to large-cap allows us to provide diligence and strategy advisory that improves investment outcomes. 

Recent Work

Stax Provides Sell-Side Support to Casepoint on Merger with OPEXUS​
January 28, 2025
Stax recently supported Casepoint, a leading provider of government process management software, on its merger with OPEXUS. Click here to learn more.
Stax Advises Berkshire Partners on its Investment in Thrive
January 16, 2025
Stax is proud to have provided our investment advisory services to Berkshire Partners in its recent strategic investment in Thrive, a leading provider of cybersecurity, cloud, and IT managed services. Click to learn more about this recent investment and the Stax team.
Stax Advises SPS Commerce on Acquisition of Carbon6 Technologies​
January 7, 2025
Stax congratulates SPS Commerce on its recent acquisition of Carbon6 Technologies, a provider of software tools to Amazon sellers. Read more about the deal here.
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Expertise

  • Enterprise Applications

    • ERP and Finance
    • Analytics
    • Communications
    • Human Capital Management
    • Information Services
    • Sales and Marketing Technology
    • Engineering and Manufacturing Technology
    • Payments
    • Supply Chain Mgmt. / Logistics 
    • GRC
  • Vertical SaaS/Industry-Specific Applications

    • Healthcare IT
    • Fintech
    • EdTech
    • Industrial and Logistics
    • Retail
    • Legal Tech
    • Public Sector and Non-Profit
    • Housing and Real-Estate Tech
    • Telecom
    • Auto Tech
    • Construction Tech
    • Energy Tech
    • Hospitality Tech
  • Media & B2C Technology

    • Internet-Enabled Consumer Services
    • Consumer Software and Apps
    • Video, Audio, and Streaming
    • B2C Marketplaces and eCommerce
  • IT Infrastructure

    • Networking Equipment & Services
    • Communications Infrastructure— Data Centers, Towers, and Fiber Networks
    • IT Management
    • Cybersecurity
    • Endpoint Security
    • Data Storage & Security
    • Hardware
  • IT Services

    • IT Staffing
    • Systems Integrators
    • Managed Service Providers
    • Managed Security Service Providers
    • Managed Print Services
    • Value Added Resellers
  • Artificial Intelligence & Machine Learning

    • AI-Powered Tools
    • AI-Powered Software Applications
    • AI-Powered Digital Transformation

Leadership

Recent Insights

Stax and Shea & Company | Governance, Risk, & Compliance Market
January 29, 2025
In this collaborative research effort, Stax and Shea & Company have compiled a 2025 market update on the Governance, Risk, and Compliance sector. Click to learn more.
Stax Provides Sell-Side Support to Casepoint on Merger with OPEXUS​
January 28, 2025
Stax recently supported Casepoint, a leading provider of government process management software, on its merger with OPEXUS. Click here to learn more.
Featured in reworked: Generative AI Blurs Build vs. Buy Lines
January 21, 2025
How is GenAI affecting build vs. buy decisions? Peter Renon was asked to share his expert perspectives on its promise, limitations, and strategic impact. Read the full story here.
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