M&AAcquiring exceptional
vertical software businesses
Valsoft acquires and grows niche B2B software companies across every industry. We provide permanent homes for businesses where founders are ready for their next chapter.
What we look for
Our ideal acquisition targets share a common profile — niche leadership, recurring revenue, and a product that customers genuinely rely on.
Recurring revenue
Subscription or maintenance-based revenue streams. We target businesses with $3M–$30M ARR and strong revenue predictability.
Positive growth
Steady, sustainable growth driven by a product customers depend on — not aggressive sales spending. Organic growth is highly valued.
High retention
Low churn and strong net revenue retention signal a product embedded in the customer's workflow. We look for churn below 8% annually.
Vertical focus
Niche B2B software built for a specific industry — healthcare, legal, construction, agriculture, hospitality, and many others.
Market leadership
A defensible position in the target vertical. We look for businesses that are the go-to solution in their niche, not commodity players.
Strong unit economics
Healthy gross margins (typically 65%+), manageable CAC, and a clear path to profitability or already profitable operations.
Ideal target profile
We focus on B2B vertical software businesses where we can be a long-term steward — not a flipper. Here's the profile we acquire most often:
- B2B vertical SaaS or software with maintenance contracts
- ARR between $3M and $30M (flexible for exceptional businesses)
- Founder-owned or closely-held — not backed by growth-stage VCs
- North America primary market, open to international
- Product is operationally critical to the customer's business
- Stable or growing customer base with multi-year relationships
- Team willing to stay post-acquisition (preferred, not required)
Why sell to Valsoft?
We are permanent capital. We don't flip companies or answer to a fund cycle. Our portfolio companies keep their brand, their team, and their culture.
No exit pressure
Valsoft holds companies forever. There is no fund lifecycle forcing a sale in 5–7 years.
Operational autonomy
Portfolio companies retain their brand, team, and day-to-day culture. We add resources, not bureaucracy.
Fast, certain close
We move quickly and decisively. No financing contingencies — we close with certainty.