Technology

Valuation and Advisory for Technology Companies Across Software, SaaS, and Tech-Enabled Services

Technology companies present distinctive valuation challenges, from recurring revenue models and intangible-heavy balance sheets to complex equity structures and rapid growth trajectories that require specialized methodology. Houlihan Capital provides independent valuation and investment banking support for technology companies across the full lifecycle.

Our team has experience across SaaS, software, tech-enabled services, and digital platforms. Delivering rigorous, well-documented analyses for transactions, financial reporting, and strategic decision-making.

What We Do

Advisory Services for Technology Companies

Business Valuations

Independent enterprise valuations for SaaS, software, and tech-enabled service companies, supporting financial reporting and transaction advisory purposes.

Capital Advisory

Capital raising support for technology companies across the capital structure, including growth equity, debt, and equity placements.

M&A Advisory

Buy-side and sell-side advisory for technology transactions, including target identification, due diligence, and deal structuring for recurring-revenue businesses.

Fairness Opinions

Independent fairness opinions for technology transactions involving related parties or potential conflicts of interest.

Solvency Opinions

Independent solvency analysis supporting leveraged transactions, dividend recapitalizations, and distributions involving technology companies.

SPAC Opinions

Independent fairness and valuation opinions supporting SPAC transactions involving technology targets.

Stock Compensation

Independent 409A valuations and stock-based compensation analyses for SaaS platforms and software companies issuing equity to founders and employees.

Goodwill & Intangible Asset Valuation

Independent valuation of goodwill and intangible assets for technology companies, supporting purchase price allocation and impairment testing on intangible-heavy balance sheets.

Who We Serve

Serving the Technology Sector

Private Equity & Institutional Sponsors

Valuation and advisory support for sponsors managing technology portfolio companies through acquisitions, add-on strategies, and sell-side processes.

Business Owners & Founders

Independent analytical support for founders and owners of technology companies: SaaS platforms, software businesses, and tech-enabled services operators, evaluating a sale, recapitalization, or growth financing initiative.

Corporations & Strategic Acquirers

Fairness opinions, purchase price allocations, goodwill and intangible asset valuations, and independent analytical support for technology companies pursuing acquisitions or divestitures.

Working in technology?

Connect with an advisor who understands your sector.