Y2G Home
Tools & Technology
Our Clients
About Us
News & Events
Research Library
Contact Us
Home

 

 

 

 

Do you understand the metrics
associated with each opportunity?


Y2G Associates provides research driven and focused corporate finance expertise, exclusively to publicly traded and privately-held companies in the software industry. Y2G Associates advises companies across a broad spectrum of IT sectors, ranging from systems to enterprise software firms. Our access to top decision makers within IT is unmatched.

We bring two important components to each engagement: Size of Network, and Technology Expertise. The breadth of our teams experience as well as our in-depth research expertise in the technology sector has lead our clients to use us for:

Industry Research & Company Analysis
As an independent research provider, Y2G Associates offers companies targeted, in-depth analysis of markets and companies including: market segnmentation reports, competitor profiles, and company valuations. Y2G Associates research is distributed through various electronic channels and is widely available to software organizations, investement bankers, and venture capital firms. Our corporate clients also find that Y2G Associates research reports are an effective marketing tool for reaching potential investors, customers, and business partners.

Investor Communication
With over 25 years combined experience and research in the software industry Y2G Associates principals offer highly qualified advice to technology companies regarding investor and market communication. Y2G Associates provides commissioned reports to investment banks looking for an outsourced research solution.

Capital Raising
Backed by its sector industry expertise and network of independent software vendors, venture capital, and institutional relationships, Y2G Associates can handle the full range from $2m to $20m primary and secondary equity capital raisings for privately-held technology companies. In a typical assignment, Y2G Associates will:
  • Prepare a research report outlining the investment opportunity

  • Organize an investor roadshow

  • Negotiate final deal terms and valuation.


  • Software companies looking for outside investment should have the following characteristics:
  • 3+ years in current business

  • Sizable installed base and/or strong emerging technology

  • Protective Intellectual property

  • CAGR (revenue) over two years of at least 20%

  • Strong management team in place


  • Mergers & Acquisitions Advisory
    Our firm philosophy is to work very closely with a limited number of clients to assist them in achieving their strategic initiatives. Due to our narrow software industry focus and the extensive experience of our professionals, Y2G Associates is able to execute complex, sell-side and buy-side transactions in the most cost effective and timely manner. Typical transaction sizes for Y2G Associates range from $5 million to $20 million. Y2G Associates is unique from other firms based on:
  • Extensive contacts and software industry reputation

  • Understanding of software companies, products, technologies and valuations

  • Execution-oriented M&A process

  • Strong utilization of automated tools integrated throughout process


  • Sell-Side Services
    Software management teams and boards struggle knowing when and how to time the market to get the best deal for their company. We capitalize on our broad industry network, utilize our large research databases, and execute on a standard approach that has worked for many years across the invesment banking world.

    Our Process
    Our clients receive senior attention through every aspect of an M&A transaction, from identifying potential partners, preparing the marketing materials, to contacting potential partners, positioning, structuring, negotiating and closing of a deal. Our approach to mergers and acquisitions is not different than other investment bankers. It is how we execute on the process that makes us different. It is our network, contacts, and use of collaboration, project mananagement, and modeling tools that bring us the most success. These are used to constantly communicate progress to our clients during each milestone of the project.

    Learn more about our Tools & Services:

    Competitive Performance Calculator

    Channel & Alliance Management

    Product Life Cycle

    Product Marketing

    Sales Operations

    M&A Advice and Capital Raising

    Professional Services
    Competitive Performance Calculator
    Channel & Alliance Management
    Product Life Cycle
    Product Marketing & Marketing Operations
    Sales Operations & Business Development
    M&A Advice and Capital Raising
    Professional Services
    Management Bios