SaaS Buyers' Club

In this SaaS Buyers' Club Episode 46, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Katie Dunn, angel investor, board director, finance and due diligence expert, and Partner at Power to Pitch. Katie reveals her journey from finance to startups, emphasizing the art of underestimating and the importance of understanding what investors need to hear. Her transition during the 2008 financial crisis and subseq...

In this SaaS Buyers' Club Episode 45, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Tak Lo, author of I, Leader: Leadership Philosophy from the Army and Startups for the age of AI.Tak shares his unique journey from joining the U.S. Army post-9/11 to becoming an entrepreneur and building the world's first AI-focused accelerator. He dives deep into essential leadership lessons for SaaS founders, stressing the i...

In this SaaS Buyers' Club Episode 44, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Blake Hutchison, CEO of Flippa.Blake shares his transformation from entrepreneur to leading the trailblazing Flippa marketplace, connecting buyers and sellers of digital businesses worldwide. Discover why Flippa's innovative technology blends search, matching, brokerage, and advisory services to create fast and efficient deals...

In this SaaS Buyers' Club Episode 43, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Iris Hu, former VP of M&A Finance at SalesforceLearn about Iris's 18-year journey through over 40 acquisitions, where she developed a robust playbook for successful business integrations. Explore the critical importance of internal diligence, unified strategy, and leadership alignment in the M&A process. Iris shares ra...

In this SaaS Buyers' Club Episode 42, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal delves into Ryan Allis's journey to an epic exit from his startup, iContact.Learn about the origins and growth strategies of iContact, a major email marketing provider, from bootstrapping beginnings with creative growth hacks to scaling up through strategic customer acquisition and optimization. Ryan emphasizes the importance of understa...

In this SaaS Buyers' Club Episode 41, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal delves into the intricacies of scaling startups with Logan Burchett from Forecaster. They explore the significance of reaching the million-dollar revenue mark, a critical threshold that transforms startups into 'real businesses' requiring adept financial management. Logan shares insights on how Forecaster aids companies, especially ...

In this SaaS Buyers' Club Episode 40, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Dan Tocchini, founder of the business coaching consultancy Take New Ground. They delve deep into the intricacies of managing and exiting SaaS businesses. The conversation centers around the undeniable link between culture and business performance. Tocchini shares his journey from an entrepreneurial family to tackling pers...

In this SaaS Buyers' Club Episode 39, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Aryuna Merdygeeva.Aryuna, a former venture-backed startup co-founder, joins the discussion. Ayjuna now aids founders in scaling, fundraising, and overcoming mindset blocks. Dive into the importance of mindset work and how it influences business growth. Aryuna shares heartfelt stories of founders facing subconscious belief...

In this SaaS Buyers' Club Episode 38, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Adrian Koehler.Adrian is a seasoned business consultant and coach from Los Angeles. Adrian shares his journey from pre-med student to pediatric nurse, eventually transitioning into leadership coaching. He dives into the art of helping people make meaningful decisions under pressure, drawing from experiences at the Mosaic ...

In this SaaS Buyers' Club Episode 37, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Simon Leroux, a serial entrepreneur with multiple exits who is now seeking to transform the M&A industry with new startup, Optionality.ai.Simon recounts his intriguing journey spanning over 25 years, beginning in the telco industry and eventually leading to his first entrepreneurial venture, a boutique consulting firm specializ...

In this SaaS Buyers' Club Episode 36, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Cory Blumenfeld, a serial entrepreneur with multiple exits and a rising Linkedin voice.Cory shares the rollercoaster journey of his entrepreneurial life from starting a driveway sealing business to building and selling a mobile app to hospitals across Canada. During the discussion, Cory reveals the challenges he faced, such as...

In this SaaS Buyers' Club Episode 35, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Mitch Petracca, President of the Petracca Group, which is a cutting edge financial due diligence advisory firm. Mitch, who is also the founder of the innovative new venture FundScout, shares his journey from CPA to M&A specialist, focusing on lower middle market businesses valued between $1 million to $100 million. Le...

In this SaaS Buyers' Club Episode 34, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Matt Verlaque, who is the COO at SaaS Academy. Matt shares his incredible journey from being a career fireman to accidentally launching a successful software company called Uplaunch, which was later acquired. He provides valuable lessons on customer concentration, expansion vision, and ensuring founders work themselves ou...

In this SaaS Buyers' Club Episode 33, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Kevin McArdle from Big Band Software. Big Band Software buys and operates great b2b SaaS companies. Learn about BigBand's unique approach to long-term investment, their growing portfolio, and the extensive experience Kevin and his partners bring to the table. Kevin dives deep into what makes their acquisition strategy wor...

In this SaaS Buyers' Club Episode 32, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Dr. Masha Petrova, founder and CEO of Nullspace. With over 15 years in the engineering simulation and design software industry, Dr. Petrova brings a wealth of experience from her roles at Ansys, Altium, and MSC Software during its acquisition by Hexagon.Dive into Dr. Petrova's fascinating journey from a 'real' engineer to a dy...

In this SaaS Buyers' Club Episode 31, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Nick Fogle, founder and CEO of ChurnKey. Nick's expertise in churn reduction strategies has dramatically improved customer retention and overall company performance for SaaS businesses. Together, they dive into his entrepreneurial journey, detailing his early challenges as a recovering attorney with massive student debt, to se...

In this SaaS Buyers' Club Episode 30, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Daniel Jung from Techminers.In this episode, Omeed and Daniel chat about the importance of technical due diligence (TechDD) in the world of startups and venture capital. Daniel shares insights into what Techminers does, how they help businesses and investors assess technical setups, and the significance of continuous improveme...

In this SaaS Buyers' Club Episode 29, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Lien De Pau, founder of The Big Exit.In the episode, Lien and Omeed discuss the critical importance of small business owners building with an exit strategy in mind. Lien shares her journey and insights on making a business sellable and the common lack of exit planning among small business owners. The conversation dives into th...

In this SaaS Buyers' Club Episode 28, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Nathan Hirsch, a serial entrepreneur who secured an incredible exit from his previous company, FreeUp. In this episode, Nathan Hirsch discusses the journey of his company, FreeUp, from its inception to a successful exit. Nathan shares his early entrepreneurial ventures and how challenges in hiring led to the creation of FreeUp...

In this SaaS Buyers' Club Episode 27, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Kyle Vamvouris, founder of Vouris.Kyle shares his expertise on building effective go-to-market functions, emphasizing the crucial role of sales in scaling operations, founder involvement, and the impact of hiring experienced talent. Kyle also shares the changing dynamics of venture capital, highlighting an increased demand for...

In this SaaS Buyers' Club Episode 26, your host, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyer Omeed Tabiei from Optimist Legal interviews Chad Brown, who is a coach for founders, to discuss the often-unforeseen challenges that founders face during an exit, described as a potential crisis. Chad shares his unique perspective derived from personal experiences of failure, loss, and eventually, success as a founder. His journey from a devastating loss in the real est...

In this SaaS Buyers' Club Episode 25, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Sharon Gillenwater, founder of Boardroom Insiders, as she candidly shares her journey from the inception of a unique SaaS platform to its strategic $25 million sale. In this revealing episode, listeners will gain unparalleled insights into the crucial strategies, challenges, and decision-making processes esse...

In this SaaS Buyers' Club Episode 24, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview the founder of Accelera Partners, Dan Cremons.In this episode, the critical role of talent management in the success of private equity investments, particularly within the SaaS sector is explored. Dan Cremons, an experienced PE investor, CEO, advisor, and author, shares valuable insights drawn from his impres...

In this SaaS Buyers' Club Episode 23, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview the founder of Exit Oasis, Mike Finger.Mike Finger is a seasoned entrepreneur with extensive experience owning, exiting, and coaching on small business ventures. With eight businesses, four successful exits, and twenty years in the entrepreneurship space, Mike brings a wealth of knowledge and firsthand insights.&n...

In this SaaS Buyers' Club Episode 22, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview the founder of FE International, the leading SaaS M&A brokerage founder Thomas Smale. This episode provides an in-depth examination of the tech M&A landscape and the pivotal role of AI in shaping business futures and market trends towards 2024. Initially, the discussion, led by the experienced M&A...

In this SaaS Buyers' Club Episode 21, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview SaaS bootstrapper and acquirer Stephen Whyte.Stephen White is the former founder of Qadex, a business which he exited from in January 2023. In this episode, Stephen shares his journey from bootstrapping the UK-based SaaS business to selling it successfully. He elaborates on the challenges faced by Qadex, like...

In this SaaS Buyers' Club Episode 20, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview SaaS investment banker Matt Tortora.In this episode, SaaS investment banker expert Matt Tortora shares vital insights on cornerstones of successful M&A deals in the Software as a Service (SaaS) industry. He elaborates the necessity of focusing on a niche, maintaining organized financials, and KPIs for robust e...

In this SaaS Buyers' Club Episode 19, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Juan Gonzalez.This in-depth discussion features industry veteran, Juan Gonzalez ,who is a 20 year veteran of SaaS and managed services companies. Juan has served in the role of head of customer success, chief customer officer, VPSVP of customer experience and in this episode Juan shares his insights on effective l...

In this SaaS Buyers' Club Episode 18, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Ron Skelton who is the host of the How2Exit podcast. After interviewing almost 200 people on his How2Exit podcast, Ron shares 10 key insights that he's learned from his interviews of the world's foremost experts on M&A. Key points in his discussion revolve around the essential nature of establishing rappo...

In this SaaS Buyers' Club Episode 17, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Don Wharton and James Degreef from the private equity firm, Sureswift Capital. In this episode, they discuss the evolution and focus of SureSwift Capital, highlighting the company's successful formula for acquiring and growing profitable SaaS businesses. The discussion revolves around the distinctive culture ...

In this SaaS Buyers' Club Episode 16, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview acquisition integration expert Steve Nunn. Steve Nunn from Intista shares his substantial expertise on business integration in the SaaS industry, focusing on M&A. Covering topics from the role of leadership to the critical challenges that frequently arise, Steve also presents the unique five-step process ...

In this SaaS Buyers' Club Episode 15, your hosts, Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview SaaS business expert and enterprise sales strategist Rob Gibbons. Rob, a business coach, speaker and ex-athlete with a unique sales outlook, shares invaluable insights into the vital role of systems in sales, understanding customer needs, and mastering the art of negotiation. He also discusses the dynamic Saa...

In this SaaS Buyers' Club Episode 14, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Andrea Balletbó who is the partnerships and acquisitions advisor at Boopos, which is a financier of businesses, among other things like a business listing website, and more. In this episode Andrea explains the business model of Boopos, which is a financing solution for SaaS businesses, among ot...

In this SaaS Buyers' Club Episode 13, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Sam Arami who is a former analyst at a large Canadian investment bank, the founder of the popular instagram account, AI Clubhouse.Sam Arami, founder of AI Clubhouse shares his insightful experiences in the realms of AI and SaaS. Sam reveals his journey from studying finance to starting his tech bran...

In this SaaS Buyers' Club Episode 12, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview guest Allen Rodriguez, industry veteran, former director at LegalZoom, one of the first non-lawyers to own a law firm, and acquirer of SaaS businesses. in this episode, Alan details his transition from working in a law firm to owning one, and his involvement in acquisitions in the legal tech S...

In this SaaS Buyers' Club Episode 11, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Wes Bush who is a renowned expert on Product-led Growth (PLG) strategies and founder of Product-led Institute. Throughout the discussion, Wes divulges his journey from being involved in B2B SaaS to mentoring companies on constructing successful PLG models. He breaks down the nine crucial compon...

In this SaaS Buyers' Club Episode 10, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Hosam Hasan who sold his customer support business which started as a simple side hustle. In this episode, Hosam talks about how he built and sold his side hustle which was a customer service support company for SaaS businesses. He also shares insights into how to deliver exceptional customer s...

In this SaaS Buyers' Club Episode 9, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Ray Drew who is from the SBA Lender Fundex and has helped SaaS businesses secure SBA financing. In this episode, Ray talks about SBA financing and what you need to know. He tells a few great stories about acquisitions he's helped finance, and he even tells a few horror stories about acquisitions...

In this SaaS Buyers' Club Episode 8, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Anna Nadeina who is head of growth at SaaS.Group. SaaS.Group is a serial buyer of SaaS businesses from around the world that are operated remotely. Anna is the head of growth and host of the SaaS.Unbound podcast where she interviews SaaS founders about founding and scaling their businesses. In t...

In this SaaS Buyers' Club Episode 7, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview microPE and SaaS entrepreneur Ryan Kulp who founded the microPE firm Fork Equity where he's had 10 of the companies Fork's invested in acquired since founding Fork Equity in 2017. In this episode, Ryan covers his mindsets and mental models around what to think about to successfully acquire SaaS ...

In this SaaS Buyers' Club Episode 6, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview indie hacker and MicroSaaS entrepreneur Ayoub Moustaid who has exited and sold 3 SaaS products created through his software development company Overflow Digital Solutions. Ayoub is a coder with proficient business acumen who enjoys launching, building, and selling MicroSaaS businesses.In this episode...

In this SaaS Buyers' Club Episode 5, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Christine McDannell from M&A business brokerage The Magnolia Firm. Christine also has built and successfully sold numerous businesses including a med spa and SaaS platform.In this episode, Christine describes how to work with a broker to sell your business. She tells a few great stories about how...

In this SaaS Buyers' Club Episode 4, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal interview Colin Dougherty from AI business intelligence SaaS company Zenlytics. Colin also successfully sold his ecommerce business CAMSKNS.In this episode, Colin describes how to sell an ecommerce business. He describes the process of selling his ecommerce business, gives valuable direct insights on what's re...

In this SaaS Buyers' Club Episode 3, your hosts, private equity Software as a Service (SaaS) mergers and acquisitions (M&A) lawyers Omeed Tabiei and Joe Prencipe from Optimist Legal review recent SaaS trends in 2023. Follow the Host: Omeed Tabiei ► https://www.linkedin.com/in/Omeed-Tabiei► https://www.facebook.com/omeedt►https://www.instagram.com/saasbizlawyerFollow the Co-Host: Joe Prencipe► https://www.linkedin.com/in/joeprencipeHow to reach Optimist Legal about your SaaS M&am...

In this SaaS Buyers' Club Episode 2, your hosts Omeed Tabiei and Joe Prencipe from Optimist Legal review recent SaaS M&A acquisition deals. Some SaaS M&A acquisition deals that they review in this episode are the recent acquisition of Fintech SaaS payments platform KyckGlobal, the recent acquisition of generative AI customer engagement chatbot SaaS platform Aivo, the recent acquisition of a European SaaS recruitment platform, and some recent acquisitions by Apple of generative mu...

This is the first episode of SaaS Buyers’ Club. The SaaS Buyers’ Club engages with SaaS thought leaders to get leading industry insights for founders to get the best exit, and for buyers to get their next best deal. In this episode, Omeed Tabiei and Joe Prencipe, who are the hosts of the SaaS Buyers’ Club introduce themselves and talk about the vision for the show, the community they’re look to build with SBC, and why they prefer being lawyers in the SaaS acquisitions space. We release new ep...