M&A and Credit Advisory for $5m - $100m SaaS and Services Companies
Trusted, expert advisory to navigate complex M&A and credit transactions. Whether you're considering selling your business or require non-dilutive growth capital - Climb Advisors is the partner you need
.webp)
World class M&A and credit advisory services
Climb Advisors leverages deep industry experience and a powerful network to bring best-in-class advisory services to lower middle market B2B technology companies
Sell-side advisory
Experienced representation in your corner. We position and market your business for a successful exit. We are there to guide you through the process.
From a one-off consultation to full-service M&A process execution, we can tailor our services to suit you best.
Buy-side advisory
Proprietary deals delivered. Our robust sourcing engine, developed through years of experience & our extensive network uncovers quality opportunities in any vertical.
From the largest markets to the smallest niche, we will find opportunities to meet your criteria
Credit advisory
With a network of 300+ lenders and private credit funds, we provide expert debt advisory for companies and founders to help secure the optimal capital structure for growing your business including ARR facilities, growth capital term loans, M&A financing, venture debt, mezz, & more. Our target facility sizes of $5 - $100 million.
.png)
Expert advisory for software founders
After participating in 10+ software transactions for a leading PE firm, Nick Cellura founded Climb in 2020. He wanted to address a gap in the market: bring exceptional advisory to founders of software businesses in the $5m - $100m value range.
He sat on both sides of the table and experienced first hand the poor guidance founders and owners were receiving on exit.
Today, he and his team - who have closed hundreds of millions of dollars of software and services transactions - focus on running a small number of high-touch, high-quality processes each year and building relationships for the long-term.
.webp)
What our clients are saying
"We had been receiving inquires about buying our business almost daily…. Nick was different. I was impressed by his approach, experience and demeanor.
We discussed a series of strategies to seek out and secure a valid opportunity that met our financial and philosophical goals. He brought us a curated list of potential acquirers that could be a great match and he was right - one one of those was our acquirer.
We highly recommend Nick and Climb Advisors to help design and execute a successful exit strategy."
"Climb is the best buy-side advisor we've ever worked with.
They found higher quality businesses than anyone else, built better relationships than anyone else, understood deal structure and negotiation and were willing to do a lot of the heavy lifting and handholding that comes with getting deals closed."
"Climb Advisors acted as our exclusive M&A advisors to achieve a successful sale of our business.
The deal took care of our shareholders, employees and customers and created growth opportunities for the future.
Nick and the Climb team were invaluable in identifying key potential buyers, preparing us for sale, and negotiating a positive outcome for us."
Schedule Intro Call