Each Kaizen banker takes pride in their deep domain expertise, disciplined execution, and continuous improvement to deliver market-leading outcomes—that’s the Kaizen standard. We partner with category-leading software founders to provide candid, creative, straightforward M&A advisory services, turning preparation into performance and delivering best-in-class transaction outcomes.
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Our team brings decades of combined experience in software M&A, ensuring you benefit from deep market knowledge and relationships.
We employ a candid, creative, and straightforward approach to guide software entrepreneurs through successful transactions.
Our mission is to assist market-leading software founders with accomplishing outstanding transaction outcomes through extensive preparation, discipline, and continuous refinement.
“I entrusted Shane & Zach as advisors due to their unparalleled expertise in the LegalTech sector and their unique process strategy. Their process allowed me to properly evaluate the most strategic buyers, execute reverse diligence and secure the best valuation with the most ideal acquirer, Centerbase backed by Mainsail. Their exceptional dedication was evident. They went above and beyond, skillfully negotiating my rollover equity and Legalfit’s employee contracts, ensuring an optimal outcome for all stakeholders.”
"Prior to engaging Shane and Zach, Worksuite had two previous late-stage investments that failed. Having gone through both successful and unsuccessful transactions… I thought, why do I need to pay someone to do this for me? Honestly, I would not do a transaction without Shane and Zach. They ensured firms aligned with our cultural needs and vision, making every meeting purposeful. Personally, Shane was a great sounding board, coach, and teammate. The team provided comprehensive data analysis and invaluable assistance, allowing me to elevate discussions to a more strategic level."
“Zach and Shane were pivotal in our deal. They were very respectful of how we wanted to communicate and always took the high road. They applied the competitive pressure with other Letters of Intent and allowed me to keep the relationship up. They gave us a big ‘leg up’ with their industry expertise and financial knowledge that was key to getting the deal successfully closed. We would not have had that otherwise.”
