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M&A advisorBuy-side and sell-side

B2B Software Advisors

San Francisco, CA

Profile last reviewed

October 2026

Public information can change. Corrections are reviewed before publication.

Overview

Overview of B2B Software Advisors

B2B Software Advisors advises SaaS companies serving small and medium-sized businesses, with a focus on founders in the B2B software market. Its services include sell-side and buy-side M&A advisory, business development strategy, and strategic partnership development. Founder Josh Scherman previously served as a vice president at SurePath Capital Partners, where he worked on financing and exit transactions and managed buyer relationships across the SMB software ecosystem.

Named principal

Josh Scherman

Founder & Managing Partner

Profile details

Details for B2B Software Advisors

Representation
Buy-side and sell-side
Firm type
M&A advisor
Based in
San Francisco, CA
Engagement coverage
San Francisco, CA
Industry focus
Technology and software

Office locations

Headquarters and public offices

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  • Headquarters

    San Francisco, CA

Profile sources

This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.

  • Firm website

    b2bsoftwareadvisors.com · checked October 2026

    Open source