We acquire.
We build.
We stay.
How the partnership works.
Here’s what you can expect before and after a sale.
Choose a stage to explore
Established software
in quiet industries.
We look for essential B2B software companies with loyal customers and clear expansion opportunities.
- Business
- Vertical-market B2B software
- Ownership
- 100% acquisitions
- Size
- $2M+ in revenue
- Markets
- United Kingdom, United States, Canada, Australia, and New Zealand
- Starting point
- Trusted product, recurring revenue, and durable demand
The steps we take together.
You’ll work directly with our team, with a clear explanation of every request. We’ll keep you up to date on where things stand.
- 01
Get to know each other
We get to know the company and your reasons for considering a sale, so we can work out together whether Balio is a good fit.
- 02
A shared view of the future
We discuss price, deal structure, your role, and the main priorities for the business after close.
- 03
Get into the detail
Our team reviews the product, customers, finances, and legal position. We keep requests focused so you can keep running the company.
- 04
Plan the handover
Before closing, we agree who’s responsible for the transition and what the team and customers need to know.
What would you
like to do next?
You might be ready to step away, want a more focused role, or be keen to keep leading. We discuss that early and build it into the plan.
Start a confidential conversationStep away after the handover
Agree a transition period, hand over responsibilities, and leave knowing who’s taking the company forward.
Focus on what you enjoy
Stay involved in the part of the business you enjoy, whether that means working on the product or with customers.
Keep leading the business
Continue as a leader, with Balio’s people, capital, and engineering behind your plans.
You might be wondering.
Who will know we are talking?+
We agree confidentiality before sharing sensitive information and keep the conversation to the people who need to be involved. Any public announcement is agreed with you.
How do you think about price and structure?+
We value the business as it stands today and discuss price and structure early. Where it makes sense, the structure can give you a share in future growth.
How long does diligence take?+
Usually six to ten weeks after we’ve given a clear indication. Our own team does the work, and we plan requests around the fact that you still have a company to run.
Do you use debt?+
Yes, conservatively. We structure the acquisition so the business has room to operate and invest after close.
Can a founder leave or stay?+
Either can work. You can step away after a handover, stay in a focused role, or keep leading the business. We agree what that looks like before closing.