SaaS M&A Attorney for Technology Acquisitions
Buying or selling a software business starts with the rights behind the product and its customer relationships. We review software ownership, customer contracts and license issues, then carry the findings into purchase documents and closing. Alex Lubyansky leads every engagement, with an associate supporting the work.
Technology & SaaS M&A legal services: Transaction counsel for the acquisition or sale of a software business. Legal work can include IP ownership diligence, customer and vendor contract review, privacy obligations, purchase-agreement negotiation and coordination of closing deliverables. Financial and technical diligence should be coordinated with the appropriate advisers.
For the underlying IP work itself, our intellectual property services page covers licensing and portfolio management, and our patent services page covers what a patent portfolio review adds to a technology deal specifically.
Buying a SaaS business? Start with the transfer questions.
A buyer needs to know what can be acquired and operated at closing. Identify missing developer assignments, customer approval requirements and third-party license restrictions while there is still time to address them in the deal.
- Before signing: identify the product, legal owner, proposed structure and any known issue affecting a core asset or customer.
- During diligence: connect each document request to an open question, decision owner and proposed resolution.
- Before closing: reconcile required assignments, consents and agreed remediation with the purchase agreement and closing checklist.
Use our SaaS acquisition legal due diligence checklist for a document-to-risk-to-closing-action matrix. If you have an identified target, share the deal stage, expected timing and the issue you need counsel to assess.
Request Engagement AssessmentDeep Technology Sector Expertise
Our specialized knowledge of technology business models, regulatory landscapes, and industry dynamics ensures sophisticated guidance for your most complex transactions.
SaaS & Software Platforms
Sophisticated understanding of software business models, recurring revenue structures, and technology stack valuations.
AI & Machine Learning
Deep expertise in artificial intelligence companies, data-driven business models, and algorithmic intellectual property.
FinTech & Digital Finance
Specialized knowledge of financial technology regulations, payment systems, and digital banking innovations.
HealthTech & Digital Health
Comprehensive understanding of healthcare technology regulations, HIPAA compliance, and medical device classifications.
Comprehensive Venture Capital Services
From seed funding through strategic exits, we provide sophisticated legal counsel across all stages of the venture capital lifecycle.
Seed & Series A
Early-stage venture capital transactions including founder equity, investor rights, and growth planning.
Key Services:
- Term Sheet Negotiation
- Founder Equity Structuring
- Investor Rights Agreements
- Board Composition & Governance
Growth Equity (Series B+)
Late-stage funding rounds with sophisticated valuation methods and complex investor structures.
Key Services:
- Preferred Stock Structuring
- Anti-Dilution Protection
- Liquidation Preferences
- Employee Stock Option Plans
Strategic Partnerships
Technology partnerships, joint ventures, and strategic alliances that accelerate growth and market access.
Key Services:
- Strategic Alliance Agreements
- Technology Licensing Deals
- Joint Venture Structuring
- Commercial Partnership Terms
Exit Planning & M&A
Strategic exit preparation including acquisition readiness, buyer identification, and transaction optimization.
Key Services:
- Acquisition Preparation
- Strategic Buyer Outreach
- IPO Readiness Assessment
- Exit Strategy Optimization
Technology M&A Challenges We Solve
Technology transactions present unique complexities that require specialized expertise and innovative solutions to achieve successful outcomes.
Intellectual Property Complexity
Comprehensive IP due diligence, patent portfolio analysis, and sophisticated licensing strategy development.
Key Considerations:
Data Privacy & Security
Advanced privacy compliance framework, security audit protocols, and regulatory risk management.
Key Considerations:
Revenue Recognition & Metrics
Sophisticated SaaS metrics analysis, revenue quality assessment, and financial model validation.
Key Considerations:
Regulatory Compliance
Industry-specific regulatory compliance assessment and ongoing compliance management framework.
Key Considerations:
Technology Valuation Factors
Understanding the key drivers of technology company valuations ensures optimal transaction outcomes and strategic positioning.
Recurring Revenue Quality
Analysis of revenue predictability, customer retention, and growth trajectory sustainability.
Key Metrics:
Technology Differentiation
Assessment of competitive advantages, IP portfolio strength, and technological barriers to entry.
Key Metrics:
Market Position & Growth
Evaluation of market opportunity, competitive positioning, and scalability potential.
Key Metrics:
Operational Efficiency
Analysis of business model efficiency, unit economics, and operational scalability.
Key Metrics:
Technology M&A Questions & Answers
Find answers to common questions about our M&A legal services
How does legal diligence relate to SaaS valuation?
What IP considerations are critical in tech M&A?
How do you handle data privacy in tech acquisitions?
Can you help with venture capital fundraising?
Need guidance specific to your transaction?
Request Engagement AssessmentConsidering a Technology Transaction?
We engage selectively with technology companies pursuing material transactions. Senior counsel on every deal. Defined scope engagements.