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Overview
Shea & Company advises software companies on strategic and financial matters, including M&A and financing, serving both emerging and established leaders. The team analyzes each client’s situation and market conditions to deliver objective recommendations and, when needed, execute transactions; the firm operates from Boston and San Francisco and is a FINRA and SIPC member. Its deep software focus, emphasis on client outcomes, and a track record across North America, Europe, and Israel set it apart from generalist firms. The goal is to help software leaders achieve success by guiding strategic choices and completing tailored transactions.
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Simplify's take
What believers are saying
- Shea & Company advised EasyLlama's sale to Inverness Graham on September 29, 2026.
- Its 2026 GovTech materials highlight active demand and fragmented acquisition opportunities.
- The firm added analyst Sean Sheahan in August 2026, signaling continued hiring.
What critics are saying
- LinkedIn lists only 11-50 employees, making revenue highly dependent on a few bankers.
- A software M&A slowdown would directly cut mandates and squeeze utilization within quarters.
- Boutique scale leaves Shea & Company vulnerable to larger banks poaching clients and talent.
What makes Shea & Company unique
- Shea & Company is a software-focused investment bank, not a generalist advisory shop.
- It has Boston and San Francisco offices, serving North America, Europe, and Israel.
- Since 2005, Shea & Company has advised on more than $20 billion transactions.
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