Insights

Specialized Niche Arrowroot Advisors focuses exclusively on middle-market SaaS and web-enabled software companies with recurring revenue models, presenting opportunities to engage with a highly targeted client segment seeking growth and exit strategies.

Growth Focus The firm targets rapidly growing businesses that deliver essential subscription-based products, ideal prospects for offering tailored M&A or capital raising solutions aligned with their expansion plans.

Service Portfolio With expertise in sell-side M&A and growth equity capital sourcing, Arrowroot provides comprehensive advisory services, making it a valuable partner for clients in need of end-to-end transaction support.

Network & Expertise Leveraging deep industry knowledge and strategic relationships, the firm can connect clients with potential acquirers, investors, and lenders across the middle-market SaaS ecosystem—opening multiple sales pathways.

Podium for Outreach Given the firm's size and niche focus, there is an opportunity to develop targeted outreach campaigns highlighting its specialized expertise, helping to attract clients seeking tailored M&A and capital solutions in the SaaS sector.

Arrowroot Advisors Tech Stack

Arrowroot Advisors uses 8 technology products and services including Calendly, Open Graph, Wix, and more. Explore Arrowroot Advisors's tech stack below.

  • Calendly
    Appointment Scheduling
  • Open Graph
    Content Management System
  • Wix
    Content Management System
  • RSS
    Content Management System
  • Google Workspace
    Email
  • Lodash
    Javascript Libraries
  • reCAPTCHA
    Security
  • Cloudflare Bot Management
    Security

Media & News

Arrowroot Advisors's Email Address Formats

Arrowroot Advisors uses at least 1 format(s):
Arrowroot Advisors Email FormatsExamplePercentage
First.Last@arrowrootadvisors.comJohn.Doe@arrowrootadvisors.com
100%

Frequently Asked Questions

Where is Arrowroot Advisors's headquarters located?

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Arrowroot Advisors's main headquarters is located at 100 Wilshire Boulevard Santa Monica, California 90401 United States. The company has employees across 1 continents, including North America.

What is Arrowroot Advisors's phone number?

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You can contact Arrowroot Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Arrowroot Advisors's official website and social media links?

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Arrowroot Advisors's official website is arrowrootadvisors.com and has social profiles on LinkedIn.

What is Arrowroot Advisors's NAICS code?

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Arrowroot Advisors's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Arrowroot Advisors have currently?

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As of December 2025, Arrowroot Advisors has approximately 7 employees across 1 continents, including North America. Key team members include Senior Associate: T. D.: R. S.. Explore Arrowroot Advisors's employee directory with LeadIQ.

What industry does Arrowroot Advisors belong to?

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Arrowroot Advisors operates in the Investment Banking industry.

What technology does Arrowroot Advisors use?

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Arrowroot Advisors's tech stack includes CalendlyOpen GraphWixRSSGoogle WorkspaceLodashreCAPTCHACloudflare Bot Management.

What is Arrowroot Advisors's email format?

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Arrowroot Advisors's email format typically follows the pattern of First.Last@arrowrootadvisors.com. Find more Arrowroot Advisors email formats with LeadIQ.

Arrowroot Advisors

Investment BankingCalifornia, United States2-10 Employees

Arrowroot Advisors is a boutique investment banking firm that serves middle-market growth software companies. It offers sell-side M&A advisory and, through its connection with Arrowroot Capital, access to flexible growth equity capital for SaaS businesses. The firm manages the full deal process—from transaction structuring and marketing materials to outreach, term negotiations, and closing documentation—providing end-to-end support.

Focusing on recurring-revenue models with subscription or transaction-based pricing, the practice centers on software-enabled and web-enabled companies rather than a single industry. Its client base comprises mid-market firms seeking exit options or growth funding, and the firm emphasizes informing clients about deal dynamics, potential buyers or investors, and anticipated valuation ranges before undertaking a mandate. Based in Santa Monica, California, Arrowroot Advisors leverages its industry knowledge, execution capability, and network to position clients’ businesses for strategic outcomes.

Section iconCompany Overview

Headquarters
100 Wilshire Boulevard Santa Monica, California 90401 United States
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Arrowroot Advisors's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Arrowroot Advisors's revenue is estimated to be in the range of $1M

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