Corum Group

What Corum Group does

Corum Group is a privately-held, global sell-side M&A advisory firm founded in 1985 by Bruce Milne that operates exclusively in the software and technology sectors. Headquartered in Bothell, Washington, with a Luxembourg-based international entity (Corum Group International S.à.r.l.) and advisor presence across North America, EMEA, LATAM, APAC, and the Middle East, the firm has completed 500+ software M&A transactions over 40 years and claims $20 billion in client wealth created. The company employs 101-250 staff and serves software/IT company founders and owners considering a partial or full exit.

The firm's core service offering is an end-to-end sell-side M&A advisory delivered through its proprietary 8-Step Optimal Outcome methodology — covering preparation, valuation, buyer identification, outreach, negotiation, due diligence, and closing. Differentiation rests on three pillars: (1) all 25+ named senior advisors are former technology CEOs who have personally bought or sold companies, (2) what the firm describes as the technology/software M&A industry's largest proprietary buyer database used to drive competitive auction processes, and (3) a 40-year codified deal methodology supported by ongoing educational programming (Selling Up Selling Out workshops at $400/attendee, Merge Briefing seminars at $150/attendee, the Tech M&A Podcast, and Tech Market Spotlight webcasts co-presented with World Financial Symposiums). Complementary offerings include a Hiatus Program for sellers deferring their exit and a First Look program for early-stage buyer exposure.

Corum generates revenue primarily through individually negotiated advisory retainers and success fees tied to closed transactions, with a minor secondary stream from paid educational events. The go-to-market is sales-led and relationship-driven, with educational events functioning as a top-of-funnel qualification mechanism. Recent mandates span fintech (Twikey/Smile Sail, Belgium), equipment finance technology (Tamarack/Liventus), clinical workforce software (StaffReady/Exa Capital), parking technology (Frogparking/Towne Park), and AI-related businesses — evidencing active cross-continental deal execution. The firm does not develop or sell software products and does not publicly disclose financial results.

Name

Corum Group

Legal name

Corum Group Ltd.

Website

https://corumgroup.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Corum Group is a private, global sell-side M&A advisory firm founded in 1985 that exclusively serves software and technology company owners and founders. Its 25+ former-CEO advisors manage an 8-step deal process supported by the industry's largest proprietary buyer database, having closed 500+ transactions.

Ownership category

akta.pro rank

Product category

Technology M&A Advisory Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Mergers and acquisitions advisory
• Technology M&A services
• Sell-side advisory
• Software company brokerage
• Corporate exit advisory

Headquarters

HQ city

Bothell

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. M&A Advisory Fees: Corum Group acts as exclusive sell-side M&A advisor to technology company owners and founders. Revenue is earned through advisory retainers and success fees tied to transaction closing. Pricing is not publicly disclosed; engagements are individually negotiated.
2. Educational Events: Corum generates revenue from paid educational conferences and seminars for tech founders and executives. Events include Selling Up Selling Out ($400 per attendee) and Merge Briefing ($150 per attendee), typically conducted online with in-person sessions in cities such as Dublin, Chicago, and Washington D.C.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Corum Group provides sell-side mergers and acquisitions advisory services exclusively to software, SaaS, IT services, and technology companies. The firm guides founders, owners, and CEOs through an end-to-end M&A process — from valuation and buyer identification through negotiation, due diligence, and closing — led by advisors who are themselves former tech CEOs. Corum also runs the Selling Up Selling Out and Merge Briefing educational conferences for tech founders considering exits.

Product overview

Corum Group operates as a single unified service offering rather than a software platform. The company provides sell-side M&A advisory services for software and technology companies worldwide, led by former tech CEOs who guide clients through the 8-Step Optimal Outcome Process. Core service offerings include M&A advisory, a proprietary buyer database (world's largest for tech/software M&A), and a Hiatus Program. Educational products include Selling Up Selling Out (half-day workshop) and Merge Briefing (90-minute seminar). First Look is a free M&A exposure program. The firm has completed over 500 software M&A transactions in 40 years.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Services End-to-end sell-side M&A advisory exclusively for software, SaaS, IT services, and technology company owners and founders. Includes valuation, buyer identification, competitive bidding, LOI and definitive agreement negotiation, due diligence navigation, and closing support, delivered by former tech CEO advisors.
• Selling Up Selling Out Half-day paid workshop ($400/attendee online; €400 in-person Dublin) teaching tech founders, CEOs, and investors how to prepare, position, research, value, negotiate, and execute due diligence for maximum price and optimal structure in M&A transactions. Delivered online and in-person in cities such as Dublin, Chicago, and Washington D.C.
• Merge Briefing 90-minute paid executive seminar and market update ($150/attendee) covering the tech M&A overview, 10 disruptive technology trends, the 8 required stages of the M&A process, and Q&A. Targeted at tech founders and CEOs evaluating a sale.
• Hiatus Program Program allowing sellers to pause their participation in the M&A process with the intention of returning when conditions are more favorable, while Corum helps optimize their companies for a future sale.

Quantifiable outcome

• 500+ software M&A transactions closed in 40 years
• +3 more outcomes

Named customers9 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core and minor.

• World Financial Symposiums (WFS)coreGTM or Marketing PartnerCorum Group is the platinum sponsor of World Financial Symposiums (WFS), an independent organization that educates technology leaders on tech and financial landscape trends. Corum co-presents the weekly Tech Market Spotlight webcast series covering emerging trends, M&A activity, and exit strategies across sectors and regions.
• Google AnalyticsminorOthersGoogle Analytics is used by Corum as a third-party analytics provider, collecting technical data (IP address, browser type, usage data) about website visitors. Listed as a data collection method in the privacy policy.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• William Blair: Global investment bank with a dedicated Technology group covering software M&A. Competes with Corum on tech sell-side mandates while also providing equity research, ECM, and wealth management as a broader platform.
• Houlihan Lokey: Global investment bank with a large Technology, Media & Telecom (TMT) M&A practice. Overlaps with Corum on mid-to-large software sell-side mandates but offers broader services including capital markets and financial restructuring.
• Morgan Stanley Investment Banking (Technology): Bulge bracket bank with a leading global Technology M&A franchise. Competes for the largest software/tech M&A mandates that may otherwise go to Corum, with greater capacity for mega-deals and cross-border execution.
• Raymond James (Technology & Services Investment Banking): Investment bank with a strong technology and services M&A practice covering software, IT services, and tech-enabled businesses. Competes with Corum across the mid-market software sell-side segment with a broader capital markets offering.

Direct peers

• Cascadia Capital: Independent advisory firm focused on technology and innovation M&A. Closely comparable to Corum in serving software and tech-enabled mid-market sellers with a sector-specialist model.
• Lincoln International: Global mid-market investment bank with a dedicated Technology, Media & Telecom group. Directly comparable to Corum in mid-market software sell-side advisory, with similar transaction sizes and target clients.
• Qatalyst Partners: Premier tech-focused M&A advisory boutique serving software and technology companies globally. The closest direct competitor to Corum in the senior advisor-led, technology-specialist sell-side advisory model, often competing for the same large software exit mandates.
• MHT Partners: Tech-focused mid-market M&A advisory boutique specializing in software and technology-enabled services. Directly comparable to Corum in deal profile, target client (founders/owners), and tech sector specialization.

Emerging players

• Outcome Capital: Specialty investment bank advising healthcare and technology companies on M&A and capital raising. Comparable in serving growth-stage software/health-tech sellers with a sector-focused boutique model.
• FT Partners (Financial Technology Partners): Investment banking firm focused exclusively on fintech and payments M&A. Partial overlap with Corum on fintech transactions like Twikey, but with narrower vertical specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/corumgroup
• YouTubeyoutube.com/user/CorumGroup
• Facebookfacebook.com/179144925442009
• LinkedInlinkedin.com/company/corum-group-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Corum Group