Discretion Capital
Discretion Capital describes itself as a boutique investment bank specializing in sell-side M&A for B2B software and SaaS-related businesses. Its stated services cover valuation support, buyer outreach, management meetings, LOI process management, due diligence, and closing.
Discretion Capital is a sell-side M&A advisor for B2B software companies.
It targets companies with $2–20M ARR, describes a full process that typically takes six months, and operates as an M&A Broker under Section 15(b)(13) rather than as a registered broker-dealer.[1][2][3][4]
What does Discretion Capital do?
Discretion Capital describes itself as a boutique investment bank specializing in sell-side M&A for B2B software. The firm identifies Einar Vollset as Founder and Managing Partner.[1]
Publicly stated services include B2B software valuation support, advice on existing inbound offers, and full sell-side M&A process management. The described process includes buyer outreach, management meetings, LOI process management, due diligence, and closing.[2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Discretion Capital?
An owner evaluating Discretion Capital can compare the firm’s stated B2B software specialization, $2–20M ARR target, sell-side process, and buyer-identification systems with the company’s circumstances. The firm’s public structure also makes eligibility under its M&A Broker model an important point to confirm, because it states that services are limited to eligible privately held companies and that it is not a registered broker-dealer.
The official contact page does not publish engagement-fee percentages, minimum fees, tail periods, exclusivity terms, or termination schedules. An owner should request those terms, clarify the scope of services and conflicts process, identify the team members responsible for the engagement, and ask what transaction-specific references or outcome details can be shared confidentially.[1][2][3][4]
What entities qualify as eligible privately held companies under Discretion Capital's Section 15(b)(13) M&A Broker structure
What are the success fee, retainer, expense, tail, exclusivity, and termination terms
How are strategic buyers, private-equity firms, and private-equity-backed platform companies handled within the buyer-identification process
What size transactions and clients does Discretion Capital focus on?
Discretion Capital states that it specializes in B2B software and SaaS-related M&A.[1]
The official Transactions page identifies Total Uptime as acquired by Magpie Software Group, Hedgerow as merged with SDL and GovPilot, and Segments as acquired by Uber. The page states that Discretion Capital served as sole financial advisor to the named sellers.
Other listed examples include ZyraTalk acquired by EverCommerce, ScrapingBee acquired by Oxylabs’ group in an 8-figure all-cash deal, and GymDesk raising a $32.5 million growth investment from Five Elms Capital.
The page also identifies iCapture as acquired by Cvent, Elevar as acquired by Buxton, SparkLoop as acquired by ConvertKit, SmartrMail as acquired by Relay Commerce, SKUvantage as acquired by Salsify, and WP Media as acquired by one.com.[3]
The firm’s stated focus is sell-side M&A for B2B software companies. It targets companies with $2–20M ARR and describes a process that includes identifying potential acquirers, market outreach, management meetings, LOI process management, due diligence, and closing.[2]
What does Discretion Capital publicly disclose about fees, process and engagement terms?
The official Transactions page states that most Discretion Capital transactions are kept confidential and that it presents only a selection of publicly announced transactions.
The official Transactions page does not provide transaction dates for its listed examples and does not disclose consideration for most examples. That page specifically discloses $32.5 million for GymDesk and an 8-figure all-cash deal for ScrapingBee.
The official contact page invites prospective clients to discuss their options and goals confidentially but does not publish engagement-fee percentages, minimum fees, tail periods, exclusivity terms, or termination schedules.[3][4]
Discretion Capital states that it operates as an M&A Broker pursuant to Section 15(b)(13) of the Securities Exchange Act of 1934. It also states that it is not a registered broker-dealer and limits its services to eligible privately held companies.[1]
Discretion Capital states that its full M&A process typically takes six months. The stated process includes pre-diligence, marketing materials, identification of 100–150 potential acquirers, market outreach, management meetings, an LOI deadline, due diligence, and closing.
The firm also states that it uses proprietary systems to identify potential acquirers and maintains technology that monitors software buyers, including private-equity firms pursuing buy-and-build strategies.[2][3]
Questions to ask before hiring Discretion Capital
What entities qualify as eligible privately held companies under Discretion Capital's Section 15(b)(13) M&A Broker structure?
What are the success fee, retainer, expense, tail, exclusivity, and termination terms?
How are strategic buyers, private-equity firms, and private-equity-backed platform companies handled within the buyer-identification process?
Which team members will handle valuation, financial diligence, legal coordination, and buyer negotiations?
What founder references and transaction-specific outcome details can be shared under confidentiality?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Investment approach
- Public disclosure information
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
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