Integrating SaaS Acquisitions

A modern playbook for business and technical leaders to plan and execute M&A-driven integrations, maximizing value for their organization, customers, and partners in the newly combined entity.

Available in paperback and ebook on Apple and Amazon.

Why this business leadership book matters?

Business combinations have a long-standing history, deeply embedded in traditional practices. However, a couple of decades ago, a new business segment emerged, delivering software solutions as internet-based services. The primary value of these businesses shifted from tangible assets to something digital—built on complex logic, terabytes of data, and systems serving thousands of businesses and millions of end users. This transformation coincides with exponentially growing demands for data privacy and digital security, all while mergers and acquisitions—driven increasingly by private equity firms—occur with greater frequency. Add the emergence of generative artificial intelligence to the equation, and the need for a book to demystify integrating one or more companies in this evolving landscape becomes undeniable.

What’s inside?

Integrating SaaS Acquisitions is the first strategic leadership book designed specifically to help software-as-a-service (SaaS) leadership teams navigate the complexities of integration acquisitions as part of their growth strategy. The book equips readers with the following essential insights:

  • Role-Targeted Guidance: Tailored content designed for product and technical leaders, including Chief Product Officers and Chief Technology Officers, while remaining accessible to CEOs and CFOs.
  • Self-Assessment Criteria: Practical approaches to evaluate a business and prescriptive guidance for creating a game plan to become a well-run organization capable of acquiring other businesses.
  • Financial Alignment Insights: Simplified explanations of accounting standards and financial terminology frequently used by private equity firms to guide M&A activity.
  • Planning & Execution Starting Points: Frameworks, planning tools, and execution guidance to help organizations build a bespoke approach to integration.
  • Customer & Employee Centricity: Strategies to ensure the most important aspects of a combined business—customers and employees—remain central throughout the integration process.
  • Artificial Intelligence Guidance: Thought leadership to inspire teams to leverage artificial intelligence as an integration co-pilot across all aspects of the process.

For more information, visit a recap of the major sections and review the table of contents.