2025 SaaS M&A Annual Report

SaaS Funding Lower Middle Market

SaaS Funding by Year – Lower Middle Market (In billions of USD)

1,811

1,586

SaaS company funding remained subdued in 2024, reaching $9.3 billion across 721 deals. While the overall funding landscape reflected a cautious investor approach due to the prevailing macroeconomic conditions, SaaS continued to attract significant investment. Notably, investors demonstrated a preference for smaller deals, likely seeking to mitigate risk in the current environment. This shift towards smaller deals suggests a focus on proven business models and a preference for less volatile

1,245

996

721

$24.9

$21.0

$16.1

$12.9

investments. Key trends:

$9.3

2020

2021

2022

2023

2024

• Focus on AI Integration: Investors are targeting SaaS businesses leveraging AI for enhanced decision-making, personalized solutions, robust security, and advanced data analytics. • Adapting Growth Strategies: Investors value SaaS companies that are adapting their growth strategies by downsizing non-core teams, prioritizing R&D, and exploring strategic partnerships to enhance efficiency, expand client bases, and drive sustainable growth in the current market. • Security as a Priority: Investors are prioritizing SaaS companies that prioritize security, particularly those with robust security measures to mitigate risks from data breaches, misconfigurations, and the growing threat of interconnected applications. These trends indicate a strong future for SaaS companies, with investors seeking out innovative and resilient businesses that can navigate the evolving market landscape.

SaaS Funding Volume by Quarter – Lower Middle Market

(In billions of USD)

Total Deal Size in ($M) # of Deals

497

487 488

447

442

352

341 364

301 302 299

287 264

256 239

226

188 207 179

146

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2020 2021 2022 2023 2024

Source: Pitchbook as of December 2024. Data consists of transactions where deal value was disclosed. Note: Companies valued below $150 million were considered lower middle market.

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