Mosaic Software Group

What They Buy

• Target: B2B software companies (SaaS or on-premise)
• Size: $1M - $10M Annual Recurring Revenue
• Focus: Vertical or niche horizontal software solutions
• Structure: Majority to 100% ownership acquisitions
• Geography: North America-based companies
• Approach: Permanent capital with buy-and-hold philosophy

Acquisition Criteria

Financial Requirements:

• ARR: $1M - $10M Annual Recurring Revenue
• Retention: 90%+ annual customer retention
• Model: Both SaaS and on-premise software considered
• Performance: Profitable or clear path to profitability

Business Characteristics:

• Market Position: Vertical or specialized horizontal software
• Customer Base: High retention and satisfaction
• Team: Strong existing management and culture
• Geography: North America-based operations

Ideal Seller Situations

Founder Transitions:

• Founders wanting to change leadership roles
• Transition out of day-to-day business operations
• Scale company with experienced partner
• Preserve company legacy and corporate identity

Other Scenarios:

• Management teams looking to buy out current owners
• Business units carved out from larger companies
• Companies seeking growth acceleration with permanent capital

Investment Philosophy

Permanent Capital Approach:

• “A permanent home for ambitious B2B software companies”
• Buy-and-hold philosophy without exit pressure
• Long-term growth and stability focus
• Preserve company culture and team autonomy

Founder-Centric Values:

• Founded by former enterprise software entrepreneurs
• “The buyer we wish had existed when we were selling”
• Commitment to maintaining individual company identities
• Focus on accelerating organic growth

What Makes Them Different

Entrepreneurial Background:

• Founding team of former enterprise software entrepreneurs
• Deep understanding of founder challenges and priorities
• Experience building and selling software companies
• Genuine empathy for the founder journey

Operational Excellence:

• Entrepreneurial environment rich in resources
• Fast decision-making processes
• Keep companies nimble while accelerating growth
• Access to operational resources and expertise

Cultural Preservation:

• Maintain company culture and individual identities
• Preserve legacy and corporate identity
• Team autonomy with strategic support
• Values of long-term thinking and continuous learning

Process & Approach

Respectful Partnership:

• Position themselves as “respectful partners”
• Focus on building genuine relationships
• “Start the conversation” approach vs. hard sales
• Fast decision-making for founder convenience

Permanent Capital Benefits:

• No pressure for quick exits or flips
• Long-term investment horizon
• Stable ownership providing security
• Resources for sustainable growth

Benefits for Founders

Transition Flexibility:

• Support various founder transition scenarios
• Change leadership roles while staying involved
• Complete exit with confidence in company future
• Scale with experienced software operators

Growth Acceleration:

• Access to operational resources and expertise
• Entrepreneurial environment for continued innovation
• Strategic guidance from experienced software entrepreneurs
• Permanent capital for long-term growth initiatives

Legacy Preservation:

• Commitment to maintaining company culture
• Preserve what made the company successful
• Individual company identity maintained
• Team autonomy with strategic support