Aaron Solganick

Aaron Solganick is a seasoned technology investment banker with approximately 30 years of experience in mergers and acquisitions advisory. He is the founder and CEO of Solganick & Co., a specialized investment banking firm he launched in 2009 to focus exclusively on completing M&A transactions for software and IT services companies. Originally from Dallas, Texas, Aaron now resides in Orange County, California, where he leads the firm's operations and growth strategy while personally managing the M&A transaction process for all clients.

Aaron began his career in 1993 at Bear Stearns & Co. in Dallas, where he worked on technology companies' public offerings and M&A transactions. His career progressed through increasingly senior roles at several prominent financial institutions, including Perot Systems Corporation and Southwest Securities in Dallas. He later served as Vice President of Investment Banking at KPMG Corporate Finance, LLC, where he covered software, IT services, and digital media industry sectors. Before launching Solganick & Co., Aaron was a Senior Vice President at B. Riley & Co., a Los Angeles-based middle-market investment banking firm, where he led the technology investment banking practice.

Aaron earned his BBA in Finance from the University of North Texas in 1989, followed by an MBA specializing in Finance, Entrepreneurship, and Strategy from Southern Methodist University's Cox School of Business in 2000. He also completed Executive Education in M&A from Columbia University, further strengthening his expertise in complex transactions. Throughout his career, Aaron has advised on over 90+ transactions totaling approximately $8.6 billion to $10+ billion in value, including M&A, private equity transactions, IPOs, and secondary offerings for leading global software, technology, and digital media firms.

Aaron has been repeatedly recognized as one of the most influential investment bankers in Los Angeles by the Los Angeles Business Journal, earning honors including Leaders of Influence: Investment Bankers (2020, 2023), Most Influential Investment Bankers (2019), and Top 100 Banker. His high-energy, entrepreneurial approach to investment banking has established him as a prominent figure in technology M&A advisory.

Solganick & Co. operates as a data-driven investment bank and M&A advisory firm, not as a traditional venture capital or private equity investor. The firm does not make direct equity investments or manage portfolio companies. Instead, it provides specialized M&A advisory services to clients in the technology sector.

Industry Specialization: The firm focuses exclusively on software and IT services companies, with deep expertise in sectors including:

Advisory Services: Solganick & Co. specializes in originating, managing, and executing complex sell-side and buy-side M&A transactions for both private equity-backed and privately held founder-led companies. The firm also identifies acquisition targets and guides buyer acquisition efforts for platform and bolt-on investments. As of February 2026, the firm has facilitated 39 deals, comprising 35 M&A transactions and 4 funding rounds.

Market Approach: Aaron and his team position themselves as trusted advisors who provide measurable advisory value to owner-founders of established and growing companies within the software and IT services industries. The firm emphasizes data-driven insights and market intelligence, regularly publishing M&A market updates covering technology services, cybersecurity, AI, and other key sectors.

• Artificial Intelligence (AI) and Machine Learning
• Cybersecurity
• Cloud Computing and SaaS
• Data Analytics and Business Intelligence
• Digital Transformation
• Systems Integrators
• Software Development
• Managed Services Providers (MSPs)
• IT Consulting and Professional Services
• EdTech, FinTech, MarTech, and Healthcare IT