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Aeris Partners

Boutique investment bank for software and SaaS companies

Boston, San Francisco, Los Angeles · aerispartners.com · 8 latest deals

1 Overview

Aeris Partners is a boutique investment bank for software and SaaS companies. Its senior team says it has advised on more than $40B of deals. It has offices in Boston, San Francisco and Los Angeles.

Its website lists its 8 latest technology deals. Dealroom has its own record of 2 of them, which adds the date or value where the site gives none. None of them has a disclosed value.

  • Software
  • SaaS
  • Healthcare IT
  • Govtech
  • Fintech
  • Energytech

2 Deals

Aeris Partners’ latest deals

The deals on Aeris Partners’ website, newest first, with the side it advised where the site says so. Dates and values the site leaves out come from Dealroom where it has the deal. Cards open the company’s Dealroom profile where there is one.

SSunwave

merged with

LLightning Step

Oct 2025

OOrchard Software

acquired by

Buyer not named

Jul 2025

T

Locked

Jul 2025

AAzara Healthcare

acquired by

Buyer not named

Feb 2025

Datassential

acquired by

New Mountain Capital / Endicott Capital

Sell-side · Sep 2024

E

Locked

S
FFormstack

acquired by

Buyer not named
WorkWave

acquired by

IFS

Sep 2017

2 of the 8 deals are locked

The full profile lists every transaction, with the buyers, investors and values.

Request access

Source: Aeris Partners website, checked 24 October 2026; Dealroom.

3 Team

5 managing directors

The managing directors who lead Aeris Partners’ deals.

  • David W. Joncas

    David W. Joncas

    Managing Director

  • Garin K. Arevian

    Garin K. Arevian

    Managing Director

  • Rahul Swani

    Rahul Swani

    Managing Director

  • J. Gray Eklund

    J. Gray Eklund

    Managing Director

  • Brian A. Soloway

    Brian A. Soloway

    Managing Director

Source: Aeris Partners team page, checked 24 October 2026.

Request the full advisor profile

Every deal on Aeris Partners’ record with its buyers, investors and values, and the same profile for other technology M&A advisors in Europe.

Advisor registry checked 2026-10-31T06:27:35.373Z. 0 relationships await canonical refresh. Sheet-linked dates and values come from Dealroom.