Josh Scherman Email & Phone Number

San Francisco Bay Area, Us

B2B Software Advisors offers superior strategic advisory services in mergers and acquisitions and business development. We provide both sell side and buy side advisory, working with leading private equity firms and management teams to identify investment and buyout opportunities at companies actively evaluating strategic M&A targets. We are optimized to accelerate well-informed decisions between high-quality software companies and world-class investors and acquirers across North America.We specialize in advising both Software as a Service (SaaS) and Tech-Enabled Services businesses that are built to serve the small and medium (SMB) size business market.

Hudson, New Hampshire, Us

RightExit is dedicated to connecting accounting practice owners with capital sources, advisors, and education to maximize their practice value. Founded within Rightworks Labs, we bridge the gap between accounting firm owners ready for transition and the PE firms, buyers, and brokers who are shaping the future of the industry. Our platform demystifies the transaction process, offering exclusive market insights and personalized support.Our Mission: To empower stakeholders in accounting firm M&A with the tools and information needed to make informed decisions, optimize opportunities, and streamline the transaction process.

Dallas, Texas, Us

In my role as Advisor, I work closely with the CEO, Product and GTM teams in developing both new and existing partnerships that drive long term growth for Signeasy.

Surepath Capital Partners was the leading investment bank for SMB SaaS companies. While there, I lead all aspects of putting a client in market from outreach to qualifying buyers to negotiating deals. I also managed most of SCP’s buyer relationships across the SMB ecosystem to ensure clients were best positioned for market. Highlighted deals:- TaxJar's $60M growth financing from Insight Venture Partners- Joist sale to EverCommerce- Tictail sale to Shopify- Handshake sale to Shopify- Telmetrics sale to Marchex- Unbounce's $38M financing from Crest Rock Partners

Tel Aviv-Yafo, Tel Aviv, Il

Promo.com is the #1 video creation platform for businesses and agencies. (formerly known as Slidely).We are at the forefront of creating scroll-stopping videos accessible for every business to promote ANYTHING online. Promo.com offers access to over 275 million premium video clips and images, ready-made templates, pre-edited licensed music, UNLIMITED clips, UNLIMITED downloads, and an award winning user-friendly online editor. PROMO is now live at slide.ly/promo, you can try it for free.

Los Angeles, Us

- Member of leadership team- Responsible for leading our Business Development and Partner operations organization.- Focus on acquiring new partnerships and managing partners throughout the life of the relationship.- Developed and built strategy to launch our field sales team to manage our partners across different regionsinDinero is a full service software solution helping small and medium size businesses with their Accounting and Taxes. inDinero is on a mission to reinvent small business accounting, helping our clients understand their finances like never before. Our clients rave about our flat monthly pricing model and our stunning financial dashboard that puts their accounting needs all in one place. A graduate of Y-Combinator, we are now a 100+ employee start-up with offices in San Francisco, NYC, Portland and the Philippines. Investors include Kevin Hartz (CEO, EventBrite), Jawed Karim (Founder, YouTube), Keith Rabois (Khosla Ventures), among other notable people.

Waltham, Ma, Us

Build, executed and managed strategic partnerships, with a constant focus on driving success for our +600k SMB customers. - Managed key strategic partners across the SMB ecosystem including PayPal, Yahoo, Xero. - Built strategy to launch and drive awareness of the API partner platform and signed key developer partners.- Moved to Bay Area to help lead Constant Contact’s West Coast expansion.Constant Contact revolutionized the success formula for small organizations through affordable, easy-to-use Engagement Marketing™ tools that help create and grow customer relationships. More than half a million small businesses, nonprofits, and associations worldwide rely on Constant Contact to drive ongoing customer dialogs through email marketing, social media marketing, event marketing, and online surveys.

New York, Ny, Us

Helped develop, implement and manage partnerships as it related to their 7billionactions.org campaign.

Us

- Joined as employee 2 - Led all business development efforts by developing and executing on a strategy of targeting SMB's.- Built a well researched pipeline of potential partnerships and re-seller opportunities. - Negotiated, launched and managed various channel and content partnerships - Developed a very strong understanding of local market, by partnering with local SBA's, SBDC's and Chambers of Commerce to help educate the small business community about the benefits of social media and online marketing.

New York, Ny, Us

- Build, strengthen and maintain long-term relationships with institutional buy-side investors so as to better understand what will and will not sell in the middle-market leverage loan space.- Provided efficient and thorough sales coverage to a buy-side account base of several dozen institutional and bank investors in both the middle-market and large-cap leveraged loan space.• Co-managed a proprietary trading book with emphasis on development and execution of trade strategies in the bank loan market• Monitored and evaluated performance of trading book to identify areas of improvement and maximum ROI

New York, Ny, Us

Worked directly with Loan Products Group and the Capital Markets Desk on all new issue deals in which Morgan Stanley was either Lead Arranger or Participant, reviewed all documentation related to closing and funding, including but not limited to reviewing credit agreements and advising on necessary changes before borrower and arrangers execute the final documents.

Toronto, On, Ca

Managed a portfolio of syndicated credit relationships between issuers and lending institutions.