Josh Scherman

Josh Scherman Email and Phone Number

Founder & Managing Partner @ B2B Software Advisors | Experienced M&A Advisor | Strategic Business and Corporate Development @ B2B Software Advisors
Josh Scherman's Location
San Francisco Bay Area, United States, United States
About Josh Scherman

My entire tech career – as both operator and advisor – has been spent exclusively within the B2B software market. As an operator, I was fortunate enough to work in leadership positions at market leading SaaS companies – most notably Constant Contact and inDinero.Prior to founding B2BSA, I was Vice President at SurePath Capital Partners – the leading boutique investment bank focused exclusively on the SMB software market where we completed hundreds of millions in financing and exit transactions. While at SurePath, I managed most of the firm’s buyer relationships across the SMB ecosystem – helping to ensure our clients were always best positioned for an exit.My experience both leading business development and advising founders helped form the thesis for B2B Software Advisors. I could not be more excited to help founders + private equity buyers develop long term strategic relationships that will make a meaningful impact on their companies.Specialties: Business and Corporate Development, Strategic Partnerships, Corporate Strategy, Startups, Marketing and Sales, Social Media, Entrepreneurship, Small Businesses, Community development, Project Management

Josh Scherman's Current Company Details
B2B Software Advisors

B2B Software Advisors

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Founder & Managing Partner @ B2B Software Advisors | Experienced M&A Advisor | Strategic Business and Corporate Development
Josh Scherman Work Experience Details
  • B2B Software Advisors
    Founder & Managing Partner
    B2B Software Advisors Jun 2020 - Present
    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.
  • Rightexit By Rightworks
    Advisor
    Rightexit By Rightworks Apr 2024 - Present
    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.
  • Signeasy
    Advisor - Corporate Development + Strategic Partnerships
    Signeasy Jun 2023 - Present
    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
    Vice President
    Surepath Capital Partners May 2017 - Jun 2020
    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
  • Promo.Com
    Consultant & Advisor
    Promo.Com Sep 2016 - May 2017
    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.
  • Indinero
    Vp Of Business Development
    Indinero Apr 2015 - Dec 2016
    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.
  • Constant Contact
    Senior Manager, Business Development
    Constant Contact Sep 2011 - Apr 2015
    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.
  • United Nations Population Fund - 7 Billion Actions Initiative
    Business Development Consultant
    United Nations Population Fund - 7 Billion Actions Initiative Jun 2011 - Sep 2011
    New York, Ny, Us
    Helped develop, implement and manage partnerships as it related to their 7billionactions.org campaign.
  • Postling.Com (Acquired By Localvox Media)
    Director, Business Development
    Postling.Com (Acquired By Localvox Media) Jan 2010 - Jun 2011
    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.
  • Oppenheimer & Co., Inc.
    Associate, Loan Sales & Trading
    Oppenheimer & Co., Inc. Apr 2006 - Apr 2009
    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
  • Morgan Stanley
    Associate, Leverage Finance
    Morgan Stanley Sep 2005 - Apr 2006
    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.
  • Cibc World Markets
    Account Manager, Loan Portfolio Group, Investment Banking
    Cibc World Markets Jun 2004 - Sep 2005
    Toronto, On, Ca
    Managed a portfolio of syndicated credit relationships between issuers and lending institutions.

Josh Scherman Skills

Strategic Partnerships Business Development Start Ups Strategy Management Entrepreneurship Online Marketing Saas Social Media Sales Marketing Marketing Strategy Product Management Social Media Marketing Strategic Planning Enterprise Software New Business Development Small Business Online Marketing

Josh Scherman Education Details

  • University Of Florida - Warrington College Of Business
    University Of Florida - Warrington College Of Business
    Finance

Frequently Asked Questions about Josh Scherman

What company does Josh Scherman work for?

Josh Scherman works for B2b Software Advisors

What is Josh Scherman's role at the current company?

Josh Scherman's current role is Founder & Managing Partner @ B2B Software Advisors | Experienced M&A Advisor | Strategic Business and Corporate Development.

What is Josh Scherman's email address?

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What is Josh Scherman's direct phone number?

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What schools did Josh Scherman attend?

Josh Scherman attended University Of Florida - Warrington College Of Business.

What skills is Josh Scherman known for?

Josh Scherman has skills like Strategic Partnerships, Business Development, Start Ups, Strategy, Management, Entrepreneurship, Online Marketing, Saas, Social Media, Sales, Marketing, Marketing Strategy.

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