
About Banyan Software
Banyan Software is a buy and hold for life acquirer of vertical market software businesses. Founded in 2016 by David Berkal, Banyan was created to offer software owners a third option beyond selling to a competitor focused on cutting costs or a traditional investment firm that would resell the business a few years later. As a private company with no fund timeline and no exit pressure, Banyan holds and grows its businesses for life. Unlike private equity firms, Banyan preserves the culture, brand, and autonomy of each business rather than consolidating or cutting costs to maximize short-term returns. Every acquired company keeps its management team, brand identity, and customer relationships intact. Banyan works closely with each owner to find the right path forward, whether they want to stay at the helm, transition to an advisory role, or make a graceful exit. Many owners choose to retire or move on, either at closing or within a year or two. In those cases, Banyan partners with the outgoing owner to recruit a new CEO who is the right fit for the team and culture. Every Banyan company is paired with a dedicated Operating Leader who provides strategic guidance and support. Companies also gain access to the Banyan Business Community, which includes CEO Summits, functional Guilds, an online portal, and peer networks. Growth Enablement resources are available across finance, technology, sales and marketing, HR, legal, and talent. Banyan also invests in AI capabilities across its portfolio to help modernize products and accelerate growth. Banyan acquires profitable, market-leading enterprise software businesses with annual revenues generally greater than $2M, a high proportion of recurring revenue, strong customer retention, and engaged employees. The portfolio spans vertical markets including education, government, financial services, healthcare, media and entertainment, and transportation, with businesses across North America, the United Kingdom, Europe, and Australia and New Zealand



