Providing advice and solutions to emerging and middle-market growth software and web-enabled businesses.



Experienced, Insightful, Focused, Networked.

We provide M&A advice and financing solutions to leading growth Software businesses. Our mission is to provide superior results for our clients.

The word ‘Arrowroot’ is the name of a Japanese vine that tenaciously embeds its roots as it persistently grows, making it difficult to remove. Similarly, we seek to advise businesses that steadily grow and provide critical products and services to companies, making them hard to replace. We strive to identify unique and differentiated industry leading companies and provide them with exceptional Mergers & Acquisitions (M&A) services via our broad and deep networks of investors and acquirers.
As an advisory firm focused on Software-as-a-Service (SaaS) and Web-enabled businesses, we bring a specific knowledge-base and network to our clients. We do not concentrate on a certain industry, but are business model focused. Specifically, we concentrate on recurring revenue businesses with subscription or transaction based pricing models.
We leverage our deep industry domain insight, positioning expertise and execution prowess to deliver superior results for our clients. Collectively, the management of Arrowroot Advisors identified a need to leverage their industry, network, and deal expertise to advise entrepreneurs and investors in the SaaS and Web-enabled economy.




Arrowroot Advisors partners with middle-market SaaS and Web-enabled management teams and their respective boards and shareholders to help solve their strategic and financial needs, providing M&A services. We leverage our corporate finance insight, industry expertise, and deep network to optimally position the businesses our clients have carefully built and invested in to date. Before embarking on a mandate, we ensure our clients fully understand the dynamics and duration of the process, the potential interested strategic and financial buyers/investors, as well as the anticipated valuation range. We manage the complete M&A and financing processes from beginning to end including: structuring the transaction and its terms, developing a marketing strategy and offering materials, marketing the transaction to acquirers/investors/lenders, negotiating final terms, and expediting documentation and closing.


With our extensive background advising complex M&A mandates, Arrowroot Advisors advises clients on sell-side M&A transactions. Selling a business is one of the most critical and complicated decisions an owner will face. We understand these sensitivities while also striving to ensure the transaction is as effective and seamless as possible. Because each transaction is unique, we work with our clients to define their specific objectives, afterwhich Arrowroot Advisors devises a bespoke strategy to achieve each client’s goals.


Our team’s Tech experience spans bulge-bracket and middle-market investment banking, VC / private equity investing, corporate development & strategy at VC-backed and large public companies, and successful entrepreneurship starting, funding and exiting private companies – we have extensive experience preparing and positioning businesses to maximize their value potential.



Mr. Santos founded Arrowroot Family Office in 2013. With over 20 years of investment experience, he heads the investment committees of Arrowroot Family Office and its affiliated investment partnerships. Mr. Santos is also the co-founder of Arrowroot Partners, a broker dealer focused on mergers and acquisitions. Prior to founding Arrowroot Family Office, LLC, he was a Director for Salem Partners Wealth Management, a multi-family office and investment bank in Los Angeles. Mr. Santos was part of the seven-member investment committee that managed the financial affairs for a broad spectrum of domestic and international clients. Mr. Santos joined Salem Partners after working at JP Morgan Securities, where he serviced public bodies, money management firms and public and private companies. Prior to JP Morgan, he was a Senior Analyst at Bear Stearns. He currently sits on the Board of Directors for the Los Angeles Child Development Center. Mr. Santos is a graduate of the University of California at Los Angeles (UCLA) and holds the NASD Series 7, 24, 63, 66, and 79 licenses.

Schedule Your Advisory Call


We aim to recruit and retain the most accomplished individuals. We recruit our employees based on their professional ability, work ethic, and integrity. If you are interested in working at Arrowroot Advisors, please apply via email. If we have any relevant vacancies, we will contact you. All inquiries are completely confidential. Click here for our contact email.


If you have a strong academic background and are eager to join a progressive and entrepreneurial advisory firm we can offer you a three to six month internship where you will work with senior professionals and absorb a significant amount of corporate finance and industry knowledge. We also offer remote internships during the academic year for those interested in opportunities but are located outside of the Los Angeles metro area.


As we continue to grow, we are interested to hear from experienced professionals with strong academic backgrounds, proven analytical ability, excellent communication skills, and a passion for success. Our bankers are highly talented and committed to delivering the highest level of service for our clients. If you feel that you have what it takes to join the team, please apply.