Expert Partnership
We understand your business is more than just numbers; it’s your life’s work. We honor that by pairing you with a dedicated Operating Partner who works closely with you to grow your team, improve operations, and develop a long-term roadmap. This means you always have a say, and we’re here to support you as you move forward.
Vertical market software specialists with 20+ years of experience
Proven track record helping dozens of businesses grow
Executive recruiting to help you transition with confidence
Executive coaching and mentorship
A Smooth Transition
What happens after the sale is just as important as the sale itself. Whether you want to stay on board or step back, we tailor the transition to fit your goals and quietly work in the background to ensure continuity for your team and customers.
“From our first conversation, Banyan understood what we’d built and where we wanted to go. They offered not just financial backing but a true partnership—one that would allow Medtech to scale while staying true to its mission. The deal process was smooth, efficient, and collaborative, reinforcing that we’d found the right team.”
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Geoff Sayer, Managing Director/CEO of Medtech Global |
Better Together
Founders and CEOs thrive when they can learn from each other. Being part of Banyan means joining a supportive network of peers who understand your journey. You’ll gain trusted relationships, fresh ideas, and shared solutions that help everyone grow.
- Access to discipline-specific Banyan Guilds for peer learning and support
- Invitations to exclusive events, including our annual CEO Summit
- Opportunities to share best practices, swap ideas, and troubleshoot challenges
Curious what it’s like to be a CEO with Banyan?
Shared Services
Spend less time on admin and more time growing your business. We provide back-office support and access to specialized services in areas like HR, legal, finance, and tax, so you can focus on what matters most.
| Banyan Business Services From operating support to shared services and a trusted leadership network, we recognize that each business requires tailored resources and the right support to thrive. Banyan Business Services are designed to adapt and evolve with you which ensures a smooth operational transition and sustainable growth. |
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“I feel as though my leadership teams and I are in control of our own destiny. We’re able to make the critical decisions needed to run the business while also having access to Banyan's support and shared services for growth initiatives and essential business functions like legal, HR, and finance.”
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Oliver Wreford, CEO of School Pathways and Aequitas |
In Their Own Words: CEO Perspectives
| VERSABADGE |
Bryan Knowles
Bryan, co-founder and CEO of VersaBadge, discusses his journey of selling his business and offers practical advice for other owners considering a sale.
| LEVL |
Jan O’Hara
Jan speaks about founding LEVL, the specific qualities they sought in a partner, and his enthusiasm for continued growth and development with the support and resources provided by Banyan Software.
| LOAN VISION |
Paul Loftus
Paul, CEO of Loan Vision, discusses managing and excelling with a 100% remote workforce, the advantages of our shared services model, overcoming industry challenges with new strategies, and offers advice for CEOs succeeding a founder.
| ARGUS TRACKING |
Andy Patrick
Andy, CEO of Argus Tracking, discusses taking over from the founder, maintaining the company’s culture, the support from the Operating Partner, and his optimistic outlook for the future.