A proven track record.
We bring a proven track record of transaction execution and business operations experience in Software-as-a-Service (SaaS), Enterprise Software, IT Services and Tech-Enabled Services.
Our team’s experience at leading Wall Street investment banks brings rigorous financial thinking to negotiate better outcomes for mid-market transactions. Our boutique M&A advisory experience brings the tactical thinking and extensive relationship network that drives successful outcomes.
Our experience as software entrepreneurs and turn-around operators in tech-enabled and IT services brings an understanding of key operating levers that drive value. For our clients, this provides a unique perspective that helps drive value creation and valuation expansion that only successful M&A can deliver.
MERGERS & ACQUISITIONS
We are a boutique firm exclusively focused on Information Technology. This includes Enterprise Software, SaaS, Tech-Enabled Services, and IT Services. Our exclusive focus on these sectors allows us to develop and cultivate deep relationships with decision makers. This deep domain understanding further enables us to uniquely position our clients’ businesses to the different target sub-segments within the target markets.
We have developed a rigorous process with best practices that bring out the art and science of deal-making to generate exceptional results.
PRIVATE PLACEMENT/CAPITAL RAISING
We ensure the best outcome by articulating the opportunity to the financial community in terms and frameworks that they need in order to evaluate the opportunity. This includes developing comprehensive financial models to forecast the business performance and articulate the value creation opportunity in detailed financial terms. Our approach enables our clients to get the best value and attract the right financial partners for the business. If the situation requires, we offer in-house investment capabilities as well.
BUYOUTS & INVESTMENTS
We strategically participate in targeted buyouts and investments if we recognize an opportunity to add long-term value. We focus exclusively on Enterprise Software and IT Services businesses, where our technical expertise and access to capital enable us to contribute meaningfully and help realize long-term benefits. Our primary goal in this is to offer business continuity with long-term value creation.