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Experience
Unlocking value for clients with decades of operating and M&A experience in technology and consulting, 36 years in investment banking, 70+ transactions, and numerous industry awards.
36 Years
Of M&A experience
23 Years
In Technology & Consulting
70 +
Completed transactions
Sell Side Advisor: Ideametrics acquired by SmartERP
Valuation advisory services for Futura
ClaraStream acquired by Codifyd
Sell Side Advisor: Diversified Technical acquire by Compunnel
Sell Side Advisor: xTuple acquired by CAI
Valuation & exit preparation services for Flatirons
Sell Side Advisor: Penn Tech acquired by private buyer
Sell Side Advisor: Aviso Retention acquired by Watermark Insights
Sell Side Advisor: Amberleaf acquired by Mastech (NYSE: MHH)
Sell Side Advisor: DataWorks acquired by private buyer
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