M&A Advisory
Sell-Side Advisory
for Technology Companies
Sub-sector specialists with a proprietary CRM and deal platform — built to orchestrate the exit process and maximize enterprise value.
The Platform
We know the negotiating deal-making art and analytical and valuation science of SaaS company sale. Our proprietary CRM and deal automation platform gives us a leg up to engage all relevant buyers when orchestrating the exit process. Our platform automates and accelerates deal marketing and project management, ensuring quicker time to close.
Beyond M&A Advisory
Andrew has advised and invested in technology companies for two decades. He is an angel investor and PE limited partner. He understands the founder's perspective — because he's been there.
Our Approach
Value Creation at Every Stage
Target List
Proprietary buyer identification combining personal networks, independent research, and database-driven discovery to surface all relevant strategic and financial buyers.
Financial Model
A forward-looking pro-forma financial model — the analytical assertion over future company performance that drives enterprise value in any buy or sell-side process.
The Teaser
A concise, compelling one-page document that generates interest from qualified buyers while protecting confidential information prior to NDA execution.
The CIM
A self-contained narrative that reads front to back, optimally revealing a company for its maximum expressible enterprise value — slide by slide, section by section.
Considering an exit?
Start with The Seller's Journey — a complete walkthrough of the advisory process from first engagement to close.