OUR SUCCESS METRICS
We Get Deals Done!
25+
Years of expertise
$20B+
Value transacted
100+
Deals completed
5
Continents covered
WHAT WE OFFER
Our Services
For Founder Led, Lower Middle Market Software Businesses
($2M-$20M Annual Revenue)
As former business owners and operators of privately held businesses, we understand what it takes to realize a successful exit and continue the legacy you worked hard to build.
Our Guiding Principles
Transparency
We are committed to working with you as a trusted partner through the entire process, which is reflected in our process and compensation structure (we only get paid when we've delivered success for you and your key stakeholders).
Discipline with Humility
Founder-owned/led, privately-held businesses deserve the same level of service and outcomes as larger, publicly-traded companies. We bring the discipline of a Wall Street experience without the bureaucracy, egos, and fees.
Giving Back
Recognizing the importance of giving back to the community and those who honorably served this country, we are committed to donating a significant percentage of profits each year to veterans, active duty personnel and other great causes.
Commitment
Our dedicated team ensures a seamless and personalized experience, providing unparalleled support throughout the process.
What They Say About Us!
Our Testimonials
"Your knowledge as former business owners, of the M&A process, and ability to garner multiple prospects, were instrumental in 'making it happen’ and delivering a successful outcome for all."
Gamal Balady
Founder/President
We Work with Industry Leaders
Our Network
We are proud members of top-tier M&A organizations and alliances.
