Specializing in M&A Advisory 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 Services
Our Success Metrics - We Get Deals Done!
25+
Years of expertise
$20B+
Value transacted
100+
Deals completed
5
Continents covered
Our Experience
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 (& 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.
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
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"Your combined business and deal experience makes all the difference in providing both insightful and practically actionable advice that leads to favorable outcomes."
Erik Udstuen
CEO/Co-Founder
Your ability to seamlessly manage complex initiatives, coupled with in-depth knowledge of the M&A landscape, made you an invaluable asset to our team in driving success.
Lee Tedstone
Former VP of AVEVA's Digital Project Execution business
I thank you for your respectful, knowledgeable, and gracious spirit while walking us through the sale of our family business. We needed your expertise.
Roger Allmand
Former President
“Shaunna is a 'closer' who knows how to get deals done and maximize value while protecting her client’s interests.”