Software and Technology

We advise software and technology companies through inflection points, including growth equity raises, strategic sales, sponsor recapitalizations, and tuck-in acquisitions. Our approach reflects the metrics that drive technology valuations: ARR quality, net revenue retention, gross margin profile, the Rule of 40, and the durability of customer cohorts.

We work across vertical SaaS, infrastructure software, data and analytics, and tech-enabled services, helping founders and management teams articulate the right narrative to strategic acquirers and financial sponsors, while ensuring diligence preparation, financial modeling, and process design are calibrated to how sophisticated software buyers underwrite. Our boutique model means founders work directly with senior bankers from pitch through close.