Tech M&A Advisory Firm

Tequity Advisors

We Are at the Heart of M&A In Digital Transformation.

We are a sell-side M&A advisory firm with core expertise in B2B Enterprise Cloud, SaaS, and IT companies.
Strategic mergers, exits, and carve-outs for technology companies are all we do.

Our work encompasses everything from SaaS and legacy software solutions across vertical and horizontal markets to ISVs and service providers across all major cloud partner ecosystems including Salesforce, ServiceNow, SAP, Microsoft, and Oracle. Additionally our expertise encompasses XaaS providers including Managed Services, Security, Infrastructure, and Platform solutions, and related cloud offerings in AWS, Azure, IBM, and Google Cloud.

With decades of combined experience as executives, consultants, and tech company operators, we bring real-world experience to every M&A discussion. We provide guidance to shareholders on business exit strategies, valuations, timing, and help companies to get ready well before an event. We are experienced in cross-border and international transactions and source strategic buyers for our clients globally. We have one of the largest buyer networks in the industry and regularly speak with growth-focused corporate buyers and private equity investors on their current acquisition strategies.

Tech M&A Specialists.

We work with clients well in advance of a transaction, and help them to position their company to optimize their equity value.

We advise on key topics including:
- Top-line Revenue Growth
- Enhancing the Bottom Line
- Key Metrics to Monitor

We help shareholders with one of the biggest events of their lives, and consistently deliver the best outcomes possible.

Learn More

How We Help.

Sell Your Company.

There can be many reasons behind the decision to explore the sale of your technology company. We can help you to understand the KPIs that will impact your outcome and determine whether the timing is optimal.

Grow Your Company.

You may have recognized that in order to grow your tech company to the next level, merging into a larger firm that offers the resources you lack can accelerate you to the next level quicker.

Interest From a Buyer?

If you’ve been approached by a potential buyer or investor, Tequity's advisors are skilled at creating leverage through negotiations or by attracting competing offers to maximize your outcome.

Client Testimonials.

"We built CloudKettle knowing that an acquisition was part of our journey. As we looked for a partner to assist with that, Tequity was the first organization that people in the ecosystem recommended to us. Over the past few years, their team worked hard to help prepare us and helped manage the process in a way that allowed us to continue to focus on running our business. I'd highly recommend the team to founders considering a transaction" shared Greg Poirier, President of CloudKettle, on working with Tequity.

Greg Poirier, President, CloudKettle

Client Testimonials.

"We are very thankful that we chose Tequity to handle the selling of Asher Group.  While they really stood out among the eight firms we interviewed, the level of service that Anish and Diane delivered throughout the process was outstanding. We interviewed many firms, including some that were much bigger and some that claimed they could do more for us, but Tequity convinced us they were the right fit for us and I'm very happy that they did. Because of a last minute "adverse event", we actually had to go through the process twice, with two different buyers. And despite the extra effort required on their part, we never felt as though their efforts on our behalf were diminished in any way. Anish was brilliant both in coaching us through the process and working with buyers. I'd wholeheartedly endorse them to any tech company looking to sell."

Jim Veilleux, VP, The Asher Group

Client Testimonials.

"Working with Tequity was a great experience - they know the Supply Chain ERP market and who the potential buyers are here and are experienced in cross-border transactions. We always felt they had our best interests first and foremost, and they continued to work with us until finding the buyer and deal that we were happy with. Their transparent and professional approach helped to keep things moving forward until the day we closed. I truly appreciate Wilf’s integrity and professionalism throughout the process.  I'd recommend Wilf, Diane, and the team at Tequity to any founder considering an M&A process” said Mark Canes, President & CEO of Blue Link.

Mark Canes, President & CEO of Blue Link

Client Testimonials.

“Once the decision to sell Matrix had been made, after a deal of research I decided that Tequity was the best for the job. If you have ever sold a business, you will know it can be extremely stressful, but Paul Bennett and the Tequity team stepped up to the plate and shouldered a considerable amount of the burden. Their deep understanding of Matrix and our market led to them finding top notch prospective buyers. Paul and the Tequity team are the ultimate professionals, and I will forever be in their debt.”

Jim Wilson, Founder, Matrix Industrial Control Systems

Client Testimonials.

I deeply trust Tequity and hope to work with them next time around!

"Simply put, our deal would not have closed without Tequity. Not only did Tequity bring the opportunity to us, their keen sense of the SaaS and Salesforce market, together with their upfront dedication to understanding who we were as a business, led them to efficiently and effectively negotiate on our behalf for the best possible outcome. Our business is now perfectly poised for growth without sacrificing our culture and values. Our team is engaged and excited about the transaction, and Tequity guided us through each stage of the process to ensure that was the case. Alex was a pleasure to work with as we got the ball rolling, and Anish was the steady driving force that helped us find a path through to close, providing invaluable expertise, advice, and the occasional pep talk when things were tough. I deeply trust Tequity and hope to work with them next time around"

Heather Cooper, CEO at Cloud Coach

Client Testimonials.

Tequity was the most competent and connected advisor we had met and worked with!

“Tequity was the most competent and connected advisor we had met and worked with. We appreciated their professionalism as a sounding board through the expedited process we ran together and would not hesitate to recommend them to others of similar scale as Beniva.”  

Leonard Wiens, Founding Partner of Beniva Consulting Group

Client Testimonials.

Tequity is one of the best!

“Tequity is one of the best, if not the best, sell side advisors in Canada focused on lower middle market and middle market global software and technology companies.”

Partner, preeminent Canadian law firm in M&A

Client Testimonials.

We hired Tequity based on their deep experience and connections in the Salesforce ecosystem!

"We hired Tequity based on their deep experience and connections in the Salesforce ecosystem. They definitely fulfilled that promise as they brought us a large number of potential acquirers that we would have never found ourselves. Most importantly, they helped us close with an amazing acquiring partner, Vass. We couldn't be more excited to continue growing Copilot under the Vass brand."

Tom Lesnick and David Tebbi, CoOwners of Copilot

Client Testimonials.

After extensive due diligence to identify the proper investment banker, we concluded Tequity was the best team for our needs.

After extensive due diligence to identify the proper investment banker, we concluded Tequity was the best team for our needs. We selected Wilf and Diane for their M&A knowledge, deep investor rolodex, technology niche market expertise, seller sole representation, and solid testimonials.

During our transaction and its tense moments, Wilf was calm, poised and well-prepared. He provided valuable input, shared prior transaction experience notes, and access to their solid legal and financial advisors network.

We set very granular requirements for any acquirer / partnership to be considered to include expansive service offering for clients, better career options for our employees / family members, a great place to work, and fair market evaluation. Tequity team delivered on every front, it is true you are as good as your team.

A job well done!

Bashar Asmar, Founder & CEO, Robust Network Solutions

Client Testimonials.

Thank you Tequity for your guidance and partnership the last several years, we really appreciate it!

We have had the pleasure of working with Tequity for the last several years. During our initial encounter, they had the foresight to recommend bringing our teams together which resulted in our merger in 2020. As a result of our immediate success as a combined organization, Alex and Anish quickly indicated a strong interest in the market for our firm. We decided to field offers and to our great surprise there were several, very compelling alternatives. We ultimately decided to accept the Apps Associates offer as we felt their values and culture most closely aligned with ours, while providing employees and customers with tremendous opportunities. Throughout the process Alex and Anish were fantastic – professional, transparent, and very knowledgeable on the Salesforce M&A market. Thank you Tequity for your guidance and partnership the last several years, we really appreciate it.

Jeff Oskin, CEO and Steve Baines, President and Chief Growth Officer, Forcivity

Client Testimonials.

Tequity knows the MSP market in North America really well.

When the going got tough, we could always count on Wilf to pave a way through the issue by finding a path that would work for all parties. Tequity knows the MSP market in North America really well. Their team ran an efficient process and were able to achieve what we were looking for."

Charles Bennett, founder of Triella

Client Testimonials.

The team at Tequity are definitely experts in helping companies to achieve their objectives in an M&A transaction!

The team at Tequity are definitely experts in helping companies to achieve their objectives in an M&A transaction. Their extensive knowledge of and experience in the tech space is what attracted us to their organization (we had known about Tequity since 2012). Tequity's breadth of contacts (for both buyers and legal/accounting advisors) really got our sale moving and thanks to assistance by Diane and Anish, we were able to close a great deal. We would recommend Tequity to any company looking to sell.

Dan Edwards, Co-Founder and CEO of Aligntrac

Client Testimonials.

The Tequity team are Salesforce experts!

The Tequity team are Salesforce experts and know our industry, and there was no doubt in our minds about working with them to represent Aarin Inc. We always felt Anish and Diane put our best interests first, and the support that Anish provided to us throughout the process was invaluable. They are a great group of partners to work with and know the acquisition process well. Tequity’s market knowledge helped us to avoid the potential pitfalls that other firms wouldn’t be aware of and kept the negotiations professional and on track to achieve a great outcome. I am excited to continue our growth at OSF and we would highly recommend Tequity!

Rahul Jolly, CEO & Founder, Aarin Inc.

Client Testimonials.

Tequity has been a fantastic partner! Very, very well done!

Tequity has been a fantastic partner in helping us bring our transaction to completion. Their SaaS market knowledge, reach, and well-managed process are outstanding and truly exceeded our expectations. Anish, who advised us through the process from pre-sale preparation through to completion, was fantastic at balancing our needs as sellers with the buyer's requirements to bring the deal to a close. Very, very well done.

Troy Marchand, CEO of Dundas

Client Testimonials.

Tequity Proved to be Professional, Experienced and Extremely Knowledgeable

PureFacts wanted to augment its leading wealth management platform by adding a premier Salesforce partner. In all interactions Tequity proved to be professional, experienced and extremely knowledgeable about the Salesforce ecosystem. The Tequity team was not only pleasurable and easy to work with, they also brought an exceptional knowledge of business operations and a CEO perspective to the process. We would not hesitate to work with Tequity again, nor to recommend them as leading experts on transactions within the Salesforce community.

Robert Madej, CEO, PureFacts Financial Solutions

Recent Transactions.

Salesforce Digital Transformation
Tequity acted as the exclusive financial advisor to CloudKettle

acquired by

SaaS Mass Notification System
Tequity acted as the exclusive financial advisor to Asher Group

acquired by

SaaS Supply Chain ERP
Tequity acted as exclusive financial advisor to Blue Link Associates

acquired by