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 many vertical and horizontal markets to all major cloud partner ecosystems including Salesforce, ServiceNow, SAP, Microsoft, and Oracle. We are experienced in 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 divestitures, acquisitions, valuations, and business exit strategies. 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.

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.

Working with Tequity has truly been a great experience!

"Working with Tequity has truly been a great experience! Tequity's professionalism and business acumen on topics such as the Salesforce ecosystem, technology, and growth is simply outstanding. Combined with their Salesforce ecosystem experience, choosing them to be our broker was a no-brainer. I first met Alex at Dreamforce in 2017 and, keeping in touch through the years, we would talk about business and the ecosystem for a few years. When it was time to grow through M&A it was an opportunity to work even closer. Alex was the first (and only) person I called. Great people; even greater partners!  Thank you, Alex and team, for your exceptional advice and partnership through the years.

Jesse Theiler, Founder and CEO of Emelar

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.

SaaS Business Intelligence / Analytics Firm
Tequity Acted as Exclusive Financial Advisor to Dundas

acquired by

Salesforce Consulting Firm
Tequity Acted as Exclusive Financial Advisor to Emelar Consulting Group

acquired by

Full-Stack Marketing Cloud Systems Integrator
Tequity Acted as Exclusive Financial Advisor to Aarin Inc.

acquired by