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.

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

Client Testimonials.

Their Counsel, Creativity, and Compassion Set Them a Cut Above.

We weren’t just looking for any buyer, but rather one that exhibited a series of unique attributes we felt were necessary to ensure our company would thrive under new ownership. Candidly, we weren’t sure if such a buyer even existed. Alex and the team at Tequity listened first, but then executed flawlessly to find us the perfect buyer. Their network and experience were crucial to the success of this project, but it was their counsel, creativity, and compassion that set them a cut above.d

Mike McCann, President, VennScience

Client Testimonials.

Tequity Knew My Market and Found the Right Strategic Buyer

Having Tequity as my advisors made a significant difference. They were great to work with throughout the process and really understood my objectives and what was important to me in a transaction. I am excited about the acquisition by Pluribus Technologies as I believe that the company has the marketing and sales expertise required to grow TeleMED by increasing our market share in Canada and also reaching new markets outside of Canada which is exactly what I was aiming to achieve.

Asa Lebel, CEO of TeleMED

Client Testimonials.

Tequity More Than Paid for Themselves

Like every other technology company, we were getting inundated regularly with calls from a variety of investors and potential buyers, so when we were getting serious about exploring an exit, we asked ourselves “do we really need to hire and pay for an advisory firm to help us”? After a long internal discussion, our shareholders decided it was worth the “insurance” to use an experienced M&A firm to help us through the process – after all, you only get to sell your company once.

Glenn James, Co-Founder & Principal, DEV6

Client Testimonials.

Finding the Right Partner was Critical

Thanks to the Tequity team for helping us transition TGO to the next chapter. Having been in business for 30 years, it was a big decision to make a change and finding the right partner to help us with this was critical. We had briefly worked with another partner without success and are very happy that we chose Tequity to bring it all home. Your experience in our industry and with companies similar to ours was invaluable in setting expectations for me and my partners and helped to make this process as painless as possible.

Tracey Crane-Whitehouse, COO, TGO Consulting

Client Testimonials.

Professional, Patient, and Helpful Every Step of the Way

We contracted Tequity to sell Roaring Penguin Software. We had very specific criteria for the type of buyer and deal that we would accept, and the Tequity staff performed diligent and exhaustive work to find us a good deal. They were professional, patient and helpful every step of the way, and persevered through a process made fairly long by our particularness. Kevin and Anish are a pleasure to deal with and I would highly recommend Tequity to any business owner thinking of selling.

Dianne Skoll, Founder, Roaring Penguin Software Inc.

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