Managing Unsolicited Offers

Tech M&A Specialists

Getting Help When You've Been Approached

If you have been approached with a surprise offer or interest for your software or technology company, don’t make the mistake of thinking that because this company has already approached you that you don’t need help. The challenge is only just beginning.

In most cases, when a company makes an unsolicited approach, two things tend to happen: 1. shareholders give up too much information too soon and 2. they lose focus on their company and results start to slip, which will impact valuation (claw backs are common when this happens).

In most cases, this will not be your best offer or your most strategic buyer, so it is imperative for shareholders to understand that now is the time to decide if they wish to bring competitive offers in for consideration  In most cases, having competing offers in play is the best way to achieve a truly great outcome.

M&A Negotiation
In many cases, the company approaching you may have a highly skilled M&A team managing the process, while this may be your first (and perhaps only) exposure to the sale process.  Don’t try and manage this alone.  It is important to have someone working on your behalf.  Our advisors are skilled in the art of negotiation and finding creative ways to get a deal done. We will drive the best valuation and terms while also avoiding costly mistakes that diminish returns for shareholders.

The M&A negotiation process can be highly emotional for sellers.  As your representative, we can focus on the transaction without allowing feelings to distract us from the goal while also protecting your relationship with the buyer.

Because our success fees are based on your success, our goal is the same as yours: drive the best valuation and terms from the transaction.

Competitive Offers
When desired, our advisors can prepare you quickly for presentation to a selected list of buyers drawn from our industry connections and our global database of companies.

We understand the sensitive timing involved in this process and are skilled at keeping the existing offer open while confidentially driving new interest from additional buyers.

Soliciting multiple offers from qualified buyers creates the leverage that is needed to help increase the valuation and quality of the offers. Sufficient market coverage provides shareholders with insight into how they are viewed and valued by different companies, and also provides the comfort of knowing all possible options were explored before making a decision. Driving multiple offers from a variety of buyers provides shareholders with certain knowledge they have achieved the best possible outcome.

If you’ve been approached and the initial conversations seem to warrant further exploration, let’s discuss how we can help.

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" said Tom Lesnick and David Tebbi, CoOwners of Copilot.

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.

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.

Salesforce, Cloud and Data Consulting Services
Tequity Acted as Exclusive Financial Advisor to Copilot

acquired by

Managed Service Provider(MSP)
Tequity Acted as Exclusive Financial Advisor to Robust Networks

acquired by

Online IT Training & Consulting Firm
Tequity Acted as Exclusive Financial Advisor to NterOne

received minority investment from