Selling Your Tech Company

Tech M&A Specialists

Sell-Side Advisory Services for Your Technology Company

Are you wondering whether the time is right to explore a sale?   

You may be looking at your strategic options to accelerate the growth of your company. Maybe you would like to achieve a liquidity event and take some chips off the table but aren't ready to fully exit yet. You may have recognized there is a wave of M&A currently in your market and wondering if you are in an optimal position to take advantage of the increased activity. Perhaps you are thinking about retiring. Or maybe you've been approached by one or several buyers and want help negotiating and managing the conversations.

Our advisors have helped hundreds of software and technology companies to work through these decisions. The majority of the work we do is providing sell-side advisory services to clients.

Many of our conversations with prospective clients begin with coaching on how to best prepare their company for a sale in order to achieve maximum value. We often start working with companies many months or years in advance of any M&A event.

Our advisors look at a wide range of internal and external variables surrounding your software, technology, or IT services business and help you to position the company for an exit that meets your goals. Some of these factors include a review of current market conditions, and personal goals and objectives, as well as a review of valuation expectations, deal structure, and your management and employee concerns.

A key factor in driving the best offer is creating a competitive environment where multiple interested and qualified buyers are participating. Without more than one potential buyer there is no leverage and little to compel a lone buyer to increase their initial offer as much as they might with other buyers at the table. Without competing offers, you have no comparison and no way to know if the offer you receive is the best offer you could get. Or if this is even the best buyer.

Our team will guide you through every aspect of the selling process and provide coaching through each step. We combine our network of contacts, a global database, and market knowledge, with strategic marketing tactics to achieve sufficient market coverage to drive numerous offers. As creative and experienced negotiators, we help to maximize outcomes and are also able to function effectively as a buffer between buyers and sellers when negotiations get strained.

Working with Our Skilled Team Drives Better Outcomes

  • Attract Multiple Qualified Strategic Buyers
  • Strong Negotiating Skills
  • Innovative Deal Structuring
  • Creative Problem Solving

Our Objectives in Each Transaction

  • Uncover the strategic value your company offers. This is important for technology companies because their value lies in their IP, their people, their client base, and their market share.
  • Identify the strategic buyers who will offer the best price and terms.
  • Structure the process to provide flexibility so that a number of offers from a variety of parties can be brought in and evaluated in a reasonable timeframe.
  • Organize the process so the shareholders and executive team can focus their primary efforts on managing and growing the business without being unduly concerned about the divestiture process.
  • Maintain confidentiality to the greatest extent possible.

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