If I ever have to go through this process again, Tequity will be our agent of choice. They found a buyer we would otherwise have never known of, and closed our transaction with both a very strong valuation and an exceptionally clean deal structure. I strongly recommend Tequity to any technology company interested in pursuing a sale of their business. I am grateful for the excellent outcome that Tequity facilitated.
- Howard Brown, Former Owner, DOC-IT
Tequity acted as exclusive financial advisor to Doc-IT, a premier provider of enterprise document management software to accounting firms across Canada and the United States, their acquisition by Roynat Capital.
Doc-It, a Hamilton, Ontario based company is the premier provider of enterprise document management software to accounting firms across Canada and the United States. Doc-It’s highly regarded product suite generates significant operational efficiencies, strong practice governance and outstanding client service capability for independent accountants. See www.doc-it.com
Roynat partnered with Brock Philp, a seasoned and successful industry executive who will become Doc-It’s new Chief Executive Officer. Roynat Capital’s National Equity Group is a Canadian market leader in providing equity capital and mezzanine financing solutions to small and mid-market companies across Canada. The firm seeks to invest up to $10 million with great entrepreneurs in market leading companies to drive growth and profitability. Roynat’s capital solutions are often utilized for succession planning, acquisitions, accelerating growth and facility capital expenditures. See www.roynat.com
Tequity provides M&A advisory services to Enterprise Software and Information Technology companies in the mid-market across North America and around the globe with a primary focus on strategic sales, mergers, and carve-outs. As business operations and growth specialists who have built companies, raised capital, and successfully exited, we bring real world experience to any M&A discussion.
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