Phone
+1(949)289-9623
Mailing Address
POBox 74462
San Clemente, CA 92673
Work Hours
MO - FR: 7AM - 7PM
Dr Jonathan Ward
Managing Director – Breaking Free
“As principal M&A advisor, Serge oversaw the cross-border sale of Breaking Free, my digital health SaaS business, to LifeWorks in January 2022.
Serge did a phenomenal job of identifying and engaging potential acquirers, generating competitive tension, navigating the complexities of selling a UK technology business to a publicly listed Canadian corporation, and skillfully guiding me and my key team members through each stage of the sale process. As a result, the eventual transaction yielded total deal consideration of 44 x ROI on the investment we had received from our VC, with no earn-out component and no price reduction during due diligence.
As well as being instrumental in the achievement of this tremendous outcome, Serge was a pleasure to work with, being unfailingly positive, helpful, supportive and solution focused throughout the process. I would highly recommend him to anyone looking to sell a software business.”
Domenico Crapanzano
CEO – Fing
Chairman – Domotz
“Serge helped me in 2020 find a new home for my company, Fing, for which I was CEO and largest shareholder. It was a real pleasure working with him as he guided us through the process and made it as painless as possible. And even more importantly, I was very pleased with the outcome as we received multiple and competing offers which maximized the value of the transaction. I couldn’t have achieved the same outcome without Serge’s help.
Big thank you!”
Thomas Amilien
CEO – Clay AIR Inc, now Director of Product Management – Qualcomm Inc
“In 2021, we hired Serge and his team to sell our deep tech company to Qualcomm Inc. Serge did an awesome job and thanks to his strong experience in this field and his best-in-class negotiation skills, finally got us a deal that was more than 50% higher than the initial proposal. The overall process was quite intense but went smooth, and we were able to close the deal in a bit less than 3 months (from LOI signing to closing). I would highly recommend Serge as an M&A advisor especially if it is the first time that you are selling a company, and from my experience I can say his fees are worth the cost as Serge can really make the difference from a selling price standpoint as well as getting a deal closed. “
Scott McCreadie
CEO – McCreadie Group
“I had the opportunity to work with Serge on the sale of my SaaS company in 2021. Serge was extremely responsive and fully represented me in the process of finding a buyer and executing a deal. Serge is very connected around the world and has extensive experience in M&A transactions. Working with Serge allowed me to find a buyer that met my goals, both personally and for the future of the company. It was a pleasure to work with Serge and I would recommend him to others looking to sell their companies.”
Ken Neeld
CEO – Delphi Display, now Toast
“I worked with Serge as my M&A advisor during the sale of my company Delphi Display Systems, Inc. to Toast, Inc. in February of 2023. He did a great job helping us put together a book, compile a comprehensive list of potential acquirers, and worked closely with me from the initial management presentations through the LOI and final deal negotiation process. Serge was always professional and helped to resolve several challenges that came up in the final negotiations. I enjoyed working with Serge throughout the entire sale process and would highly recommend him to anyone looking to sell their company.”
Ryen Leyva
CFO – Infinity Solutions
VP of Operations – Aquila Software
Serge is awesome! He helped us sell our company and was an amazing part of the team. A Great mentor. Kind, patient, and very intelligent, he made the process feel manageable and we loved our interaction with him! He’s considered a friend now.”