Phone
+1(949)289-9623

Mailing Address
POBox 74462
San Clemente, CA 92673

Work Hours
MO - FR: 7AM - 7PM

Why We’re Better…

Tech | 4 | Tech

As tech innovators ourselves, we use the latest in A.I. (Artificial Intelligence) and RPA (Robotic Process Automation) to continuously build a better approach to tech investment banking. We believe in the positive changes that A.I. brings to investment banking, assuring better quality services, faster and more efficient execution, and significant savings that we can pass on to you.

A Global Reach

Our M&A Advisors are all former tech entrepreneurs with 30+ years of operating and transactional experience, facilitating and managing mergers, acquisitions, divestitures, and turnarounds in the US, Europe, Canada, the Middle East, and Africa. We understand the intricacies and protocols of cross-cultural, cross-border transactions and can do so natively in English, French, German, Dutch (& Afrikaans). With a broad background each brings a wealth of knowledge to each deal.

World Class Negotiators

Our team of dealmakers are renowned for their unparalleled negotiating skills that navigate complex negotiations with strategic finesse and drive successful outcomes. They leverage their extensive experience and innovative strategies to secure optimal terms, ensuring that every transaction not only meets but exceeds our clients’ expectations.

Better Outcomes at a Much Lower Cost

We not only deliver better results, we also pass on real cost savings of using the most powerful, purpose designed Process Automation and Artificial Intelligence (A.I) to you. The days where exorbitant fees could be justified are over. ‘Proprietary’ contact information is now readily available. Market research, buyer profiling, and process management can now be conducted at lightning speed. Fast, efficient, and secure.

Maximized Time Savings for the Seller

Everything is focused around efficient delivery of benchmark quality services, from pitch and marketing prep, to outreach, NDA processing, screening and management meetings, through due diligence. Instead of endless, time-consuming management calls with prospective buyers, we use the latest media streaming technology to securely deliver an immersive video of your management presentation. We maximize your time savings, so that you can remain focused on your business.

Deep Domain Tech Expertise and Experience

Technology is all we do and we’re the best at it. Our advisors are all tech entrepreneurs and CEOs that have stood in your shoes, from company ideation, growth, through their own successful exits, making them the best executive M&A coaches. All have years of transactional experience, from small to large, international and complex transformative transactions. We focus on technology and have experts in each of the market sub-segments.

“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.”

Dr Jonathan Ward

Managing Director – Breaking Free

“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.”

Ryen Leyva

CFO – Infinity Solutions
VP of Operations – Aquila Software