Who We Serve

Advisors, intermediaries, bankers, and brokers are professionals who help clients sell or buy software and technology companies. They use their expertise and knowledge of the industry to advise clients on the best course of action, negotiate deals, and facilitate transactions. Advisors and intermediaries typically have a broad understanding of the software and technology industry and provide strategic guidance to clients. Bankers and brokers, on the other hand, specialize in financing and deal-making and may have more in-depth knowledge of the financial aspects of transactions.

Business brokerage, investment banking, and M&A advisory firms are companies that provide a range of services to clients looking to sell or buy software and technology companies. Business brokerage firms typically provide assistance with valuing, marketing, and selling a business. Investment banking firms specialize in providing financing for transactions and may also offer strategic advice. M&A advisory firms focus on helping clients through the merger and acquisition process, including due diligence, negotiations, and closing.

The software and technology industry is vast and encompasses a wide range of products and services, including:

• AppDev & SoftDev: This refers to the development of custom software applications and software development services.
• DevOps Services: DevOps is a practice that involves the collaboration between software developers and IT operations teams to improve the speed and quality of software delivery. DevOps services refer to the services offered by companies to assist organizations in implementing DevOps practices.
• Application Software (On-Prem & Cloud-Based): Application software refers to software designed to perform specific tasks, such as productivity tools, content creation tools, and games. On-premise software is installed on a client’s local server, while cloud-based software is hosted on a remote server and accessed via the internet.
• Data Analytics & BI: This refers to the use of data to generate insights and make informed decisions. Business intelligence (BI) refers to the use of data analysis, reporting, and visualization tools to gain insights into business performance.
• Communications & Collaboration: This refers to software and services that support communication and collaboration among employees, such as email, instant messaging, and video conferencing.
• Content Creation & Management: This refers to software and services that support the creation, storage, and management of digital content, such as documents, images, and videos.
• CRM & CXM: Customer Relationship Management (CRM) refers to software and practices used to manage interactions with customers and clients. Customer Experience Management (CXM) refers to the management of the overall experience a customer has with a company.
• ERP & Supply Chain Management: Enterprise Resource Planning (ERP) refers to software that helps organizations manage their core business processes, such as accounting, human resources, and operations. Supply chain management involves the management of the flow of goods and services from raw materials to end customers.
• Finance and Accounting: This refers to software and services that support financial and accounting operations, such as invoicing, payroll, and tax preparation.
• Governance, Risk & Compliance: This refers to software and services that support an organization’s compliance with regulatory requirements and management of risk.
• HR Management: This refers to software and services that support human resources operations, such as employee recruitment, training, and performance management.
• MarTech, AdTech & Sales Enablement: Marketing Technology (MarTech) refers to software and services that support marketing operations, such as advertising, lead generation, and email marketing. AdTech refers to technology used in advertising, including programmatic advertising and digital advertising. Sales enablement refers to the use of technology to support the sales process, such as customer relationship management (CRM) software and sales intelligence tools.

• As a Service Technology: This refers to technology that is provided as a service, rather than as a product. Examples include Software as a Service (SaaS), Infrastructure as a Service (IaaS), and Platform as a Service (PaaS).
• Desktop as a Service (DaaS): DaaS refers to the delivery of virtual desktops over the internet, allowing users to access their desktop environment and applications from anywhere.
• Infrastructure as a Service (IaaS): IaaS refers to the delivery of computer infrastructure, such as servers and storage, as a service over the internet.
• Platform as a Service (PaaS): PaaS refers to the delivery of a platform for developing, running, and managing applications and services over the internet.
• Software as a Service (SaaS): SaaS refers to the delivery of software applications over the internet, rather than through traditional software installation on local servers.
• Blockchain & NFT Technology: Blockchain is a decentralized ledger technology that enables secure transactions without intermediaries. Non-Fungible Tokens (NFTs) are unique digital assets that can be traded on blockchain platforms.
• Cybersecurity: This refers to the technologies, practices, and processes used to protect information and systems from cyber threats, such as hacking and data breaches.
• Content Management Systems (CMS): CMS refers to software that allows organizations to create, manage, and publish digital content, such as websites and blogs.
• Data Applications & Analysis: This refers to software and services that support the analysis and management of data, including data visualization, data warehousing, and data mining.
• Data Centers & ISPs: Data centers are facilities that house computer systems and related components, such as telecommunications and storage systems. Internet Service Providers (ISPs) provide internet access to customers.
• Ecommerce Applications & Stores: Ecommerce applications and stores refer to software and platforms used to support online shopping and the sale of goods and services over the internet.
• Energy Technology: This refers to technology used in the production, distribution, and use of energy, such as renewable energy systems and smart grid technology.
• FinTech: FinTech refers to technology-based financial services, such as online banking, peer-to-peer lending, and robo-advisors.
• Gaming Technology: This refers to technology used in the development and delivery of video games, including game engines, virtual reality, and augmented reality technology.
• Healthcare Technology: This refers to technology used in the healthcare industry, such as electronic medical records, telemedicine, and wearable health devices.
• Information (IT) Technology: IT refers to the use of technology in the management of information, including hardware, software, and telecommunications.
• Internet & Digital Media: This refers to technology and services related to the internet, including websites, social media, and digital advertising.
• Managed Service Providers (MSP): MSPs provide IT management and support services to organizations, such as network monitoring, data backup, and security.
• MarTech & Advertising: MarTech refers to technology used in marketing, including marketing automation, customer relationship management (CRM), and email marketing. Advertising refers to the use of various media to promote goods and services.
• Mobile Applications: Mobile applications are software applications designed to run on mobile devices, such as smartphones and tablets.
• Networking & Storage: Networking refers to the technology and practices used to connect computer systems and devices, including local area networks (LANs) and wide area networks (WANs). Storage refers to the technology and practices used to store and manage digital data, including hard drives, cloud storage, and data backup solutions.

• Social Media & Communication Platforms: Social media refers to websites and applications that enable users to create and share content, as well as interact with other users. Communication platforms refer to software and services that enable real-time communication, such as video conferencing and instant messaging.
• Telecom Infrastructure & Services: Telecom infrastructure refers to the physical and technical components of telecommunications networks, including fiber optic cables, cell towers, and switches. Telecom services refer to the communication services provided to customers, such as voice and data services.
• Vertical Application Software: Vertical application software refers to software designed for specific industries or businesses, such as healthcare, financial services, and retail. These applications often have unique features and functionalities tailored to the needs of their target market.

In conclusion, the software and technology industries are complex and diverse, with a wide range of products, services, and applications. Advisors, intermediaries, bankers, and brokers, as well as business brokerage, investment banks, and M&A advisory firms, play a crucial role in helping companies buy or sell technology companies and assets. Understanding the different types of technology and their applications is key for businesses seeking to buy or sell technology companies and for those working in the technology industry.