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Active Advisory Mandates

A curated portfolio of technology companies currently represented by our sell-side advisory practice. Register for full access to detailed memoranda and financial data.

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57 active mandates

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Create a free account to view detailed financials, memoranda, and full listing information for all active mandates.

What are the qualifications?

As a success-based advisory firm, we are selective about the engagements we take on. We focus on technology-enabled businesses with $2M-$100M+ in annual revenue that meet the following criteria. Our goal is to represent companies where we can deliver meaningful value and a premium outcome.

  • 01.

    Established Operations

    We represent technology companies with a minimum of 3 years of operating history, demonstrated product-market fit, and consistent financial performance. Revenue should be at least $2M annually with a clear path to profitability or existing positive cash flow.
  • 02.

    Auditable Financials

    We require clean, verifiable financial records including P&L statements, balance sheets, and tax returns. Our team conducts a preliminary financial review before taking any engagement to market, ensuring acquirers receive accurate and defensible data from day one.
  • 03.

    Scalable Technology

    We specialize in companies built on scalable technology platforms - SaaS, AI/ML, eCommerce, FinTech, HealthTech, digital media, and technology-enabled services. The business model should demonstrate recurring or repeatable revenue and the ability to grow without proportional increases in cost structure.

Considering a Transaction?

Schedule a confidential consultation with one of our advisors.