Private Equity Acquisition Advisors

Software company acquisitions are often more challenging than other types of acquisitions. We guide you through the process, from evaluating private equity partners to managing due diligence and preparing for software reviews. We help identify risks, avoid pitfalls, and clearly articulate your potential, all with the goal of maximizing your valuation.

How we can help you in your process

You've worked hard to build your company and achieve success. While some may choose to run their business indefinitely, for many startup companies, getting acquired is the goal—whether to reach the next level, fund their next venture, or simply enjoy the rewards of their labor. Software companies are often scrutinized more than other acquisition targets due to factors like cybersecurity concerns, open source usage, scalability, and integrations and extensibility.

When a private equity firm or strategic partner wants to acquire your company, the "process" can be demanding. You'll face numerous decisions, from tactical to strategic, while still needing to run your business. For first-time sellers, the process can be overwhelming and can make you second guess everything. Even those with multiple exits can benefit from an external, unbiased thought partner to help them assess different scenarios.

While we don't replace your investment banker (we highly recommend using one by the way), we help by guiding you through key decisions, preparing you for due diligence, understanding term sheet options and deal structure, and managing timelines. We help you think about your technology stack, and how it can be configured to be a more valuable platform. Ultimately, we provide additional support and expertise to help you make better decisions and maximize your valuation. We can scale our involvement from a high-level review to in-depth discussions, depending on your needs. Our goal is simply to help you reach the finish line with a solid outcome.

Practice Areas

If you have multiple needs, we can help you prioritize and focus on the areas that will drive the most impact.

Customer Experience and Go To Market

Gaining customers is hard. We help you develop strategies and test solutions to create a streamlined, results-driven approach that drives demand for your products and services. From coaching your sales team and refining your messaging, to testing pricing strategies and business models, we work with you to boost your sales and marketing teams.

Business Strategy

The strategy that brought you this far may need some refinement to keep moving you forward. We work with you to reassess your offerings, factoring in market changes, customer expectations, and emerging technologies, to realign your business with current and future demands. We use data to inform decisions, track progress, and set measurable, quantitative goals.

Your organization's culture is crucial to its success. A solid team culture can boost resilience, productivity, and growth. We work with the leadership team and HR to improve performance reviews, hold interviewing workshops, and help identify key hires.

Organizational Culture Boost

Product and Project Management

Whether you use waterfall, agile, or another methodology, we can help your teams effectively execute your plan, ensuring you meet your schedules and deadlines. We work with you to address key aspects such as product features, market fit, pricing strategies, and user experience.

AI and Software Development

Developing secure and scalable software is a complex challenge, made even harder by emerging threats. Using AI and industry-leading development practices, we help your team build resilient, robust code designed to last.

Cybersecurity and Security Review

Cyber attacks are on the rise, putting your company at risk of data breaches, service disruptions, and ransomware. We help strengthen your defenses by educating your team, securing your infrastructure, and implementing security best practices.

Why Choose Us

Bill Ho and Sharif Rahman have worked together for over 30 years at large corporations as well as startups. Bill, entrepreneur and two-time CEO, specializes in business best practices, go-to-market strategies, and organizational performance. Sharif, a former CTO/VP Engineering, focuses on optimizing technology stacks, large scale software frameworks, SaaS, AI, and cybersecurity.

Bill and Sharif have a deep understanding of how large companies optimize complex priorities and how smaller organizations can maximize limited resources. They’ve started fully bootstrapped companies, and have also worked alongside venture capitalists, private equity firms, and strategic acquirers. They draw on their backgrounds from leading institutions such as Stanford, Caltech, Harvard, and MIT Sloan to tackle real-world challenges, applying these insights and leading their own startup companies to multiple exits.