We are an M&A advisory firm with core expertise in B2B Enterprise Software and IT Services companies. Strategic mergers, exits, and carve-outs for technology companies are all we do. We help shareholders with one of the biggest events of their lives and consistently deliver the best outcomes possible.
On working with Tequity, Greg Poirier, President, notes that, "We built CloudKettle knowing that an acquisition was part of our journey. As we looked for a partner to assist with that, Tequity was the first organization that people in the ecosystem recommended to us."
We interviewed many firms, including some that were much bigger and some that claimed they could do more for us, but Tequity convinced us they were the right fit for us and I'm very happy that they did.
A well-known partner in the technology practice of a preeminent Canadian law firm recently introduced us with this sentence.
I truly appreciate Wilf’s integrity and professionalism throughout the process. I'd recommend Wilf, Diane, and the team at Tequity to any founder considering an M&A process.
Together with my great management team, Paul and the Tequity team went to work learning everything about Matrix and found top notch prospective buyers.
“Tequity was the most competent and connected advisor we had met and worked with. We appreciated their professionalism as a sounding board through the expedited process we ran together and would not hesitate to recommend them to others of similar scale as Beniva” said Leonard Wiens, Leonard Wiens, Founding Partner Beniva.
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Simply put, our deal would not have closed without Tequity. Not only did Tequity bring the opportunity to us, their keen sense of the SaaS and Salesforce market, together with their upfront dedication to understanding who we were as a business, led them to efficiently and effectively negotiate on our behalf for the best possible outcome.
We hired Tequity based on their deep experience and connections in the Salesforce ecosystem. They definitely fulfilled that promise as they brought us a large number of potential acquirers that we would have never found ourselves.
"After extensive due diligence to identify the proper investment banker, we concluded Tequity was the best team for our needs. We selected Wilf and Diane for their M&A knowledge, deep investor rolodex, technology niche market expertise, seller sole representation, and solid testimonials."
“Tequity has been a fantastic partner in helping us bring our transaction to completion. Their SaaS market knowledge, reach, and well-managed process are outstanding and truly exceeded our expectations. Anish, who advised us through the process from pre-sale preparation through to completion, was fantastic at balancing our needs as sellers with the buyer's requirements to bring the deal to a close. Very, very well done,” said Troy Marchand, CEO of Dundas.
"Working with Tequity has truly been a great experience!” said Jesse Theiler, Founder and CEO of Emelar. “This was our second experience working with Tequity on the buy side and there are three things I really appreciate about working with the Tequity team," said Andy Prince, Chief Innovation Officer, Diabsolut
"The Tequity team are Salesforce experts and know our industry, and there was no doubt in our minds about working with them to represent Aarin Inc. We always felt Anish and Diane put our best interests first, and the support that Anish provided to us throughout the process was invaluable."
“The team at Tequity are definitely experts in helping companies to achieve their objectives in an M&A transaction. Their extensive knowledge of and experience in the tech space is what attracted us to their organization (we had known about Tequity since 2012). Tequity's breadth of contacts (for both buyers and legal/accounting advisors) really got our sale moving and thanks to assistance by Diane and Anish, we were able to close a great deal. We would recommend Tequity to any company looking to sell” said Dan Edwards, Co-Founder, and CEO of Aligntrac
"We have had the pleasure of working with Tequity for the last several years. Throughout the process Alex and Anish were fantastic – professional, transparent, and very knowledgeable on the Salesforce M&A market."
"It was a privilege working with the team at Tequity Advisors in the journey of selling our company. Their niche industry experience, combined with an expansive network, presented opportunities for our company and employees that otherwise wouldn't have been available. It was very clear that Alex and Wilf had my best interests in mind from start to finish, which was refreshing and very much appreciated” Bill Mell, former President & CEO at Rapid Technologies (current ServiceNow Managing Director at Synoptek).
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“When the going got tough, we could always count on Wilf to pave a way through the issue by finding a path that would work for all parties. Tequity knows the MSP market in North America really well. Their team ran an efficient process and were able to achieve what we were looking for." said Charles Bennett, founder of Triella.
“We worked with Tequity from very early exploration through the sale of the company to one of the world’s largest Fortune Global 500 organizations. We are really pleased with the professionalism, thoroughness, and the great advice through the process. Our interests were always presented very professionally which was a major contribution to the successful outcome. We would gladly recommend Tequity" Abdulaziz Al-Salloum, AppsPro CEO
"Tequity provided us with a complete view of the market of potential strategic acquirers. They have the right key contacts and know this space well. Wilf and Diane ran a very efficient process that was concluded in 5 months - from getting ready, to market outreach, meetings, offers, negotiations, and due diligence - and resulted in a lot of interest and multiple offers for our consideration" Ron Mac Donnell, Co-Founder, President & CEO
“I am really glad we engaged Tequity to help us sell our business - they have a deep knowledge of the SaaS market that was invaluable throughout the project from start to finish. I didn’t realize the extent of the due diligence process before we began but Tequity worked with us and the buyer to keep things simple and avoid complications where possible. With Tequity's guidance I truly believe we were able to achieve a better outcome for the shareholders than if we had tried to go it alone, with a very strategic buyer who appreciates our technology, our customers, and our people" Jay Murray, Founder & CEO
“After interviewing a number of M&A advisory firms across North America, we chose to partner with Tequity. That turned out to be a really good decision, as we found their SaaS expertise and wisdom invaluable to us as we went through the various stages of the M&A process” Muneer Hiriji, Board Member & Advisor
“Tequity was an outstanding partner throughout our acquisition journey. Their deep experience in the B2B space was invaluable and made the entire process easy. We are so appreciative and could not have done it without their guidance and support" Jonathon Millman, President, CEO and Founder of Shift CRM
"The folks at Tequity were great to work with and really helped us all move the process forward in a timely manner" Gireesh Sonnad, Silverline Co-Founder and CEO
“Dealing with the team at Tequity was an absolute pleasure – they really do have the seller's interest at heart and finding the right acquirer was always top of mind for them. They work methodically, are well-connected, and their knowledge of the market was impressive” Carlo Saggese, President and CEO, Paladin Group.
“Tequity are deal makers. They allowed us to continue to run our business while they did the heavy lifting in ensuring questions were answered throughout the process. We had the pleasure of working with Alex and Anish. Both are professional to the letter. They understand the importance of maintaining a good relationship throughout the process and work through any challenges that inevitably arise. We cannot thank them enough for their timely work and patience" Paul Gordon, Co-Founder and Chief Executive Officer of Bubblebox Holdings
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“We selected Tequity because of their significant experience in enterprise application markets. They brought multiple high-quality buyers to us quickly and effectively. We liked the chemistry with EY the most and are really excited about our future! Thank you, team Tequity, for all your valuable help” says Steven Kiss, VP of Sales and Marketing at SuMO" Steven Kiss, VP of Sales and Marketing atSuMO
"Working with Diane and Anish was a pleasure. They did exactly what they said they would do. They kept the project very focused and on track and were exceptionally good at mitigating the stress that goes along with a sale transaction. Tequity really knows the SaaS market and has an extensive global network" Karen Maguire, CEO & Founder, Satuit Technologies
“Our clients hire us because we know Salesforce customization better than anyone else, we chose Tequity because they know Salesforce M&A better than anyone else.” Matt Kaufman, CEO at MK Partners
“What we achieved with the help of Tequity was the best possible results for both Foundry52 and Diabsolut. Alex and team helped us find a firm that was a perfect fit, from culture, to values, to strategic goals. Through your negotiating skills, coaching, and advocacy, the entire deal process was efficiently accomplished. What we found most valuable was your sincerity, intention, and integrity. Alex was always able to get to the root of the issue with creative ways for both sides to feel confident of fair results and optimistic outcomes” Cheryl Anderson, Co-Founder at Foundry52
“It was great working with the Tequity team. They have a deep understanding of the SaaS marketplace, particularly as it relates to the Salesforce and Oracle Net Suite ecosystems. Without their strong, practical advice, I don't think we would have arrived at this point" Mark Walker, Founder and CEO
“Once we were ready, Tequity was able to get us in front of the right people who were very interested. We quickly had a number of introductory meetings that went very well, where both sides learned about each other. From that first meeting with Apps, we felt the right fit for our Team. Tequity's deep knowledge of the Salesforce ecosystem was why we chose them" Steve Simpson, Founder & CTO
Alex and the team at Tequity listened first, but then executed flawlessly to find us the perfect buyer.
In all interactions Tequity proved to be professional, experienced and extremely knowledgeable about the Salesforce ecosystem.
Having Tequity as my advisors made a significant difference. They were great to work with throughout the process and really understood my objectives and what was important to me in a transaction. I am excited about the acquisition by Pluribus Technologies as I believe that the company has the marketing and sales expertise required..
“The Crevalle Group, as a leading supplier of Salesforce talent, selected Tequity to assist in finding an acquisition partner as Tequity knows the Salesforce ecosystem extremely well” Will Drescher, President of The Crevalle Group
Like every other technology company, we were getting inundated regularly with calls from a variety of investors and potential buyers, so when we were getting serious about exploring an exit, we asked ourselves “do we really need to hire and pay for an advisory firm..
Thanks to the team at Tequity for helping us transition TGO to the next chapter. Having been in business for 30 years, it was a big decision to make a change and finding the right partner to help us with this was critical.
We contracted Tequity to sell Roaring Penguin Software. We had very specific criteria for the type of buyer and deal that we would accept, and the Tequity staff performed diligent and exhaustive work to find us a good deal. They were professional, patient and helpful every step of the way, and persevered...
Anish and team, thank you for helping us sell our business. When we first thought about selling, we had no idea where to begin. Working with you made this overwhelming task manageable and successful! So thank you for your guidance, and for being a pleasure to work with. Especially in
With global operations in a market undergoing transformative change, it was imperative to work with the right advisory firm. Tequity’s knowledge of international markets, strong negotiation skills, and the ability to tightly manage our process resulted in a great outcome. Their systems and people are top-notch.
Selling an IT business is hard and complicated. The process brings together a need for marketing, finance, strategy, and tax, legal, and technical capabilities. Equally important, it requires experience and finesse in the soft skills of dealing with people issues and negotiations. We were pleased to have Tequity
Selling a company takes more hard work that I could have imagined. There are many points during the process when having an experienced team that you like and trust to help you through the ups and downs and keep you focused on achieving your objectives is extremely important. The strategic advice
I am pleased to recommend Wilf and the team at Tequity to the shareholders of any software or IT-services company seeking the strategic sale of their firm. Having had the opportunity to work with Tequity for several years, we
James Duncan, Former Business Owner and Treasurer – Eurodata Support Services Inc. Eurodata Support Services Inc (ESS) has been a great business for myself and partner Leslie for many years, but our focus had totally shifted a number of years ago as other business interests grew, so we decided to seek
Tequity was originally recommended to us by a large M&A firm that did not deal with companies like ours. I found that Tequity specifically specialized in mid-sized technology firms
Mark Halwa, Managing Partner at NanoFibre Networks Inc. Kevin Tribe from Tequity approached us when the shareholders were contemplating selling our company. We didn’t think we wanted assistance from an M&A firm, however Kevin persistently and professionally kept making contact and we realized
I wanted to thank you for managing and facilitating the process by which Cambar was acquired by Robocom. Your direction and advice throughout the
Without your help and diligence, the sale of EDI Support, Inc. would not have been realized. You had the tenacity to continue with us
I can’t thank you enough for your invaluable assistance through the whole process of selling STS
Thanks so much for all your help on this journey. Your support and expertise were very much appreciated. Your knowledge of the Salesforce.com ecosystem is second-to-none and we are sure was a large part of our success. We’re glad we decided to partner with you.
"We worked with Tequity on our growth strategy while building our insurance application on Salesforce.com for two years. Tequity then found us an excellent strategic buyer, Pluribus Technologies. Alex MacKay and Tequity have been a pleasure to do business with and their knowledge of the Salesforce ecosystem is outstanding" Dave Coombs, Chairman, Assured Software
"As someone whom had never had the experience of selling a company, Tequity guided me through the process and helped me understand what to expect and what to prepare. They facilitated meetings with the buyer and ensured we continued with positive momentum throughout the process. They helped make the experience a resounding success" Scott Thomas, CEO, Idle Tools Corp.
