Full Picture,
Optimal Results

We serve as a most trusted advisor to founders, management, investors, and boards of global SaaS and data businesses. With experience across a range of situations, we fiercely support clients to achieve the ideal transaction at the optimal time.

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100%
Focus on SaaS & Data
60+
Deals Closed by Partners
100%
Partner-Led Deals
$5 – 35M
Client ARR

Investment Banking for Category-Leading Technology Companies

Our holistic M&A practice allows clients to leverage our trusted expertise across many different transaction types and ensure the optimal outcome.  

A Partner on Every Transaction
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Technology Industry Expertise
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Bespoke Processes and Top Tier Execution
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Leveraging Relationships to Maximize Value
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Learn More About Us
Members of the IKONA Partners teamChet Kristy talks with two colleagues
"[IKONA] provided clear direction on process strategy, resulting in an exceptional outcome."
Esteban Sosnik
Co-founder, Reach Capital
"They continue to be helpful even after our deal has closed. I wouldn't hesitate to recommend them."
Shaun Clark
CEO and Founder, GoHighLevel
"David has been a trusted advisor to us and many of our portfolio companies through the years."
Steve Wolfe and Nate Grossman
Co-Founders, Growth Street Partners

Expert Advisors Create Optionality

We are experts in maximizing value across various transaction types, especially where clients require flexibility.

Mergers & Acquisitions

Sell/Buy-Side Advisory
Merger-of-Equals
Divestitures & Spinoffs
Leveraged Buyouts

Recaps & Capital Raises

Minority, 50/50, Majority
Bridge Financing
Growth Capital
Management Buyouts

Secondaries

Full & Partial Liquidity
Tender Processes
Direct VC Secondaries
View All Solutions

We Are Sector Specialists

We have a successful history of assisting both well-established and emerging technology companies in attaining their strategic M&A and liquidity goals.

Vertical Software

Application Software

Data & Tech-Enabled Services

Our Principals Have Closed Transactions With

3M
Advent International
Alpine
Amazon
Autodesk
Bain Capital
Bregal Sagemont
Chegg
Deluxe
Emigrant Capital
Endicott Group
Ever Commerce
FTV Capital
Francisco Partners
Frontier Growth
GSP
Gauge Capital
Gi Partners
Go Guardian
Golden Gate Capital
Grey Lion Capital
Gryphon Investors
Insight Partners
Intel
Investcorp
JMI
LLR
Lending Tree
Leonard Green
Level Equity
Leyaro
MN Real Estate Software
Marlin Equity Partners
Northwest
Pamlico Capital
Peak Equity
Peakspan
Personify
Power School
Primus
Providence Strategic Growth
Quorum
Raptor Technologies
Renaissance
Ridgemont Equity Partners
Rothchild & Co
Securly
Serent Capital
Silver Lake
Sumeru Equity Partners
Summit Partners
TA Associates
TPG
Thoma Bravo
Thompson Street
Tritium Partners
TrustArc
Vector Solutions
Vista
We Video
WellSky
Xplor
Zynga
3M
Advent International
Alpine
Amazon
Autodesk
Bain Capital
Bregal Sagemont
Chegg
Deluxe
Emigrant Capital
Endicott Group
Ever Commerce
FTV Capital
Francisco Partners
Frontier Growth
GSP
Gauge Capital
Gi Partners
Go Guardian
Golden Gate Capital
Grey Lion Capital
Gryphon Investors
Insight Partners
Intel
Investcorp
JMI
LLR
Lending Tree
Leonard Green
Level Equity
Leyaro
MN Real Estate Software
Marlin Equity Partners
Northwest
Pamlico Capital
Peak Equity
Peakspan
Personify
Power School
Primus
Providence Strategic Growth
Quorum
Raptor Technologies
Renaissance
Ridgemont Equity Partners
Rothchild & Co
Securly
Serent Capital
Silver Lake
Sumeru Equity Partners
Summit Partners
TA Associates
TPG
Thoma Bravo
Thompson Street
Tritium Partners
TrustArc
Vector Solutions
Vista
We Video
WellSky
Xplor
Zynga

We'd love to hear from you.

We welcome and celebrate different perspectives to help our firm, our clients, and our people.

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Investment Banking Services and Securities offered through Independent Investment Bankers Corp. a broker-dealer, member FINRA/SIPC. IKONA Partners is not affiliated with Independent Investment Bankers Corp.
© 2025 IKONA Partners, LLC
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