Our Sectors

Experience Across the Technology Industry

We have over a decade of experience working with both big and small tech companies across sub-sectors, advising on capital raising and full and partial liquidity events, where our track-record is the stalwart driving edge behind our efforts.

Vertical Software

Industrial & Manufacturing
Healthcare IT
GovTech & Non-Profit
Real Estate & Hospitality
Energy, CleanTech, & Waste
Education Technology
Media & Entertainment

Application Software

GRC & Cybersecurity
Supply Chain & Logistics
HCM & Safety
Sales Enablement & Martech
Asset Management

Data & Tech-Enabled Services

Field Services & Payments
Data-as-a-Service
Data Enablement
Digital Commerce
"
The process that David and Charlie ran for our recapitalization generated many offers and found the eventual perfect partner in Sumeru. On top of being great bankers, they also share a mission-driven focus like we do at GoGuardian. We were very pleased with the outcome and couldn't recommend them more highly.
Advait Shinde
CEO and Founder, GoGuardian

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
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
Renaissance
Ridgemont Equity Partners
Rothchild & Co
Securly
Serent Capital
Silver Lake
Sumeru Equity Partners
Summit Partners
TA Associates
TPG
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
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
Renaissance
Ridgemont Equity Partners
Rothchild & Co
Securly
Serent Capital
Silver Lake
Sumeru Equity Partners
Summit Partners
TA Associates
TPG
Thompson Street
Tritium Partners
TrustArc
Vector Solutions
Vista
We Video
WellSky
Xplor
Zynga