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
Media & Entertainment
GovTech & Non-Profit
Real Estate & Hospitality
Energy, CleanTech, and Waste
Education Technology
Professional Services

Application Software

GRC & Cybersecurity
Supply Chain & Logistics
Human Capital, Safety, and Workforce Management
Sales Enablement
Marketing Tech
Business Intelligence & Analytics
Asset Management

Data & Tech-Enabled Services

Field Services & Payments
Data-as-a-Service
Data Enablement
Mobile Apps
Digital Commerce
"
Our client selected David Cho and Chet Kristy to broker a sale of a significant minority interest in the company. A great investment banker earns their keep by guiding the client to the right buyer/investor, helping the client understand what can and can’t be negotiated, serving as a trusted communication channel with the buyer/investor, and making last-minute impediments to closing evaporate though skilled negotiation. David and Chet did all this, resulting in a successful closing and happy client. I look forward to working with them again.
Erich Merrill
Partner, Miller Nash

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
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
Thompson Street
Tritium Partners
TrustArc
Vector Solutions
Vista
We Video
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
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
Thompson Street
Tritium Partners
TrustArc
Vector Solutions
Vista
We Video
Xplor
Zynga