What Tidal Partners does

Tidal Partners is a strategic M&A advisory boutique founded in August 2022 by David Handler and David Neequaye, both former partners at Centerview Partners where Handler founded and led the Technology Group. Operating as Tidal Partners LLC, the firm is registered with the SEC as a broker-dealer and is a member of FINRA and SIPC. It provides buy-side and sell-side M&A advisory, capital markets advisory on convertibles and other financings, and strategic counsel to leading technology companies navigating transformative transactions. The firm is headquartered at 260 Homer Avenue in Palo Alto, California, with additional offices in New York (54 W 21st Street) and Miami (Coconut Grove).

Tidal Partners operates a relationship-driven, senior-led service model. The bench is anchored by co-founders Handler (three decades of tech M&A, advising Cisco on more than $40 billion of acquisitions and ServiceNow on its $7.8 billion Armis deal and $2.85 billion Moveworks deal) and Neequaye (more than $175 billion in lifetime transactions). Subsequent senior additions include COO/CLO Elizabeth Hyon, partner Matt Stoner (ex-Centerview, ex-BofA Merrill Lynch), partner Rajeev Singh-Molares (former CEO of DHL Global Forwarding EMEA), partner Anand Sankaralingam (ex-Evercore MD, more than $50 billion of transaction value), partner Bill Shope (former Goldman Sachs TMT research Deputy Head), senior advisor Brett McGurk (former White House Coordinator for MENA), and principals Mason Buran and Roy Lin. As of late 2025 the firm has disclosed more than 100 transactions and $400 billion+ of aggregate transaction experience.

The firm earns revenue through advisory fees on completed mergers, acquisitions, divestitures, and capital markets transactions, structured as success fees and retainers on a per-engagement basis; specific pricing is not publicly disclosed. Customer relationships are anchored on enterprise-scale technology clients (ServiceNow, Cisco, Bloom Energy, Commvault, OpenGov, Dedrone, Humane, Uniphore, Fastly), with multiple repeat mandates from the largest clients. The founding round included investor Consello; subsequent funding has not been publicly disclosed. The firm competes against elite technology M&A boutiques including Centerview Partners and Qatalyst Partners, with stated differentiation around deep AI-era sector expertise and senior-led engagement.

Name

Tidal Partners

Legal name

Tidal Partners LLC

Website

https://tidalpartners.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Tidal Partners is a Palo Alto-based strategic M&A advisory boutique founded in 2022 by former Centerview Partners technology bankers, providing buy-side, sell-side, and capital markets advisory to enterprise technology clients globally.

Ownership category

akta.pro rank

Headquarters

HQ city

Palo Alto

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. M&A Advisory Fees: Tidal Partners generates revenue through strategic M&A advisory services, including buy-side and sell-side transactions, capital raises, and strategic advisory engagements. Revenue is derived from advisory fees typically structured as success fees on completed transactions and/or retainers.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Tidal Partners is a strategic M&A advisory firm providing buy-side, sell-side, and financing advisory services to technology companies navigating transformative transactions. The firm delivers personalized, senior-partner-led advice on mergers, acquisitions, divestitures, spin-offs, and capital raises, with transaction experience representing over $400 billion in aggregate value. Services are relationship-driven and tailored to client needs on a per-engagement basis.

Product overview

Tidal Partners is a strategic M&A advisory firm that operates as a single, unified service offering rather than a platform with modular products. The firm's primary offering is strategic advisory services for technology sector M&A transactions, including financial advisory on acquisitions, divestitures, and capital raises. The company has a team of experienced investment bankers who advise on transactions exceeding $400 billion in aggregate value. The advisory service is personalized and relationship-driven, delivered by senior partners with decades of technology sector experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic M&A Advisory Services Provides strategic merger and acquisition advisory services including buy-side, sell-side, spin-offs, special committee assignments, capital allocation, strategy development, investor messaging, and shareholder activism to technology companies. Delivered by senior partners with 25+ years average experience, with transaction experience exceeding $400 billion in aggregate value across 100+ transactions.

Named customers9 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Centerview Partners: Elite independent M&A advisory boutique founded by former Wasserstein & Co. partners. Tidal's two co-founders (Handler and Neequaye) were both Partners at Centerview and built its Technology practice, making Centerview the closest direct precedent in business model, sector focus, and senior talent pedigree.
• Qatalyst Partners: Technology-focused boutique investment bank known for high-end sell-side M&A mandates. Like Tidal, Qatalyst was built by senior bankers targeting a narrow vertical at the largest end of the technology M&A market, making it a direct comparable in positioning and client profile.
• Allen & Company: Closely held boutique advisory firm specializing in technology, media, and large strategic transactions. Allen & Co. represents the archetype of the relationship-driven tech M&A boutique that Tidal is emulating at smaller scale.

Broad incumbents

• Evercore: Independent investment banking advisory firm with a deep technology practice. Anand Sankaralingam joined Tidal from Evercore, and the firms compete for the same large-cap technology M&A mandates, with Evercore offering greater scale and balance sheet capacity.
• Moelis & Company: Global independent investment bank with a meaningful technology M&A practice. Moelis offers broader sector coverage and global footprint than Tidal but competes for similar large-cap strategic advisory mandates.
• Lazard: Global financial advisory and asset management firm with a strong technology M&A franchise. Lazard's technology practice competes head-to-head with Tidal for advisory roles on large-cap technology transactions.
• PJT Partners: Independent advisory-focused investment bank with significant technology M&A and capital markets advisory capabilities. PJT competes with Tidal on strategic advisory and capital raises for technology clients.
• Perella Weinberg Partners: Independent advisory firm with a strong technology practice led by senior bankers from bulge bracket firms. Comparable business model and target client set as Tidal in technology M&A advisory.
• Morgan Stanley: Bulge-bracket investment bank with one of the largest technology M&A practices globally. Morgan Stanley competes with Tidal for lead advisory roles on the largest technology transactions, with the advantage of full-service capabilities and balance sheet.
• Goldman Sachs: Bulge-bracket investment bank with leading technology M&A and capital markets franchises. Bill Shope joined Tidal from Goldman Sachs, and Goldman competes for the largest technology advisory mandates that Tidal targets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/tidalpartners

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tidal Partners