Tequity Advisors
Tequity Advisors is a privately held sell-side M&A advisory firm founded in 2007 and headquartered in Toronto. It exclusively serves B2B Enterprise Cloud, SaaS, and IT companies across Salesforce, ServiceNow, and other cloud ecosystems, with offices in Toronto, Austin, and London.
- Company typePrivate
- Founded2007
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Tequity Advisors does
Tequity Advisors is a privately held sell-side M&A advisory firm founded in 2007 and headquartered in Toronto, Canada. The firm specializes exclusively in B2B Enterprise Cloud, SaaS, and IT-enabled services companies, with stated core expertise spanning strategic exits, mergers, and carve-outs. Target segments include SaaS and legacy software across vertical and horizontal markets, ISVs and service providers across the major cloud partner ecosystems (Salesforce, ServiceNow, SAP, Microsoft, Oracle), and XaaS providers including managed services, security, infrastructure, and platform solutions across AWS, Azure, IBM, and Google Cloud. The firm maintains offices in Toronto, Austin, and London, and sources strategic buyers globally with what it describes as one of the largest buyer networks in the industry.
The firm's service offering is organized around three core practice areas: Sell-Side M&A Advisory for shareholders exploring strategic exits; M&A Advisory for Growth for companies seeking to accelerate growth through acquisition by a larger firm; and Managing Unsolicited Offers for companies approached by potential buyers or investors. Revenue is generated through success-based advisory fees negotiated per transaction; pricing is not publicly disclosed. The go-to-market model is relationship-driven and referral-based, with deal flow originating from existing clients, legal advisors, accountants, and cloud-ecosystem participants. Notable completed mandates span the Salesforce and ServiceNow ecosystems, MSP consolidation, and vertical SaaS, including BookNow Software (ROLLER), Northbound (Kicksaw), SDK Tek (Ateko), Softworks (Tributary Group), DataTrans Solutions (Cleo), Unikomm (Plat4mation), and SimplyPHP (TLM). Leadership includes Anish Singla (President & Co-Founder) and Diane Horton (Managing Partner), with Thomas Moewe appointed in February 2026 as ServiceNow Leader and M&A Advisor.
The firm operates with a deliberately lean headcount of 1–10 employees and is founder/principal-managed. Ownership is concentrated among founding partners with no institutional PE or VC ownership disclosed. Tequity has no proprietary technology products, patents, or AI/ML capabilities of its own; its competitive positioning rests on operator experience, ecosystem specialization, and buyer-network depth. The company's stated differentiators are decades of combined operating experience, cross-border transaction capability, and demonstrated volume in specific cloud ecosystems — including 28+ completed Salesforce-related transactions referenced in public materials.
Tequity Advisors firmographics
Firmographics- Name
- Tequity Advisors
- Legal name
- Tequity Inc.
- Website
- https://tequityadvisors.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tequity Advisors is a privately held sell-side M&A advisory firm founded in 2007 and headquartered in Toronto. It exclusively serves B2B Enterprise Cloud, SaaS, and IT companies across Salesforce, ServiceNow, and other cloud ecosystems, with offices in Toronto, Austin, and London.
- Ownership category
- akta.pro rank
Tequity Advisors industry classification
Industry- Product category
- M&A Advisory Services
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Sell-Side M&A Advisory (FSAEAGAA), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)
Keywords
Where Tequity Advisors is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices3 records
Markets served
Tequity Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- M&A Advisory Services: Tequity provides sell-side M&A advisory services to technology companies, earning success fees based on transaction outcomes. They guide shareholders through business exit strategies, valuations, and timing decisions, helping companies prepare well before any M&A event. Their expertise spans strategic exits, mergers, and carve-outs across SaaS, legacy software, ISVs, and service providers.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Tequity Advisors product offering
Product offeringCore offering
Tequity Advisors provides sell-side M&A advisory services exclusively to B2B Enterprise Cloud, SaaS, and IT companies, helping technology company shareholders navigate strategic exits, mergers, carve-outs, and growth acquisitions. The firm works with clients well in advance of transactions to optimize equity value, source strategic buyers globally through one of the largest buyer networks in the industry, and manage complex cross-border deal processes. Additional offerings include growth-oriented M&A advisory and management of unsolicited buyer offers.
Product overview
Tequity Advisors is a sell-side M&A advisory firm that provides professional advisory services exclusively to B2B enterprise cloud, SaaS, and technology-enabled services companies. The firm offers three interconnected advisory service offerings: Sell-Side M&A Advisory Services for strategic exits and business sales, M&A Advisory for Growth to help companies explore acquisition by larger firms, and Managing Unsolicited Offers to assist with buyer negotiations and competitive offer processes. The company does not offer software products but rather delivers expert advisory, strategic guidance, and transaction management services to technology company shareholders.
Differentiator
Problem solved
Functional benefit
Products and services
- Sell-Side M&A Advisory Services Advisory services for technology company shareholders seeking strategic exits, business sales, or carve-outs. Includes guidance on KPIs, valuation, optimal timing, and full transaction execution including buyer sourcing and negotiation.
- M&A Advisory for Growth Advisory services that help technology company shareholders evaluate and pursue acquisitions by larger firms to accelerate growth, providing resources and capabilities the seller may lack.
- Managing Unsolicited Offers Advisory services for technology companies that have been approached by potential buyers or investors, including negotiation support, leverage creation, and management of competitive offer processes to maximize outcomes.
Companies that use Tequity Advisors
Customer profileNamed customers15 records
Segments5 records
Ideal customer profiles4 records
Tequity Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tequity Advisors partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Tequity Advisors competitors and assessment
Company assessmentBroad incumbents
- Lincoln International: Lincoln International is a global mid-market investment bank with a strong Technology, Media & Telecom practice covering SaaS and IT services M&A. Broader incumbent that competes for larger SaaS sell-side mandates Tequity may aspire to win.
- Generational Equity: Generational Equity is a large M&A advisory firm serving lower middle-market companies across many industries, including a dedicated technology practice. Broader incumbent competitor that overlaps with Tequity on tech sell-side mandates but also covers many other verticals.
- Oaklins International: Oaklins is a global mid-market M&A advisory with a dedicated TMT (Technology, Media & Telecom) practice. Broader incumbent competitor overlapping with Tequity on cross-border SaaS and tech sell-side mandates.
- Houlihan Lokey: Houlihan Lokey is a global investment bank with a dedicated Tech-Media-Telecom practice advising on SaaS and software M&A. Larger incumbent that increasingly competes in mid-market cloud M&A where Tequity operates.
Direct peers
- Berkery Noyes: Berkery Noyes is an independent investment bank focused on the information, software, and technology services sectors. Comparable to Tequity as a tech-vertical sell-side advisor serving mid-market software and SaaS companies.
- Cloud Equity Group: Cloud Equity Group is an M&A advisor specializing in cloud computing, SaaS, and hosting businesses globally. Directly comparable to Tequity given similar cloud-vertical focus, sell-side advisory model, and emphasis on mid-market cloud-services companies.
- Cascadia Capital: Cascadia Capital is an independent investment bank with a dedicated Technology & Software practice covering SaaS and IT services M&A. Comparable to Tequity in serving founder-led tech companies on sell-side mandates.
- BlackStream Group: BlackStream Group is a middle-market M&A advisory firm with a strong focus on technology, IT services, and SaaS companies. Directly comparable boutique competitor in lower middle-market tech sell-side advisory.
- L40 Partners: L40 Partners is a tech-focused M&A advisory firm specializing in lower middle-market software and SaaS transactions. Comparable boutique competitor with similar founder-led model and SaaS vertical specialization.
- Software Equity Partners (SEP): SEP is a sell-side M&A advisor exclusively focused on SaaS and software companies, founded in 2012. It is the closest direct competitor to Tequity in the mid-market SaaS sell-side advisory niche with comparable founder-led operating model and technology-vertical specialization.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Tequity Advisors social profiles
Digital presenceTequity Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tequity Advisors leadership team
Management profileNumber of profiles
Profiles7 records
Tequity Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tequity Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tequity Advisors
What does Tequity Advisors do?
Tequity Advisors provides sell-side M&A advisory services exclusively to B2B Enterprise Cloud, SaaS, and IT companies, helping technology company shareholders navigate strategic exits, mergers, carve-outs, and growth acquisitions. The firm works with clients well in advance of transactions to optimize equity value, source strategic buyers globally through one of the largest buyer networks in the industry, and manage complex cross-border deal processes. Additional offerings include growth-oriented M&A advisory and management of unsolicited buyer offers.
Is Tequity Advisors a public or private company?
Tequity Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tequity Advisors founded?
Tequity Advisors was founded in 2007. It employs 1 to 10 people.
Where is Tequity Advisors based?
Tequity Advisors is headquartered in Toronto, Canada, in the North America region.
How does Tequity Advisors make money?
One revenue line is on record: M&A Advisory Services.
Who are Tequity Advisors's main competitors?
Broad incumbents on record are Lincoln International, Generational Equity, Oaklins International and Houlihan Lokey. Direct peers are Berkery Noyes, Cloud Equity Group, Cascadia Capital, BlackStream Group, L40 Partners and Software Equity Partners (SEP).
Does Tequity Advisors have an API?
No public API is recorded for Tequity Advisors.
What industry is Tequity Advisors in?
Tequity Advisors's product category is M&A Advisory Services. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAA, Sell-Side M&A Advisory. Its NAICS code is 54161 and its SIC code is 8742.