ScaleView Partners
ScaleView Partners is a technology-focused boutique investment bank founded in 2021 and based in Austin, Texas. The firm provides sell-side M&A advisory and growth capital raising services to private technology company founders through a proprietary SV360 Process.
- Company typePrivate
- Founded2021
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What ScaleView Partners does
ScaleView Partners is a boutique investment bank founded in 2021 and headquartered in Austin, Texas, that specializes in sell-side M&A advisory and growth capital raising for private technology companies. The firm was built by three co-founders — Gabe Wilcox, Jay Snodgrass, and Jordan Davidson — who collectively bring prior operating experience as tech founders (notably the sale of MineralSoft to Enverus in 2018), two decades of sell-side advisory and investing experience, and nine years of Goldman Sachs Global Markets coverage experience. ScaleView's target clients are founders of private technology companies seeking liquidity events or growth capital, with vertical coverage spanning SaaS, data analytics, technology-enabled services, energy tech, government technology, and senior living technology.
The firm's core service offering is structured around its proprietary SV360 Process, a 2-3 day intensive deep-dive that produces a strategic positioning plan, followed by a four-step engagement: Strategic Planning, Marketing, Due Diligence, and Documentation/Closing. There is no underlying software platform, no public API, and no AI/ML products; the value proposition rests on human capital, process, and the founders' first-hand operating experience. ScaleView augments client engagement with a thought-leadership content engine — the Founder's Hub blog and recurring Software PE Pulse vertical industry reports — which functions as a top-of-funnel demand generation channel.
Revenue is generated through advisory fees on individual transactions, typically structured as a percentage of transaction value (success fee) combined with retainers, negotiated per engagement on a multi-year basis. ScaleView operates a direct, partner-led go-to-market motion through personalized outreach and founder networks, with no resellers or institutional distribution channels. The team comprises 8 people total: the 3 founding partners plus 5 supporting members (a Director, Vice President, Associate, and two Analysts), indicating an early-stage but functional advisory platform with active deal flow across multiple verticals.
ScaleView Partners firmographics
Firmographics- Name
- ScaleView Partners
- Legal name
- ScaleView Partners
- Website
- https://scaleviewpartners.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ScaleView Partners is a technology-focused boutique investment bank founded in 2021 and based in Austin, Texas. The firm provides sell-side M&A advisory and growth capital raising services to private technology company founders through a proprietary SV360 Process.
- Ownership category
- akta.pro rank
ScaleView Partners industry classification
Industry- Product category
- Investment Banking
- NAICS
- Investment Banking and Securities Intermediation (523150)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Buy-Side M&A Advisory (FSAEAGAB)
Keywords
Where ScaleView Partners is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ScaleView Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- M&A Advisory Services: Sell-side investment banking for tech companies, guiding founders through liquidity events and capital raises. Revenue derived from advisory fees, typically success-fee based on transaction value.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
ScaleView Partners product offering
Product offeringCore offering
ScaleView Partners is a technology-focused investment bank that guides founders of private technology companies through sell-side M&A transactions and growth capital raises. Engagements are delivered via the proprietary SV360 Process—an intensive 2-3 day company deep-dive—followed by a structured four-stage workflow covering Strategic Planning, Marketing, Due Diligence, and Closing.
Product overview
ScaleView Partners is a technology-focused investment bank offering sell-side M&A advisory and growth capital raising services for technology companies. The firm does not offer a unified software product or platform; rather, it delivers advisory services through a structured, process-driven methodology. The core offering consists of four sequential service stages: Strategic Planning, Marketing, Due Diligence, and Documentation/Closing, supported by an initial SV360 Process deep-dive. Services are focused on vertical sectors including SaaS companies, data analytics companies, technology-enabled services, and energy tech. The firm also provides educational content through its Founder's Hub resource center.
Differentiator
Problem solved
Functional benefit
Products and services
- Sell-Side M&A Advisory
- Capital Raising (Growth Equity) Assists technology companies in raising growth capital from investors that align with their vision and timeline. Leverages the partners' startup experience to find the right partner on the best terms.
Companies that use ScaleView Partners
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles1 record
ScaleView Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ScaleView Partners partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- EnveruscoreScaleView partner Gabe Wilcox previously co-founded MineralSoft, which was acquired by Enverus in 2018. ScaleView continues to have strong relationships with Enverus, and advised on the acquisition of Spatial Business Systems by Enverus in March 2026. Enverus is owned by Blackstone.
- Springbrook SoftwareminorScaleView facilitated a transaction involving Springbrook Software, a portfolio company of Five Arrows and Accel-KKR.
- GTreasuryminorScaleView facilitated Solvexia's acquisition by GTreasury (a subsidiary of Rippple).
- RevelominorScaleView facilitated the acquisition of Alto (an Argentine staffing company) by Revelo.
- BillupsminorScaleView facilitated BitPoster's acquisition by Billups, enabling Billups to double their UK operations with a major OOH agency acquisition.
- Aline OpscoreScaleView advised Grove Menus on their sale to Aline Ops. Aline Ops is a senior living software platform backed by Rubicon Technology Partners, formed in late 2022 by merging Glennis Solutions, Enquire Solutions, and Sherpa CRM.
- AMCScoreScaleView advised Qv21 Technologies on their sale to AMCS in September 2024. AMCS is a portfolio company of EQT Private Equity (with participation from Clearlake Capital, Insight Partners and others), providing integrated software solutions for the environmental services and waste management industries.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
ScaleView Partners competitors and assessment
Company assessmentDirect peers
- Cascadia Capital: Seattle-headquartered boutique investment bank focused on sell-side M&A and capital raising across technology and other growth verticals. Closely comparable to ScaleView in business model (founder-led, sector-focused advisory for private tech companies) and target client profile.
- AGC Partners: Technology-focused boutique investment bank advising on M&A and growth financings for software, internet, and tech-enabled companies. Directly comparable on vertical focus, deal size range, and sell-side advisory model.
- Union Square Advisors: Boutique technology M&A advisory firm headquartered in San Francisco serving software, internet, and tech-enabled services companies. Comparable in size, vertical specialization, and founder-led client base.
- Drake Star Partners: Global boutique investment bank with deep tech sector coverage spanning software, digital media, and tech-enabled services. Comparable on tech-focused M&A advisory model with broader geographic footprint than ScaleView.
- Woodbridge International: Lower middle market M&A advisory firm focused on sell-side transactions for founder-led businesses. Comparable in deal-size tier, founder-led client base, and boutique advisory delivery model.
- SC&H Capital: Mid-market M&A advisory firm focused on sell-side engagements for technology, business services, and consumer companies. Comparable boutique model with similar founder/owner-led client focus.
- Cornerstone Capital: Boutique M&A advisory firm focused on middle-market sell-side transactions across tech, healthcare, and services. Comparable in boutique positioning and founder-led mandate profile.
- Marsh, Berry & Co. Boutique advisory firm focused on M&A and growth consulting for founder-led businesses, with strong vertical specialization. Comparable in operating model and target client segment, though with different vertical emphasis.
Broad incumbents
- Houlihan Lokey: Global investment bank with a strong middle-market M&A advisory practice across technology, business services, and consumer. Overlaps with ScaleView on tech M&A mandates but serves a much larger client base and broader deal sizes.
- Jefferies: Full-service global investment bank with a dedicated technology, media, and telecom group. Competes for sell-side mandates in tech and offers capital markets capabilities beyond ScaleView's scope.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
ScaleView Partners social profiles
Digital presenceScaleView Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
ScaleView Partners leadership team
Management profileNumber of profiles
Profiles8 records
ScaleView Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ScaleView Partners 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 ScaleView Partners
What does ScaleView Partners do?
ScaleView Partners is a technology-focused investment bank that guides founders of private technology companies through sell-side M&A transactions and growth capital raises. Engagements are delivered via the proprietary SV360 Process—an intensive 2-3 day company deep-dive—followed by a structured four-stage workflow covering Strategic Planning, Marketing, Due Diligence, and Closing.
Is ScaleView Partners a public or private company?
ScaleView Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ScaleView Partners founded?
ScaleView Partners was founded in 2021. It employs 1 to 10 people.
Where is ScaleView Partners based?
ScaleView Partners is headquartered in Austin, United States, in the North America region.
How does ScaleView Partners make money?
One revenue line is on record: M&A Advisory Services.
Who are ScaleView Partners's main competitors?
Direct peers on record are Cascadia Capital, AGC Partners, Union Square Advisors, Drake Star Partners, Woodbridge International, SC&H Capital, Cornerstone Capital and Marsh, Berry & Co.. Broad incumbents are Houlihan Lokey and Jefferies.
Does ScaleView Partners have an API?
No public API is recorded for ScaleView Partners.
What industry is ScaleView Partners in?
ScaleView Partners's product category is Investment Banking. Its primary akta.pro industry code is FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 523150 and its SIC code is 6211.