Nfluence Partners
Nfluence Partners is a privately held boutique investment bank advising growth-stage and public technology, media, and telecom companies on M&A and capital formation, operating from San Francisco and New York City with senior bankers sourced from tier-one firms.
- Company typePrivate
- Founded2018
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Nfluence Partners does
Nfluence Partners (legal entity HMAdvise Co, LLC, dba Nfluence Partners) is a privately held boutique investment bank founded in 2018 by Gary Moon, John Batdorf, Brewer Stone, and Sun Jen Yung. The firm provides Mergers & Acquisitions advisory and Capital Formation services to growth-stage software and technology companies, large public companies, and private equity sponsors. Its sector focus is technology, media, and telecom (TMT), with deeper specialization in vertical software sub-sectors including FinTech, EdTech, PropTech, MarTech, HR Tech, Commerce Tech, RegTech/GovTech, Digital Media, and Digital Health.
The firm does not develop proprietary technology products; its offering consists of senior-led advisory engagements covering buy-side and sell-side M&A, leveraged buyouts, divestitures, recapitalizations, growth equity financings, and initial public offerings. Securities products and investment banking services are distributed through a partnership with BA Securities, LLC, an unaffiliated FINRA/SIPC member. The firm is headquartered in San Francisco (704 Sansome Street) and operates a second office in New York City, with a claimed global footprint spanning the Americas, EMEA, Asia-Pacific, and Latin America.
The go-to-market is relationship-driven, enterprise-field-sales in nature: senior bankers engage directly with entrepreneurs, investors, and sponsors via referral networks, digital content marketing, and a small organic social presence. Revenue is generated entirely through transaction fees and professional services fees tied to individual mandates, with no publicly disclosed pricing or revenue figures. The team of 11-50 employees includes approximately 20 senior bankers and directors, with publicly stated combined TMT experience exceeding 150 years and individual deal credentials of more than $100 billion and $30 billion respectively for senior Managing Directors.
Nfluence Partners firmographics
Firmographics- Name
- Nfluence Partners
- Legal name
- HMAdvise Co, LLC dba Nfluence Partners
- Website
- https://nfluencepartners.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Nfluence Partners is a privately held boutique investment bank advising growth-stage and public technology, media, and telecom companies on M&A and capital formation, operating from San Francisco and New York City with senior bankers sourced from tier-one firms.
- Ownership category
- akta.pro rank
Nfluence Partners industry classification
Industry- Product category
- Investment Banking
- NAICS
- Investment Banking and Securities Intermediation (523150), Securities and Commodity Contracts Intermediation and Brokerage (5231)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Buy-Side M&A Advisory (FSAEAGAB)
- akta.pro secondary industry
- Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD)
Keywords
Where Nfluence Partners is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Nfluence Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Mergers & Acquisitions Advisory: Advisory fees from buy-side and sell-side M&A transactions, including buy-side and sell-side M&A, leveraged buyouts, divestitures and recapitalizations.
- Capital Formation Advisory: Fees from capital raisings including public and private financings, growth equity financings, and initial public offerings.
- Investment Banking Services: Securities products and investment banking services offered through BA Securities, LLC, a separate affiliated entity. Member FINRA/SIPC.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Nfluence Partners product offering
Product offeringCore offering
Nfluence Partners is a boutique investment bank that advises technology, media, and telecom (TMT) companies on Mergers & Acquisitions and Capital Formation transactions. Services include buy-side and sell-side M&A, leveraged buyouts, divestitures, recapitalizations, public and private financings, growth equity financings, and initial public offerings, delivered exclusively by senior bankers.
Product overview
Nfluence Partners is a boutique investment bank providing Mergers & Acquisitions advisory and Capital Formation services. The firm focuses on advising technology, media, and telecom (TMT) companies at various stages, including growth-oriented private companies and large public companies, on transactions such as buy-side and sell-side M&A, capital raisings, leveraged buyouts, divestitures, and recapitalizations. The firm does not offer distinct software products or technology platforms — its offering consists solely of investment banking advisory services delivered by senior bankers.
Differentiator
Problem solved
Functional benefit
Products and services
- Mergers & Acquisitions Advisory Buy-side and sell-side M&A advisory for technology, media, and telecom companies, including leveraged buyouts, divestitures, and recapitalizations. The service is targeted at entrepreneurs, investors, and sponsors seeking to find the right buyer or sell at the right price.
- Capital Formation Advisory Capital raising advisory for technology companies, covering public and private financings, growth equity financings, and initial public offerings (IPOs). Designed for growth-oriented private companies and large public companies seeking to efficiently finance growth from investors or lenders.
- Securities Products and Investment Banking Services (via BA Securities, LLC) Regulated distribution of securities products and investment banking services through BA Securities, LLC, a separate, unaffiliated FINRA/SIPC member entity that partners with Nfluence Partners for regulatory and securities distribution purposes.
Quantifiable outcome
- Over $100 billion in transactions advised by senior leadership
- +1 more outcomes
Companies that use Nfluence Partners
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles3 records
Nfluence Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Nfluence Partners partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights6 records
Nfluence Partners competitors and assessment
Company assessmentDirect peers
- Code Advisors: Elite technology-focused boutique investment bank serving internet, software, and digital media clients with a senior-banker-led model. Closely comparable to Nfluence in target client profile (growth-stage tech founders) and boutique positioning.
- FT Partners: The leading boutique investment bank exclusively serving the Financial Technology sector. Competes directly with Nfluence for FinTech M&A and capital-formation mandates, including digital assets (overlapping with Nfluence's 3iQ engagement).
- Qatalyst Partners: Silicon Valley-based boutique that exclusively serves technology and software companies on M&A. Operates with senior-banker attention and an enterprise-software franchise that is highly analogous to Nfluence's vertical-software go-to-market.
- Luma Partners: Boutique advisor focused on digital media and marketing/advertising technology M&A. Closely aligned with Nfluence's Digital Media and MarTech verticals (e.g., Sun Jen Yung's franchise and John Sternfield's CX/Marketing Tech focus).
- Drake Star Partners: Global boutique investment bank focused exclusively on technology, media, and telecoms with deep vertical coverage and senior-led model. One of Nfluence's MDs (Michael Hakim) previously served as a VP at Drake Star, underscoring direct overlap in clients and execution style.
- Woodside Capital Partners: Silicon Valley-based boutique investment bank advising growth-stage technology companies on M&A and financings. Nfluence Director Monica Mariani was previously at Woodside, indicating parallel positioning serving venture-backed technology clients.
- GCA Advisors / Canaccord Genuity TMT: Global advisory firm with a strong TMT practice providing M&A and capital markets advice to technology clients. Competes head-to-head with Nfluence for sell-side and capital-formation mandates across the same vertical software segments.
- Petsky Prunier (now Capstone Partners): Boutique M&A advisor to technology, media, and digital media companies, now operating within Capstone Partners. Nfluence Managing Director John Sternfield previously ran Tech IB at Petsky Prunier, demonstrating direct functional overlap in deal category and client base.
Broad incumbents
- Houlihan Lokey: Larger global investment bank with a strong corporate finance (M&A and capital raising) practice serving technology clients. A key incumbent competitor for tech sell-side mandates that come up against boutique advisory firms like Nfluence on mid-market deals.
- Centerview Partners: Elite independent advisory firm with deep technology and digital media M&A practice. Senior banker poach risk and competitor for larger, headline technology sell-side mandates that Nfluence targets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Nfluence Partners social profiles
Digital presenceNfluence Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Nfluence Partners leadership team
Management profileNumber of profiles
Profiles21 records
Nfluence Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Nfluence 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 Nfluence Partners
What does Nfluence Partners do?
Nfluence Partners is a boutique investment bank that advises technology, media, and telecom (TMT) companies on Mergers & Acquisitions and Capital Formation transactions. Services include buy-side and sell-side M&A, leveraged buyouts, divestitures, recapitalizations, public and private financings, growth equity financings, and initial public offerings, delivered exclusively by senior bankers.
Is Nfluence Partners a public or private company?
Nfluence Partners is a private company. It is classified as management employee owned and is currently operating.
When was Nfluence Partners founded?
Nfluence Partners was founded in 2018. It employs 11 to 50 people.
Where is Nfluence Partners based?
Nfluence Partners is headquartered in San Francisco, United States, in the North America region.
How does Nfluence Partners make money?
Three revenue lines are on record. Mergers & Acquisitions Advisory is the primary driver. The others are capital Formation Advisory and investment Banking Services.
Who are Nfluence Partners's main competitors?
Direct peers on record are Code Advisors, FT Partners, Qatalyst Partners, Luma Partners, Drake Star Partners, Woodside Capital Partners, GCA Advisors / Canaccord Genuity TMT and Petsky Prunier (now Capstone Partners). Broad incumbents are Houlihan Lokey and Centerview Partners.
Does Nfluence Partners have an API?
No public API is recorded for Nfluence Partners.
What industry is Nfluence Partners in?
Nfluence Partners's product category is Investment Banking. Its primary akta.pro industry code is FSAEAGAB, Buy-Side M&A Advisory, with a secondary code of FSANAAAD, Sector-Focused Venture Capital (Vertical Specialists). Its NAICS code is 523150 and its SIC code is 6211.