Strategic Exits Partners

What Strategic Exits Partners does

Strategic Exits Partners is a privately held boutique M&A advisory firm incorporated in Vancouver, British Columbia, founded in 2008. The firm exclusively represents technology entrepreneurs and their angel investors in the sale of technology companies across enterprise software, SaaS, AI, robotics, clean tech, medical devices, hardware, and data analytics, with active deal sourcing across the US, Canada, and Europe. Its core product is a Gold-level strategic M&A advisory service that searches globally to identify acquirers, structured around the firm's proprietary Early Exit theory developed by partner Basil Peters.

The firm monetizes through two fee streams: work fees of $25,000–$75,000 paid monthly over 6–12 months (credited against the success fee) and transaction success fees of 2–6% of deal value, payable only on closing. Success-fee tiers range from 4–6% on $5M–$10M deals down to 2–3% on $50M–$100M deals. Go-to-market is sales-led, supported by a content-marketing engine that includes two published books ('Early Exits' by Basil Peters; 'Your Company, Their Money' by David Rowat), a Harvard Business School co-authored case study, a free guide, blog, YouTube, and social channels. Thought-leadership IP — the Early Exit theory, David Rowat's Founders' Wealth Creation Formula, and Leonard Zapalowski's Four Drivers — is the firm's primary differentiation versus generalist investment banks. The firm has 1–10 employees, no parent company, no institutional investors, and no disclosed revenue or funding.

Name

Strategic Exits Partners

Legal name

Strategic Exits Partners Ltd.

Website

https://exits.partners

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategic Exits Partners is a Vancouver-based boutique M&A advisory firm founded in 2008 that exclusively represents technology entrepreneurs and angel investors in selling their companies, monetizing via work fees and 2–6% transaction success fees on global deal sourcing.

Ownership category

akta.pro rank

Product category

Technology M&A Advisory

NAICS

Miscellaneous Intermediation (52391), Management Consulting Services (54161), Portfolio Management and Investment Advice (52394)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro industry

PRIMARYBPAHAOAA

M&A Advisory (Buy-Side & Sell-Side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAGAJ

Industry-Specialist / Sector-Focused M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSAEAGAH

Cross-Border M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

Keywords

• Technology M&A advisory
• Tech company exit advisory
• M&A investment banking
• Sell-side advisory services
• Exit strategy consulting

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Success Fees: Success fees are payable only if the company is sold. The fee is a percentage of the transaction value. The company takes their fee only when the company receives their payment.
2. Work Fees: Work fees typically range from $25,000 to $75,000, paid monthly over a period of 6 to 12 months. These cover up-front costs in developing materials to market the company and confirm the company is serious about pursuing an exit. Usually credited against the success fee.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels8 records

Core offering

Strategic Exits Partners is a boutique technology M&A advisory firm that structures and executes optimal exit transactions solely for technology entrepreneurs and their angel investors. Through its Gold-level strategic M&A advisory service, the firm searches globally for potential acquirers of clients' technology businesses (enterprise software, SaaS, AI, robotics, medtech, etc.) and designs exit strategies aimed at maximizing transaction value. The firm supplements its advisory work with proprietary early-exit and remote-company wealth frameworks, published books, a free exits-process guide, and proprietary research studies on technology M&A trends.

Product overview

Strategic Exits Partners is a boutique technology M&A advisory firm offering a unified service for technology entrepreneurs and angel investors seeking to sell their companies. The core offering is their Gold-Level Strategic M&A Advisory Service, supplemented by free educational resources including 'The Tech Exits Process' guide and thought leadership publications. Their product portfolio includes the 'Your Company, Their Money' finance book (November 2024), Basil Peters' 'Early Exits' book on early exit theory, and proprietary research studies on robotics and global technology acquisitions. All offerings are oriented around helping tech company founders design and execute optimal exit transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Technology M&A Advisory Services Boutique sell-side M&A advisory services acting solely for technology entrepreneurs and their angel investors, structuring and executing optimum M&A exit transactions across enterprise software, SaaS, AI, robotics, clean tech, medical devices, communications, hardware, and data analytics.
• Gold-Level Strategic M&A Advisory Service Premium, hands-on M&A advisory service in which the firm commits to designing and executing the entire exit for each client, with global acquirer search capability, as opposed to 'best efforts' partial engagements.
• The Tech Exits Process: How to Sell Your Tech Company A free downloadable guide providing a comprehensive overview of the technology exits process for technology company founders and entrepreneurs, distributed via email subscription as a lead-generation tool.
• Your Company, Their Money: What tech founders need to know about financing A finance book authored by David Rowat providing background information for tech founders to understand the technology financing ecosphere, covering the 4Fs, angels, venture capitalists, and early-stage tech finance concepts.
• Early Exits Book by Basil Peters developing the theory of early exits, arguing that entrepreneurs and angel investors can often earn a more certain exit years earlier by selling a technology company earlier in its development and avoiding scaling risk.
• Global Robotics Research Study (North America Catching Up in Global Robotics Race) Proprietary research study analyzing five years of global transactions, including 300 exits and 5,000 investments into 3,000 global companies, with a robotics-sector focus on service robots, mobile robots, drones, autonomous guided vehicles, integrators, and workplace robots.

Quantifiable outcome

• Exit success rate of only 25% for saleable companies; Strategic Exits aims to significantly improve this rate
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Harvard Business SchoolcoreStrategic or Co-development PartnerDavid Rowat co-authored a case study for the Harvard Business School (eXp Realty and the Virbela platform case # 9-621-068) highlighting the financial advantages of fully-remote companies. This academic partnership demonstrates thought leadership in the technology exit and remote work space.
• Inter-Corporate Computer & Network Services, Inc.minorOthersProvides internet site design and hosting services for Strategic Exits Partners website and digital infrastructure.

Scale indicators7 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Berkery Noyes: Berkery Noyes is a boutique investment bank serving the information and technology sectors, with deep expertise in software, healthcare IT, and tech-enabled services M&A. It is comparable in size and target market to Strategic Exits Partners.
• Generational Equity: Generational Equity is one of the largest US sell-side M&A advisory firms for lower middle-market businesses, including a significant technology practice. It competes directly with Strategic Exits Partners for technology entrepreneur mandates in the sub-$100M exit range.
• Corum Group: Corum Group is a leading global M&A advisor specializing in software and technology companies, often cited as the dominant specialist in sub-$1B tech exits. It is the closest direct peer to Strategic Exits Partners in target market, methodology specialization, and deal-size focus.
• DH Capital: DH Capital is a boutique investment bank focused on internet infrastructure, software, and SaaS M&A. It competes with Strategic Exits Partners for technology founder-led exits and serves a similar client profile of entrepreneur/angel sellers.
• TMT Advisors: TMT Advisors is a boutique M&A advisor focused on the technology, media, and telecom sectors. It directly competes with Strategic Exits Partners for sell-side mandates from technology entrepreneurs and operators.
• Drake Star Partners: Drake Star is an international investment bank focused exclusively on technology, media, and tech-enabled services. It is a direct competitor to Strategic Exits Partners in cross-border technology M&A advisory for entrepreneur and angel-backed companies.
• Woodbridge International: Woodbridge International is a global middle-market M&A advisory firm with a strong technology and software practice. It is comparable to Strategic Exits Partners as a boutique serving entrepreneurs and operators in cross-border tech M&A transactions.

Emerging players

• M&A Science: M&A Science combines M&A advisory services with a content, training, and research platform targeting technology and growth-company sellers. It overlaps with Strategic Exits Partners in serving tech founders and is comparable in its content-led go-to-market approach.

Regional players

• Echelon Capital: Echelon Capital is a Canadian M&A advisory firm serving technology and growth companies primarily in Canada. It is comparable to Strategic Exits Partners as a fellow Canadian boutique with deep tech sector expertise, though with broader sector coverage.

Broad incumbents

• Soquel Group (now part of Huron Capital): Soquel Group was a boutique M&A advisory firm focused on technology and software companies, comparable to Strategic Exits Partners in target market, before becoming part of the broader Huron Capital platform. It represents the type of consolidator-acquirer that may eventually roll up specialist tech M&A boutiques.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xca.linkedin.com/company/strategic-exits-corp
• YouTubeyoutube.com/@StrategicExitsPartners
• LinkedInca.linkedin.com/company/strategic-exits-corp

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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 Strategic Exits Partners