Cybersecurity
Security software and infrastructure navigating evolving threats, budgets, and platform consolidation.
Explore AI & Cloud InfrastructureAltoMonk
Strategic Financial Advisory for Technology Businesses.
Senior-led advice for consequential decisions across transactions, capital, and strategic finance.
For founders, executives, private equity, investors, and strategic buyers.
Advisory services
Built around the decision.
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M&A Advisory
Strategic preparation and process guidance for technology businesses evaluating a transaction.
Private Capital Advisory
Decision support for technology businesses considering private capital and financing alternatives.
Strategic Financial Advisory
Senior-led financial framing and decision support for consequential strategic inflection points.
Industry expertise
Focused on technology.
A sector-aware approach across software, technology services, financial technology, healthcare technology, and cloud infrastructure.
Market perspectives
Thinking for technology decision-makers
The AI Capital Reckoning
AI demand remains strong, but higher rates are exposing the financing, utilization and open-model risks behind the infrastructure boom.
Read perspectiveAdvisory philosophy
A thoughtful approach to consequential decisions.
Senior attention
Direct involvement and continuity around the decisions that matter most.
Clear framing
A disciplined view of objectives, alternatives, trade-offs, and stakeholder priorities.
Technology context
Advice informed by software applications, technology services, financial technology, and software infrastructure.
Deal insights
Recent technology transactions and what they signal
Salesforce Braze
Salesforce–Braze: Building the Real-Time Customer Engagement Platform
Salesforce's proposed $5.66 billion acquisition of Braze expands its real-time customer engagement and AI decisioning capabilities, with implications for marketing technology consolidation.
Approximately $5.66 billion enterprise value
Read deal insightProofpoint Varonis
Proofpoint–Varonis: Building an AI and Data Security Powerhouse
Proofpoint's acquisition of Varonis signals importance of data protection and AI security in the overall security market.
Approx. $6.3B all-cash announced transaction; $49.75/share
Read deal insightCDW Corporation Lovelytics
CDW–Lovelytics: Acquiring Specialized Data and AI Services at Scale
CDW's $525 million acquisition of Lovelytics illustrates the strategic value of Databricks expertise, specialized AI consulting talent and enterprise distribution in technology services M&A.
Approximately $525 million
Read deal insight