Software M&A and Fundraising
Stratagem is a boutique investment bank specializing in M&A and fundraising for software firms. Based in San Francisco, Stratagem has served firms from around the world in more than 100 transactions since 1988.
Services
Sell-Side M&A
Maximize your company's value and options with a proven, unique, customized one-to-one marketing process. Learn more.
Buy-Side M&A
Capitalize by laying the foundation to best take advantage of buy-side opportunities without adding headcount. Learn more.
Fundraising
Leverage years of fundraising experience and extensive contacts with strategic and financial investors. Learn more.
What Clients Say
“I've worked closely with Stratagem both when they sold my first company and when they pitched me opportunities at Documentum. In both scenarios, I’m impressed by their keen industry knowledge and first-class service. I recommend them heartily.”
— Dave DeWalt, VP Sales and Marketing, Eventus (sold to Segue Software)
later CEO of Documentum, McAfee & FireEye
“Stratagem invested heavily in understanding our business completely, honing our strategic positioning to obtain the highest valuation. Our attorney commented they have represented clients with many different advisors, but have never seen an advisor so engaged, knowledgeable and helpful as Stratagem.”
— Gary Heath, CEO, Informative Graphics (sold to OpenText) now CEO of Avolve Software
