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About Us

Dedicated to Delivering Exceptional Strategic Partnering Service and Results Since 1988

Stratagem is a boutique San Francisco investment bank founded in 1988 with the mission to provide software and Internet firms with a high value alternative to the typical cookie-cutter approach to strategic partnering. Our premise is that maximizing deal value demands an all out sales and marketing effort befitting the size, style and critical nature of these transactions.

Many software companies devote intensive, highly-customized selling efforts to complete six-figure customer deals, yet when it comes to pitching the multimillion dollar sale of their company, they settle for a mass marketing approach, paying scant attention to the true strategic value that is most likely to ignite and cement the relationship.

Unlike our competitors, we take full advantage of the opportunity to make your first impression with a prominent partner a great one by first selling that partner on the specific strategic business benefits they will gain in a partnership with you. While more time consuming and requiring thorough planning and preparation, we have found that this is the most effective approach at quickly establishing your company’s credibility and differentiation. As a result, busy executives at these partner companies take notice and often help shepherd your deal to completion.

Our experience, which now exceeds 100 engagements over more than 23 years, shows that this targeted strategic partnering approach provides the optimal results. Because our unique approach proves to be so effective for our clients, it continues to be a key differentiator for us, helping us win many engagements over larger investment banks that still rely on traditional cookie-cutter methods.

We could not perform these services without devoted efforts from our highly experienced team and if we did not tightly limit the number of our engagements to ensure our team can invest the requisite time in each client’s success.

Learn more about our high quality standards and our guiding principles, or jump directly to reading about how our services can benefit you. Our case studies illustrate specific examples of the great benefit we have provided to previous clients.

Using Strategic Partnering To Build and Realize Value
We approach each client engagement as a value-building process, not an M&A event. We expressly maximize the potential from every strategic partnering contact, opening the door to a full spectrum of strategic relationships. Read more

Customized Marketing Messages Make Your Company Stand Out
Our unique, highly customized way of presenting opportunities to prospective partners has repeatedly reaped tremendous rewards for our clients. Read more

Astound Acquired by Genesys after Two Prior Value–building Deals
A lucrative OEM partnership, a $5M strategic investment and a $65M company sale closed in a 12-month period. Read more

Evolve Raises $10M from Sierra Ventures
Evolve went from this round to a successful IPO instead of an impending cash flow disaster. Read more

Architecting and Executing Merant’s Strategic Partnering Initiative
Merant, a public software company with $120M in revenue and new management, retained Stratagem to put process in place and close strategic transactions.
Read more