Home Company Services Transactions News & Events Contact Us

About Us
Quality Standard
Guiding Principles
News & Events

About Us

Our Guiding Principles

At the end of the day, success in a service-oriented business such as ours is dependent on two fundamental assets – relationships and reputation. We value these above all other assets. Our longevity for more than 21 years in such a competitive industry (and through two unprecedented industry downturns) is our best proof that we have succeeded in achieving both.

If we represent you, we commit to devote the best of our service and to conduct ourselves with utmost integrity. We further commit to avoid conflicts of interest and any other situation that could compromise the level or quality of service you expect.

We will always offer advice and make decisions that are in your company’s best interests, not ours. For instance, we will recommend against proceeding toward a deal that we think is ill advised, even though it means losing our commission. We take pride in being absolutely forthright in assessing opportunities and challenges and will tell you what you should know, not what we think you want to hear.

We do the right thing, and we do things right!

The trust you place in us deserves, if not demands, our highest commitment to serve the needs and interests of you and your shareholders. This is why we are dedicated to going the extra mile. We don’t cut corners and we don’t leave things to chance. We understand and demonstrate the value of hard work and careful planning because good fortune goes to the well prepared. This means paying attention to the details and vigorously pursuing every viable opportunity to a conclusion while always remaining laser focused on the ultimate goal.

The principles described here along with our unique skill set, experience and rigorous partnering processes, all contribute to our success and stellar reputation. It is this reputation that we credit with the ongoing demand for our services; demand that includes many repeat customers.

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