Investment Bank

Presidio Technology Partners

80 East Sir Francis Drake Boulevard, Suite 2W

Larkspur, California

United States

(415) 449-2502

https://www.presidiotechnologypartners.com

Presidio Technology Partners is an independently owned and growth-oriented firm spun out from a full-service investment firm, and started by Bill Lamm and Katie Benson. Presidio Technology Partners delivers strategic and corporate finance advice to software, internet and business services companies. Presidio advises founders, owners & CEO's on mergers, acquisitions and capital raises. Target Sectors: - Automotive SaaS - Insurance SaaS - Real Estate SaaS - Healthcare SaaS - Government Services SaaS - Software and Internet Services * Business Intelligence & Data Analytics * Data Management SaaS * Artificial Intelligence * Market Intelligence & Reporting * Marketing Automation SaaS * CRM SaaS * Customer Engagement Management SaaS * Internet Content & Commerce * ERP Software * Environmental, Health and Safety (EHS) compliance SaaS * HR Management SaaS * Digital Marketing SaaS * Web Design, Marketing & Analytics SaaS * SEO & SEM * Video SaaS & Chat SaaS * Connected Car * Telematics * Ride Sharing * Driver Management Software * Internet of Things Services Offered: - Mergers and Acquisitions * Sell-Side Mergers and Acquisitions * Buy-Side Mergers and Acquisitions * Leveraged Buy-outs - Recapitalizations * Growth Capital * Minority Recapitalization * Majority Recapitalization

2

Executives

Cutting-edge M&A Data Solutions

Investment Bankers

Find the right buyer for your deal quickly and confidently.

Private Equity Investors

Amplify investment bank & intermediary deal sourcing.

Consultants & Advisors

Generate new business from private equity firms.

Executive Recruiters

Hire executives & connect with private equity firms.

Testimonials

Become the next customer to share a success story about Private Equity Info's impact.

"Private Equity Info is critical to nearly every aspect of our role as an investment bank. We use it almost every day and the return on investment is clear."

Bob McCormack
Investment Banker
Bob McCormack

"PEI is superior for our sales team. It cuts to the core. It’s the sweet spot in terms of what you’re paying and what you’re getting.”

E78 - PEI Case Study Headshot Card
Advisory Firm
Joe Kwasniewski