Tequity News & Events

Tequity’s Client VennScience Has Been Acquired by PureFacts

Tequity acted as the exclusive financial advisor to VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire, in their acquisition by PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions. This marks Tequity’s 9th successful Salesforce ecosystem transaction.

“PureFacts wanted to augment its leading wealth management platform by adding a premier Salesforce partner. In all interactions Tequity proved to be professional, experienced and extremely knowledgeable about the Salesforce ecosystem. The Tequity team was not only pleasurable and easy to work with, they also brought an exceptional knowledge of business operations and a CEO perspective to the process. We would not hesitate to work with Tequity again, nor to recommend them as leading experts on transactions within the Salesforce community.” Robert Madej, CEO, PureFacts Financial Solutions.

See Details on the Transaction Here

Tequity’s Client ObjectSharp Has Been Acquired by CentriLogic

Tequity acted as the exclusive financial advisor to ObjectSharp in their acquisition by CentriLogic, a global IT transformation solutions provider. ObjectSharp is Canada’s premier cloud-native development and application services company with end-to-end expertise in the Microsoft Azure cloud platform. The acquisition strengthens CentriLogic’s cloud services practice, enabling the company to help businesses create, re-factor and re-architect applications for the cloud and leverage the new paradigms of CI/CD, DevOps, Software Automation, and Agile.

See Details on the Transaction Here

Join Tequity at the first Toronto TechExit.io on April 29th at the MARS Centre

If you are a tech Founder or C-Suite, you don’t want to miss this 1-day M&A “bootcamp”  

Unlike other verticals, most entrepreneurs operating technology companies expect to exit by acquisition at some point… And in the technology sector, an exit can sometimes come sooner than expected. Consolidations happen frequently in the tech space, competition heats up and sometimes you need to move sooner than you expected to.

TechExit.io is the only conference of its kind in Canada – focused solely on merger and acquisition strategies for technology companies. Having an exit and/or acquisition strategy is integral to any technology entrepreneur’s long-term business plan. You will hear from Founders and their C-teams, VCs, angel investors and the legal, tax, and finance experts that facilitate the biggest deals in Canada. You will learn directly from those that have successfully acquired and been acquired and the top advisors who specialize in M&A for technology companies.  Every technology entrepreneur needs to be “M&A ready”

REGISTER HERE  Use dhorton20 to get 20% off your ticket purchase price

Super Early Bird discounts end March 5

Are you based on the West Coast? Check out TechExit.io Vancouver

Tequity Completes Healthcare Tech Transaction

TeleMED is a pioneer and leader in designing and engineering innovative solutions for the electronic management of non-invasive medical test data within a diagnostic environment.  TeleMED has been a pioneer in the development of powerful solutions for managing non-invasive medical diagnostic data. TeleMED serves an array of verticals in the healthcare industry including community diagnostic laboratories, specialty clinics, occupational testing organizations, family physician groups and paramedical service providers. Tequity acted as the exclusive financial advisor to TeleMED Diagnostic Management (“TeleMED”) in their acquisition by Pluribus Technologies Inc. (“Pluribus”).

Read More Here

Tequity Completes Managed Service Provider (MSP) Transaction

intelliNet Technologies is a Richmond, B.C.-based provider of North American Field and Managed Services to corporate clients across Canada and the US. They were acquired in a strategic transaction by Coreio Inc., a leading IT services provider for enterprise-scale companies.  Coreio is a ServiceNow partner and provides clients across North America with customized IT Infrastructure and Operations solutions.

Read More Here

Tequity’s Client, Cloudware Connections, Has Been Acquired by A5 in Our Firm’s 8th Salesforce® Transaction

Cloudware Connections is a Platinum Salesforce consulting partner headquartered out of Toronto Canada and has an experienced team with consultants across all Salesforce.com clouds. Tequity acted as the exclusive financial advisor to Cloudware Connections in their acquisition by A5.

Read More Here

 Tequity Completes Transaction in Cloud-based eLearning

Learning.net has a proven cloud-based solution that efficiently delivers customized course content to support the continuing education and compliance requirements for financial services firms and other large corporations.  Tequity acted as the exclusive financial advisor to Pluribus Technologies in their acquisition of Learning.net

Read More Here

Tequity Completes Transaction with Salesforce ISV firm Assured Software

Assured Software provides design work flow and job management solutions for companies who do restoration, remediation, and emergency work on property damaged by disaster. Their solutions are built on the Salesforce® Cloud Platform and are designed to meet the needs of contractors, property owners, and insurance companies. Tequity acted as the exclusive financial advisor to Pluribus Technologies in their acquisition of Assured Software.

Read More Here

This is Tequity’s 7th Salesforce partner transaction. See all our Salesforce transactions HERE

Join Tequity’s Senior Advisor Alex MacKay at TechExit.io

TechExit.io takes place April 10, 2019 at the Vancouver Convention Centre East. This full day conference is about educating technology entrepreneurs and investors on exit strategies including how to prepare your company well ahead of an exit to achieve the best possible outcome in an eventual transaction.

Hear from founders, investors, and top legal, financial, and M&A advisors as they share their real-world experience and recommendations.

To register go to https://pheedloop.com/techexit/site/register/

Enter code: Tequity-TE25 to receive 25% off the ticket price

Tequity Completes Transaction in Healthcare Cloud Tech

Tequity acted as the exclusive financial advisor to cloud-based healthcare solutions provider EMHware in their strategic acquisition by a US-based strategic buyer. EMHware provides a comprehensive agency management software solution focused on the specific needs of Adult Mental Health, Children’s Mental Health, and Addictions, and Out-Patient Social Services in Canada. The company’s proprietary solutions deliver superior customer experiences across a wide variety of social services organizations including Walk-in Clinics, Hospitals, Addiction Centres, Employment Centres, Family Services, School Boards, Public Housing, and Veterans Affairs.

Read More Here

Tequity Completes Transaction in Digital Transformation Market

Tequity’s client, leading JavaScript UX front-end development firm DEV6 has been acquired by Aquent.  The Toronto-based firm will be rebranded as Aquent DEV6 and join Aquent Studios, the company’s creative and digital execution agency, in delivering application development and user experience (UX) services to Aquent’s and Vitamin T’s clients.

“Aquent’s history of innovation and its leadership in providing marketing, creative and technical talent to the world’s biggest and best-known brands makes this an exciting time to join them,” said Ed Van Beilen, principal and co-founder of DEV6. “We look forward to helping even more clients build mobile and web applications that not only drive daily operations but create a sustainable competitive advantage.”

Read More Here

Tequity’s Client, Idle Tools, Has Been Acquired by Nubik Inc.

Tequity acted as the exclusive financial advisor to Idle Tools Corp., a full-service provider of Salesforce solutions headquartered in Raleigh, North Carolina, in their acquisition by Nubik Inc. Financial terms of the deal were not disclosed. This is Tequity’s sixth Salesforce partner transaction.

Nubik is a Montreal-based provider of cloud-based business solutions powered by Salesforce, and has been recognized as a Salesforce Platinum Partner for the quality of its consulting and implementation practices.

Under the agreement, Nubik and Idle Tools will merge their business operations to strengthen their offering in Digital Transformation to Manufacturers and Distributors, and High Tech and Professional Services organizations, as well as providing the company with strategic positioning on North America’s East Coast.

See the full Press Release here

Tequity closes  2 Transactions in the Managed Services Market

Apps on Tap Inc. and Paradigm Network Solutions Inc., two IT service providers located in North York, Ontario, have been acquired by F12.net (F12).  Tequity acted as the exclusive financial advisor to the companies, which are branded separately but operate as one business. Terms of the transaction were not disclosed.

The addition of Apps on Tap and Paradigm Network Solutions helps F12 establish a stronger presence in the Greater Toronto Area.

“F12 helps business leaders succeed by reducing technology distractions and bringing focus to business solutions,” remarked Alex Webb, CEO of F12. “Apps on Tap and Paradigm created an innovative platform that helps organizations rapidly migrate legacy services to cloud-based technology. We are excited to gain both Apps on Tap’s cloud services and Paradigm’s passionate team.”

Apps on Tap and Paradigm will continue to help organizations optimize the use of technology to achieve their business objectives, all while leveraging F12’s offerings, vendor partnerships and data centre capabilities. Together as one entity, Apps on Tap, Paradigm, and F12 have greater capability and a stronger national footprint.

See the full Press Release here

Dreamforce 2018 – September 25th-28th, San Francisco

Tequity will once again be attending Dreamforce this year. If you are planning to be there, let’s organize a time to meet. Tequity has a deep knowledge of this market and we would be happy to answer any questions you have around current M&A opportunities here, what buyers are looking for, how to get a premium valuation, increasing your equity value, key mistakes to avoid, or anything else that is of interest to you. We’d welcome the chance to hear about your organization, and your current and longer-term objectives.

If you are unable to attend but are interested in our brief on the Salesforce market, please contact Alex MacKay

Tequity’s Client, Figur8 Cloud Solutions, Has Been Acquired

Figur8 is a leading Salesforce Platinum partner with offices across North America. They have been acquired in a strategic transaction by Allcloud, an Israeli based cloud solutions organization. This marks Allcloud’s entry into the North American market. Allcloud is led by former Cloud Sherpas co-founder Eran Gil.

View the Full Announcement

June Events

This month Tequity will be attending the SAP Sapphire Event in Orland and the IRCE (Internet Retailer Conference and Exhibition) event in Chicago.  If you are going to be at either of these and would like to meet, please email us here

Tequity’s Client, TGO Consulting, Has Been Acquired

Tequity’s client, TGO Consulting, has been acquired in a strategic transaction by SHEA Solutions Inc., a leading expert in business optimization. Tequity acted as the exclusive financial advisor to TGO Consulting.

Read the Press Release

Tequity’s Client, RMSA Retail Solutions, Has Been Acquired

Tequity is pleased to announce the acquisition of our client, RMSA Retail Solutions, by ESW Capital, LLC.  Tequity acted as the exclusive financial advisor to RMSA Retail Solutions. This represents the 10th retail technology transaction completed by Tequity in recent years.

Click here for details

“Harvesting Your Strategic Value” with Alex MacKay 

Strategic Advisor, Alex MacKay, will be attending Salesforce World Tour in Boston on Thursday April 5th 2018, at the John B. Hynes Veterans Memorial Convention Center at 900 Boylston  Street, Boston, MA 02115, USA Please reach out directly to amackay@tequityinc.com to arrange a meeting. 

 Tequity’s Client, Roaring Penguin Software, Inc. Has Been Acquired 

Tequity is pleased to share that their client, Roaring Penguin, has been acquired by a US Email and Cybersecurity Firm. Founded in 1999, Roaring Penguin specializes in developing anti-spam software for e-mail filtering. The company develops, deploys and supports its spam- and virus-fighting software products for customers that include universities, colleges, ISPs, web hosts, government offices and enterprises across North America and Europe, filtering mail servers for organizations that range in size from 5 to 100,000+ mailboxes.

Click here for details

 MODEX 2018 

We are looking forward to returning to MODEX this year in Atlanta. The show runs April 9-12; we will be at the event on the 10th and 11th. If you are planning to attend and would be interested in meeting  during the event, please get in touch with us HERE and we’ll schedule a time. We’re happy to talk about the current M&A market in Supply Chain Tech, what buyers are finding really attractive, recognizing windows of opportunity, and any other issues of interest in addition to learning about your near- and longer-term objectives and strategies to reach them. We’ve done a number of transactions in the Supply Chain, EDI, WMS, and related markets and have a unique insight here.

Salesforce World Tour in Washington DC and Boston 

Tequity will be attending both of these World Tour dates (Washington is April 4 and Boston is April 5) and meeting with a variety of companies (former clients and shareholders interested in learning more about the current M&A climate in the Salesforce ecosystem). If you will be attending one of these events and would like to set up a meeting with us, please click here.

TechExit.io February 15, 2018 in Vancouver

Tequity is proud to be a Venture sponsor at TechExit.io, the first conference of its kind on technology company exits. In technology, mergers and acquisitions are a regular occurrence and can be a path to growth. Every tech company needs to be “Exit Ready”.

Is your company “exit ready”? If you were approached by a potential acquirer today, would you be prepared and know what you need to do to maximize your chance of success?  Learn who you need on your team – and why, who should be involved from inside your company, how to pick the right advisors, and what you need to do to help ensure an optimal outcome.  TechExit.io has been created to address the questions of Tech company owners and executives around the whole topic of successful exits. It is being held in Vancouver, BC on February 15, 2018 at the Fairmount Waterfront.  Learn from the biggest exit success stories, the multiple exit stories, and the real-world experiences of owners who’ve done it. View the latest agenda here

NRF Retail Big Show 2018

For the 4th year running, Tequity once again attended NRF Retail’s Big Show and Expo at the Javits Center in New York on January 14-16.  This year was the year of the retailer.  Technology companies are trying to provide brick and mortar retailers with solutions that will empower them and allow them to remain competitive, to attract customers and keep them returning, to better manage their teams, vendors, and inventory, to obtain the analytics they need for both customer behaviour and for store and vendor management, and to be as quick and agile in-store as they are online. Revenue in the Retail market is still about 85% from brick and mortar and retailers recognize that they need to make some pretty significant changes to be able to meet the new demands and shopping habits of today’s consumers. New technologies around payments, IoT, AI, inventory management and procurement, merchandising, analytics and consumer behaviour, and much much more were on display at the hundreds of exhibitor booths over 3 levels. This year’s event was probably the busiest one we’ve had yet, with 25 meetings over 3 days. Disruption and consolidation remain a recurrent theme and we anticipate that we will see a peak in M&A activity in this market over the coming 12 to 24 months.

Salesforce World Tour NYC December 14, 2017

Right on the heels of Dreamforce, our advisors followed up on the success of our trip to Dreamforce in San Francisco, with a deeper dive into the Salesforce ecosystem at World Tour NYC. We continued to see a sense among many executives that the market is getting set to see another burst of activity in 2018 as the big acquirers are circling back to look at add-on acquisition targets, in addition to mid-tier firms now ready to commit to an acquisition strategy.

SaaS North November 29-30, 2017

Tequity was out for the 2nd annual SaaS North Conference and Expo in Ottawa. The event attracted companies from across North America and included a number of start-up organizations alongside a number of more seasoned companies. Great networking and sessions but more than that, an opportunity to meet in person with owners and executives and talk about our outlook in Tech M&A for 2018.

Dreamforce 2017 November 6-9, 2017

Tequity once again attended Dreamforce in San Francisco to meet with our previous clients, our current clients, and to talk to shareholders about their strategies for 2018 and where we see this market heading from an M&A standpoint.  We had 30 meetings over the course of 4 days, which confirms our analysis that many shareholders who have been putting in a lot of hard work to grow their firms over the last 5 or 6+ years are now recognizing that they, and the market, are at an inflection point.  We continue to see acquisitions within the ecosystem, and expect that 2018 will see a surge of activity given the average age of many of the firms in this market and the appetite for acquisition by the large partners and SI’s.  If you are interested in our brief on the Salesforce market, please contact Alex MacKay.

Tequity Expands Team

As a result of unprecedented levels of Tech M&A, Tequity has expanded. We are pleased to announce the addition of Alex MacKay to our team. Alex brings 35 years of experience working in enterprise software and services organizations. He’s worked with large global players such as SAP and Siebel as well as having CEO’d several high growth small/medium firms raising capital and leading exit strategies. To see his full bio, click here.

ILTACON 2017 August 13-17

As we continue to meet our clients and potential clients where they go, it was important for us to be at ILTACON – the largest legal tech event in the US. At this year’s event, there was a lot of discussion around AI, Blockchain, and Security, and a recognition that these technologies are being incorporated here much faster than was initially anticipated.  There was a great deal of energy and talk around the big transactions that have taken place in this market over the last 12 months along with the big announcement during the event of the combination of four leading legal document technologies – Litéra, Microsystems, XRef and The Sackett Group. We had a number of great meetings with shareholders who can see the activity in their market and are getting ready to explore their strategic options. Stay tuned!

Tequity Announces Acquisition in Digital Transformation Services

Tequity Inc. acted as the exclusive financial advisor to Toronto-based Non-Linear Creations, Inc., a multi-national digital services company with offices in Canada, Brazil, and the United Kingdom, in their strategic sale to Valtech, a leading digital agency focused on business transformation.

Press Release

Tequity Announces Acquisition in Business Process Automation

Tequity Inc. acted as the exclusive financial advisor to Dataimage Inc. in their strategic sale to LaSalle Capital backed MetaSource. Based in Salt Lake City, UT, Dataimage is an industry leader in business analytics, workflow design and business process automation, and electronic document management solutions.

Press Release

IBBA and M&A Source Conference May 5-11

Continued investment into ongoing education is a priority for the team. We’re in an industry that sees great change from year to year and staying informed on the latest guidelines and industry best practices is critical to our clients, and has helped to make Tequity one of the most successful M&A firms in strategic mid-market Technology M&A transactions globally.

Tequity Announces Acquisition in Retail Point of Sale (“POS”)

Tequity Inc. acted as the exclusive financial advisor to Innovative Computer Solutions, Inc. (“ICS”), a leading provider of retail point of sale (“POS”) and inventory systems to beer, liquor, and wine stores in the United States, in their strategic sale to Jonas Software.

Press Release

Tequity Announces Acquisition in IT ServicesSWI Tombstone

Tequity Inc. acted as the exclusive financial advisor to Systemware Innovation Corporation (SWI), a Toronto-based information technology and software engineering consulting firm in their acquisition by Alithya, one of Canada’s leading strategy and information technology (IT) consulting firms, as part of the company’s growth strategy.

Press Release

 Tequity Announces Acquisition in Managed Services DSM Tombstone

Tequity Inc. acted as the exclusive financial advisor to DSM Computing Solutions Inc. in their sale to Apogee IT Services, a managed IT services company headquartered in Pittsburgh, PA. Operating as Apogee IT Services Canada, Toronto-based DSM becomes Apogee’s third major operations center, joining Pittsburgh and Boston in the firm’s strategic international expansion.

Press Release

 NRF Retail’s BIG Show 2017

Tequity’s time at NRF 2017 was a big success! Once again, we met with numerous former clients as well as shareholders interested in understanding the current M&A climate in Retail Tech. Our team has done 8 transactions in Retail Tech in the past few years and we have a unique insight into where this market is headed and how shareholders can recognize when the timing is favourable.

CloudSocius TombstoneTequity Completes 4th Salesforce Partner M&A Transaction

Tequity Inc. advised CloudSocius, a leading Salesforce Gold Partner operating in the UK and UAE, on their sale to Belgian-based 4C Consulting.  The acquisition strengthens 4C’s position as a platinum delivery partner of all Salesforce.com cloud solutions and services to businesses across the UK, Europe, and the Middle East, and makes 4C the largest independent Salesforce Consultancy in Europe.

Press Release

NashcoTequity Advises ServiceNow Partner on Strategic Acquisition

Tequity’s client Nashco Consulting Ltd., a provider of consulting, design and implementation services for ServiceNow has been acquired by ®Accenture (NYSE: ACN).  The acquisition further strengthens Accenture’s position as a leader in the ServiceNow partner ecosystem and enhances the company’s technology capabilities and deep industry experience in cloud strategy, implementation, integration and management for clients seeking to tap the As-a-Service economy.

Press Release

Tequity was thrilled to be a Silver Sponsor at the first ever SAAS NORTH event, presented by L-Spark.  If you missed the event this year, saas-north-logosmark your calendar for the 2nd Annual SAAS NORTH happening November 29-November 30, 2017 in Ottawa.

817 attendees / 381 companies / 11 networking sessions / 4 content streams / 29 breakout sessions / 9 keynotes / 98%+ recommended it!

cix-logoCIX and CIX FINTECH Events

Tequity was in attendance at this year’s CIX (Canadian Innovation Exchange) and CIX Fin TECH. The events were a big success, attracting hundreds of companies and participants from Canada and across North America. Hosted in the MaRS Discovery District in downtown Toronto, the event showcased the 2016 roster of innovative Canadian technology companies that have been inducted into the annual CIX Top 20 program. Companies were chosen based on a number of key factors including product/service offering, depth of management, market opportunity, and business model.

Tequity Advises FinTech Company Salentica on Strategic Acquisition by SS&C Technologies Times Square 432685-Tequity-Inc-Logo-ts.2016-10-26T084859

Tequity’s client, Salentica, a leading CRM solution provider to the Wealth Advisors market has been acquired by SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), an industry leader and a global provider of financial services software and software-enabled services.  The Salentica team brings deep expertise in providing integrated CRM solutions for both Microsoft Dynamics CRM and Salesforce CRM platforms.

Salentica will become a platform partner to the firm’s Black Diamond® wealth platform and deepen integrations and support for other SS&C clients including APX, Axys, and Global Wealth Platform.  The company will operate as a business unit under SS&C and the acquisition will add 30 employees. With more than 5,000 users and an average firm size of over $3 billion in assets, Salentica’s clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies. The highly experienced leadership team, including President and Founder Bill Rourke, will remain in place. Under the new organization, Rourke reports to Dave Welling, Managing Director and Co-General Manager of SS&C Advent. Mr. Welling is responsible for leading SS&C’s strategy in wealth management.

Press Release

Join Silver Sponsor Tequity at Canada’s SaaS Conference in Ottawa Nov 30-Dec 1, 2016‎saasnorth-facebookphoto
Salesforce, SurveyMonkey, Freshbooks, Shopify….

These are just a few of the well-recognized leaders in the “Software as a Service” (SaaS) market who will be speaking
at this event.

World class thought leaders from each of these companies and many more will be providing tactical content designed to provide attendees with a deeper understanding of how to enter, and succeed, in the SaaS market.

axial_concord_2016Tequity is Attending Axial Concord October 20, 2016 in NYC

Axial Concord brings together CEOs, investors, lenders, and advisors for a day of networking and professional development.

Seminar topics include:

  • Choosing the Best Capital Structure for Your Business
  • To Build or Buy: A Tale of Two Growth Strategies
  • Getting Your Financial House in Order

Metropolitan Pavilion | 125 West 18th Street | New York City

 Tequity Advises Retail Software Provider ASC on their Acquisition by Mi9 RetailASC

TORONTO, Feb. 1, 2016 /PRNewswire/ — Tequity Inc., a boutique M&A advisory firm focused on strategic transactions for Software and IT Services companies, acted as the exclusive advisor to Massachusetts-based Applied Systems Corporation (ASC) in their recent sale to Mi9 Retail. The addition of ASC will reinforce Mi9 Retail’s position as a leading provider of retail technology solutions and serve as the cornerstone of a new group devoted exclusively to jewelry retailers.  ASC is a respected name with a wealth of experience developing software solutions for leading independent and multi-store jewelers, many of whom have worked with them for over 25 years.

Press Release

Cinovate TombstoneTequity Advises Cinovate on Acquisition by PwC 

TORONTO, Dec. 4, 2015 /PRNewswire/ — Tequity Inc., an M&A advisory firm with a unique focus on companies in the Software and IT Services markets, announced today the acquisition of its client Cinovate in their strategic acquisition by PwC.  This marks another successfully completed transaction of a Salesforce consulting partner for Tequity. We’re seeing a large number of corporate acquirers actively strengthening their competitive position through strategic acquisitions across the entire IT services spectrum and we anticipate continued market disruption through 2016.

Press Release

 Tequity is Attending NRF The Big Show in January 2016

Having just completed our 8th (!) Retail Technology transaction, and with several more slated to close before NRF, we know the M&A market in the Retail Technology sector. We are currently reserving meeting times with shareholders and owners interested in having a discussion with us about the current market, your strategy for 2016, and what you need to be doing today to build value in your company.  Tech M&A in the Retail sector is very busy: there is a great deal of consolidation in the middle market as large strategics continue to use M&A to maintain or grow their market share. In fact, we haven’t ever seen a better market for Sellers. There are a limited number of meeting times available. If you’re going to be at NRF and you’d like to meet, please contact Diane Horton to reserve a time.  

Raymark TombstoneTequity’s Client Raymark Xpert Business Systems, Inc. Has Been Acquired by Mi9 Retail

TORONTO, Nov. 10, 2015 /PRNewswire/ — Tequity Inc. acted as the exclusive advisor to Raymark Xpert Business Systems, Inc. in their acquisition by Mi9 Retail. The combined company brings together two innovators in retail software to offer a broad suite of real-time enabled applications.  This represents the 8th successful Retail Technology transaction completed by Tequity in recent years.

Press Release

Tequity’s Participation in Technology Industry Conferences Continues in 2015

The current climate in Tech M&A has prompted many owners and executives to consider whether the timing might be optimal to explore a strategic M&A transaction – either to supplement organic growth or to take advantage of what is currently a sellers’ market.

In 2015, Tequity has continued their commitment to meet shareholders and executives at the events that matter to them.  We have met and spoken with numerous company owners who are considering whether the timing is right for them to explore the sale of their company.  Our meetings provide a confidential forum for us to learn about your unique situation and objectives, and to lay the foundation for ongoing assistance and guidance on what buyers are looking for (and will pay a premium to acquire) and knowing when the time is right; i.e. how to time the market.

Conferences Tequity’s Advisors attended in 2015:

  • NRF BIG Show
  • LegalTech
  • ProMat
  • ABA TechShow
  • RSA Conference 
  • IRCE (Internet Retailer Conference and Exhibition)
  • SC Congress Toronto
  • HITEC (The Hospitality Industry Technology Exposition & Conference)
  • Dreamforce 2015 

We’ll be publishing the list of conferences we will be attending in 2016 soon.  If you’ve been weighing your options and are interested in a conversation, let’s meet at one of the events in 2016.  Contact Diane Horton.

Tequity’s Retail Software Client, Multipost Ltd., Acquired by ACCEO Solutions Inc.

Toronto, ON (PRWEB) June 17, 2015  Tequity Inc., an M&A advisory firm with a unique focus on Software and Information Technology companies is pleased to announce the acquisition of their Retail POS client, Multipost Ltd., by ACCEO Solutions Inc.  Tequity acted as the exclusive advisor to Multipost Ltd.  Read the Press Release

Tequity’s Client, Frameworks, Inc. Has Been Acquired

Tequity is pleased to announce the acquisition of their client, Frameworks, Inc. of Toronto Ontario by Alchemy Systems of Austin Texas, a platform company in the portfolio of The Riverside Company.  The transaction closed in May 2015. Details were not disclosed. Tequity acted as the exclusive advisor to Frameworks.  Read the Press Release

Tequity Announces Successful Tech M&A Carve-Out

Toronto, ON (PRWEB) January 13, 2015  Logitek Technology Ltd. (QLogitek), a wholly owned subsidiary of Smart Employee Benefits Inc. (SEB), has entered into an agreement with DiCentral Corporation to jointly service the Canadian EDI (Electronic Data Interchange) market. Tequity acted as the exclusive advisor to Smart Employee Benefits Inc.  Read the Press Release

Tequity Announces Acquisition of their IT Infrastructure Client

TORONTO, ONTARIO (PRWEB) December 18, 2014  Tequity Inc. assisted the shareholders of Itex Enterprise Solutions in their acquisition by TIG (Technology Integration Group Inc.).

Read the Press Release

Tequity Announces Acquisition of their Managed Print Services Client

TORONTO, ONTARIO (PRWEB) December 17, 2014  Tequity Inc. assisted the shareholders of ShareNet Inc. in the acquisition of the company by TIG (Technology Integration Group Inc.).  Read the Press Release

Tequity Inc. Advises Defence Software Client, Tactical Technologies Inc., on their Acquisition by Finmeccanica – Selex ES

TORONTO, ONTARIO (PRWEB) October 23, 2014  M&A Advisory firm to Software and Technology Companies, Tequity Inc., announces the acquisition of their client Tactical Technologies Inc., the provider of Electronic Warfare Analysis Software and Services, by international firm Finmeccanica – Selex ES.  Read the Press Release

Tequity Advises Optical Lab Management Software Client, CC Systems, on Acquisition by Ocuco

Markham,, ON (PRWEB) September 29, 2014  Tequity’s client, CC Systems, the provider of Lab Management Software (LMS) solutions for the optical industry, has been acquired by Dublin based LMS provider Ocuco.  Read the Press Release

Tequity Announces Acquisition of their Retail Software Client

MARKHAM, ON (PRWEB) August 19, 2014  Tequity Inc. assisted MI9 Retail, the premier provider of enterprise retail merchandising, business intelligence and store operations software, with their growth strategy through strategic acquisition. Read the Press Release

Tequity Inc. Nominated as Technology Enabler of the Year!

Tequity Inc., M&A aTech Enabler of the Year dvisors to lower middle-market software and technology companies, was honoured by our recent nomination for Technology Enabler of the Year by TechConnex, the Industry-directed hub for Technology Companies in the Greater Toronto Area. We were considered alongside co-nominees RBC Royal Bank of Canada and Wilson Vukelich LLP.

This award recognizes the company or organization characterized as contributing in the role of tech enabler or professional advisor or services that has demonstrated business leadership innovation and excellence in a commitment to the growth and expansion of companies within the knowledge-based sector in the Greater Toronto Region.

Consideration in this category requires increasing levels of community involvement and thought leadership, and demonstration of sound business relationships in the role as trusted advisor to tech business leaders. A minimum of 5 years in business is required for judges to investigate the organizations’ sustained commitment to the sector and business track record.

The TechConnex Technology Leadership Awards is an annual top level GTA technology recognition event. The initiative has expanded to now celebrate 15 GTA technology companies as nominees for industry leadership recognition as well as two individuals for exceptional personal contributions to the sector.

See the Video

Tequity is Going to Be at Vision Expo East March 27-28

International Vision Expo East is the pre-eminent vision and eye-care conference and expo where software and technology products and services for the eye-care industry are showcased alongside fashion and medical company offerings. If you are planning to attend, we’d like to meet.

Tequity Will be Attending MODEX 2014 March 18-19

Are you a Supply Chain, Logistics, Manufacturing, or related software or technology company? Do you know what is happening in your industry now in the M&A arena?

MODEX 2014 will be one the largest expositions for manufacturing, distribution and supply chain solutions in the Americas in 2014. Tequity is excited to attend and meet up with former clients and also to  have an opportunity to meet in person with many companies we’ve started relationships with by phone. We plan to be on site on March 18 and 19th, and if you would like to meet up, we’d welcome the opportunity to talk.

The value of tech transactions around the globe hit its highest level in a half-decade in 2013 and 2014 is poised to be an even stronger year.  For companies in the right position, 2014 will prove to be an optimal time to consider a sale.

We look forward to discussing:

  • Recent Merger & Acquisition trends in the Supply Chain and Logistics technology sector
  • Current market valuations
  • Who’s buying
  • What investors and buyers are looking for
  • How to improve your equity value
  • Preparing for a sale
  • Timing the market for optimum results

Tequity to Attend the Insurance Technology Conference in Toronto March 17

Insurance Tech M&A Jumped 16% in 2013 and the growing focus on core systems, modernization, and industry consolidation will drive M&A activity through 2014.

The insurance industry is facing ever evolving business and technology demands and investing in cloud-based, agile technology and business systems is required for companies to remain ahead of the competition.  If you provide software or technology to the insurance industry, are you planning on participating in the upcoming ICTC2014 event in Toronto? Let’s meet while you’re there. We’d welcome the opportunity to learn about your focus and core strategy for 2014 and to discuss the current M&A climate in your market.

LegalTech® Show a Success

Tequity recently attended LegalTech® in New York and welcomes the opportunity to meet with past Legal Technology clients and to also meet in person with companies interested in the current M&A market for Legal Technology companies in North America.

NRF The Big Show 2014 a Big Success for Tequity

As part of our ongoing efforts to meet our clients and prospective clients where they meet, Tequity attended “NRF 2014” the big retail show in New York last week. There were a few dominant themes this year most notably around cloud and mobile. Meeting previous clients and talking to new Retail Tech CEO’s underscored our prediction that we will continue to see this market consolidate further in 2014.  Read more here.  

Tequity Assists Birlasoft with their Acquisition of EnablePath

MARKHAM, ON (PRWEB) January 16, 2014 Tequity Inc. is pleased to announce the acquisition of EnablePath, a fast growing CRM solutions provider and Salesforce.com Gold Cloud Alliance Partner based in Atlanta, USA, by their client, Birlasoft. Tequity acted as the exclusive advisor to Birlasoft for this transaction. Read the Press Release

Tequity Advises LawTech1 on Acquisition by an Offshore Buyer

Markham, ON (PRWEB) January 13, 2014  Tequity Inc., a progressive M&A advisory firm serving software and technology companies across North America is pleased to announce another successful transaction with the acquisition of their client, code-named “LawTech1”, by an offshore buyer. Details of the transaction have not been disclosed. Tequity acted as the exclusive advisor to LawTech1. Read the Press Release

Tequity Advises Eurodata Support Services Inc. on Acquisition by TERiX Computer Service

Markham, ON (PRWEB) September 17, 2013  The advisors at Tequity are pleased to announce the strategic acquisition of their client, Canadian IT service provider Eurodata Support Services Inc. by TERiX Computer Service, headquartered in California. Terms were not disclosed.  Read the Press Release

Tequity Advises CPAS Systems on Acquisition by Xerox

Markham, Ontario (PRWEB) August 20, 2013  The advisors at Tequity are pleased to share the recent announcement by Xerox of the acquisition of their client, CPAS Systems Inc.

Read the Press Release

Tequity Advises QLogitek on Acquisition by SEB

Markham, Ontario (PRWEB) March 19, 2013 Smart Employee Benefits Inc. (“SEB”) (TSX VENTURE:SEB), is a technology company providing software, solutions and services specializing in “managing group benefit solutions and healthcare claims processing environments, managing human resource processes and requirements and automating business processes” for corporate, government and non-profit clients. SEB is pleased to announce it has received final approval from the TSX Venture Exchange and has closed the acquisition of Logitek Technology Ltd. (“QLogitek”). Tequity Inc. advised QLogitek on the transaction. Terms were not disclosed.  Read the Press Release

Tequity Advises Munics Information Systems on Acquisition by Robocom Systems International
MARKHAM, ON, February 2013 – Tequity Inc. is pleased to announce another successful transaction in the Supply Chain Software sector with the acquisition of their client, Munics Information Systems Inc., based in Cedar Knolls, New Jersey, by Robocom Systems International, based in Farmingdale, New York. Tequity acted as the exclusive adviser to Munics. Terms were not disclosed.  Read the Press Release

Tequity Advises qdata on Merger with Viascan Group

MARKHAM, ON, January 2013 – Tequity is pleased to announce the merger of qdata Inc. (www.qdata.com) and the Viascan Group Inc. (www.viascan.com) to become Canada’s leading company in the barcoding, RFID, and wireless networking industry.  Read the Press Release

MARKHAM, ON January 2013 – Tequity Predicts Strong 2013 M&A Outlook for Lower Mid-Market & Small Software, Information, Communications, Digital Media, and Technology Companies

Click Here for the Full Article

Tequity’s Managing Director, Kevin Tribe, Featured Speaker at 2012 Canadian ISP Summit

TORONTO, Ontario, November 5, 2012 – Kevin Tribe was invited to speak to attendees at the 2012 Canadian ISP Summit on “Value and Valuations: What Buyers Look for in Acquisitions”.  To obtain a copy of Kevin’s presentation, please contact us.

Tequity Announces Acquisition of Maple Lake Limited by TXT e-solutions
MARKHAM Ontario, July 30, 2012 – Software and technology company merger and acquisition firm TEQUITY, INC. is pleased to announce that TXT e-solutions has entered into a binding agreement for the acquisition of Maple Lake Limited, a leading software developer of Assortment Planning and Allocation solutions for Specialty Retailers.  Maple Lake is Head Quartered in Markham, Canada with offices in the UK and Australia. Tequity acted as adviser to Maple Lake.  Read the Press Release

Tequity Announces Acquisition of Group Laurier by Infor

MARKHAM Ontario, July 23, 2012 – Software and technology company merger and acquisition firm TEQUITY, INC. today announced that Group Laurier has been acquired by Infor.  Terms were not disclosed.  Tequity acted as advisors to Group Laurier. Read the Press Release

Tequity Inc. Announces Acquisition of Doc.IT Inc. by Roynat Capital

MARKHAM Ontario, June 6, 2012 – Software and technology company merger and acquisition firm TEQUITY, INC., today announced the acquisition of Doc-It Inc. by Roynat Capital’s National Equity Group.  Read the Press Release

Tequity Inc. Advises EMANIO on Asset Acquisition by DiCentral

Markham, ON, September 7, 2011 – Software and technology company merger and acquisition specialist Tequity Inc., today announced the acquisition of EDI and data integration products Trading Partner and Unite! from EMANIO, Inc. by DiCentral Corporation, a leading innovator in computer software for B2B integration and EDI (Electronic Data Interchange) to the supply chain.  Read the Press Release

Tequity Inc. Advises Cambar Solutions on Acquisition by Robocom Systems International

Markham ON, February 16, 2011 – Technology company merger and acquisition specialist Tequity Inc. today announced the acquisition of Cambar Solutions, based in Charleston, South Carolina, by Robocom Systems International, based in Farmingdale, NY.  Tequity Inc. acted as advisor to Cambar. Terms were not disclosed.  The combined companies will operate as Robocom Systems International and will maintain an office in Charleston SC. Read the press release

Building Momentum in the Tech Cluster

YTA Announces 2010 Board of Directors   MARKHAM,2009 – The York Technology Association (YTA) today elected its 2010 Board of Directors, adding representation from Compugen, Open Text, Seneca College, Schulich School of Business and several leading technology and professional service companies to the solid list of returning members. 

New M&A Firm Revealing Riches in Tech Companies

Tequity Inc. to help companies identify genuine value in merger and acquisition deals   MARKHAM, April 27, 2009 – Revealing genuine value for both buyer and seller is core to the service offered by new M&A firm Tequity Inc. “The value is more than in the eye of the beholder, it must be genuine and achievable for the purchaser,” commented Kevin Tribe, CEO of Tequity Inc. Building on his personal experience as CEO of a technology company sold as a strategic investment, Mr. Tribe has worked to help investors in the technology space to connect in a manner that recognizes value and the need of both parties.

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