Creating Greater Value Through Strategic Combinations

A combination that yields synergistic results: it's the foundation of Updata^® investment banking services and our approach to relationships with our clients.  We combine our deep expertise as operators, investors and advisors of software and IT services companies to create greater outcomes measured in growth, innovation and shareholder value for the information technology industry.

Founded in 1987, Updata Advisors has completed close to 400 information technology M&A transactions, representing $15 billion in transaction value.  Factset's Mergerstat rankings consistently place Updata Advisors among the top five middle market advisors to the Computer Software, Supplies & Services industry in annual transaction volume.

Our expertise is second to none in both buy-side and sell-side M&A advisory, private placements, fairness opinions, defense advisory, and corporate restructuring. We are exclusively focused on technology and our professionals have years of experience in investment banking and IT.  As an Updata^® client, you will receive a level of personal attention and service unmatched by any other investment banking firm, large or small.  Let us help you maximize your company's value through guiding and timing a financing, acquisition growth path or liquidity event.