ALLIED ADVISERS: Specializing in M&A and Capital Raises for Middle-Market Technology Companies

Gaurav Bhasin, Founder

Management teams today have a challenging question: should they exit or raise capital or do nothing? And this is just the tip of the iceberg.

Once they make the decision, the right advisor needs to be found who aligns with the vision of the company and finds the ideal strategic or financial partner that provides the best transaction terms and certainty of closing. The interests of management teams, founders and external investors should be taken in consideration to get the best outcome for both constituents. Further, management needs to ensure that the most senior and experienced team is representing them every day during their most important transaction in the company’s lifecycle.

That’s where Allied Advisers can help.

Operating as a globally experienced technology-focused advisory firm, Allied Advisers specializes in M&A, and capital raises for middle-market companies. As a boutique firm, they believe in personal attention from senior bankers, who are the clients’ primary partners throughout the engagement.
Rather than outsourcing to junior professionals, Allied Advisers’ senior bankers create the market positioning and conduct all the strategic and financial partner outreach to ensure success. The firm’s senior bankers have obtained advanced engineering and MBA degrees from top schools in the US. Consequently, they have a strong grasp of both the technology and business side of clients, which is critical in positioning and understanding synergies and fit with a potential partner.

Allied Advisers has achieved many successful outcomes for its clients; examples include advising a client on their exit to a Fortune 1 company (Walmart), an American icon (IBM), one of the largest professional services companies (Deloitte), the 5th largest staffing company in the world, a leading BI company (Alteryx), and the largest game network (Activision Blizzard King) among others. The company has also advised clients on financings by leading multi-billion dollar Private Equity funds such as K1 Investment Management, Francisco Partners, Clearlake Capital, Genstar Capital and Marlin Equity.

“We have done this successfully during Covid as well as when the financing and M&A markets were witnessing a downward spiral in 2022” says Gaurav Bhasin, Founder of Allied Advisers. “We have closed transactions for our clients globally – Canada, Europe, US-India corridor, Israel, and the U.S.”
Allied Advisers’ bankers have held Managing Director roles at larger firms and bring bulge bracket work quality and best practices to the middle-market. Having closed transactions with some of the world’s largest strategic and PE firms across different sectors, the firm is able to work with clients as trusted partners along their journey and can help them navigate the various twists and turns that come during the transaction process.

We have closed transactions for our clients globally with top tier strategic and financial firms, generated thought leadership content on M&A and technology markets and are thankful to have been recognized for our work by clients and industry partners

“We have a ‘follow the sun’ model as our team is global — SF, LA, Israel and India,” says Bhasin.

Allied Advisers’ principals have been on both sides of the table as bankers, corporate development professionals, and entrepreneurs. They understand the nuances and needs of their clients. As a result, they can bring their experience to bear to close deals successfully in both domestic and cross-border transactions.