Why Do Software & Technology Companies Choose Presidio?

Clients Always Come First


We are firmly committed to the success of our clients. We offer unbiased, conflict-free advice with high integrity. We strive to beat our client’s expectations while also listening to our clients every step of the way. The sale process can be stressful, time-consuming, emotional & challenging. We are committed to aligning our interests with our client’s interests and putting their goals and objectives first.

Track Record of Success


We have completed more than 30 deals this decade for software, internet & business services companies. Last sentence: We have completed deals throughout the economic cycle and are widely regarded and frequently consulted as experts in core focus verticals.

Leading Reputation in Auto SaaS


Presidio has earned the reputation as the leading investment bank in automotive SaaS transactions. We have consistently completed high profile transactions for the most exacting clients. We have unparalleled experience in the auto SaaS M&A industry and we are laser focused on key market trends, the key players and the key drivers that impact valuations.

Performance Focused


We strive to beat our client’s expectations in all phases of the deal process from
pitch to final outcome. We are results-driven investment bankers. We are committed to our clients success.

We are Data Junkies that Uncover Hidden Value


We love to roll up our sleeves and dig in to the data. We can uncover hidden value that management teams may not see in their daily operations and we understand how to articulate growth strategies & investment highlights to potential buyers.

Extensive Buyer Relationships


We have spent 15 years identifying the buyers in our core verticals and we have built extensive senior relationships with both strategic acquirers and financial sponsors. We leverage our deep network of established relationships with buyers and deep domain industry knowledge to deliver superior outcomes for our clients.

Confidentiality is key


Many people say the automotive industry is the smallest biggest industry. We agree. Confidentiality is paramount to our success.

High Communication


While we like to handle the heavy lifting to allow clients to focus on running the business, consistent communication is critical. We keep an open & consistent dialogue with clients during every step of the deal process to avoid any surprises.

Entrepreneurial Roots


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. As business owners, we share the bootstrapped mentality of our entrepreneurial clients.

Build Long-Lasting Relationships with Clients


We enjoy long-lasting relationships with our entrepreneurial clients from raising expansion capital to selling the entire business. We are proud that many of our talented, successful clients are repeat customers.