Who We Are

Presidio Technology Partners delivers trusted strategic and corporate finance advice to leading software, internet and business services companies. Our data-driven, unconflicted, client first advice produces superior results for high growth companies and their CEO’s and owners.

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70+ deals

70+ deals completed including 25+ auto
SaaS deals in the past decade

$7B+

Completed $7B+ in M&A, capital raising and
financial advisory transaction proceeds

30+ Years

30+ Years of combined senior
leadership experience

Testimonials

“Presidio delivered on every promise including valuable counsel through every phase of our transaction as well as achieving a tremendous outcome for the Dealer Spike team. Presidio assisted us in optimally positioning the company and selecting the right time to go to market. Presidio’s deep industry knowledge and relationships helped drive a thorough and highly competitive process as well as helped us find a strong partner that shares and supports our operating philosophy and growth strategy. Presidio’s track record and reputation in the automotive SaaS industry made them an ideal choice to accomplish our transaction goals.”

Jay Mason , CEO of Dealer Spike

“When we started thinking about how to bring in quality equity partners, it became clear by way of many references that Presidio and in particular Bill Lamm and his team was a very wise choice. They know our industry and understand the intricacies involved in these complex transactions They effectively and efficiently managed the entire process. Presidio’s leadership and experience made an enormous difference and having them by our side was invaluable.”

Boyd Warner , President, Co-Founder and CEO of AutoAlert

“ClickMotive was entirely satisfied with the professionalism & excellence of the Presidio Group across all stages of the deal process including marketing, valuation, negotiation and closing. Presidio’s thorough knowledge, diligence and expertise allowed us to complete a deal that provided excellent value to ClickMotive while also finding a great partner for the Company’s continued growth. Once again, they have proven to be the industry leader in M&A for Internet and Software companies to the automotive industry.”

Stuart Lloyd , CEO and Co-Founder of ClickMotive

“When selecting our financial advisor it was paramount that the firm was well versed in the automotive technology market but also exhibited impeccable integrity and exceptional communication. The Presidio Group and Bill Lamm offered the highest level of credibility to both strategic and private equity buyers due to their past transactions and a proven track record of maximizing value for their automotive clients. From the development of the initial offering materials to the final negotiation and closing of the deal Bill was not just an advisor but our partner”.

Vane Clayton , CEO of KPA

“A past customer of The Presidio Group told me how important their contribution was, but I didn’t fully appreciate it until part way through the process. Bill Lamm, Katie Benson and their team contributed far more than they outlined. For a first time seller, that didn’t know what to expect, the process was overwhelming, but they were incredible. From negotiation, to closing, they guided me through the process working round-the-clock. Their vast industry connections ensured I had the right audience and their professionalism brought additional credibility to the deal. The buyer had worked with them on a previous deal and was pleased that Presidio represented me. I can’t imagine selling a company without them!”

Roger Smith , CEO of Service Dynamics