About

Allied Advisers is a global technology-focused investment banking firm specializing in mergers and acquisitions (M&A) and capital raises for middle-market companies. Headquartered in the San Francisco Bay Area with partners in Los Angeles and Israel, Allied’s principals have successfully advised on over 100 transactions totaling more than $15 billion in deal value across North America, Europe, Asia, India, and Latin America.

Allied's core services include sell-side M&A advisory, divestitures and carve-outs, late-stage venture and growth equity private placements and majority recapitalizations. The firm works exclusively with technology companies — spanning enterprise SaaS, AI/machine learning, deep tech, tech-enabled services, healthcare IT, cybersecurity, fintech, Internet/mobile platforms and several other areas. Allied has closed transactions with top-tier strategic acquirers and private equity funds globally, including names such as Accenture, IBM, Walmart, Deloitte, Alteryx, Genpact, SolarWinds, Ramp, Vista Equity, PSG Equity, K1 and Marlin Equity, among many others.

What makes Allied Advisers distinctive is the senior-level attention clients receive throughout every engagement. All buyer outreach and deal management is handled directly by Managing Directors — never outsourced to junior bankers. The firm's senior principals bring over 50 years of combined experience in investment banking, corporate development, and technology management. Before becoming bankers, they worked as engineers and product builders at technology companies, giving them a rare ability to deeply understand the products, markets, and value propositions of the companies they represent. This technical fluency, combined with extensive global networks and strong cross-border deal experience, allows Allied to identify the right strategic and financial buyers and drive premium outcomes for founders and investors.

Allied Advisers has earned recognition in publications including the Wall Street Journal, TechCrunch, Forbes, Barron's, Crunchbase News, and 451 Research, and was named among the Silicon India Top 100 companies run by American Indians. The firm is a FINRA/SIPC member (through BA Securities, LLC) and its partners are active charter members of TiE and contributors to the broader entrepreneurial and investment community.