Services

Updata Advisors advises companies across a broad spectrum of IT sectors, including application and infrastructure software and IT services, as well as specializing in markets such as financial and government technology and IT security

We fully comprehend the unique corporate, financial, legal and personal dimensions of every transaction. In addition, we understand the technologies our clients produce and maintain extensive ongoing research to stay current.  Our backgrounds as technology executives and experienced investment bankers, our exclusive focus on advisory services to high growth companies in the information technology industry and our passion for what we do enable us to create Greater OutcomesTM for our clients.  

UpdataTM investment banking encompasses a range of advisory services:

  • Mergers & Acquisitions
  • Fairness Opinions and Valuations
  • Strategic Private Placements 
  • Management Buyouts, Recapitalizations, Divestitures

Whether you're a buyer or a seller, a mutual understanding with your investment banker is the most crucial element of success in this sensitive and highly confidential relationship. By partnering with Updata Advisors, you will receive a level of personal attention and expertise unmatched by any other investment banking firm, large or small.