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Unlocking enterprise
value across technology
and business services

We advise technology businesses and outsourcing companies
that are transforming how enterprises operate – from digital
transformation, data services, and cloud infrastructure to AI,
automation, enterprise software, and tech-enabled BPO.

Focused on
outcomes

High-growth subsectors covered

200

Clients advised across global markets

400

Network of relevant strategic buyers
and financial sponsors

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Sector Expertise

With a sharp understanding of how to position businesses for strategic growth and exits, we work across the full spectrum from enterprise SaaS and cloud infrastructure to services businesses powered by automation and data.

Cloud & Dev Ops	Enterprise SaaS	Data Engineering & Data Analytics
AI/ML/RPA	Product Engineering	Low Code/No Code
Cybersecurity	BPO/KPO	Customer Experience

Select Transactions

Trusted to lead complex, global transactions

We unlock value for our clients – guiding strategic decisions with precision,
discipline, and a relentless focus on exceptional outcomes.

Acquired by

A portfolio company of

Novistra Capital advises RND OptimizAR on its acquisition by GeBBS Healthcare Solutions

Exclusive sell-side advisor to RND OptimizAR, an India-based specialized provider of RCM Services for the DME and HME market

Outcome: Acquisition expands GeBBS’ RCM footprint into the DME/HME segments

Acquired by

Novistra Capital advises PrivateBlok on the strategic acquisition of its team by KPMG

Served as exclusive financial advisor to PrivateBlok, resulting in the integration of its full founding and engineering team into KPMG’s AI platform.

Outcome: Expands KPMG’s native Agentic AI capabilities

Acquired

Novistra Capital advises CX1 Capital on its acquisition of SatCom Marketing

Outcome: Exclusive buy-side advisor to CX1 Capital, a tech-driven investment firm that focuses on lower middle market buy & build strategies using AI.