Stratagem Partnering
Investment BankingCalifornia, United States0-1 Employees
Stratagem Partnering is a boutique investment banking advisor that concentrates on M&A and fundraising for software firms. Drawing on more than 30 years of software-focused banking experience, the firm has completed over 100 engagements, providing strategic guidance tailored to each client. Each engagement is led by an experienced banker with expertise in M&A, finance, and technology, who develops customized proposals for prospective buyers to highlight specific synergies. Headquartered in San Francisco, California, Stratagem serves software companies pursuing strategic transactions or capital partnerships. Its work includes closing deals with major software players such as Google, IBM, OpenText, Proofpoint, EMC, HP, and CA. It operates with a very small team, reflecting its boutique advisory model.