About CEO ally
Experienced Team. Outstanding Results.
CEO ally is a US-based, boutique M&A advisory and consultancy firm. We work with owners and CEOs of small & mid-sized technology companies to help maximize the potential of their businesses through organic and inorganic growth, and planning and execution of exit strategies.
Our M&A advisory group offers services to clients on buy-side and sell-side to help them realize their goals most effectively. Our business advisory group offers services for definition and execution of strategies for revenue and profitability growth, including operational consulting.
M&A Advisory
Business Advisory
Why CEO ally?
Experienced Team. Outstanding Results.
✎ Jan 2024: CEO ally provides sell-side advisory to Infogen Labs, a digital engineering services company, in its acquisition by Ciklum, a global experience engineering company HQ in London
✎ Dec 2023: CEO ally advises Timesys Corporation to sell its open-source embedded solutions and cyber-security tools business to Lynx Software Technologies, an OceanSound Partners portfolio company
✎ Nov 2023: CEO ally acts as exclusive buy-side advisor to Knack Global in its acquisition of The Faculty Practice Service, Inc.
✎ Aug 2023: Visit CEO ally booth and listen to our market insights at the M&A Panel at IT Serve Alliance's flagship Annual Conference in Oct 2023
✎ Feb 2023: CEO ally advises Drishticon, Inc. / Garg Holdings, Inc. in the acquisition of Commercial Programming Systems, Inc.
✎ Oct 2022: CEO ally advises Panacea Tech. to sell its life sciences focused engineering services business to Water Street Healthcare Partners
✎ Aug 2022: CEO ally advises Knack Global in its acquisition of MediSYS for Physicians
✎ Mar 2022: CEO ally provides sell-side advisory to Aztec Technologies in its acquisition by Trinity Consultants
✎ Jan 2022: CEO ally provides buy-side advisory to Ness Digital in its acquisition of Niyuj, a product engineering company
✎ Dec 2023: CEO ally advises Timesys Corporation to sell its open-source embedded solutions and cyber-security tools business to Lynx Software Technologies, an OceanSound Partners portfolio company
✎ Nov 2023: CEO ally acts as exclusive buy-side advisor to Knack Global in its acquisition of The Faculty Practice Service, Inc.
✎ Aug 2023: Visit CEO ally booth and listen to our market insights at the M&A Panel at IT Serve Alliance's flagship Annual Conference in Oct 2023
✎ Feb 2023: CEO ally advises Drishticon, Inc. / Garg Holdings, Inc. in the acquisition of Commercial Programming Systems, Inc.
✎ Oct 2022: CEO ally advises Panacea Tech. to sell its life sciences focused engineering services business to Water Street Healthcare Partners
✎ Aug 2022: CEO ally advises Knack Global in its acquisition of MediSYS for Physicians
✎ Mar 2022: CEO ally provides sell-side advisory to Aztec Technologies in its acquisition by Trinity Consultants
✎ Jan 2022: CEO ally provides buy-side advisory to Ness Digital in its acquisition of Niyuj, a product engineering company
Sell-side Mandates
| OFFERINGS / CAPABILITIES | OWNERSHIP | VERTICAL EXPERTISE | REVENUE ($M) | PROFITABILITY | CLIENTS GEOHRAPHIES | HQ LOCATION |
|---|---|---|---|---|---|---|
| Data Engineering and Data Analytics Services Provider | Private | Financial Services, Healthcare, Manufacturing | 5 to 10M | 15%+ EBITDA | US and Canada | US North-East |
| UX Design | Private | Financial Services, Insurance, Healthcare, Non-Profits | 5M | 30%+ EBITDA | US | US North-East |
| Engineering staffing services provider | Private | High-tech, Medical Devices, Manufacturing | 5M | 10%+ EBITDA | US North-East | US North-East |
| Managed Services for IT Infrastructure and Network Management | Private | Financial Services, High-Tech | 15 to 20M | 8 to 10% EBITDA | Asia | India |
| UX Design | Private | E-commerce, Automotive, FInancial Services | 5 to 10M | 30%+ EBITDA | Global | India |
| IT Staffing Services | Private | High-Tech, Manufacturing, Financial Services | 40+M | 15%+ EBITDA | Across the US | US West Coast |
Buy-side Mandates
| BUYER PROFILE | TARGET CRITERIA | ||||||
|---|---|---|---|---|---|---|---|
| Size ($M) | Business | Ownership | Products / Services | Verticals | Revenue ($M) | Profitability | Location |
| 70+ | IT Staffing | Private | IT Staffing and services with a strong direct client base or VMS relationships | Open | 10 – 30 | Open | N. America |
| 500+ | Diversified IT Services | Private | Data Analytics, Data Engineering, Snowflake | Open | 10 – 25 | > 10% | N. America, Europe |
| 400+ | Diversified IT services | Private | Product Development, IT Solutions | High-tech, Media/Entertainment, Transportation, Financial Services | 10 - 50 | Open | LatAm |
| 150+ | Enterprise IT services | Private | IT services capability focused on enterprise IT systems | Open | 5 – 20 | > 10% | US, Canada |
| 100+ | IT Services | Private | IT services / solutions focused on cloud computing and mobile services | Open | 10 – 30 | Open | N. America |
| 20+ | Healthcare BPO | Private | Medical billing (Revenue Cycle Management) | Healthcare | 2 – 20 | Open | US |
| 90+ | Diversified IT Services | Private | Managed Services Provider / Managed Network Services Provider | Open | 10 - 20 | 10%= | US |
| 200+ | Engineering Design Services and Manufacturing | Private | Automation / CQV | Life Sciences | 10 – 50 | > 10% | N. America, Europe, India |