New York has more technology M&A advisors than any other US city. This list covers 12 firms active in 2026 - with deal sizes, sector focus, and what each one actually does well.
NY tech M&A: what you need to know
New York technology M&A is its own market. Software, fintech, media tech, and IT services all trade at different multiples and draw different buyer pools.
The best NY tech advisors have closed 20+ tech deals in the last three years. A generalist firm with one or two tech transactions per year won't know which buyers are actively acquiring in your sub-sector.
Advisor selection matters more in tech than in most sectors. Tech buyers do deep IP and architecture diligence. Your advisor needs to translate what your product does into terms that drive valuation.
Ellty's virtual data room lets you organize technical documentation and financial records before your advisor starts outreach. Buyers who receive complete files move faster to LOI.
How tech M&A differs from other sectors
Technology buyers pay for recurring revenue, retention, and product differentiation. They discount hard for customer concentration, aging architecture, and key-person dependency.
A SaaS business with 110% net revenue retention will generate a different buyer pool than a professional services firm with a software component. Your advisor needs to know the difference.
IP ownership matters to tech buyers in ways it doesn't in other sectors. Clean IP chains, no contractor IP ambiguity, and documented ownership speed diligence significantly.
Ellty's document analytics lets you see exactly which buyers are spending time in your data room. You'll know who is doing real diligence before management presentations begin.
| Deal Type | Deal Size | Sector Focus | Website | |
|---|---|---|---|---|
| JEGI LEONIS | Both | $25M-$1B+ | Software, fintech, media tech, business services, IT | jl-co.com |
| Berkery Noyes | Both | $10M-$500M | Media, information services, software, digital media | berkerynoyes.com |
| Drake Star Partners | Both | $20M-$500M | Software, SaaS, digital health, consumer tech, fintech | drakestar.com |
| Solomon Partners | Both | $100M-$5B+ | Technology, media, financial services, business services | solomonpartners.com |
| Evercore | Both | $500M-$50B+ | Technology, software, AI, financial services, healthcare tech | evercore.com |
| Moelis & Company | Both | $100M-$10B+ | Technology, media, financial technology, services | moelis.com |
| Houlihan Lokey (Tech) | Both | $50M-$5B+ | Software, IT services, financial tech, tech-enabled services | hl.com |
| PJT Partners | Both | $500M-$20B+ | Technology, software, media, AI, financial services | pjtpartners.com |
| Oaklins DeSilva+Phillips | Both | $10M-$300M | Digital media, marketing tech, information services, SaaS | oaklins.com/us |
| Agile Equity | Both | $10M-$200M | IT services, software, cloud, healthcare IT | agileequity.com |
| Excendio Advisors | Both | $5M-$150M | IT services, managed services, software, tech outsourcing | excendio.com |
| Lazard (Tech Advisory) | Both | $500M-$50B+ | Software, semiconductors, AI, fintech, enterprise tech | lazard.com |
How to verify an advisor's tech track record
Ask for a deal list with company names, deal sizes, and buyer types from the last 24 months. A serious NY tech advisor closes 8+ transactions per year in your product category.
Check whether the partner who pitches you wrote the CIM for recent deals or handed it to a junior team. Call the founders of two companies they sold and ask about senior banker involvement.
Ask the advisor to name the five most active strategic buyers for your specific product category right now. If they hesitate, they don't know your market well enough to run your process.
Ellty's features page shows how a virtual data room handles technical document security. Your IP files and source code need granular access controls that generic file sharing won't provide.
See how other New York sellers set up their processes in the New York M&A advisors guide before signing an engagement letter.
Tech M&A data room in New York
Organize your tech financials and IP before New York buyers start diligence.
Start free 14-day trialWhat an M&A deal looks like: 6 stages
New York tech sell-side processes move faster than most sectors. Competitive auctions with multiple strategic and PE buyers can close in four to five months when both sides are motivated.
| What happens | What you need ready | |
|---|---|---|
| Preparation | Valuation, advisor selection, CIM and tech memo drafted | ARR model, retention data, IP ownership docs |
| Advisor engagement | Engagement letter signed, buyer list and timeline set | Engagement letter, org chart, product roadmap |
| Marketing | Teaser and CIM sent to strategic and PE buyers | Ellty data room with staged access per buyer tier |
| LOI | Buyers submit bids, advisor shortlists top three | Management deck, updated ARR model, cap table |
| Due diligence | Winning buyer reviews code, contracts, financials, IP | Full Ellty room: source code access, contracts, SLAs |
| Close | Purchase agreement signed, escrow and funds transferred | Board approvals, reps and warranties, IP transfer docs |
12 New York technology M&A advisors in 2026
These firms are active in software, SaaS, fintech, IT services, and technology-enabled services M&A in New York in 2026.
1. JEGI LEONIS
JEGI LEONIS formed in 2025 from the merger of JEGI CLARITY and Leonis Partners, creating a 100-person global firm focused exclusively on technology, software, media, and business services M&A.
Recent Deals: Closed 35 transactions in 2024 approaching $5B in deal volume combined, with record deal flow pacing in 2025-2026 across software, fintech, and media tech sectors.
LinkedIn: JEGI LEONIS on LinkedIn
Sector Focus: Software, fintech, media technology, business services, information services
Deal Type: Both
Deal Size: $25M-$1B+
Location: New York, NY (also London and Boston)
Website: jl-co.com
2. Berkery Noyes
Berkery Noyes is a New York-based boutique that has focused exclusively on media, information services, and software M&A for over 35 years - a narrow focus that produces real sector depth.
Recent Deals: Active in media technology and information services M&A through 2025-2026. Berkery Noyes publishes quarterly deal reports on media tech transactions, tracking multiples and buyer activity.
LinkedIn: Berkery Noyes on LinkedIn
Sector Focus: Media, information services, digital media, software, marketing technology
Deal Type: Both
Deal Size: $10M-$500M
Location: New York, NY (headquartered)
Website: berkerynoyes.com
3. Drake Star Partners
Drake Star has a strong New York presence and covers software, SaaS, consumer tech, and digital health M&A with a buyer network that spans US strategic acquirers and European PE.
Recent Deals: Active in software and SaaS M&A advisory through 2025-2026. Drake Star advised on 20+ technology transactions globally in 2024 across SaaS, digital health, and consumer tech.
LinkedIn: Drake Star Partners on LinkedIn
Sector Focus: Software, SaaS, digital health, consumer technology, fintech
Deal Type: Both
Deal Size: $20M-$500M
Location: New York, NY (US headquarters, also Munich and London)
Website: drakestar.com
4. Solomon Partners
Solomon Partners (formerly PJ Solomon) is a mid-market investment bank with a strong New York technology practice covering sell-side advisory, buy-side, and financing for software and tech-enabled services.
Recent Deals: Active in technology and media M&A advisory through 2025-2026. Solomon Partners completed multiple technology sector transactions including software and digital media deals.
LinkedIn: Solomon Partners on LinkedIn
Sector Focus: Technology, media, financial services, consumer, business services
Deal Type: Both
Deal Size: $100M-$5B+
Location: New York, NY (headquartered)
Website: solomonpartners.com
5. Evercore
Evercore is headquartered in New York and advised on over $360B in announced M&A deal value in 2025, with technology being the single largest sector across its advisory practice.
Recent Deals: Major tech advisory mandates in 2025-2026 including AI infrastructure, enterprise software, and semiconductor transactions. One of the top three most active tech M&A advisors globally.
LinkedIn: Evercore on LinkedIn
Sector Focus: Technology, software, AI infrastructure, financial services, healthcare technology
Deal Type: Both
Deal Size: $500M-$50B+
Location: New York, NY (global headquarters)
Website: evercore.com
6. Moelis & Company
Moelis is New York-headquartered and covers technology, media, and financial technology M&A with a sell-side practice that has closed several high-profile software and fintech transactions.
Recent Deals: Active in technology and fintech M&A advisory through 2025-2026. Moelis advised on enterprise software and payments transactions as part of a strong advisory year in 2025.
LinkedIn: Moelis & Company on LinkedIn
Sector Focus: Technology, media, financial technology, business services, industrials
Deal Type: Both
Deal Size: $100M-$10B+
Location: New York, NY (global headquarters)
Website: moelis.com
Tech M&A data room in New York
Organize your tech financials and IP before New York buyers start diligence.
Start free 14-day trial7. Houlihan Lokey (Tech Group)
Houlihan Lokey's New York technology group is one of the most active mid-market tech M&A practices in the US, covering software, IT services, and tech-enabled services with a dedicated sector team.
Recent Deals: Ranked #1 M&A advisor for transactions under $1B globally in 2024. Active in New York technology M&A through 2025-2026 with a dedicated software and IT services practice.
LinkedIn: Houlihan Lokey on LinkedIn
Sector Focus: Software, IT services, financial technology, tech-enabled services, data and analytics
Deal Type: Both
Deal Size: $50M-$5B+
Location: New York, NY (major US office, global network)
Website: hl.com
8. PJT Partners
PJT Partners is a New York-based advisory firm with a dedicated technology M&A practice covering software, AI, media, and enterprise technology sell-side and buy-side mandates.
Recent Deals: Active in technology and software M&A through 2025-2026. PJT advised on software and AI-adjacent transactions as AI infrastructure deal activity accelerated in 2025.
LinkedIn: PJT Partners on LinkedIn
Sector Focus: Technology, software, AI, media, financial services
Deal Type: Both
Deal Size: $500M-$20B+
Location: New York, NY (global headquarters)
Website: pjtpartners.com
9. Oaklins DeSilva+Phillips
Oaklins DeSilva+Phillips is New York's most active boutique for digital media, marketing technology, and information services M&A with 30+ years of deal history in these sub-sectors.
Recent Deals: Active in digital media and marketing technology M&A through 2025-2026. Tracks quarterly deal activity across adtech, martech, and digital content sectors globally.
LinkedIn: Oaklins DeSilva+Phillips on LinkedIn
Sector Focus: Digital media, marketing technology, information services, SaaS, adtech
Deal Type: Both
Deal Size: $10M-$300M
Location: New York, NY (US headquarters within Oaklins global network)
Website: oaklins.com/us
10. Agile Equity
Agile Equity has completed over 150 transactions in IT services, software, cloud computing, and healthcare IT since 1996 - a deal count that gives them unusual depth in the IT services sub-sector.
Recent Deals: Active in IT services and software M&A through 2025-2026. Agile Equity advises IT services businesses in the $10M-$100M range on sell-side processes to strategic acquirers.
LinkedIn: Agile Equity on LinkedIn
Sector Focus: IT services, software, cloud computing, healthcare IT, managed services
Deal Type: Both
Deal Size: $10M-$200M
Location: New York, NY (headquartered)
Website: agileequity.com
11. Excendio Advisors
Excendio focuses exclusively on IT services and select software M&A with 20 years of transaction experience - they won't take a consumer tech or hardware deal because they only work in their defined lane.
Recent Deals: Active in IT services and managed services M&A through 2025-2026. Excendio covers mid-market IT outsourcing, managed services, and specialty software transactions.
LinkedIn: Excendio Advisors on LinkedIn
Sector Focus: IT services, managed services, software, tech outsourcing, professional services
Deal Type: Both
Deal Size: $5M-$150M
Location: New York, NY (headquartered)
Website: excendio.com
12. Lazard (Tech Advisory)
Lazard's New York technology team advises on the largest and most complex tech transactions, with deep coverage of semiconductors, AI infrastructure, enterprise software, and fintech at scale.
Recent Deals: Active in large-cap technology M&A through 2025-2026. Lazard's tech practice covers semiconductor consolidation, AI platform acquisitions, and enterprise software roll-up strategies.
LinkedIn: Lazard on LinkedIn
Sector Focus: Software, semiconductors, AI infrastructure, fintech, enterprise technology
Deal Type: Both
Deal Size: $500M-$50B+
Location: New York, NY (global headquarters)
Website: lazard.com
Valuation in New York tech M&A
SaaS businesses with strong net revenue retention trade at a wide range in New York. Top-quartile businesses with 110%+ NRR and $10M+ ARR consistently see 12x-18x ARR in competitive processes.
IT services and managed services businesses trade at 6x-10x EBITDA depending on customer mix, contract type, and offshore delivery. Recurring managed services contracts command premiums over project-based work.
Fintech valuations in New York depend heavily on regulatory positioning and payment volume. A fintech with a banking license or payment network relationship is valued very differently than an unregulated software tool.
Ellty's fundraising page explains how financial sponsors evaluate technology businesses before submitting an LOI. Understanding their diligence checklist helps you prepare the right documents.
Read the New York healthcare M&A advisors guide if your business sits at the health-tech intersection. Healthcare IT buyers in New York differ significantly from pure software acquirers.
AI's impact on NY tech M&A in 2025-2026
AI drove roughly one-third of the 100 largest global M&A transactions in 2025. In New York, AI-adjacent deals commanded premium multiples across enterprise software, data infrastructure, and financial technology.
Buyers are now asking about AI integration in diligence on every tech deal. Having a clear answer to "how does AI affect your product roadmap?" speeds management presentations considerably.
If your product has AI capabilities, document them precisely before going to market. Vague claims about machine learning slow diligence. Specific model descriptions and benchmarks accelerate it.
Ellty's dynamic watermarking lets you distribute AI-related technical documents with buyer-specific watermarks. Proprietary model documentation needs tracking, not open sharing.
Read the venture capital guide to understand how VC-backed tech companies approach M&A exits. VC involvement changes deal structure, timeline, and preferred buyer type significantly.
How to structure your NY tech data room
IP documentation is the most common cause of diligence delays in New York tech deals. Start with a clean IP ownership memo from counsel, then build the rest of the data room around it.
Organize your data room by diligence category from day one: financials, legal, product, customers, team, IP. Buyers send separate teams for each category. Mixed folders slow everyone down.
Grant access in stages. Share financial summaries with broad buyer groups, then unlock contracts and IP documentation only after LOI. Staged access signals process discipline to buyers.
Ellty's startups page shows how early-stage and growth-stage tech companies set up data rooms for M&A or fundraising. The same discipline applies whether you're raising or selling.
Read the New York M&A advisors overview for context on how the broader New York advisory market works before you narrow your search to tech-focused firms.
How Ellty helps you close a tech M&A deal in New York
Build your data room before outreach. Tech buyers expect organized IP and financials.
- 1.Upload technical and financial documents securelyAdd IP docs, ARR model, and contracts before outreach.
- 2.Set permissions per buyer and deal stageControl which buyers see IP vs teaser materials.
- 3.Track which buyers review your documentsSee who opens files and follow up with intent.
Common questions about New York technology M&A advisors
- SaaS companies with strong retention trade at 12x-18x ARR. IT services businesses trade at 6x-10x EBITDA.
- Use a boutique under $200M. Use a bulge-bracket when cross-border reach and large strategic buyers matter.
- Most charge a retainer plus a success fee of 2-5%. Larger deals see lower percentage fees.
- Four to seven months for competitive processes. Complex IP or regulatory situations can run longer.
- IP ownership, net revenue retention, customer concentration, and product architecture are the top four.
- Evercore, Lazard, and PJT Partners lead in large AI transactions. JEGI LEONIS covers mid-market AI software.
