TI Partners — M&A Advisory Profile

TI Partners Research

Overview

TI Partners is an independent merchant bank and technology-focused investment advisory firm headquartered in New York and Atlanta, providing comprehensive M&A, capital raising, and strategic advisory services to software, technology, and business services companies. The firm positions itself as a premier advisor for high-growth technology companies seeking exit strategies, growth capital, or strategic acquisitions. With over 100 successful transactions completed, $2 billion-plus in total consideration achieved for clients, and an 85% transaction close rate, TI Partners demonstrates institutional-quality execution across technology-focused sectors.

Advisory Approach

TI Partners operates with a thesis centered on technology-driven value creation and sector specialization. The firm believes that technology and software businesses require specialized advisory expertise that differentiates from generalist investment banks. Their approach emphasizes deep sector knowledge, proprietary deal sourcing, and institutional-quality transaction execution. The firm is registered as a broker-dealer through TI Securities, LLC (FINRA CRD# 305912), enabling direct securities transaction facilitation alongside advisory services.

The firm's core services include:

Sell-side transaction services — Guiding software and technology companies through entire sale processes to maximize valuation and achieve optimal outcomes
Strategic advisory — Providing senior-level counsel on capital structure, market positioning, and corporate strategy
Buy-side engagements — Supporting financial sponsors and strategic acquirers in identifying, qualifying, and executing acquisitions
Capital raising — Facilitating growth equity, debt, and structured financing for expansion-stage technology companies

Sector Focus

TI Partners concentrates on three primary software and technology verticals, each with distinct applications and buyer networks:

Software-as-a-Service (SaaS): The firm has deep expertise in horizontal and vertical SaaS platforms serving diverse industries. Recent transactions include Craftable (hospitality management and back-office automation SaaS), Engagedly (performance management and employee engagement platform), and Kamakura Corporation (risk management and quantitative finance software). The firm understands SaaS unit economics, customer acquisition models, and the venture-to-private-equity transition patterns that define the space.

Technology Infrastructure & Connectivity: Signal Point Systems (5G infrastructure provider), Hospitality WiFi (guest connectivity and wireless networking), and Bel Air Internet (broadband expansion) represent the firm's work in connectivity and infrastructure-as-a-service. These deals demonstrate expertise in managed services, recurring revenue models, and the network operators ecosystem.

Hospitality Technology & In-Room Services: Enseo (in-room technology and guest experience platforms) and MyVenue (point-of-sale and venue management for sports and entertainment) showcase the firm's specialization in hospitality vertical SaaS. This sector expertise combines knowledge of hospitality operations, venue/property technology requirements, and the unique capital structures common in this vertical.

Deal Track Record

TI Partners maintains a substantive deal pipeline with completed transactions across 2020-2025:

SaaS & Software:

Craftable (Jul 2023): Facilitated growth investment from Gauge Capital into hospitality management SaaS platform. Craftable provides back-office automation, inventory management, and analytics to 50,000+ monthly active users across the hospitality sector.
Engagedly (Feb 2022): Advised on investment from Aquiline Credit Opportunities into performance management and employee engagement platform serving 400+ mid-market enterprises. Platform addresses enterprise shift to remote workforce digitization.
Kamakura Corporation (Jun 2022): Facilitated acquisition by SAS for risk management and quantitative finance software serving banks and financial institutions.

Technology & Infrastructure:

Signal Point Systems (May 2022): Advised on acquisition by Mobilitie, bringing 5G infrastructure provider into larger connectivity services platform.
Hospitality WiFi (Jun 2022): Guided acquisition by World Cinema Inc., combining 20+ years of hospitality WiFi experience with converged in-room technology services. Hospitality WiFi served 2,800+ properties across 5 continents.
Bel Air Internet (Dec 2020): Advised on sale to M/C Partners, expanding broadband connectivity platform in Southern California.

Hospitality Technology:

MyVenue (May 2025): Facilitated majority investment from Greater Sum Ventures into award-winning cloud-based point-of-sale platform. MyVenue powers billions in annual transactions at 190+ iconic venues including Dodger Stadium, Hard Rock Stadium, and Los Angeles Memorial Coliseum (2028 Olympic host).
Enseo (2021): Advised on growth investment from H.I.G. Capital into premier in-room technology provider serving hospitality and entertainment venues.

The firm reports having completed 100+ transactions with $2 billion+ in aggregate consideration and maintains relationships with 5,000+ strategic and financial acquirers. The 85%+ transaction close rate indicates effective deal execution and disciplined process management.

Process & Fee Structure

Based on transaction announcements and third-party references, TI Partners operates a full-service transaction process:

Engagement Model: The firm handles end-to-end sell-side processes including:

Preparation of management presentations and quality of earnings materials
Buyer identification and targeted outreach
Data room management and buyer information requests
Negotiation facilitation and term sheet management
Regulatory and securities law compliance (through TI Securities, LLC)

Fee Structure: While specific fee schedules are not publicly disclosed, transaction announcements reference "exclusive financial advisor" relationships, indicating traditional investment banking engagement structures. The firm's focus on technology and SaaS businesses suggests modified success-fee-based compensation typical of the sector.

Buyer Network

TI Partners demonstrates a robust buyer network built across multiple investment constituencies:

Private Equity Relationships: Completed deals show strong connections to established mid-market and lower middle-market PE platforms:

Gauge Capital (hospitality/technology focus)
H.I.G. Capital (multi-sector growth investor)
Aquiline Capital Partners (technology, business services focus)
Greater Sum Ventures (family office, midmarket technology focus)

Strategic Acquirers: Deal history includes acquisitions by established technology and services leaders:

SAS (enterprise software, financial services)
Mobilitie (telecommunications infrastructure)
World Cinema Inc. (hospitality and property technology)
M/C Partners (broadband and connectivity)

Buyer Network Strength: PE and strategic buyer relationships represent approximately 90%+ of completed transactions, with particular depth in technology-focused private equity platforms and strategic technology buyers. The firm's 5,000+ network of acquirers suggests significant coverage across sectors and investment types.

Competitive Positioning

TI Partners differentiates through several dimensions:

Technology Specialization: Unlike generalist investment banks, TI Partners focuses exclusively on technology, software, and digital services. This focus enables deep understanding of SaaS metrics, venture capital-to-PE transitions, and technology buyer behavior.
Sector Depth: Multi-vertical expertise across software, infrastructure, and hospitality technology allows the firm to identify cross-vertical strategic opportunities and buyer networks.
Execution Track Record: 100+ completed transactions with 85%+ close rate demonstrates institutional capability in navigating deal complexity, regulatory requirements (through FINRA registration), and buyer negotiations.
Regulatory Capability: FINRA broker-dealer registration (CRD# 305912) enables direct securities transactions and provides regulatory credibility for larger or more complex transactions.
Market Timing: The firm has successfully navigated both growth equity (2020-2021 venture boom), strategic acquisition cycles (2022-2023), and family office/lower-middle-market investment trends (2024-2025).

Geographic Coverage & Market Presence

TI Partners operates from New York and Atlanta offices, positioning the firm to serve:

New York corridor: Digital media, fintech, business software
Southeast (Atlanta, Charlotte, Miami): Growth-stage software, hospitality tech, business services
National reach: The firm's 5,000+ acquirer network indicates national and international deal capability

The firm also facilitates international transactions, as evidenced by MyVenue (Australia-based company), demonstrating cross-border transaction capability.

Team

The firm's leadership team brings deep M&A and investment banking experience:

Derick Schaudies, Managing Director: Leads transaction execution across multiple verticals. Brings founded private equity groups and significant investment banking transaction experience.
Thomas Pecht, Managing Director: Investment banking specialist with focus on media and communications sectors. Long-standing M&A advisory experience.
Stan Brovont, Managing Director: Senior advisor with broad M&A and transaction experience.
Daniel Holtz, Co-Managing Partner: Co-founding partner focusing on strategic advisory and investment services.
Rafe Mosetick, Vice President: Senior banker supporting transaction execution and client relationships.

The leadership team demonstrates average 15+ years of transaction experience, with cumulative expertise spanning 50+ completed transactions at senior levels.

Not a Fit If

Based on the firm's specialization and transaction history, TI Partners typically works with:

Technology and software companies (enterprise and vertical SaaS preferred)
Transactions requiring FINRA broker-dealer capability
Companies seeking specialized buyer networks in tech and SaaS sectors

The firm would likely decline:

Non-technology businesses or industrial manufacturing (outside hospitality tech)
Distressed or turnaround situations requiring restructuring expertise
Transactions below minimum thresholds (typical range $10-50M+ based on deal sizes)

Aggregate Transaction Statistics

The firm reports 100+ completed transactions with $2 billion+ in total consideration. Over the past 5 years (2020-2025), the firm has maintained consistent transaction velocity with notable deals across software (Craftable, Engagedly, Kamakura), infrastructure (Signal Point, Hospitality WiFi), and hospitality technology (Enseo, MyVenue) verticals.