Delivering superior financial outcomes

Strategic Guidance: Designed To Deliver Superior Financial Outcomes

Financial Advisory Services

Venture, Private Equity and Strategic Funding:

We have been on both sides of the table as operators and investors and have been raising capital in this sector for over three decades. That background gives us the expertise, networks and credibility needed to close highly successful fundraising transactions.

Our financial advisory services span everything from venture capital, private equity, corporate strategic investments and related valuation support services.

Strategic Advisory Services


Exits don't just happen. Clients leverage our specialized insights and access to execute, deliberate, strategic and profitable exit strategies.


Clients leverage our deep knowledge and coverage of the SMB software landscape to identify great companies to acquire and then make those deals happen.

Why Clients Choose Us


Access & Insights

As the only investment bank focused on the SMB market, we have access to every deal maker in this space.



We are a trusted advisor to the founders, management teams and boards that we serve. We work in the best interest of our clients with an unwavering focus on providing guidance that leads to long-term impact.



As a result of our strategic guidance, deep relationships and transaction capabilities, we deliver high and measurable impact to our clients.

Client Success

"The SurePath team were absolutely critical to the successful outcome of our fundraise. From start to finish, they were an incredible sounding board, set and managed the process, and ultimately stepped up and filled gaps wherever needed to help us get over the finish line. Pure rockstars!"

Yoav Schwartz, CEO, Uberflip

"SurePath Capital Partners was instrumental in getting our sale to Jonas Software done. They built a pipeline from scratch and took us through to a successful close. One of the most valuable aspects was their strategic support on the finance side. This allowed us to close the deal faster with the least amount of internal disruption."

Annette Eyraud, CEO, Pike13

Over my career I have worked with many investment bankers. It was refreshing to work with the SurePath team on our purchase of Closely. They truly understand the balance between the needs of both the buyer and the seller. Couple that with their significant market expertise in the digital technology and SMB space, we always look forward to some compelling discussions on the overall market landscape.

Pete Cannone, CEO, Thrivehive

We’d rather not do banked deals…. BUT, I really want to do a Surepath advised deal. Their models and presentations are so good we didn’t have to do any modelling ourselves. Was amazing. Way easier. And they actually know what they’re talking about which is odd for “advisors”

MD at Growth PE fund (name withheld)

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