Delivering Superior Financial Outcomes


The SurePath Commitment:

We believe that in order to have the best knowledge and networks, you must be specialized. Our aim is to be the leading strategic financial advisor in the SMB software and commerce markets and the #1 choice for boards and management teams of these companies. 



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

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


Why Clients Choose us


Access & Insights

As the only advisor 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 the guidance that leads to the most long-term impact.



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