Auxo Firm Directory · Independent Research Profile

85 Advisors

85 Advisors publicly positions itself as a strategic and financial advisory firm for technology companies, including businesses with $3M–$30M in revenue. Its stated services span growth planning, pre-exit positioning, M&A strategy, target identification, negotiation, due diligence, and transaction execution.

Key takeaway

What stands out about 85 Advisors

85 Advisors focuses on technology-company advisory, with publicly stated expertise in Enterprise Software, Education and EdTech, Legal Technology, Communications Technology, Cybersecurity, and Infrastructure Software. The firm states that it works with technology companies with $3M–$30M in revenue and provides both sell-side and buy-side-related M&A support.[1][2][3][4][5][6]

What does 85 Advisors do?

85 Advisors describes itself as a strategic and financial advisory firm that helps technology companies plan, analyze, and execute growth and M&A strategies. The company page describes service to growth-stage and middle-market technology companies.[1]

Its M&A advisory services include developing M&A strategies, identifying acquisition targets, approaching and negotiating with prospects, facilitating due diligence, and managing transactions through closing.

Its strategic advisory work covers mergers, acquisitions, financings, joint ventures, divestitures, strategic alternatives, valuation scenarios, and pre-exit positioning. Growth advisory services include product positioning, market strategy, go-to-market planning, sales development, product strategy, and go-to-market re-engineering. The firm also offers market sizing and forecasting, competitor due diligence and benchmarking, product-market-fit analysis, and emerging-technology assessments.[3][4][5][6]

Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.

Public size / criteria information
85 Advisors states that it is built for technology companies with $3M–$30M in revenue. It also publicly states $2B+ in lower-middle-market transaction value, $40B+ in buy-side clients' AUM, and 20+ average years of experience.[2]

What should a business owner evaluate before hiring 85 Advisors?

For an owner of a technology company within the publicly stated $3M–$30M revenue range, 85 Advisors presents a service model that combines growth and pre-exit positioning with sell-side and broader M&A advisory. Its stated sector coverage, market-intelligence services, and emphasis on senior personnel are relevant points to examine when assessing the proposed mandate.

Before engagement, an owner should verify the contracting legal entity and regulatory status, the senior professionals assigned to the work, buyer coverage, conflicts procedures, and the identity and verifiability of comparable completed transactions. Engagement economics should also be established directly because the cited homepage does not publish standard fee percentages, minimum fees, expense terms, termination provisions, or tail-period terms.[2][3][5][6]

01

What is the exact contracting legal entity and its applicable regulatory status

The cited company page describes the business but does not state a broker-dealer registration, investment-adviser registration, regulator, registration number, or other firm-level regulatory status.[1]
02

Which senior professionals will work on the mandate, and how will responsibilities be allocated

The firm states that the people in the pitch meeting do the work, with no juniors or handoffs; the proposed team and responsibilities should therefore be confirmed directly.[2]
03

What are the retainer, success fee, minimum fee, expense, termination, and tail provisions

The cited homepage does not publish standard engagement-fee percentages, minimum fees, expense terms, termination provisions, or tail-period terms.[2]

What size transactions and clients does 85 Advisors focus on?

85 Advisors publicly lists Enterprise Software, Education and EdTech, Legal Technology, Communications Technology, Cybersecurity, and Infrastructure Software as areas of expertise. Its company materials also describe a focus on technology companies.[1][2]

The 85 Advisors homepage describes a case study involving an unnamed IT endpoint-management client, a global search for acquisition targets, the acquisition of an emerging cloud mobile-device-management software provider, and a later $1B+ exit through acquisition by an unnamed Fortune 500 technology firm.

The homepage case study does not name the client, target, or acquirer and does not state a transaction date or consideration amount beyond the stated $1B+ exit outcome. The company page lists selected advisory and executive roles involving organizations including Citrix, Cisco, CloudOps, ClubExpress, Dell, F5, Trellix, Foxpass, EasyVista, NetScaler, Nexenta, and Exostar, but does not provide transaction dates, values, buyer or seller identities, or closing status for those listed organizations.[1][2]

The firm describes support across M&A strategy, acquisition-target identification, outreach, negotiation, due diligence, and transaction closing. Its strategic advisory services also cover financings, joint ventures, divestitures, and strategic alternatives.[3][4]

What does 85 Advisors publicly disclose about fees, process and engagement terms?

The cited homepage does not publish standard engagement-fee percentages, minimum fees, expense terms, termination provisions, or tail-period terms.

The cited company page does not state firm-level regulatory registration details. The cited homepage case study does not name its transaction parties or state a transaction date or consideration amount beyond the stated $1B+ exit outcome. The cited company page’s selected advisory and executive roles do not include transaction dates, values, buyer identities, seller identities, or closing status.[1][2]

The company page describes 85 Advisors as a strategic and financial advisory firm serving growth-stage and middle-market technology companies. The cited company page does not state a broker-dealer registration, investment-adviser registration, regulator, registration number, or other firm-level regulatory status.[1]

85 Advisors states that it is a deliberately small firm in which the people in the pitch meeting do the work, with no juniors or handoffs. It also states that it seeks to make a company more valuable before sale through measures including go-to-market overhaul, financial repositioning, and an improved company narrative.[2]

Questions to ask before hiring 85 Advisors

What is the exact contracting legal entity and its applicable regulatory status?
The cited company page describes the business but does not state a broker-dealer registration, investment-adviser registration, regulator, registration number, or other firm-level regulatory status.[1]
Which senior professionals will work on the mandate, and how will responsibilities be allocated?
The firm states that the people in the pitch meeting do the work, with no juniors or handoffs; the proposed team and responsibilities should therefore be confirmed directly.[2]
What are the retainer, success fee, minimum fee, expense, termination, and tail provisions?
The cited homepage does not publish standard engagement-fee percentages, minimum fees, expense terms, termination provisions, or tail-period terms.[2]
Which named technology transactions has the firm closed in the last three years, and can references be provided?
The homepage case study and company-page role listings do not provide the full party identities, dates, values, or closing status needed to independently assess comparable completed transactions.[1][2]
How will buyer outreach, conflicts, exclusivity, valuation analysis, and financing alternatives be handled?
The firm publicly describes target identification, outreach, negotiation, valuation scenarios, and financings as part of its advisory scope; the mandate should specify how those activities will be conducted.[3][4]
What revenue, EBITDA, recurring-revenue, ownership, or other qualification criteria apply beyond the publicly stated $3M–$30M revenue focus?
The firm states a $3M–$30M revenue focus, while the cited materials do not establish additional qualification criteria in the public size statement.[2]

Sources & research notes

Public-source research
  1. Official website / firm overview
  2. Official website / firm overview
  3. Services / capabilities
  4. Services / capabilities
  5. Services / capabilities
  6. Services / capabilities
  7. Geography / market coverage
Prepared and reviewed by: Auxo Capital AdvisorsEvidence standard: Public-source verification

How this profile was researched

Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.

Independent profile & regulatory context

Independent research profile

This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.

Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.

Broker-dealer and securities disclosure

Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.

Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.

Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.

Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.