Atlas Technology Group, LLC
Atlas Technology Group provides independent M&A advice to software companies and software-focused private equity firms. The firm states that it advises on sell-side and buy-side transactions, private placements, capital raising, leveraged buy-outs, spin-offs, split-offs, divestitures, and related M&A matters.
What stands out about Atlas Technology Group, LLC
Atlas Technology Group is a technology-focused investment bank and independent M&A advisor with stated experience across software, technology-enabled services, and communications technology. Its public materials identify completed transaction sizes from $20 million to $2 billion, global coverage from offices in California and Texas, and recent examples involving named acquisition parties and a growth-equity investment.[1][2][3]
What does Atlas Technology Group, LLC do?
Atlas Technology Group provides independent M&A advice to software companies and software-focused private equity firms. The firm states that it was founded in San Francisco in 2010 and presents itself as a technology-focused investment bank and independent M&A advisor.[1]
Atlas publicly states that it advises on mergers, private placements, sell-side advisory, buy-side advisory, leveraged buy-outs, spin-offs, split-offs, and divestitures. A 2020 SEC-filed fairness opinion describes the firm as providing mergers-and-acquisitions and capital-raising advisory services, as well as business and securities valuation in connection with M&A.[1][2]
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.
What should a business owner evaluate before hiring Atlas Technology Group, LLC?
For an owner evaluating Atlas, the public record establishes a software and technology focus, independent M&A advice, stated senior-level attention, global coverage, and completed transaction sizes ranging from $20 million to $2 billion. The firm’s archive also shows transactions involving strategic buyers, private equity firms, and growth-equity investment.
An owner should confirm the proposed Managing Directors’ personally executed comparable transactions, the prospective buyer universe, valuation methodology, fee and tail provisions, conflicts procedures, confidentiality process, and the regulatory and legal-entity information that would appear in the engagement documentation.[1][3]
What are the proposed engagement's retainer, success-fee, expense, termination, and tail terms
Which Managing Directors would lead the process, and which comparable software transactions have they personally executed
What revenue, EBITDA, recurring-revenue, growth, or enterprise-value profiles does the firm currently consider
What size transactions and clients does Atlas Technology Group, LLC focus on?
Atlas states that its clients are active in software, including technology-enabled services and communications technology. Team materials identify experience across SaaS, fintech, artificial intelligence, data analytics, e-commerce, IT services, digital media, telecommunications, IoT, cybersecurity, enterprise software, and related technology sectors.[1]
The official deals archive identifies Alacriti’s $60 million strategic growth-equity investment led by Sageview Capital in July 2026, as well as PayEm’s acquisition by Nipendo in June 2026, Q-nomy’s acquisition by Fortissimo Capital in May 2026, and MobileAction’s acquisition by InMobi in May 2026.
The archive also identifies Rightbound’s acquisition by Gong in December 2025, Duro’s acquisition by Altium in October 2025, WorkRamp’s acquisition by LearningPool in October 2025, Mirato’s acquisition by Sayari in July 2025, and OfferFit’s $325 million acquisition by Braze in June 2025.
In January 2025, the archive states that Rokt agreed to acquire mParticle for $300 million. The archive identifies transaction parties, dates, and selected values but does not disclose consideration terms for every listed transaction.[3]
The firm’s stated transaction coverage includes sell-side and buy-side advisory, private placements, leveraged buy-outs, spin-offs, split-offs, divestitures, and capital-raising-related work. Atlas describes its advice as independent and states that its Managing Directors are transaction-execution specialists.[1][2]
What does Atlas Technology Group, LLC publicly disclose about fees, process and engagement terms?
The Atlas homepage does not publish advisory fee percentages, minimum fees, success-fee formulas, termination schedules, tail periods, or standard engagement terms.
The Atlas homepage does not state a universal revenue, EBITDA, or company-size eligibility threshold beyond its published historical deal-size range of $20 million to $2 billion. The official deals archive identifies transaction parties, dates, and selected values but does not disclose consideration terms for every listed transaction.[1][3]
FINRA’s current firm report identifies ATLAS TECHNOLOGY GROUP LLC as a California limited liability company formed on November 24, 2009, with CRD# 152828 and SEC# 8-68480. The report states that Atlas is registered with the SEC, one self-regulatory organization, and two U.S. states and territories; it lists SEC and FINRA registration effective October 19, 2010, California effective October 27, 2010, and Texas effective June 11, 2025.
The report describes the firm’s disclosed business activity as merger-and-acquisition advisory and general business consulting activity.[4]
Atlas states that its Managing Directors are transaction-execution specialists and that each project receives hands-on senior-level attention. The firm also describes its advice as independent and intended to maximize shareholder value.[1]
Questions to ask before hiring Atlas Technology Group, LLC
What are the proposed engagement's retainer, success-fee, expense, termination, and tail terms?
Which Managing Directors would lead the process, and which comparable software transactions have they personally executed?
What revenue, EBITDA, recurring-revenue, growth, or enterprise-value profiles does the firm currently consider?
Which strategic and private equity buyers would be approached, and how would conflicts be handled?
How would Atlas distinguish a broad auction, targeted process, minority investment, recapitalization, and strategic sale for the contemplated assignment?
What current regulatory and legal-entity disclosures should be included in the engagement documentation?
Sources & research notes
- Official website / firm overview
- SEC filing / regulatory record
- Transaction / portfolio evidence
- FINRA regulatory record
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 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
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