Sandfox Advisors
Sandfox Advisors presents itself as an M&A advisory firm for software, data, and technology-enabled businesses. It states that it advises owners and CEOs on corporate transactions and can engage before a potential transaction.
Sandfox Advisors publicly identifies its focus as software, data, and technology-enabled businesses.
Its disclosed assignments include a targeted equity investment, a sale to an acquirer, and a recapitalization; the cited official team page does not state minimum financial or transaction-size criteria.[1][2][3][4][6][8]
What does Sandfox Advisors do?
Sandfox Advisors presents itself as an M&A advisory firm for software, data, and technology-enabled businesses. The firm states that it provides strategic advice to owners and CEOs of established and emerging companies and guides clients through critical corporate transactions.[1][2]
Sandfox states that it provides strategic advice to owners and CEOs and guides clients through corporate transactions. Its approach page also states that it welcomes working with companies well in advance of a potential transaction to help them strategically and operationally position themselves for success.[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 Sandfox Advisors?
Owners evaluating Sandfox should compare their business with the firm’s stated focus on software, data, and technology-enabled businesses and clarify how the proposed mandate would be staffed and conducted. Before engagement, owners should confirm current financial and transaction-size criteria, the senior banker responsible for the assignment, the intended buyer and capital-provider outreach, fee and expense provisions, exclusivity and termination terms, and the contracting entity and any regulated-entity relationships used for securities-related transactions.[1][4][5][8]
What are Sandfox's current minimum or typical revenue, EBITDA, enterprise-value, and transaction-size criteria
Which senior banker would lead the mandate, and what comparable transactions has that banker completed recently
What buyer and capital-provider universe would be contacted for the proposed assignment
What size transactions and clients does Sandfox Advisors focus on?
The firm’s homepage identifies software, data, and technology-enabled businesses as its focus. A Friendly transaction page classifies that assignment under technology products and identifies artificial intelligence, digital transformation, enterprise software, and healthcare themes.[1][3]
In March 2025, Sandfox stated that it served as exclusive strategic advisor to Friendly in securing a targeted equity investment from Xceedance. In January 2024, it stated that it served as exclusive strategic advisor to Team Epiphany in its acquisition by Stagwell.[3][7]
Sandfox’s public transactions archive lists assignments including Friendly’s investment from Xceedance, TPC’s sale to Elshair Companies, mDesign’s recapitalization with a private-equity sponsor, and Team Epiphany’s sale to Stagwell.[6]
What does Sandfox Advisors publicly disclose about fees, process and engagement terms?
The cited official transactions archive lists transaction names and selected descriptions but does not disclose transaction values or fee schedules on that archive page. The cited official team page publishes experience and aggregate transaction-volume metrics but does not state minimum revenue, EBITDA, enterprise-value, or transaction-size criteria. The cited Friendly transaction page does not disclose transaction value, fee terms, or detailed consideration mechanics.[3][4][6]
The official TPC transaction page identifies the legal entity as Sandfox Advisors LLC in its copyright notice. The cited official Terms of Use page does not state a firm-level broker-dealer or investment-adviser registration number or registration status.[5][8]
Sandfox states that it advises owners and CEOs and can work with companies well in advance of a potential transaction to support strategic and operational positioning. The cited official transactions archive does not disclose fee schedules, and the cited Friendly transaction page does not disclose fee terms.[2][3][6]
Questions to ask before hiring Sandfox Advisors
What are Sandfox's current minimum or typical revenue, EBITDA, enterprise-value, and transaction-size criteria?
Which senior banker would lead the mandate, and what comparable transactions has that banker completed recently?
What buyer and capital-provider universe would be contacted for the proposed assignment?
How are fees, retainers, success fees, expenses, exclusivity, termination rights, and tail provisions structured?
Which legal entity contracts with the client, and what broker-dealer or other regulated-entity relationships are used for securities-related transactions?
What transaction values and consideration structures can Sandfox substantiate for comparable assignments?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Transaction size / criteria
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Public disclosure information
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
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.
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