Technology & software
Bulge-bracket framework. Founder-scale focus.
Founder-led software and tech-enabled service businesses where product differentiation, recurring revenue, and strategic fit drive premium outcomes. Potomac brings the analytical framework of a bulge-bracket tech bank to the founder mid-market.
why potomac
Why we're active here
Founder-led technology businesses face a structural gap in the M&A market. Bulge-bracket banks chase the largest transactions. Specialist tech-only boutiques crowd the same set of buyers. The founder running a vertical SaaS platform or a tech-enabled service business in the $25 to $250 million range is often hiring an advisor whose framework was built for one of those two ends, not for the seat she actually sits in. Potomac is built differently.
The foundation
Potomac’s founder, Paul Giannamore, began his career as an investment banking analyst in the technology group at Credit Suisse First Boston, working on large-cap technology transactions before moving to the buy side at American Capital. The intellectual framework that informed Potomac’s approach to sell-side M&A from day one was built inside one of the most rigorous technology banking groups on Wall Street.
That framework still shapes how the firm thinks about software and technology businesses today. The valuation work is rigorous. The buyer mapping is sophisticated. The process design assumes a counterparty who knows what they’re doing. None of that pretends to be specialist tech banking depth. Potomac is not a specialist tech-only boutique. The firm doesn’t run a hundred software deals a year.
What Potomac brings to founder-led technology businesses is the intellectual rigor of bulge-bracket tech banking applied at the scale and intensity the founder mid-market actually needs. For the right founder, with the right business, that’s a meaningfully different proposition than either a generalist mid-market firm or a specialist tech boutique.
why potomac
What we bring to a technology & software engagement
Every technology engagement reflects the analytical rigor of the firm’s bulge-bracket origins, applied to the operational realities of founder-led software and tech-enabled service businesses.
ARR composition, net retention, gross retention, expansion economics, and customer concentration are the metrics sophisticated technology acquirers benchmark first. We pressure-test the recurring revenue story against industry standards before any buyer sees the business.
The discipline travels
Potomac’s process was built and refined inside the most actively consolidating service categories. The principles that produce outcomes are not industry-specific. Clarity before decisions. Leverage is designed into the process. Real competition in real terms. Optionality is preserved at every step. They are how disciplined sell-side advisory works in any market where founders face sophisticated buyers. Technology is one of those markets.
Browse our latest technology & software service transactions
A selection of recent sell-side engagements across the categories Potomac advises in. Each one is shaped by disciplined process, real competition, and senior judgment.
