Investment Banking Advisory for the Intelligent Economy℠

Viorum advises lower middle market technology and services companies at the intersection of AI, data, and software — where innovation alters the basis of competition.

Measured. Intelligent. Intentional.

Select Clients

These logos represent select Viorum clients. These examples are not representative of all client engagements and do not guarantee future success. All trademarks are the property of their respective owners.

What We Do

Viorum’s investment banking advisory services are designed for the Intelligent Economy. We combine senior judgment with data-supported analysis to help clients navigate complexity with clarity. Our experience in technology and AI-enabled sectors informs a process led by senior professionals and supported by modern analytical tools.

Strategic Advisory

We assist clients in developing strategic narratives, market positioning, and transaction strategies aligned with their growth vision and market dynamics.

M&A Advisory

We advise on sell-side and selective buy-side M&A transactions, helping founders, investors, and operators navigate complex processes with strategic guidance rooted in rigorous analysis and a focus on clarity.

Capital Advisory

Our focus is on structuring growth and liquidity transactions that align capital with strategic objectives — designed to support founders and investors in pursuing expansion or liquidity events.
Explore Our Process

The Viorum Way

Our process combines senior expertise with data-driven insight that is designed to enable disciplined, structured execution across every engagement.

Each relationship is built around a clear strategy, tailored communication, and accountability from first call to close.

Analytical Clarity

We use structured analysis, supported by third-party intelligence platforms and AI-assisted tools, to help identify market signals, assess potential buyer interest, and observe valuation trends. These insights serve as inputs to inform strategy — always interpreted through the judgment of our senior team.

Bespoke Strategies

Every engagement is tailored to reflect the client’s objectives, scale, and timing. Our approach is built to promote alignment, maintain focus, and support steady progress throughout the transaction process.

Disciplined Execution

Each engagement is led by senior professionals, with hands-on involvement and structured communication throughout. Our process is designed to support clarity, consistency, and informed decision-making at every stage.

Where We Focus

We focus exclusively on technology and innovation-driven markets where data, software, and AI converge to redefine competitive advantage.

This specialization positions our team to recognize emerging trends, engage relevant strategic and financial buyers, and pursue targeted M&A outcomes.

Explore Our Sector Focus
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Software & Platforms

SaaS, data security, and automation — segments where scale, efficiency, and resilience drive sustained M&A activity.
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AI & Data Infrastructure

Platforms that integrate, govern, and activate data — supporting AI readiness and enterprise intelligence.
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Tech-Enabled Services

Businesses embedding AI into strategy, design, and delivery with the goal of transforming expertise into scalable value.
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Who We Serve

Founder-Led or Management-Owned

Strategic exits, recapitalizations, growth partnerships.

PE-Backed Platforms

Buy-and-build programs, tuck-ins, and carve-outs.

Corporate Innovators

Divestitures, joint ventures, and strategic partnerships.

AI/Data Asset Owners

Model and data asset licensing, and IP transactions.

What Our Clients Say

Client CEO
We are very pleased that we selected Viorum as our Investment Banking firm. Since this was a once-in-a-lifetime transaction for us, we needed the experience of a seasoned advisor. Viorum demonstrated a thorough understanding of our business and market trends, effectively communicating our value proposition to potential buyers. Their unwavering persistence in achieving a successful outcome delivered significant value to all stakeholders involved.
Client COO
Viorum brought structure and clarity to a complex process. They set clear expectations, kept our leadership team aligned, and communicated in a way that allowed us to stay focused on running the business while still making well-informed decisions at each milestone. Their thoughtful, senior-level involvement was evident throughout.
Client VP of Product
Viorum’s professionalism and strategic guidance were invaluable. Their team’s structured approach and hands-on execution gave us confidence from the first meeting to the final close. We view them as a key strategic partner.
M&A Partner at a Leading National Law Firm
You did a great job, and it was a pleasure working with you.

These testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Testimonials are unpaid and no material conflict of interest exists.

Perspectives

Aligning a Growing Platform with a Global Partner
Deal Spotlight
Navigating the Intelligent Economy
Strategic Perspectives
Read Our Latest Perspectives

Explore Your Strategic Options

Whether you're evaluating growth, liquidity, or long-term alignment, Viorum offers thoughtful guidance shaped by experience and analysis.

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