Shea & Company (member FINRA and SIPC) is a technology-focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our clients.  We provide comprehensive and objective advice to the emerging and established leaders in the software industry on strategic and financial matters that impact their ultimate success.

Shea & Company has offices in Boston and San Francisco and has undertaken projects with clients throughout North America, Europe and Israel, and more than half of our completed mandates have been cross-border.  Since our firm’s inception in 2005, we have advised on more than $2 billion in completed transactions.

Industry Focus

Shea & Company is an independent investment banking firm which provides objective advice to the emerging and established leaders in the software industry. We maintain and invest in relationships with the largest technology companies in the world, and remain immersed in the emerging and long-term trends within the software landscape to bring a relevant and expert perspective to our clients.

Advisory Services

Our clients are the emerging leaders in rapidly growing and highly turbulent markets and incumbents with more mature operational and capital structures – in the software industry, each faces robust corporate development opportunities and the interplay of capital investment and value creation versus value realization.  Our mandates and transactions are the result of thoughtful analysis and advice, and long-term relationship-building.

  • Mergers & Acquisitions: Shea & Company has a wealth of experience in buy-side and sell-side M&A, divestitures, spinouts and recapitalizations
  • Capital Raising: We provide thoughtful advice in private placement capital raising transactions, without the conflicts of interest endemic to larger investment banks
  • Corporate Strategy: Our focus on “outsourced corporate development” is ideal for emerging software leaders facing tough strategic challenges, competitive threats and partnering opportunities

Our Team

Shea & Company’s principals have an average of over 15 years working with emerging leaders in software, as well as with the industry’s largest and most established diversified technology vendors.  Our team embodies a level of integrity, intensity and transaction instinct that is unwavering and the foundation of our uncompromising focus on clients and results.