At TechStrat, we transform lives and organizations. Our clients are builders - smart people who have created value for themselves, their employees, and their partners. We work with our clients to open new chapters in their lives, and to create more opportunities for the people who rely on them.

Leveraging the Process to Choose a Partner

Jan 10th 2018

In this segment of 2 Minutes with TechStrat, the CEO of Latitude discusses how he used the process to select a partner. Exposure to multiple partners gave him a sense of cultural fit, and an opportunity to compare different options … Continue reading

“Choosing an Advisor” Checklist and Webinar now available online

Dec 07th 2017

Download the back-pocket checklist here: TechStrat – Choosing an Advisor Checklist Access the full webinar here: On November 15th we delivered a webinar with SecureDocs on the topic of Choosing an M&A Advisor.  We outlined the process for identifying the right … Continue reading

Choosing an M&A Advisor – Duties, Liabilities and Best Practices for Boards and Management

Nov 14th 2017

Certain corporate acts happen infrequently, but have a lasting impact. Hiring an M&A advisor typically occurs once in the life cycle of a company. Boards and management teams don’t get to practice and refine their approach – they have to … Continue reading

Choosing an M&A Advisor – leading the charge

Nov 07th 2017

In this segment of 2 Minutes with TechStrat we look at the role of the advisor as CEO of the process.

How Burdensome is the M&A Process?

Oct 31st 2017

Latitude CEO discusses the pressure and challenges created by running a process at a time of technology, licensing model and personnel transition. The process creates new responsibilities for staff, but in his experience it was manageable, as long as everyone … Continue reading

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