Nat Burgess is the founder and Managing Partner of TechStrat, which specializes in software, SaaS, and Technology Enabled Services mergers and acquisitions (M&A). Burgess brings a diverse background in technology M&A and law, including experience at the Enforcement Division of the U.S. Securities and Exchange Commission, the Strategic Development Division of Morgan Stanley's M&A Group, and Morgan Stanley's Tokyo office. Burgess is frequently quoted in industry publications and mainstream media such as Time magazine, USA Today, CNBC, and The Wall Street Journal’s MarketWatch.
Steve Peltier was a professional accountant with a predecessor firm to what became KPMG, one of the world’s leading professional services firms and among the ‘Big Four’ accounting firms in the United States. He has been CEO of multiple companies, growing one to over $100mm in revenue, and achieving two successful M&A exits. Steve advises companies on financial readiness and presentation in the M&A process.
Michael Bolotin is a Senior Associate at TechStrat, where he supports deal teams in putting together offering documents, managing data rooms, and working with buyers. Michael has worked as a consultant and venture capitalist and has an MBA from the IE Business in Spain, and an undergraduate degree in finance from Washington State University.
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. We are an M&A and strategic advisory firm, but in our world, transactions are a means to an end, not an end to the story. Our goal is for every client to look back on our achievements together and to say “I’m glad I did that.”
"We have successfully processed 14 transactions, 2 exits, and more than 10 follow-on transactions using SecureDocs with zero security issues.”