We partner with executive teams to define, develop, and implement transformation strategies—preparing technology companies for eventual liquidity events, and guiding them through execution.
Convenio is focused on connecting technology companies with strategic alliance and OEM partners, and acquirers to capitalize on compelling synergies and maximizing shareholder value.
Founded by Dave Kalez—a strategic advisor and investment banker for over 30 years—Convenio identified a gap in the marketplace. Smaller, tech-centric companies were seeking strategic guidance, yet faced less-than-ideal options: either go with investment banking boutiques that lack tech-specialist expertise, or go with larger investment banking organizations where transaction values are well below the firm’s desired value and deal parameters. Convenio bridges this gap by offering a targeted and strategic approach to identifying synergistic partners – enabling entrepreneurs and investors to achieve their valuation and strategic objectives.
Out-sourced Corporate Development
Introducing clients to relevant strategic partners, and developing business development relationships, strategic alliances and OEM opportunities.
Board of Advisor Representation
Give input to Executive teams and Company Directors on matters of business strategy and management.
Strategic Guidance
Focused on inorganic growth, raising capital and M&A initiatives.
Shareholder Liquidity Analysis
Evaluating alternatives to help maximize shareholder ROI.
M&A Advisory
Delivering premium outcomes for our sellside and buyside clients by providing high value and independent advice.
We apply sophisticated
tech-specialist investment banking capabilities, process and philosophy to promising technology companies.
“You made RtTech feel like we were just as important as any other large startup, even though we were small.
Regardless of our size, revenue and maturity, you recognized that we had something the Industrial Internet of Things market needed, and you helped us fine-tune our value proposition. Even though it was early in taking our IP to market, you helped us build the use cases and stories that showed our true potential using market analysts data and research. In addition to technology and messaging, you also helped us organize all the data from our company in a professional data room. You not only put it together, but to also speak to support the details. And finally, you personally travelled across the country to support myself in the face-to-face meetings with potential buyers and helped us successfully close a deal, quickly. Thank you for that!”
— Keith Flynn
Former CEO of RtTech
“Dave and his team understood the unique technology and opportunities of Bit Stew and were able to credibly articulate the accretive aspects to our eventual acquirer, GE Digital.
In addition, Dave was able to manage a competitive process and create significant deal dynamics that resulted in a valuation in excess of comparable transactions.”
— Michael Allman
Former President & COO, Bit Stew Systems
“My experience with Dave has been outstanding as he truly understands technology and how to generate sincere interest from strategic acquirers.
I have known Dave and worked with him for nearly 35 years. He has been very successful working with early stage individual, institutional and VC investors to help them realize value for their “smaller” or no longer of strategic focus to the organization investments by applying a very targeted & strategic M&A process to companies that are too small for regional, tech specialists and/or larger investment banking organizations.”
— Kevin McQuillan
General Partner, Focus Opportunity Fund
