The M&A advisor built for auto tech founders.
Vertex advises founders of automotive technology companies between $5M and $25M in revenue through the most consequential transaction of their career — with specialist focus and a buyer network that is already warm.
- $5–25M
- Revenue range we serve
- Auto tech only
- No generalist mandates
- DSMA-backed
- Dealer ecosystem relationships
A narrow focus is the advantage.
Specialists, not generalists
We advise on automotive technology companies and nothing else. That focus means we know your metrics, your buyers, and what actually drives your multiple.
A buyer network already in place
Strategic acquirers and private equity firms actively deploying capital into dealer software, DMS, F&I, BDC and fintech-for-dealers — relationships we maintain year round.
A dealer-ecosystem sourcing edge
Built on DSMA's decades of relationships across the automotive dealer ecosystem, we see demand signals long before they reach a broad auction process.
Founder-first process
One senior team from first call to close. Clear expectations, prepared materials and real negotiating leverage through an unfamiliar, high-stakes process.
Founder-led automotive technology companies.
Our clients typically generate $5M to $25M in revenue and sell software or technology services into dealerships, OEMs and the broader automotive retail ecosystem — DMS and dealer software, F&I, BDC and CRM, fintech for dealers, data and inventory tools.
Most are founder-owned and profitable or near it. Many have never run a process before, and are weighing whether now is the moment. That conversation is where we start.
From first conversation to close.
- 01
First conversation
Confidential, no obligation. Goals, timing and a candid read on positioning.
- 02
Preparation
Valuation framing, CIM and data room built to withstand diligence.
- 03
Targeted outreach
A curated buyer list — strategics and PE — approached under NDA.
- 04
Negotiation
Competitive tension, structured LOIs, terms compared beyond headline price.
- 05
Diligence to close
Momentum management through diligence, legal and signing.
The buyers for your business already know us.
Strategic acquirers
Dealer software platforms consolidating adjacent capabilities.
Private equity
Sponsors building auto tech platforms and bolt-on programs.
Growth investors
Capital partners for founders taking partial liquidity.
International buyers
Groups entering North American dealer technology.
Thinking about your exit? Start with a conversation, not a mandate.
Confidential, no obligation, and specific to your business — not a generic pitch deck.