M&A and Capital Advisory for the Intelligent Economy

Supporting lower middle market leaders through complex strategic transactions.

Senior Expertise. Disciplined Process.

Viorum provides M&A advisory, capital advisory, and strategic transaction guidance to technology businesses in the lower middle market. We work closely with innovative companies and specialized service providers to support navigation of key inflection points with clarity and strategic intent.

Our Core Services

Our advisory practice is centered on three core disciplines, providing guidance for every stage of your company's evolution.

Strategic Advisory

We help clients define objectives, clarify valuation narratives, and identify pathways intended to optimize enterprise value. Our strategic insight is grounded in rigorous market and competitive analysis, providing purpose, clarity, and effective positioning with investors and potential acquirers.

Key Focus Areas:

  • Growth strategy refinement.
  • Market and competitive analysis.
  • Strategic positioning and valuation narratives.

M&A Execution

We provide comprehensive M&A execution — from targeted outreach and valuation to diligence and negotiation — maintaining a disciplined, analytical approach at each step. Our team identifies potential strategic and financial partners by integrating senior-level judgment with advanced analytics and detailed market intelligence.

Key Focus Areas:

  • Sell-side and buy-side advisory.
  • Data-supported acquirer analysis.
  • Deal structuring and negotiation.

Capital Advisory

We focus on helping clients with growth and liquidity financing, recapitalizations, and strategic capital partnerships. Our approach blends market insight with investor intelligence to structure capital strategies aligned with long-term growth objectives.

Key Focus Areas:

  • Growth capital and recapitalizations.
  • Strategic and private equity partnerships.
  • Capital structure optimization.

The Viorum Way

Our process combines senior expertise with quantitative insight supported by advanced analytics, creating a framework for disciplined, methodical execution on every engagement. Each relationship is built around a clear strategy, tailored communication, and accountability from first call to close.
This approach is built on three core pillars:

Analytical Clarity

Human Judgment. Informed by Data.

Viorum's analytical framework uses advanced data modeling to support the judgment of our senior team. This technology is integrated into our process to analyze complex data sets and identify factors for further review.

Our AI-Assisted Process:

  • Supports Analysis: We use AI-driven tools to support valuation, buyer mapping, and diligence.
  • Is Not a Substitute for Experience: We recognize that AI models and the data they use have inherent limitations and are subject to potential error. For example, we cross-reference AI-generated buyer lists against our relationship networks and real-time market sentiment.
  • Is a Supporting Input: Every AI-generated insight is treated as a supporting factor, not a final conclusion.
  • Is Validated by Humans: All analysis and recommendations are developed and reviewed under the oversight of our senior professionals, with their expertise informing each step of the process.

Bespoke Strategies

Tailored for Your Objectives.

We do not offer a standardized playbook. Our process adapts to your specific goals, market position, and timeline.

Our Custom-Designed Approach:

  • Analysis: We begin with a rigorous analysis of your unique objectives, scale, and capital needs.
  • Positioning: We develop tailored materials to communicate your value clearly and effectively.
  • Alignment: We identify and engage the right strategic partners or investors who align with your goals.
  • Structure: We advise on a transaction structure designed to address your specific circumstances.

Disciplined Execution

Built on Senior Stewardship.

Each mandate benefits from hands-on execution and structured communication to provide transparency and accountability from initial planning through closing.

This commitment to a defined process fosters a disciplined approach at every stage:

  • Strategy & Positioning: Define objectives, refine valuation narrative, and identify acquirers or investors.
  • Market Outreach: Execute coordinated outreach supported by AI-driven buyer intelligence.
  • Deal Structuring: Guide diligence, valuation, and negotiation of terms.
  • Closing Coordination: Managing definitive agreements and advisor collaboration through completion.
Viorum acted as financial advisor to Surfaceink on its acquisition by PwC

Featured Transaction

Viorum advised Surfaceink on its acquisition by PwC, illustrating our advisory approach to complex, Intelligent Economy transactions.
View Transaction Details
This featured transaction is presented for illustrative purposes. Past performance does not guarantee future results, and there is no assurance that a similar outcome will be achieved or that any transaction will be completed.

Explore Your Strategic Options

Whether you're evaluating growth, liquidity, or long-term alignment, Viorum offers thoughtful guidance shaped by experience and analysis.

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