Gates and Company defines this vertical as companies that develop and sell software/Internet products and services to businesses and/or consumers, and companies that provide information technology services (consulting, data processing, technology outsourcing, and systems integration) to business customers.

Gates and Company has helped numerous Software, Information Technology, and Tech Servicescompanies ranging from early-stage to Fortune 500. Gates and Company's first client was Software Consulting Group where we initially helped with business plan development. We subsequently helped the company develop a strategic growth plan that would allow it to exit at a valuation maximum. We then supported the successful sale of the business to Soluziona.

Gates and Company is well versed in the complex issues that affect many companies in the technology sector. Our strength in market research, strategy formulation, competitive analysis, channel strategies, and product launch has helped numerous firms enter or expand their positions in the market. Our ability to support management consulting results with investment banking resources to acquire or sell business to gain a competitive advantage distinguished Gates and Company from other resources that lack this unique combination of capabilities.

The expertise Gates and Company has in our Chemicals and Advanced Materials, Electronic Technology, and Life Sciences Technology verticals help us assist those Technology companies targeting clients in these vertical markets. Our first-hand operational and senior management experience in the technology sector ranges from new venture launch to mergers and acquisitions, and includes specific operating experience with capital formation, channel expansion, licensing strategies, revenue/pricing models, and alliance formation.

Gates and Company participates in several industry organization and tech councils, such as the New Jersey Technology Council, the Eastern Technology Council, the Northern Virginia Technology Council, Bio-IT Colalition, and more.

Practice Leader

Gates and Company's Software, Information Technology, and Tech Services practice is headed by Brian Brady. Brian Brady has over 17 years of experience in a variety of technology-related businesses and industries, including financial services, software, chemical manufacturing, telecommunications, aerospace, and information technology. Prior to Gates and Company Mr. Brady was CFO for Iridian Technologies (formerly Iriscan) where he was responsible for all financial, operational, information systems, and human resources functions. He is well versed in software and technology issues, having held leadership positions in the information technology groups of companies such as General Electric, Martin Marietta, and Contel/GTE. Mr. Brady earned a BS in Computer Science/Business Information Systems from Elizabethtown College (Magna Cum Laude) and an MBA from the Wharton School. He is also a Certified Public Accountant.

Software, IT, and Tech Services Delivery Team

Consulting Services

Kelly Gates

Kane Nakahara

Tracy Rusch

Investment Banking
Brian Brady - Practice Leader
David C. Gates

Software, IT, and Tech Services Client Sampling

Gates and Company has been fortunate to work with several of the regions's top software, information technology, and tech services companies. See our Clients webpage for a client sampling.

Software, IT, and Tech Services - Service Offerings

Gates and Company offers a range of management consulting and investment banking services to software, IT, and tech services companies. The most common services provided include (but are not limited to) the following:

• Business plan development
  
• Channel/routes to market expansion
  
• Market analysis and growth strategy development
  
• Mergers and acquisitions
  
• Product and venture launch
  
• Sales process improvement

See the Solutions section of our Focus Areas webpage for a listing of solution brochures.