Discretion Capital
Likely to Engage tag.Highly Engaged Employees

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading

About Discretion Capital

Discretion Capital is a boutique investment bank that specializes in sell-side M&A advisory for B2B SaaS companies with annual recurring revenues between $2-20 million. The firm employs a structured process to create competitive tension among over 100 potential buyers, often resulting in offers that exceed initial expectations by 30-300%. With a focus on maximizing value for founders, Discretion Capital leverages its expertise and proprietary systems to identify the best buyers and navigate the complexities of the M&A process. Their services are tailored for B2B SaaS founders looking to sell their businesses effectively and profitably.Explore more
Discretion Capital's Social MediaSIC Code 62,621NAICS Code 52,523Show more

Discretion Capital Org Chart

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KG
United States flag for contact location.

Chief of Staff

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Discretion Capital

<$5M
1-10
Private
-
2017
KG
Katelyn GourleyChief of Staff
<$5M
11-50
Private
-
2016
SB
Stefano BallasInvestment Banking Senior Analyst
<$5M
1-10
Private
-
2016
Michael Slocum, Managing Partner & Founder at Bayfield Partners
Michael SlocumManaging Partner & Founder
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Discretion Capital Tech Stack

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Frequently Asked Questions Regarding Discretion Capital

What is Discretion Capital's official website?
Discretion Capital's official website is www.discretioncapital.com
What is Discretion Capital's Revenue?
Discretion Capital's revenue is <$5 Million
What is Discretion Capital's SIC code?
Discretion Capital's SIC: 62,621
What is Discretion Capital's NAICS code?
Discretion Capital's NAICS: 52,523
How many employees does Discretion Capital have?
Discretion Capital has 1-10 employees
What industry does Discretion Capital belong to?
Discretion Capital is in the industry of: Finance, Securities Trading
What is Discretion Capital competition?
Discretion Capital top competitors include: Parcrest Advisors, Bayfield Partners
What technology does Discretion Capital use?
Some of the popular technologies that Discretion Capital uses are: NS1, Google Tag Manager, Google Workspace, Gmail
What does Discretion Capital do?

Discretion Capital is a boutique investment bank that specializes in sell-side M&A advisory for B2B SaaS companies with annual recurring revenues between $2-20 million. The firm employs a structured process to create competitive tension among over 100 potential buyers, often resulting in offers that exceed initial expectations by 30-300%. With a fo... cus on maximizing value for founders, Discretion Capital leverages its expertise and proprietary systems to identify the best buyers and navigate the complexities of the M&A process. Their services are tailored for B2B SaaS founders looking to sell their businesses effectively and profitably.Read More

What are Discretion Capital social media links?
Discretion Capital Linkedin page
Is Discretion Capital a public company?
Discretion Capital is private company therefore does not currently have an official ticker symbol
See more information about Discretion Capital

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