Technology & Software

The mid-market technology company faces a particular kind of difficulty. The early playbook — relentless growth, secondary considerations second — no longer reads as discipline. Capital costs more, customers expect more, and the path to durable profitability matters in a way it did not three years ago. The companies that have made the transition successfully share a small set of habits, most of which were instilled before they were forced upon them.

Halverson Reed advises mid-market software and technology-services companies on the choices that define this transition. Our work concentrates on go-to-market design and efficiency, customer concentration and segmentation, pricing, organizational design at the inflection between founder-led and executive-led, and the strategic and capital-structure questions that arise as the company contemplates its next phase — independent, acquired, or sponsor-backed.

Our technology practice is led by a partner who has been on the operating side and brings to the engagement the perspective of someone who has lived inside both vendor and customer. The result is advice that survives the first uncomfortable conversation with the executive team.