Media: Client Stories

Terry Danner, CEO, SightPlan

In this video, Terry Danner discusses how SEG dove into SightPlan’s data to uncover key data points, put SightPlan in front of hundreds of potential suitors, and drove a competitive process that led to a rewarding deal outcome.

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York Baur CEO of MoxiWorks

York Baur, CEO of MoxiWorks, shares his experience working with SEG to secure an investment from Vector Capital, in September 2019. SEG served as exclusive advisor to MoxiWorks.

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Chris Atkinson, Former CEO of IMS

Chris Atkinson shares his experience working with SEG during Investor Management Services’ sale to RealPage.  You'll learn why he choose SEG and hear advice for CEOs searching for an M&A advisor. 

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David Durik, CEO, Indatus

David Durik, former Founder & CEO of Indatus shares his SEG M&A Story, the acquisition of Indatus by RealPage. Indatus is a provider of cloud-based, smart answer automation and routing solutions for the multifamily real estate industry.

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Paul Lachance, Co-Founder of Bigfoot

In his story, Co-Founder Paul Lachance explains how SEG helped him sell Bigfoot to Dude Solutions. Bigfoot software is a cloud-based EAM/CMMS solution from Smartware Group, a leading provider in manufacturing and other industries. See how SEG’s team helped Paul Lachance find a great partner to sell to and continue

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