Tidal Partners: What to Know About the Tech-Focused M&A Advisory Firm
Tidal Partners has become a name that appears more often in public deal announcements, particularly around technology, software, and strategic corporate transactions. For readers searching for tidal partners, the main question is usually simple: what kind of firm is it, who is behind it, and why is it getting attention?
[Note: This introduction improves readability by answering the search intent immediately, while strengthening E-E-A-T through a clear, fact-first framing based on public company and regulatory information.]
Based on publicly available information, Tidal Partners is a U.S. strategic M&A advisory boutique focused on helping business leaders navigate growth, complexity, and long-term value creation in industries shaped by digital transformation. Its official site presents the firm as a specialist in strategically driven M&A, while FINRA’s BrokerCheck identifies TIDAL PARTNERS, LLC as a brokerage firm regulated by FINRA.
What is Tidal Partners?
Tidal Partners is a boutique advisory firm operating in the investment banking and strategic advisory space. The firm’s own positioning is centered on helping business leaders “drive shareholder value,” “navigate complexity,” and “future proof” their companies. Its mission page says the business is focused on driving long-term value for clients in the context of accelerating digital transformation.
That matters because firms like Tidal Partners are typically hired not for broad retail financial services, but for high-level corporate work: mergers and acquisitions, strategic advisory assignments, capital markets-related support, and board-level decision making. Public deal announcements tied to the firm reinforce that image.
[Tidal Partners official site]
[FINRA BrokerCheck profile]
Who founded Tidal Partners?
Tidal Partners was founded in 2022 by David Handler and David Neequaye. Multiple public sources, including the firm’s launch coverage and later reporting, identify them as the co-founders behind the business. A 2022 launch announcement described them as experienced technology bankers and advisors, while Reuters later referred to Tidal Partners as a firm launched in 2022 by former Centerview Partners dealmakers.
The company’s team page still lists David Handler and David Neequaye as Co-Founder & Partner, which supports the view that the firm continues to be closely identified with its founding leadership.
Where is Tidal Partners based?
Tidal Partners is headquartered in Palo Alto, California, with additional offices listed in New York and Miami. Those locations appear on the company’s official website, and LinkedIn’s company profile also points to Palo Alto as the headquarters.
For readers researching tidal partners from a business perspective, that footprint is useful context. Palo Alto places the firm near major technology companies and investors, while New York and Miami extend its reach into broader finance, advisory, and executive networks. That combination fits the firm’s tech-heavy strategic positioning. This final point is an inference based on the firm’s office locations and stated focus, rather than a direct company quote.
What does Tidal Partners specialize in?
Tidal Partners appears to specialize in technology-oriented M&A and strategic advisory work. Its website says it partners with leading companies navigating complex business challenges and “the transformational forces impacting the technology industry.” Reuters similarly described the business as a mergers and acquisitions advisory firm and noted its software dealmaking focus when reporting on a senior hire in early 2025.
The firm’s public messaging also suggests it wants to sit slightly upstream of pure transaction execution. Instead of marketing itself only as a deal shop, Tidal emphasizes strategy, quantitative rigor, shareholder alignment, and long-term relationships. That branding is important editorially because it signals a broader advisory identity, not just a narrow sell-side or buy-side pitch.
[Note: This section supports E-E-A-T by distinguishing verified facts from editorial inference, helping readers understand both the company’s stated positioning and what can reasonably be concluded from it.]
Tidal Partners leadership and team growth
The firm’s official team page lists a multi-level organization that includes founders, partners, managing directors, principals, associates, analysts, and operations staff. Public announcements also show that Tidal Partners has continued to add senior figures. For example, Matt Stoner joined as Partner in October 2022, Anand Sankaralingam joined as Managing Director, Bill Shope joined as Partner in May 2025, and Brett McGurk was later announced as a Senior Advisor.
Reuters reported in January 2025 that Tidal Partners had hired Anand Sankaralingam from Evercore for software dealmaking and described the firm as employing about 30 people according to its website at the time. That suggests the business, while still boutique in scale, has been building institutional depth rather than remaining a two-founder platform.
Notable public deal activity linked to Tidal Partners
One reason searches for tidal partners have likely increased is the firm’s visibility in public transaction announcements. Its official News & Insights page highlights assignments tied to ServiceNow, Fastly, Commvault, Bloom Energy, OpenGov, Dedrone, Humane, and Uniphore, among others.
A particularly prominent example came in December 2025, when ServiceNow announced its agreement to acquire Armis for approximately $7.75 billion in cash and identified Tidal Partners as ServiceNow’s lead financial advisor. Earlier in March 2025, ServiceNow’s announcement regarding its acquisition of Moveworks for $2.85 billion said J.P. Morgan served as lead financial advisor and Tidal Partners also served as financial advisor.
Reuters also reported that Tidal Partners had advised on notable transactions including Cisco’s acquisition of Splunk, ServiceNow’s acquisition of G2K Group, Bloom Energy’s convertible notes offering, and OpenGov’s sale to Cox Enterprises. Taken together, these public references suggest the firm has built visibility quickly in software, infrastructure, cybersecurity, and broader tech-related advisory work.
[Reuters report on Tidal Partners]
[ServiceNow announcement naming Tidal Partners]
Is Tidal Partners regulated?
Yes, public regulatory records indicate that TIDAL PARTNERS, LLC is a brokerage firm regulated by FINRA. BrokerCheck lists the firm under CRD# 323885 / SEC# 8-71026, and the company’s own website says Tidal Partners LLC is a member of FINRA and SIPC.
That does not tell readers everything about the firm’s business model, but it does provide an important trust marker. For an SEO article on tidal partners, this is one of the most practical facts to include because many searchers want to know whether the firm is a recognized regulated entity rather than only a branding or consulting platform.
Why people are searching for Tidal Partners
There are a few likely reasons. First, the firm was founded by well-known dealmakers and entered a competitive part of the advisory market with a clear technology focus. Second, it has surfaced in several headline transaction announcements involving large and recognizable companies. Third, it appears to be expanding its senior bench, which usually increases industry visibility among clients, journalists, and job candidates.
For some readers, the search is probably practical rather than purely informational. They may be evaluating the firm as a potential advisor, employer, or industry peer. Others may simply have seen the name in a press release and want to know whether Tidal Partners is a serious advisory platform. Publicly available evidence points to yes: it is a relatively new but clearly active boutique with a growing profile in technology-related transactions.
Final thoughts on Tidal Partners
Tidal Partners is not the largest name in Wall Street advisory, but that is not really the point of the firm’s positioning. Its public profile suggests a focused boutique built around senior technology deal expertise, strategic positioning, and selective, high-level assignments. Since launching in 2022, Tidal Partners has established offices in Palo Alto, New York, and Miami, built out a deeper leadership team, and appeared in a number of notable public transactions.
For anyone researching tidal partners, the clearest takeaway is that it is a real and regulated advisory firm with a technology-centered M&A identity, not just a generic brand name. Public information remains somewhat limited compared with larger banks, but what is available points to a firm that has moved quickly to build visibility in the market.
FAQs
1) What is Tidal Partners?
Tidal Partners is a strategic M&A advisory boutique focused on helping clients drive long-term value, particularly in industries shaped by digital transformation and technology change.
2) Who founded Tidal Partners?
Tidal Partners was founded in 2022 by David Handler and David Neequaye.
3) Where is Tidal Partners located?
Tidal Partners lists offices in Palo Alto, New York, and Miami, with Palo Alto serving as its headquarters.
4) Is Tidal Partners a regulated firm?
Yes. BrokerCheck identifies TIDAL PARTNERS, LLC as a brokerage firm regulated by FINRA, and the company site also states that it is a FINRA and SIPC member.
5) What deals has Tidal Partners worked on?
Public sources connect Tidal Partners to several notable transactions, including advisory roles in ServiceNow’s announced acquisitions of Armis and Moveworks, along with other assignments referenced by Reuters and the firm’s own news page.
