Brian Mutert

Brian Mutert is a seasoned professional with over 30 years of experience in investment banking and mergers & acquisitions (M&A), specializing in the software and internet industries.1 As the Founder and CEO of Stratagem Partnering, Inc., Mutert has established himself as an expert in software investment banking and M&A.1

Professional Background

Throughout his career, Mutert has successfully led more than 100 engagements, primarily on the sell-side, helping companies find buyers and secure capital for growth. His expertise extends to cross-border transactions, having completed deals with companies in various countries, including Canada, the UK, France, Germany, Australia, and Singapore.1

Notable Achievements

• Worked with industry leaders such as Google, IBM, HP, Adobe, EMC, OpenText, and CA1
• Advised on capital raising from both financial and strategic sources
• Developed a strong understanding of competitive dynamics within the technology industry

Education and Qualifications

• Master of Arts in Economics of Finance and Investment (MBA equivalent) from the University of Exeter, England1
• Bachelor of Arts with a double major in Economics and Accounting1
• Completed the Chartered Financial Analyst (CFA) program, passing all three exams in the minimum three years1

Previous Experience

Before founding Stratagem Partnering, Inc., Mutert held notable positions in the financial sector:

• Lead Software Analyst at Robertson Stephens & Co., a leading high-tech investment bank1
• Technology Analyst at Waddell & Reed

Brian Mutert's extensive experience, coupled with his constant industry research and technology market expertise, allows him to provide valuable insights and strategic advice to his clients in the software and internet industries.1