Emerging Tech Companies Deserve Better Advisory Services

OUR STORY

OBR was founded to deliver institutional-quality advisory services specifically to middle market technology companies. The founders first worked together in 2008 at AKQA, a global design and innovation agency. Since then they have continued to advise companies on their growth initiatives and strategies to maximize shareholder value. They saw firsthand and were frustrated by how many non-enterprise businesses were systematically underserved by traditional firms.

The opportunity was clear: thousands of emerging, high-growth companies needed both top-tier strategic guidance and investment banking expertise at reasonable prices.

HOW WE WORK

• Partner-led engagements: Every client works directly with at least one partner from start to finish and beyond.

• Longer-term outlook:  We engage companies well before transactions, helping them build and accelerate value over time. Companies that start advisory relationships 24+ months pre-exit achieve 1.7x higher valuations.

• Technology-enabled delivery: We have developed proprietary automation processes and systems that utilize AI/ML workflows to handle routine work, allowing us to focus purely on value-added strategy and execution.

OUR APPROACH

We focus on three core principles: relentless client focus, proactive problem-solving, and continuous innovation in how we deliver advisory services. Our goal is simple—help middle market tech companies achieve the outcomes that drive long-term value.