ValleyBiggs is a mergers and acquisitions advisory firm that works exclusively with private Technology, Internet, eCommerce, and Digital companies valued at $5 million or more.
Founded by Jason Guerrettaz, a former corporate attorney and military officer, and Ron Matheson, a serial entrepreneur with over two decades in the M&A industry, the firm positions itself as a sector-specific boutique that has represented over $2 billion in transactions across thousands of deals.
For any tech business owner thinking about an exit, ValleyBiggs is worth a serious look but so is understanding exactly what they do and how they do it.
Key Takeaways
- ValleyBiggs operates on a 100% performance-based fee structure, meaning no fees are collected until a deal closes.
- The firm focuses exclusively on the lower- and middle-market tech and internet sector, targeting companies valued between $5 million and $2 billion.
- Co-founders have direct entrepreneurial experience building and selling tech companies, not just advising on them.
What ValleyBiggs Actually Does
The firm offers a full suite of M&A services, but the scope is narrow by design. They do not work across industries.
Every broker, analyst, and advisor on the team is focused on one vertical: tech and internet businesses.
That focus matters because valuations in the digital space are calculated differently from traditional brick-and-mortar companies.
Metrics like monthly recurring revenue, customer acquisition cost, churn rate, and EBITDA multiples specific to SaaS or eCommerce all require advisors who understand the numbers on a granular level.
Their core service offerings break down as follows:
| Service | Description |
|---|---|
| Sell-Side M&A | Full representation for owners looking to exit their business |
| Buy-Side Advisory | Helps acquirers identify and close acquisitions |
| Enterprise Valuation | Assessment of a company's value using internal transaction data |
| Exit Advisory | Pre-sale planning and strategy before a business goes to market |
| Technology Business Sales | Advisory for tech companies with deal sizes from $5M to $2B |
| eCommerce & Amazon Business Sales | Specialized representation for online retail and marketplace businesses |
Each service is structured around the same performance-based model. No retainer fees. No surprise audits. The firm gets paid when you get paid.
The Fee Structure: Performance-Based Only
This is one of the more distinctive aspects of the firm. Many M&A advisors charge upfront retainer fees, engagement fees, or both.
ValleyBiggs does not. Clients pay a success fee at close, which means the firm's incentive is directly tied to getting a deal done at the highest possible price.
For a business owner who has never navigated a sale before, that alignment can be reassuring. There is no scenario where the firm collects money without delivering results.
The caveat worth understanding: success-based fees at closing are often higher than what a retainer-only model might charge, since the advisor carries more risk.
For sellers, that tradeoff is usually worth it, but it is a detail to clarify before signing any engagement agreement.
The M&A Process at ValleyBiggs
ValleyBiggs follows a structured, multi-stage process from initial valuation through deal closure. A typical transaction can take anywhere from six months to two years depending on complexity.
Here is how they break it down:
- Preparation and Planning — Defining objectives, building the M&A team, identifying target buyers, roughly three months
- Preliminary Due Diligence — High-level assessment of strategic fit and preliminary financials, approximately two months
- Negotiation and LOI — Drafting the letter of intent and securing exclusivity, roughly two months
- Integration — Aligning operations, finalizing financial transfers, and closing out post-merger requirements, six months to one year
Due diligence in tech deals covers four areas: financial, operational, legal, and regulatory. Each is handled by specialized team members.
The firm also provides an updated valuation throughout the process, so clients are not working from a number that was set at the start and never revisited.
For companies not yet ready to sell, ValleyBiggs offers pre-market advisory services to help businesses hit specific KPIs before they go to market.
This is a useful option for owners who know they want to exit in two or three years but need guidance on how to position the company first.
Who Founded It and Why That Matters
Jason Guerrettaz's background spans corporate law, the military, and tech entrepreneurship. Before co-founding ValleyBiggs, he counseled middle-market and Fortune 500 companies on M&A transactions as a practicing attorney.
He also co-founded WebsiteClosers, a business brokerage focused on the SMB and lower-middle tech market.
Ron Matheson has over 20 years of experience buying and selling companies across various industries and has received recognition as one of the top M&A professionals in the United States.
The practical value here is that both founders have run and sold their own tech businesses. That operational history shapes how the firm evaluates deals.
They understand how the underlying technology works, what makes a recurring revenue stream defensible, and how buyers will stress-test a company's operations during due diligence.
Advisors who have only ever sat on the advisory side often miss these details.
Who Is ValleyBiggs Best Suited For?
The firm's focus on companies valued at $5 million and above means it is not the right fit for micro-businesses or early-stage startups with minimal revenue.
The ideal client is a founder or entrepreneur who has built a meaningful tech business, is generating consistent revenue, and is ready to consider an exit within the next one to three years.
The types of businesses they represent most frequently include:
- SaaS companies
- eCommerce businesses (including Amazon FBA sellers)
- IT service companies
- Internet and digital media businesses
- Enterprise software firms
The firm has a global broker network, which means buyer outreach is not limited to a single geography. For tech businesses with international revenue or a global user base, that reach is worth factoring into the decision.
Valuation: Where They Differentiate
One of the more concrete claims on the site is that nearly 75% of private companies are initially undervalued.
Whether that figure applies to your business depends on many variables, but the underlying point is valid: most tech founders are not valuation experts, and many go into a sale without understanding the full scope of what their business is worth to a strategic buyer.
ValleyBiggs builds valuations using internal data from thousands of prior transactions in the tech and internet sector. That proprietary dataset gives them a reference point that generalist advisors simply do not have.
If a comparable SaaS business with similar ARR and churn sold for a 5x multiple six months ago, that is directly relevant to pricing your deal today.
The firm updates the valuation throughout the engagement, which prevents sellers from being anchored to a number that no longer reflects current market conditions.
A Few Things to Verify Before Engaging
Before signing with any M&A advisor, there are standard questions worth asking:
- What is the exact success fee percentage, and are there any other fees?
- What does the engagement agreement say about exclusivity and duration?
- How many active deals is the team currently managing?
- Can they provide references from clients in a similar business category?
- What is their average time from listing to close?
ValleyBiggs publishes a list of closed deals on their website, which is a good starting point for verifying track record.
Reviewing those cases and asking for direct introductions to past clients is a reasonable step before committing.
Conclusion
ValleyBiggs is a focused, performance-based M&A firm with a credible track record in the tech and internet space, led by founders who have direct experience on both sides of a business sale.
For tech business owners valued at $5 million or more who are exploring an exit, it is a firm worth serious consideration alongside a careful review of the engagement terms.