Start, build, grow, exit. Every business is somewhere on the journey and needs some help from time to time. Whether you are trying to ramp up sales, create new growth initiatives, build better operational processes, explore funding options or search for quality tuck-in acquisitions, we can help. STA…
Start, build, grow, exit. Every business is somewhere on the journey and needs some help from time to time. Whether you are trying to ramp up sales, create new growth initiatives, build better operational processes, explore funding options or search for quality tuck-in acquisitions, we can help.
STARTUP MENTORING SERVICES Through our engagement with Launch NY (www.launchny.org) we identify, support and mentor high-growth, high-impact companies and help catalyze the entrepreneurial culture to drive job and wealth creation in Upstate New York.
BUY-SIDE ADVISORY SERVICES Our buy-side advisory services are helping small businesses & corporate M&A departments source highly qualified investment and buyout opportunities. By growing through acquisition, your company can expand its product and service offerings, quickly increase market share and improve financial metrics by leveraging synergies.
PRINCIPAL'S BIO Steve Nicosia, President and CEO, founded Zen Advisory Partners in 2015. Previously, Steve was an angel investor and advisor to several startup companies. From 2004 to 2014, Steve served as a General Manager at Emphasys Software where he helped grow the treasury management division through acquisitions and organic growth initiatives. Prior, Steve was part owner of Application Oriented Designs, Inc (AOD), where he held several roles including planning and executing the exit strategy for this privately held software company. Steve received a BA in Management with a concentration in MIS from St. John Fisher College and he received his CPA from the State of Delaware.
Team (1)
Recent Transactions (10)
Zen Advisory Partners
Asset Management, EdTech (Enterprise) / Education Industry Software, Financial Management Software, Fintech (Enterprise) / Financial Services Industry Software, Other Vertical Industry Software
Advised
Confidential Company
in their acquisition by
Confidential Buyer
March 2025
Zen Advisory Partners
Software and Online Services
Advised
Alpine Software
in their acquisition by
BANYAN SOFTWARE HOLDINGS, LLC
December 2022
Zen Advisory Partners
Software and Online Services
Advised
Clarisoft, LLC
in their acquisition by
Modus Create, LLC
November 2022
Zen Advisory Partners
Software and Online Services
Advised
CLEARVIEW SOCIAL INC.
in their acquisition by
PROFITSOLV PURCHASER, INC.
March 2021
Zen Advisory Partners
Software and Online Services
Advised
UNOTIFI, L.L.C.,
in their acquisition by
Performant Capital
March 2020
Zen Advisory Partners
Software and Online Services
Advised
Inforia, Inc
in their acquisition by
Logic Soft, Inc
March 2020
Zen Advisory Partners
Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing
Advised
C&C AUTOMATICS, INC.
in their acquisition by
C&C ACQUISITION, INC.,
November 2019
Zen Advisory Partners
IT Services, Software and Online Services, Technology Consulting Services
Advised
OffsiteDataSync, Inc
in their acquisition by
KeepItSafe, Inc
July 2019
Zen Advisory Partners
Software and Online Services
Advised
exPBJ, LLC
in their acquisition by
SimpleLTC Systems, Inc.
August 2018
Zen Advisory Partners
IT Services, Software and Online Services, Technology Consulting Services
Advised
NimbleUser
in their acquisition by
MINISTRY BRANDS, LLC
April 2017
Sectors Zen Advisory Partners serves:
Technology
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