Vertical SaaS

"We weren't looking for an exit. We were looking for the partner to fund the next chapter, and the one who could tell our story to the people who'd back it. That's harder than it sounds. Dockwa lives in a corner of the world most banks would need a chart to find: marinas, boaters, the water. And we went to market in a stretch when capital was scarce and a lot of funds were heading for the door.

Charlie and Jon didn't need the chart. They knew the business cold, so we never wasted a meeting on the basics. They shaped the story of where we were going, then they hit the pavement and got the right people into the room, the ones who understood what we'd spent twelve years building. They ran a real, competitive process when almost nobody could.

That work brought us PSG. A partner, not a buyer. Liquidity for those who wanted it, fuel for what comes next, and me still at the wheel building the thing I love. Here's what I won't forget. They became part of the team. They carried the heavy end of the process so my people could keep running the company straight through to close. They were there at every step, not just the easy ones. That's the difference between a bank and a partner.

If you're a founder looking for who to trust with the next chapter, especially when the water's rough, trust these two. I'd do it again tomorrow."

The right advisors change everything! When I started my journey with Steven at AGC, I had a lot of reservation, a ton of energy, and very specific ideas of how I wanted any transaction to turn out for my team and company. They delivered and-then-some on every single mark! Steven's personal attention, supported by the AGC team of tireless, intelligent, diligent experts (like your own personal army of professionals striving for the one singular goal of your success!) were simply amazing to work with.