Built where automotive retail and technology meet.
Vertex was created to close a gap: auto tech founders were being advised by generalists who did not know their buyers, their metrics, or their industry.
A DSMA company.
Vertex is a joint venture built on DSMA's decades of work inside the automotive dealer ecosystem — thousands of relationships with dealer principals, dealer groups, OEM partners and the vendors that serve them.
That foundation is not incidental. The strategic acquirers buying auto tech companies are, almost without exception, already embedded in the same ecosystem. Vertex was formed to point those relationships directly at sell-side outcomes for technology founders.
Auto tech needs a specialist advisor.
A $5–25M revenue automotive technology business sits in an awkward place. It is too small for the bulge-bracket banks and too specialized for the local generalist. The result is processes run to the wrong buyers, with the wrong narrative, at the wrong time.
We believe outcomes in this market are decided long before the LOI: by how the story is framed, which twelve buyers actually get called, and whether the founder is prepared for diligence. That is the work we do.
Operating under the SEC M&A Broker Exemption.
Vertex conducts its sell-side advisory engagements within the framework of the federal M&A Broker Exemption, which permits qualifying advisors to facilitate the transfer of privately held companies without broker-dealer registration. We structure every engagement to remain squarely inside that framework, and we will tell you plainly when a transaction requires a registered party.
Thinking about your exit? Start with a conversation, not a mandate.
Confidential, no obligation, and specific to your business — not a generic pitch deck.