Equiteq Advises Kicksaw on its investment from Rallyday Partners

March 20, 2024

Kicksaw, a Salesforce consulting practice started in 2018, has partnered with Rallyday Partners to continue to its growth journey. 

Co-Founders, Kyle Morris and Kenny Goldman, have built a team of 75+ experts across North America who have supported 500+ customers. Kicksaw’s customer base includes early-stage startups, mid-market firms, and enterprises such as AT&T, Sendoso, Checkr, and Klayvio. Kicksaw has supported hundreds of portfolio companies of leading venture capital and private equity firms in transforming their businesses through the power of Salesforce.  

“We knew there had to be a better way [to deliver Salesforce consulting]. We wanted to deliver a radically better experience,” says Co-Founder Kyle Morris. “The experience IS the product!” 

The investment from Rallyday will enable Kicksaw to accelerate its go-to-market activities, expand its team, and continue to grow its capabilities with the goal of delivering transformational value to more customers. “Our vision at Kicksaw is that the entire consulting industry adopts better ways to live and work for the benefit of customers and consultants. This partnership with Rallyday is going to enable us to get to this vision faster and smarter, and we could not be more excited,” says Kenny Goldman.

Rallyday takes a “by founders for founders” approach to private equity with a focus on purpose, culture and people. Kicksaw and Rallyday have shared DNA that made the partnership seem obvious from the beginning. Rallyday Managing Partner Nancy Phillips said, “We founded Rallyday because we knew there was a better way to do private equity investing by putting people at the center of the model, knowing better outcomes will follow. The Kicksaw team is doing the same thing in technology consulting. They are disrupting the status quo by putting people at the center and delivering better outcomes for employees and customers. We’re thrilled to partner with Kicksaw on this next phase of their journey.” 

With regards to Equiteq’s role in the transaction, Kenny Goldman and Kyle Morris stated “Equiteq were a true partner throughout the M&A process. They worked with us to understand exactly what good looks like for us, what the key value drivers of our business are, and how best to articulate this to the market. Additionally, they brought a number of buyers to the table that gave us significant optionality and enabled us to find the right home for Kicksaw.”

David Jorgenson, CEO, and Ravi Dosanjh, Director, at Equiteq noted, “It was a pleasure to work with Kenny and Kyle on this transaction. From our first meeting, it was clear that they have built a unique business with a compelling proposition and strong growth prospects. We are excited about their partnership with Rallyday and look forward to seeing what lies ahead.”

Read more about the transaction, Kicksaw and Rallyday Partners here: http://www.kicksaw.com/blog/kicksaw-teams-up-with-rallyday-partners-to-supercharge-impact

 

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