Unlock Technology Value in Every Transaction

Earn Referral Revenue

Professional & Clear

Value-Focused

Collaborative & Strategic

We Support You Through The M&A Process

 

Partner with CoreTech Brokers and turn our tools and technical resources into your advantage.
We simplify IT evaluation, procurement, and change management — so you can stay focused on your core advisory work. Whether your client is preparing for an M&A event or simply needs help navigating complex technology decisions, we act as your technology services partner.

You direct the approach — we handle the execution with white-glove service, tailored assessments, and actionable insights. Plus, with our referral program offering up to 30% revenue share, you benefit from every successful engagement.

Why Partner with CoreTech for M&A Technology Related Items?

Technology Clarity for Complex Transactions

M&A deals are fast-moving and high-stakes. Technology decisions—from cloud migrations to security audits—can delay or derail integration. CoreTech helps your clients move faster and smarter by:

  • Conducting IT due diligence
  • Supporting post-merger integration
  • Managing Microsoft 365, Teams Voice, and cloud transitions
  • Ensuring compliance and security alignment

We represent over 330 vetted service providers in 16 categories, giving your clients access to the right solutions—without vendor bias.

Supporting the Sell-Side

We support M&A Advisors, Business Brokers, Investment Bankers and Fractional CFOs / CIOs.

  • We help your clients document and standardize their IT environment to support a smooth transaction.

Supporting Active Acquisition Companies

We support Portfolio Buyers, PE Firms, and Investment Bankers.

  • We assess your internal standards and compare them to acquisition targets to streamline integration.

How the Partnership Works:

You Refer. We Deliver. You Earn.

We make it easy to refer clients and earn revenue:

  1. Refer a client, we engage.
  2. We engage with white-glove service and solution design.
  3. You earn a share of our commissions—up to 30% of net commission revenue.

Referral payments can continue for up to 5 years, and may survive agreement termination if value is maintained.

Potential Conflict of Interest?

For those that are concerned that receiving commission compensation is a conflict of interest, please review the Commission Disclosure page and Third-Party Compensation Disclosure Template

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What’s in the Partner Enablement Kit?

Everything You Need to Get Started

 

Meet with us and get our program kit which includes:

  • Referral Source Agreement (M&A-tailored)
  • M&A Services Overview
  • Co-branded landing page option
  • Frequently Asked Questions - FAQ.
  • W9

Let's Talk

Have Questions or a Deal in Motion?

We’re happy to walk you through the program or discuss specific opportunities. Schedule a meeting with us:

In-Person Outside Arizona

Note: TopGolf and in-person meetings outside AZ are for pre-qualified Prospective Clients. After approval, meetings must be schedule at least 3 weeks in advance.