Bill Petty

About

Bill is a partner at Tercera and responsible for sourcing, executing and monitoring investments in third wave services businesses. Prior to Tercera, Bill was a managing director in the Technology Investment Banking Group at Guggenheim Partners where he advised middle-market IT Services companies on M&A, equity and debt transactions. Before Guggenheim, he held various investment banking and M&A advisory roles at William Blair and KPMG. He has advised dozens of IT solution providers, systems integrators, digital engineering firms over the years. Notable transactions include Traction on Demand’s growth equity investment from Salesforce Ventures and Guidepost Growth Equity, sale of Tribridge to DXC, sale of Gorilla Group to WPP, sale of Sierra-Cedar’s Workday assets to Accenture, sale of Orion Innovation to One Equity Group, sale of Lochbridge to DMI, Twilio’s IPO and Rapid7’s IPO. Bill received his MBA from the Kellogg School of Management at Northwestern University and his B.S. in Finan

Investment Focus