Who can review Code Advisors?

Any founder who hired Code Advisors as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.

Has Code Advisors been reviewed by founders?

Code Advisors appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.

Where is Code Advisors headquartered?

Code Advisors is headquartered in San Francisco, CA. The firm was founded in 2010.

What kinds of deals does Code Advisors work on?

Code Advisors focuses on Tech, Internet. Typical transaction size falls in the $50M-$1B range.

Who are the key dealmakers at Code Advisors?

Senior dealmakers include Rich Wong (Founder). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.

How does BankerNotes verify reviews of Code Advisors?

Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.

Tech boutique

Code Advisors Reviews

San Francisco, CA · Founded 2010

Firm at a glance

Type: Tech boutique
HQ: San Francisco, CA
Founded: 2010
Deal size: $50M-$1B
Focus: Tech, Internet
Website: codeadvisors.com

Senior dealmakers

Rich Wong
Founder

Code Advisors is a tech boutique headquartered in San Francisco, CA and founded in 2010. The firm focuses on Tech, Internet and typically advises on transactions in the $50M-$1B range. Key dealmakers include Rich Wong (Founder). Read founder-verified reviews of Code Advisors below, from founders who hired the firm as their sell-side advisor whether the deal closed or not.

What to know about Code Advisors

Code Advisors has built its franchise in Tech, Internet, where founders running a sale process often turn to firms with deep sector pattern recognition. The senior bench, anchored by Rich Wong, sets the tone for how engagements run from the first call through whatever outcome the process produces. Founders evaluating Code Advisors typically compare it against other tech boutique houses with similar sector emphasis.

Deal sweet spot at Code Advisors sits in the $50M-$1B band. That target range shapes everything: which buyers get the call, how the process is paced, and how the firm allocates senior banker attention. Founders working with Code Advisors should expect a process tuned to that band; founders far below or above it sometimes find a better fit elsewhere.

Geography matters more than founders expect. Code Advisors operates out of San Francisco, CA, and its strongest buyer-side relationships tend to cluster around that orbit. For sellers running a global process, that can be either an advantage (concentrated relationships) or a constraint (thinner reach in other regions). Founders should ask directly: which buyers have you placed with in the last 24 months, and where are they.

Rating

Rating unlocks at 5 reviews

Submit a review of Code Advisors Your name, email, and company are required for verification but are never shown publicly.

Reviews

Reviews unlock once 5 verified founders have rated this firm. Be the first to break the silence.

Verified Founder, Healthcare Pending

professionalism4/10

responsiveness6/10

delivery2/10

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2025-09Locked

Frequently asked questions

Who can review Code Advisors?: Any founder who hired Code Advisors as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.
Has Code Advisors been reviewed by founders?: Code Advisors appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.
Where is Code Advisors headquartered?: Code Advisors is headquartered in San Francisco, CA. The firm was founded in 2010.
What kinds of deals does Code Advisors work on?: Code Advisors focuses on Tech, Internet. Typical transaction size falls in the $50M-$1B range.
Who are the key dealmakers at Code Advisors?: Senior dealmakers include Rich Wong (Founder). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.
How does BankerNotes verify reviews of Code Advisors?: Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.

Other Tech M&A advisors founders compare with Code Advisors

More context for Code Advisors

Sector

Technologyboutique M&A advisors

Sector

Internetboutique M&A advisors

Location

San Franciscoboutique M&A advisors

Deal size

M&A advisors for $250M to $500M businesses

Compare Code Advisors with

Last updated: May 17, 2025

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