Allied Advisers Served as Sell-Side Advisor to Entreda on its Sale to Smarsh, a Portfolio Company of K1 Investment Management

Summary:

Allied Advisers served as sell-side advisor to Entreda on its acquisition by Smarsh, a portfolio company of K1 Investment Management. The transaction expands Smarsh’s capabilities into cybersecurity risk and compliance for the wealth management industry, supporting a more comprehensive platform for managing regulatory, communications, and security requirements. The combination enables deeper visibility into cyber risk and strengthens the ability of financial firms to meet evolving regulatory and data protection standards. The integration of Entreda enhances Smarsh’s position as a provider of end-to-end compliance and risk management solutions.

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About Entreda

Entreda is a cybersecurity and compliance software company focused on serving financial advisory firms and wealth management organizations. Its platform enables firms to assess, monitor, and manage cybersecurity risk while maintaining compliance with regulatory standards. The company’s solutions provide visibility into security posture, automate risk assessments, and support ongoing compliance efforts. Entreda serves registered investment advisors and financial institutions seeking to strengthen their cybersecurity frameworks.

About Smarsh

Smarsh is a global provider of communications compliance, archiving, and data governance solutions for regulated industries. The company enables organizations to capture, store, and analyze communications data across channels to meet regulatory and compliance requirements. Smarsh serves financial services, government, and other highly regulated sectors with solutions designed to support supervision, eDiscovery, and risk management. The company is backed by K1 Investment Management and focuses on delivering scalable compliance technology to enterprise clients.

About Allied Advisers

Allied Advisers is a global technology-focused advisory firm specializing in M&A and Capital Raises for middle-market companies. We have successfully advised on over 100 transactions totaling $15B+ in deal value across US, Canada, Europe, India, Israel, and South America.