David Kalez

Dave Kalez is the founder of Convenio, a Portland-based strategic and investment banking advisory firm focused on technology companies. Convenio’s website describes Kalez as “a strategic advisor and investment banker for over 30 years” and says he founded the firm to serve smaller, tech-centric companies that need specialist strategic guidance but may not fit the deal parameters of larger investment banks.

At Convenio, Kalez works with executive teams on strategic alliances, OEM opportunities, capital raising, shareholder liquidity analysis, and M&A advisory. The firm positions itself around helping technology companies prepare for and execute eventual liquidity events by identifying strategic partners, acquirers, and private equity relationships.

Convenio’s public deal pages list Kalez as author and transaction contact, with the title Managing Partner. Public sources reviewed did not provide a verified education history.

• Convenio’s stated focus is advisory rather than a traditional venture fund model: “We partner with executive teams to define, develop, and implement transformation strategies.”
• Kalez focuses on technology companies where strategic buyers, OEM partners, or larger platform companies can realize clear synergies.
• The firm targets smaller and middle-market companies that need tech-specialist investment banking capabilities but may be underserved by large banks or generalist boutiques.
• Convenio’s service lines include outsourced corporate development, board-of-advisor representation, strategic guidance, shareholder liquidity analysis, and M&A advisory.
• The firm’s public examples show particular experience in industrial software, IIoT, cloud-native services, data orchestration, and manufacturing analytics.
• No verified public evidence was found for personal angel check size, seed-stage mandate, or a formal venture portfolio.