Recent Transactions
INDUSTRY
SELLER
BUYER
TRANSACTION DETAILS
SERVICES PROVIDED
Managed Service Provider
MSP focused on Hospitality Market
PE-Firm acquiring IT Managed Services
Provided deal marketing, sourcing, negotiation, and due-diligence support for a seller of a $13M MSP focused on the Hospitality market.
Represented the Seller
Cloud Service Provider
Regional CSP with private cloud offerings
Strategical operator with PE funding
Represented the seller of a cloud service provider as a tuck into to a growing PE-funded CSP
Advised the seller
Custom Application Development
Custom App Dev firm with AI/ML capabilities
Publicly Traded Digital Transformation strategic firm
Provided deal origination, negotiation, and due-diligence support for a $350M publicly traded Digital Transformation firm buying a custom application development firm with worldwide delivery centers
Represented the buyer
Application Integrator and Digital Transformation
Microsoft focused application integrator and cybersecurity firm
Strategic focused app integrator
Provided market readiness and valuation for strategic operating Microsoft partner
Represented the seller
Managed Service Provider
Northeast MSP
Strategic MSP
Provided negotiation and due-diligence support to a Northeast-based MSP acquiring a local IT solution provider
Represented the buyer
Custom App Dev
Worldwide application development provider
Strategically operating PE fund
Represented the seller of a leading custom app dev, Ml/AI/RPA firm to a strategically aligned PE fund
Advised the seller
MSP
Regional Managed Services Provider
National MSP
Advised the buyer through deal negotiation
Advised the buyer
MSP
Regional Managed Services Provider
PE backed strategic consolidator
Advised the buyer by sourcing the deal, negotiating LOIs, and providing due-diligence support.
Advised the buyer
Cybersecurity
Cybersecurity Reseller and services firm
PE backed consolidator
Represented the seller of one of the largest cybersecurity providers in Canada.
Advised the seller
Application Integrator
Local Microsoft Dynamics CE Provider
National Accounting Firm
Represented the seller of a leading Microsoft Dynamics CRM and Salesforce CRM practice.
Advised the seller
MSP
Local MSP
Regional MSP
Advised buyer on the acquisition of a East Coast Managed Service Provider
Advised the buyer
Cybersecurity
Cybersecurity Services Provider
Cybersecurity Services Provider & Reseller
Advised buyer on the acquisition of a local IT Service provider
Advised the buyer
MSP
Local MSP
PE Backed MSP
Sale of a NY based MSP to a private equity backed MSP operator
Advised the seller
MSP
Azure Focused CSP
PE Backed CSP
Advised buyer origination of Azure CSP targets
Advised the buyer
MSP
Local Managed Service Provider
Regional Managed Service provider
Advised buyer on the acquisition of an East Coast based IT Services Provider
Advised the buyer
MSP
Managed Service Provider
Managed Service provider
Sale of a Southwest based MSP to another MSP looking to add vertical market expertise and expanded geographical coverage
Advised the seller
IT Infrastructure Services
Regional Infrastructure Services Firm
HR BPO
Carve out of SaaS product in the HR market by an IT services provider looking to focus on core offerings
Advised the seller
Custom Application Development
Custom application development firm
Custom application development firm
Sale of a rural sourced custom application development firm to a regional custom application development firm
Advised the seller
Custom Application Development
Nearshore application development firm
LatAm Custom Application Development Firm
Expanded custom application developer footprint in three countries through a series of acquisitions
Advised the buyer
Custom Application Development
Custom application development firm
Custom application development firm
Sale of Latin American based Custom Application development firm to an international buyer
Advised the seller
Cybersecurity
Cybersecurity firm
Global Telecommunications firm
Global telecommunication firm acquired international cybersecurity firm to expand Canadian reach
Advised the buyer
Managed Service Provider
Midwest MSP
Regional MSP
Acquisition of Midwest based IT services firm to bolster service footprint and increase geographical reach
Advised the buyer
Application Integration
Microsoft focused custom application development firm
Publicly Traded Microsoft Partner
Second acquisition driven by consolidation of another Microsoft focused custom application development firm as part of a geographic and market expansion strategy
Advised the buyer
Managed Service Provider
Microsoft Dynamics Consultant
Accounting Firm
Facilitated acquisition of a Microsoft Dynamics consultancy by a leading accounting firm to expand geographic coverage
Advised the buyer
Application Integration
Microsoft Dynamics Consultant
Publicly Traded Microsoft Partner
Regional Microsoft dynamics provider acquired another Microsoft Dynamics firm, adding talent to grow team and provide ongoing coverage to customers
Advised the buyer
Custom Application Development
DevOps and Custom Application Developer
Datacenter Provider
Successful sale of mid-west firm to adjacent industry participant looking to add DevOps capabilities
Advised the seller
Managed Service Provider
Managed Service Provider
PE Backed Managed Service Provider
Facilitated sale of a well established managed service provider to major Private Equity firm dedicated to MSP consolidations
Advised the seller
Application Integration
North American based Microsoft Partner
International Investment Group
Pre-IPO consolidation acquisition of a prominent North American Microsoft partner in support of a public listing
Advised the buyer
Application Integration
Regional Microsoft Partner
Tech Services firm
Represented a large tech services firm in their acquisition of a Microsoft focused, multi-service line services partner
Advised the buyer
Application Integration
DevOps
Private Cloud / Hosting Company
Sold an international development/DevOps firm to a Private equity backed hosting company
Advised the seller
Managed Service Provider
Managed Service Provider
Private Equity Firm
Facilitated the sale of a Managed Services Firm to a large PE backed firm
Advised the seller
Application Integration
Microsoft Service Partner
IT Services Firm
Helped $10M Microsoft focused services partner sell to PE backed, US based, IT Services Firm
Advised the seller
SaaS
SaaS Firm
Investment firm
Australian based SaaS sold to an international investment group
Advised the seller
Managed Service Provider
Marketing Services Firm
Managed Service Provider
Helped an managed service provider do an international expansion by acquiring a marketing services firm
Advised the buyer
Managed Service Provider
Managed Service Provider
Managed Service Provider
Advised a MSP which acquired another Managed Service Provider to bolster managed network services, cloud hosting, managed backup and disaster recovery capabilities
Advised the buyer
Custom Application Development
Government focused IT Services company
Publicly Traded Company
Represented a $150M government focused IT Services firm that sold to a public company
Advised the seller
Managed Service Provider
Managed Service Provider
Managed Service Provider
Facilitated sale of a managed service provider to a major regional MSP
Advised the seller
IT Services
IT Staffing Firm
Staffing Company
Acted a buyer representative for a staffing company acquiring additional strategically aligned services business
Advised the buyer
Managed Service Provider
Managed Service Provider
Publicly Traded Company
Advised a public company on the acquisition of a managed services company to facilitate a geographic expansion strategy
Advised the buyer
Managed Service Provider
Managed Service Provider
Managed Service Provider
Facilitated the acquisition of a local competitor with a VOIP service line to a managed service provider
Advised the buyer
Application Integration
Microsoft focused custom developer
Microsoft Services Partner
Sale of a Microsoft focused custom development & DevOps firm to a major Microsoft focused services partner
Advised the seller
Managed Service Provider
Managed Service Provider
Managed Service Provider
Acted a buyer representative for a Managed Service Provider who acquired a company to facilitate geographic expansion
Advised the buyer
Application Integration
IBM focused software implementor
Multidisciplinary Consultancy
Facilitated the acquisition of an IBM focused software implementor and advisory services company to a multidisciplinary consultancy firm
Advised the buyer
Custom Application Development
Custom App developer
Custom App developer
Advised custom application developer on the strategic acquisition of a firm in an new geography
Advised the buyer
Application Integration
CRM Implementor
Application Integrator
Facilitated the owners exit from their CRM implementation business
Advised the seller
Managed Service Provider
Managed Service Provider
Managed Service Provider
Facilitated the sale of a Managed Service Provider as part of an ownership exit strategy.
Advised the seller
IT Services
BPO services company
BPO services company
Advised document imaging BPO services company on an acquisition to a strategic buyer
Advised the buyer
Managed Service Provider
Managed Service Provider
Managed Service Provider
Aided a managed services company’s expansion through the acquisition of a local competitor
Advised the buyer
IT Services
IT Staffing Firm
IT Staffing Firm
Facilitated efforts of an independent investor acquire an IT Staffing company
Advised the buyer
IT Services
BPO services company
BPO services company
Advised document imaging BPO services company on the sale of their business to a strategic buyer
Advised the seller
Custom Application Development
Custom application development firm
Staffing Company
Facilitated a US based staffing company with geographic and service offering expansion through an acquisition of a custom application development firm
Advised the buyer
Application Integration
Application Implementor
Multidisciplinary Consultancy
Facilitated the acquisition of an application implementation business by a multidisciplinary consultancy
Advised the buyer
Managed Service Provider
Managed Service Provider
Managed Service Provider
Advised a Managed Service Provider who acquired a local competitor
Advised the buyer
IT Services
BPO Outsourcing business
Private Equity Firm
Facilitated efforts to acquire a Business Process Outsourcing business from a private equity firm
Advised the buyer
Application Integration
Microsoft Dynamics partner
Microsoft Dynamics partner
Facilitated an Microsoft dynamics partner’s efforts to acquire a competitor as part of a larger consolidation strategy.
Advised the buyer
Custom Application Developer
Custom Application Developer
Multidisciplinary Consultancy
Facilitated the transaction of a large multidisciplinary consultancy acquiring a custom application developer
Advised the seller
Managed Service Provider
Managed Service Provider
Custom Software Developer
Aided a custom software developer in the acquisition a managed services business
Advised the buyer
Application Integration
Contact Center Software Implementor
Contact Center Software Implementor
Facilitated a transaction between the largest contact center software implementor in the US as it acquired a competitor
Advised the buyer
Managed Service Provider
Managed Service Provider
Managed Service Provider
Managed Service Provider acquired a managed services competitor within 30 miles of their business
Advised the buyer
Custom Application Developer
Custom Application Developer
Custom Application Developer
Led the process for custom application developer to sell their business to a strategic buyer as part of a growth strategy for both parties
Advised the seller
Advised the seller
Custom Application Developer
Custom Application Developer
Custom Application Developer acquired competitor in another development discipline in the US
Advised the buyer
Application Integration
Contact Center Software Implementor
Family Office
Facilitated the sale of a cell center software implementation business to a family office
Advised the seller
Application Integration
Microsoft Dynamics Consultancy
Custom Application Developer
Facilitated the sale of a Microsoft Dynamics consultancy
Advised the seller
IT Services
Telecommunications Firm
Multidisciplinary Consultancy
Facilitated the carve out of an IT Services business unit from a regional telecommunications firm
Advised the seller
Application Integration
Big Data Analytics Firm
Family Office
Family office acquired their first IT Services company focused on BI and big data analytics
Advised the buyer
Advised the buyer
Managed Service Provider
Managed Service Provider
Managed Services company acquired a competitor in the US
Advised the buyer
Application Integration
Oracle Implementor
Oracle Implementor
A US based Oracle implementor acquired a competitor in Europe.
Advised the buyer
Application Integration
ERP focused Implementor
PeopleSoft Services Firm
A PeopleSoft focused services firm acquired another ERP focused implementor.
Advised the buyer