250+ total transactions representing $50B+ in aggregate value — 9 tracked below spanning 2021–2026 · 2 industries
Advised Harbor Global, the preeminent provider of consulting and technology services to the legal industry, on its majority investment from BayPine, with initial sponsor Renovus Capital Partners remaining invested.
Exclusive sell-side advisor to Autire, a cloud-based and AI-powered software platform for CPA firms performing employee benefit plan audits, in connection with its growth investment from Serent Capital.
Advisored Adexa, a global provider of AI-driven supply chain and enterprise business planning solutions, on its sale to Eyelit Technologies, a leader in optimized planning and scheduling systems for manufacturers.
Advisored Leopard Solutions, a legal industry market intelligence and benchmarking data service, on its strategic sale to SurePoint Technologies. Transaction closed in 90 days.
Advisored Legal Files Software, a family-owned legal tech business with industry-leading case management software, on its strategic sale to Onit, preserving all employee roles.
Advised Kleinschmidt, a provider of managed EDI and API integration solutions, on its acquisition of Faxinating Solutions, a provider of supply chain document conversion services.
Advisored Casetext, a leading legal research company, on its $25M Series C financing led by BuildGroup.
Advisored VinciWorks, a leading regulatory compliance eLearning and software provider, on its sale to Marlowe plc.