To provide best in class service and unparalleled outcomes. We seek to build long-term fulfilling relationships with our clients, celebrate in their successes, and find fulfillment in honoring our commitments along the way.
Leonis Partners customizes each engagement to provide superior M&A and Capital Raising advice for entrepreneur-led technology businesses seeking full or partial liquidity events. Our breadth of experience and deep domain expertise allow us to give unconflicted, tailored guidance to clients who need bespoke solutions that maximize their value.
Leonis bankers focus on vertical-oriented markets allowing them to provide detailed and topical insights on our clients’ businesses and to formulate a tailor-made strategic framework to optimize valuation.
As a unique investment bank that focuses on core verticals and the middle market, Leonis provides unbiased advice untethered to other interests. Our strength lies in our bankers’ unconflicted knowledge of both public and private markets across the spectrum.
Traditional M&A and Capital Raising processes no longer generate top quartile results. Leonis specially crafts timing, execution and sequencing to enhance competitiveness and drive valuation for our clients.
The Leonis team pulls experience from multi-billion-dollar transactions as well as early stage venture. Our bankers have worked for the leading investment banks, private equity funds and strategic players across each of our verticals directly contributing their skills and experience to our client goals.
We deliver superior results for our clients resulting in industry awards for excellence and long lasting relationships with leading strategics, Growth Equity, and Private Equity investors.
Equity Financing Deal Of The Year – Growth Recapitalization of Education Advanced by Serent Capital
Middle Market Corporate Strategic Deal Of The Year – Sale of VirtualMGA to Insurity
Technology Investment Bank Of The Year Finalist (2nd Consecutive Year)
Investment Banker Of The Year (2nd Consecutive Year) – Robert Koven, Managing Director
Emerging Leader Award Winner (2nd Consecutive Year) – Rob Burton, Managing Director
Lower-Middle Market Deal Of The Year – Press Ganey (Ares & Leonard Green & Partners) Acquisition Of SMD
Lower-Middle Market Private Equity Deal Of The Year – LINQ (Banneker) Acquisition Of SRC Solutions
Technology Investment Bank Of The Year Finalist
Investment Banker Of The Year – Robert Koven, Managing Director
Emerging Leader Award Winner – Rob Burton, Managing Director
Technology Investment Bank of The Year Winner (2nd Consecutive Year)
M&A Leadership Award, Boutique Investment Banker - Robert Koven, Managing Director
Americas Mid-Market PE Deal of the Year - Sale of Aurora Payments to Corsair Capital
Global Mid-Market Fintech Deal Of The Year - Sale of Saylent Technologies to MeridianLink
Americas Mid-Market Fintech Deal of the Year - Cardx's Sale to Stax
US Mid-Market Fintech Deal Of The Year - North American Bancard's Acquisition of Signature Payments
US EdTech Deal Of The Year - Providence Strategic Growth's Investment in Nepris
Americas Lower Middle Market Growth Equity Deal Of The Year - Chargeback Gurus Sale to Falfurrias Capital
Technology Investment Bank of The Year Winner
Education Deal Of The Year – Polaris Partners Growth Investment in TransACT Communications
Global Fintech Deal Of The Year – Serent Capital Acquires ePayPolicy
Americas Fintech Deal Of The Year – Sale of Virtual MGA to Insurity, a GI Partners Portfolio Company
Healthcare IT Deal Of The Year – Healthcare FraudShield's Recapitalization by Charlesbank Capital Partners