The MORGAN ADVANTAGE
Morgan Partners is a leading middle market investment bank focused on meeting the needs of technology companies operating within highly-regulated sectors
We are
Selective
Our business model is based on quality. We vet our prospective clients carefully, deliver white glove service, and have a 90%+ close rate. We tailor each engagement to our clients’ needs - we do not follow a cookie cutter approach.
We have
The Deepest Industry Relationships
We have regular dialogue with the strategic and financial parties most likely to acquire or invest in technology businesses within our covered end markets.
We deliver
Best Execution
Our disciplined methodology leaves no stone unturned to achieve an optimal outcome – resulting in 100% referenceable clients. We structure engagements to minimize disruption and allow our clients to focus on running their business. Sell-side advisory is the core of our firm.
Our Services
Sell-Side M&A
Yielding control of your business to a new party may be the single most important corporate decision you make. Morgan Partners has advised on dozens of successful sales and divestitures. When it’s time to consider a trusted advisor, there is no better choice.
Recapitalizations
Recapitalizations involve a financial sponsor buying shares (secondary capital) or investing equity into the business (primary capital), or a combination of the two. Generally, active shareholders realize liquidity, and "roll" a meaningful equity position. This "de-risking" event is often followed by investing more heavily in development and sales & marketing initiatives. We work with our client to determine unique liquidity needs and growth constraints to find the right financial partner – whether private equity, family office, debt investor, or corporate investor.
Capital Raises
$15M+
We help companies raise debt and equity capital to accelerate growth initiatives (such as expanding geographically, bringing new products and services to market, or making acquisitions), recapitalize the business, or obtain partial liquidity. Generally, these are not “change of control” transactions, but may result in a new, material minority shareholder.
Buy-Side M&A
We help strategic and private equity buyers source and execute acquisitions. Depending on the engagement scope, our responsibilities may include
strategy development and landscape review, target identification, sourcing and outreach, qualification, valuation, diligence, and negotiation.
Sectors
We’re exclusively focused on technology businesses operating in highly-regulated end markets such as insurance, capital markets, banking, lending, healthcare, and government, helping these companies execute on their M&A and capital formation initiatives.
Our Clients
We have advised on over 50 transactions across the sell-side and buy-side. Use the arrows to the right to explore and view some of our most recent deals.
Recent Deals: What People Are Saying
Insights
Morgan Partners regularly publishes thought leadership on our covered sectors. Email info@morganpartners.com to be added to our distribution list.
Leadership
We combine strong financial acumen with an operator's mindset.
Let us help write your success story.