PALAZZO is a boutique investment bank with a singular focus on creating value for our clients. The firm is unique in its ability to offer a powerful combination of investment banking and advisory services, all designed to maximize value and wealth for our clients, no matter where they are in their business lifecycle.

SERVICES & CAPABILITIES

Leveraging decades of experience as owners, operators and bankers, our services are tailored to match the needs of middle market companies facing change and opportunities. Our collective experience with individual companies and investors, and our knowledge of specific markets, enables us to flawlessly execute M&A transactions and provide strategic advisory solutions.

INVESTMENT BANKING

  • Sell-side M&A
  • Buy-side M&A
  • Capital Raising & Private Placements
  • Valuations

ADVISORY

  • Sale Readiness Assessment
  • Compensation
  • Corporate Strategy
  • Board Advisory

EXPERIENCE

150+ M&A transactions in our sectors

Managing Directors have decades worth
of experience in investment banking and
operations in the industries we serve

INDUSTRY FOCUS

Positioned at the epicenter of converging sectors

Knowledge and insights into
business models, technologies, trends
and valuations

RELATIONSHIPS

Embedded and connected with the active buyers and sellers

Deep relationships with the leading and
emerging strategic acquirers and private
equity investors in the marketplace

SELECT TRANSACTIONS

ACQUIRED BY

December 2020
December 2020

ACQUIRED BY

PALAZZO Advises Decoded on its Sale to S4 Capital

PALAZZO served as exclusive financial advisor to Decoded, an integrated creative, technology, and media agency, on its sale to S4 Capital plc, the new age/new era digital advertising and marketing services company founded by Sir Martin Sorrell. Founded in 2014, Decoded has quickly grown the business (one of Adweek’s 2019 fastest growing agencies) and employs almost 200 people in New York and Los Angeles. As a result of the transaction, Decoded will merge and join forces with MediaMonks, the digital content arm of the S4 Capital family, which will significantly expand S4 Capital’s creative digital content capabilities, focusing on the more growth-rich digital end of the business.

ACQUIRED BY

A PORTFOLIO COMPANY OF
December 2020
December 2020

ACQUIRED BY

A PORTFOLIO COMPANY OF

PALAZZO Advises Arteric on its Sale to Relevate Health Group, a Portfolio Company of Mountaingate Capital

PALAZZO served as exclusive financial advisor to Arteric, a digital healthcare marketing agency known for its proprietary machine learning-driven multichannel digital marketing, on its sale to Relevate Health Group, a data-driven marketing products and services communications firm and a portfolio company of Mountaingate Capital. Arteric is an MM&M top 100 Agency, with 41 design and UX awards, recognized by Gartner for machine learning, and named to MM&M’s list of Best Places to work. The Company specializes in digital brand strategy, software engineering, SEO, SEM, Veeva™, CRM, websites, and analytics. The acquisition of Arteric creates a next generation data and machine learning-driven agency serving the pharmaceutical, biotechnology, and healthcare markets.

ACQUIRED BY

A PORTFOLIO COMPANY OF
November 2020
November 2020

ACQUIRED BY

A PORTFOLIO COMPANY OF

Jarrard Phillips Cate & Hancock Acquired by The Chartis Group, a Portfolio Company of Audax Private Equity

PALAZZO served as exclusive financial advisor to Jarrard Phillips Cate & Hancock, a Nashville-based strategic communications and change management firm serving the healthcare industry, on its sale to The Chartis Group, a leading healthcare advisory and analytics firm and a portfolio company of Audax Private Equity. Award-winning Jarrard ranks among the top 10 healthcare communications firms in the nation. Specializing in areas such as issue navigation, transformation adoption, change management, strategic positioning, and M&A, Jarrard has served more than 500 healthcare provider clients. Jarrard brings great complementary strengths to Chartis by enhancing its expertise in communications and change management, furthering Chartis’ commitment to providing U.S. healthcare providers best-in-class advisory capabilities.

ACQUIRED BY

September 2020
September 2020

ACQUIRED BY

Camp + King Acquired by Havas Group

PALAZZO served as exclusive financial advisor to Camp + King, an award-winning creative agency, on its sale to Havas Group. Camp + King has offices in San Francisco and Chicago and specializes in brand storytelling to make brands Conversationworthy™. The agency also has an in-house content lab with capabilities in animation and digital design, as well as video production and editorial. The acquisition expands Havas’ North American network and adds digital, social, and content development capabilities.

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