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

a Portfolio Company of
April 2019
April 2019

Acquired by

a Portfolio Company of

BEAM Acquired by MERGE, a Portfolio Company of Keystone Capital

PALAZZO served as exclusive financial adviser to BEAM, a premier experience design, digital marketing and technology consultancy in its sale to MERGE, a premium creative, marketing and technology company backed by Keystone Capital. The transaction dimensionalizes MERGE’s business across its U.S. markets and bolsters the company’s offerings in experience strategy and design, CRM and platform development. In turn, MERGE offers BEAM and its client partners increased creative and technology depth as well as robust media and contact planning capabilities.

Acquired By

March 2019
March 2019

Acquired By

89 Degrees Acquired by Iris Worldwide

PALAZZO served as exclusive financial adviser to 89 Degrees, a Boston-based strategic consulting firm that leverages its expertise in advanced marketing analytics, marketing technology enablement, customer journey management and loyalty programs to drive more profitable customer relationships. As part of the transaction 89 Degrees will rebrand to Iris Concise, part of the Iris Worldwide network. Iris Worldwide is a thriving micro network of over 1,000 people in 14 locations across the globe that delivers a multitude of fully integrated services within creative, consulting and mar-tech to some of the most progressive companies around the world.

Acquired By

December 2018
December 2018

Acquired By

Stern Investor Relations Acquired by Precision Medicine Group

PALAZZO served as exclusive financial adviser to Stern IR, a leading investor relations firm for entrepreneurial biotechnology and healthcare companies, in its sale to Precision Medicine Group. Stern IR supports more than 70 companies in the entrepreneurial biotechnology and healthcare sectors, and its core competencies include creation of investor relations strategy aimed at lowering the cost of capital, positioning and messaging development, relationship building with the financial community, and seamless tactical execution. With this acquisition, Precision significantly expands its capabilities to include a complete range of strategic communication services aimed at facilitating capital formation and enhancing client visibility and productive interactions with the financial community.

ACQUIRED BY

October 2018
October 2018

ACQUIRED BY

Soulsight Acquired by Bruin Sports Capital

PALAZZO served as exclusive financial adviser to Soulsight, an award-winning strategic branding, design and creative agency, in its sale to Bruin Sports Capital. Headquartered in Chicago, Soulsight specializes in holistic brand strategy, including strategic concept-to-commercialization development using a set of proprietary systems and tools proven to inspire innovation and drive business growth. The company has partnered with leading multinationals and premium brands including Campbell’s, Hershey’s, KraftHeinz, MillerCoors, Pepsico, Tyson, and Walgreens to manage, build, create and introduce an array of outstanding products and services worldwide. The acquisition adds another dimension to Bruin’s portfolio of high-growth, next-generation enterprises which represent the vanguard of the new consumer-driven global sports economy.

VIEW ALL TRANSACTIONS ›