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
October 2022
October 2022

ACQUIRED BY

A PORTFOLIO COMPANY OF

ERGO Acquired by Shift Paradigm, a Portfolio Company of Growth Catalyst Partners

PALAZZO served as exclusive financial advisor to ERGO, a world-class email marketing company, on its sale to Shift Paradigm, a portfolio company of Growth Catalyst Partners. ERGO enhances advanced digital marketing personalization at scale, helping marketers leverage data and insights to auto-generate dynamic content email modules for a truly individualized one-to-one customer experience. By deepening its expertise in the areas of channel, campaign, and customer engagement, Shift Paradigm continues to pursue its vision of accelerating value creation through digital transformations that change how companies grow and engage with customers.

ACQUIRED BY

February 2022
February 2022

ACQUIRED BY

OeP Acquired by Acosta

PALAZZO served as exclusive financial advisor to OeP, a best-in-class eCommerce agency providing a 360-degree solution to help brands and manufacturers maximize their sales on Amazon, on its sale to Acosta. OeP helps their customers grow by optimizing content, conducting comprehensive SEO/SEM campaigns, and building powerful brand presences for eCommerce companies. The combination of Acosta and OeP provides clients with an end-to-end suite of digital commerce services that enable them to maximize business on Amazon and key retailer.com platforms.

ACQUIRED BY

A PORTFOLIO COMPANY OF
January 2022
January 2022

ACQUIRED BY

A PORTFOLIO COMPANY OF

Raybeam Acquired by Dept, a Portfolio Company of The Carlyle Group

PALAZZO served as exclusive financial advisor to Raybeam, a software engineering and analytics consulting firm, on its sale to Dept, a global digital agency and a portfolio company of The Carlyle Group. Raybeam develops custom data-centric applications and software to help brands like Google, eBay, SPARC, Herman Miller, Videoamp, and Meta navigate their big data challenges, increase revenue, and optimize costs. With 100+ engineers and consultants across offices in Newburyport, MA, Mountain View, CA and Austin, TX, Raybeam will accelerate its global growth by joining Dept.

RECEIVES INVESTMENT FROM

December 2021
December 2021

RECEIVES INVESTMENT FROM

Lamark Media Receives Investment from TruArc Partners

PALAZZO served as co-financial advisor to Lamark Media, an integrated digital marketing company, in securing an investment from TruArc Partners. Lamark Media offers digital marketing solutions, with specialization in e-commerce, lead generation, and digital customer acquisition strategy, and has clients ranging from emerging brands to Fortune 500 companies for both consumer and business-to-business initiatives. The newly formed partnership will provide Lamark Media with strategic support and significant capital resources to advance the Company’s growth strategy. This includes increased investment in people, capabilities, and technology, as well as the continued strategic acquisition of complementary businesses that augment and expand Lamark Media’s existing skill sets.

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