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
May 2021
May 2021

ACQUIRED BY

A PORTFOLIO COMPANY OF

Five Mill Acquired by Barrington Media Group, a Portfolio Company of Fort Point Capital

PALAZZO served as exclusive financial advisor to Five Mill, a digital marketing agency and industry leader in enterprise-level search engine marketing and social media marketing solutions, on its sale to Barrington Media Group (BMG), a technology-enabled marketing services business that focuses on direct response advertisements across media channels and a portfolio company of Fort Point Capital. Founded in 2008 by Dan Soha, Five Mill utilizes extensive digital expertise as well as best-in-class proprietary, AI-driven bidding technology to optimize each client’s SEM goals.

ACQUIRED BY

A PORTFOLIO COMPANY OF
April 2021
April 2021

ACQUIRED BY

A PORTFOLIO COMPANY OF

PALAZZO Advises Outform on its Sale to Rapid Displays, a Portfolio Company of Gemspring Capital

PALAZZO served as exclusive financial advisor to Outform, an international retail innovation agency serving world-class brands and retailers, on its sale to Rapid Displays, a provider of custom merchandising display solutions and a portfolio company of Gemspring Capital. Headquartered in Miami with offices in the US, Europe, Israel, and China, Outform’s best-in-class creative and technology delivery capabilities and unique, data-driven shopper insights enable a suite of services that span the full merchandising execution lifecycle. The merger of Rapid Displays and Outform will create one of the world’s largest retail marketing companies and will better serve customers through enhanced product and service offerings and one-stop global execution.

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.

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