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

September 2019
September 2019

Acquired By

Skookum Acquired By GlobalLogic

PALAZZO served as exclusive financial advisor to Skookum, an innovative digital strategy, design, and development firm, on its sale to GlobalLogic, a leading digital product engineering company. Skookum’s talented strategists, designers, and engineers are known to deploy intelligent design-led solutions that enable business growth – whether mapping out inclusive end-to-end customer journeys, developing custom software applications, or bringing to life engaging user experiences. Skookum’s core offerings directly complement GlobalLogic’s existing portfolio of services, composed of complex software engineering, and strategic design capabilities used to drive cross-industry digital transformation. Further, the acquisition strengthens GlobalLogic’s position in desirable technology hubs in the eastern and western U.S. geographies – improving proximity to clients and increasing access to local talent.

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.

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