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
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.

ACQUIRED BY

November 2019
November 2019

ACQUIRED BY

Spire Digital Acquired By Kin + Carta

PALAZZO served as exclusive financial advisor to Spire Digital, a digital transformation consulting and software development company, on its sale to Kin + Carta plc (KCT), an international digital transformation business. Based in Denver, Colorado Spire’s team is comprised of over 100 individuals with core expertise in technical design, development, software, engineering and product strategy. The acquisition supports Kin + Carta’s expansion in the western United States and supports the expansion of its Innovation pillar, the largest and fastest-growing part of the business.

ACQUIRED BY

October 2019
October 2019

$150,000,000

ACQUIRED BY

Firewood Marketing Acquired by S4 Capital

PALAZZO served as exclusive financial advisor to Firewood Marketing an international digital marketing agency, on its sale to S4 Capital plc (SFOR.L), the new age/new era digital advertising and marketing services company founded by Sir Martin Sorrell, in a transaction valued at $150 million. As a result of the transaction, Firewood will merge and join forces with MediaMonks, the digital content arm of the S4 Capital family. This allows Firewood to enhance its capabilities, accelerate growth and bring its agile, efficient, and transparent way of working to new global clients.

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