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PALAZZO Advises Raybeam on its Sale to Dept, a Portfolio Company of The Carlyle Group

Raybeam’s 20+ year track record in developing data-driven applications will further accelerate Dept’s global data, intelligence, technology and engineering practices

PALAZZO is pleased to announce it has 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.

“Data has always been a powerful tool for businesses, but now it’s simply an indispensable one,” said DS Anderson Song, Co-Founder at Raybeam. “We believe in helping clients use data to their advantage in a sustainable, practical and ethical way, and Dept shares this same belief. We’re excited to bring our domain expertise and first-rate engineering team to Dept, to expand into new markets around the world, and to help even more companies solve complex data challenges."

Founded in 1997, Raybeam’s specialty is building turnkey tools and platforms in the areas of SEO, SEM, data warehousing and business intelligence. The company has a proven track record in custom development of data-driven applications and tools, with an emphasis on process automation and algorithmic problems like bidding, routing, recommendation and other sales, marketing and customer-focused solutions.

"We want to help all of our clients make better informed, smarter decisions faster,” said Dimi Albers, CEO of Dept. “Data and tech play a huge role in that, and Raybeam brings more than 20 years of world-class experience in helping clients solve complex data challenges with highly customized solutions. By working even stronger together on shared clients like eBay, Herman Miller and Moody's and bundling their expertise with our existing teams in the US and around the world, Raybeam will further accelerate our global data, intelligence, technology and engineering practices."

Headquartered in Amsterdam, and backed by investment firm The Carlyle Group, Dept is one of the fastest-growing digital agencies in the world, represented in 25 countries with over 2,500 people across five continents. With a purely digital DNA, Dept brings together tech and marketing in integrated teams for clients like Bose, Patagonia, Google, KFC, ASOS and Netflix.

Raybeam joins Dept’s strong technology and engineering practice in the US, led by Rocket Insights and Devetry, both of whom joined Dept in recent years. Their rich history in developing custom solutions bolsters Dept’s recently announced Ada by Dept proprietary martech platform, which gives brands access to proven best-in-class technology for performance marketing, creative, data and media optimization.

PALAZZO and every member of its team is that rare breed of a true partner, mentor, and advisor who exceeds your expectations. Their expertise in the digital market, fluidity in managing and navigating a very complex process, always championing your goals, and bringing to bear decades of experience with gravitas, humility, and heart, I feel, is unparalleled. When an investment banking firm causes you to have withdrawal symptoms from your daily chats after the conclusion of an incredibly successful acquisition, I can only exclaim, “Kudos. You got game!”"

DS Anderson Song, Co-Founder, Raybeam

Additional Resources:
Raybeam Dept The Carlyle Group Press Release

PALAZZO Advises Lamark Media on Securing an Investment from TruArc Partners

The newly formed partnership will provide Lamark Media with strategic support and significant capital resources to advance the Company’s growth strategy.

PALAZZO is pleased to announce it has served as co-financial advisor to Lamark Media, an integrated digital marketing company, in securing an investment from TruArc Partners. 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. This represents a continuation of Lamark’s long-term growth plan that started with previous private equity funding in 2018, which is now accelerated with TruArc Partners, to ensure that Lamark remains at the forefront of digital innovation for its clients and employees. Lamark’s foundational business practice, including the current executive and leadership teams, will remain unchanged and excited for the future.

"We are excited to work with TruArc Partners to help accelerate our growth, expand our capabilities and continue to grow our team, remaining focused on achieving positive results for our clients," said Bryan Shetsky, Founder and CEO Lamark Media. "Lamark and TruArc share a unified vision, and they have the resources, expertise and collaborative mindset to be a great partner for us in the next phase of our business’s evolution."

Lamark Media offers integrated marketing solutions, with specialization in e-commerce, lead generation, and digital customer acquisition strategy. Lamark’s clients range from emerging brands to Fortune 500 companies for both consumer and business-to-business initiatives. Lamark has built a unique and comprehensive approach to achieving business growth for its clients, leveraging its significant experience across service channels, end markets and business models with an agnostic approach. Lamark also has top-level relationships with key media partners including Google, Facebook, Snapchat, Bing, and Trade Desk, as well as other emerging digital platforms.

"The fragmented nature of the digital marketing industry makes it ripe for transformational growth," said Alan Mantel, Co-Managing Partner, TruArc Partners. "Lamark’s strong management team along with their deep relationships with such a diverse range of customers positions the company for ongoing success. We look forward to partnering with Bryan and the Lamark leadership team to advance their strategy and propel the company forward."

TruArc supports transformational growth through active strategic and operational management, partnering with dedicated senior executives and strong management teams. Tech-enabled business services is a core area of focus for the firm, including digital marketing, given its growing importance to the overall economy. Digital marketing and advertising are benefitting from the ongoing shift away from traditional marketing strategies towards omni-channel digital marketing. Small-to-medium size companies through large, mature brands benefit from the scalable expertise and execution that Lamark Media provides.

"Lamark is a thought leader and positioned to deliver on the continued evolution of digital marketing," said Campbell Langdon, Operating Partner, TruArc Partners. "We look forward to working with the Lamark team to continue to deploy their data-driven analytical approach to more clients and help build additional capabilities."

Additional Resources:
Lamark Media TruArc Partners Press Release

PALAZZO Advises Leading E-Commerce Sporting Goods Training Aid Brand on its Sale to Thrasio

PALAZZO served as exclusive financial advisor to a leading e-commerce sporting goods training aid brand on its sale to Thrasio. Thrasio is the consumer goods company reimagining omnichannel commerce and consumer products. With the experience of evaluating 6,000 Amazon companies, data on consumer preferences from more than 125 brands, and the operational scale of more than 22,000 products, Thrasio is the largest acquirer of Amazon FBA brands.

PALAZZO Advises LatAm-Based Digital Transformation Services Firm Zemoga on its Sale to S4 Capital

Zemoga Accelerates the Building of a Third Practice Area and Expands S4 Capital’s Digital Marketing Offering Into Technology Services

PALAZZO is pleased to announce it has served as exclusive financial advisor to Zemoga, a leading Colombia-based digital transformation services firm specializing in nearshore delivery of advanced digital product design and engineering services to U.S.-based enterprise clients, 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. As a result of the transaction, Zemoga will merge and join forces with S4 Capital’s digital-first marketing and media network, Media.Monks, marking a significant first step towards building a third practice area around Technology Services.

Founded in 2002 by DJ Edgerton as one of the first nearshore delivery operations in Colombia, Zemoga is a premier digital transformation services firm providing advanced technology capabilities to help clients across sectors conceive, design, and build innovative digital solutions that enhance customer experience and drive business growth. Zemoga has a talented team of nearly 400 technology specialists across delivery centers in the Colombian cities of Bogotá, Cali, Medellín, and Barranquilla whose mission is to help U.S.-based enterprise clients like Bridgestone, Morningstar, Sony, Roku, and others “Build Better” digital products and experiences.

Sir Martin Sorrell, S4 Capital’s Executive Chairman said, “We are delighted to welcome DJ and his colleagues to the S4 Capital family. Marketing digital transformation involves at least three corporate functions - marketing, sales, and IT. Entry into the technology services sector through Zemoga gives us the full capability to talk to the Chief Technology or Information Officer, as well as the Chief Marketing and Chief Sales Officer. We now have the full set.”

DJ Edgerton, Zemoga CEO and Founder, said, “Merging with a powerhouse like Media.Monks is a natural next step in the evolution of Zemoga as our complementary service offerings, client portfolios, and our common approach to disrupting the industry make for an exciting future all round.”

Wesley ter Haar, Media.Monks Co-Founder and S4 Capital Executive Director, said, “Our focus has always been to build the very best creative and content on top of the foundational technology platforms that now connect companies to consumers. Zemoga’s ability to marry deep engineering skills across multiple platforms, at enterprise scale, coupled with best-in-class experience is a perfect fit. And yes...it’s already working.”

When choosing an advisory firm to lead the sale of Zemoga, I turned again to my long-term trusted advisor PALAZZO. For over 10 years they have advised me and my firm in preparation for an event that made sense not only for the shareholders, but also for the buyer and our clients. They masterfully guided us through an impeccably-timed sale process that led to the highest valuation for my business of 20 years. The entire PALAZZO team did so with expertise and gusto, I could not recommend them more. They overdelivered in every manner possible."

DJ Edgerton, Founder and CEO, Zemoga

Additional Resources:
Zemoga Media.Monks S4 Capital

PALAZZO Advises MedEvoke on its Sale to MEDiSTRAVA, a Division of Huntsworth

The acquisition establishes Huntsworth’s MEDiSTRAVA as the largest global consultancy for medical analytics

PALAZZO served as exclusive financial advisor to MedEvoke, a medical analytics consultancy, on its sale to MEDiSTRAVA, a fully integrated, cross-functional strategic communications and healthcare advisory group and a division of Huntsworth.

Founded in 1999, MedEvoke specializes in data analysis, cross-functional engagement, and seamless evolution of narrative. The Company will retain its name and the brand and will operate under the MEDiSTRAVA umbrella. The acquisition broadens and deepens MEDiSTRAVA’s medical analytics capabilities and application of artificial intelligence (AI) for pharma and biotech clients. The MedEvoke senior leadership team and all staff will be transitioning with the Company.

"As we double the size of our medical analytics group over the next 12-18 months our acquisition of MedEvoke will enable us to rapidly scale our existing team to support the outsourcing of medical analytics for medical affairs and its cross-functional partners," said Elaine Ferguson, Chief Executive Officer of MEDiSTRAVA. "MedEvoke is a natural fit to our industry leading medical analytics expertise, and we will continue expansion through investing in and creating new products and services."

The increasing complexity of data insights and evidence sources is driving the medical affairs functions of pharma, biotech and life sciences companies to seek analysts and AI specialists to help to gather, interpret and advise on insights and implications. This acquisition enables MEDiSTRAVA to offer comprehensive medical analytics and AI-powered intelligence gathering that is unrivalled in the industry.

The team will function as a core part of MEDiSTRAVA Consulting – a multi-functional, global group of more than 60 strategic specialists from across investor relations and corporate communications, medical and regulatory affairs and Health Economics and Outcomes Research (HEOR) to market access and advanced analytics and technology platforms.

With the integration of MedEvoke, Anna Walz, founder of MedEvoke, will become a non-executive director role for MEDiSTRAVA as a senior strategic advisor to the executive leadership team and retain her affiliation with MedEvoke as founder and CEO Emeritus, MedEvoke. Marc Sirockman, president of MedEvoke, will take on a broader executive role within MEDiSTRAVA as Global Chief Commercial Officer. Sirockman will retain his position in MedEvoke as Chief Executive Officer working with his existing leadership team and supporting integration.

"I am excited about this opportunity to combine the power of MEDiSTRAVA and MedEvoke to create the industry-leading medical analytics consultancy," said Sirockman. "We have seen the appetite for medical analytics expand dramatically over recent years and the immediate acceleration means that our team must be prepared to meet the industry's requirement for volume and expertise. This new organization anticipates the needs both for innovation and the effective use of real-world data and insights to inform medical strategy and measure impact."

The combined MedEvoke and MEDiSTRAVA group brings an enhanced set of capabilities within the scope of medical analytics to address increasing sources and complexity of data. Expertise from the group combines insight generation from multiple real-world evidence sources, AI-powered business intelligence reporting enabling rapid and extensive analysis of multiple data sources, advanced sentiment analysis extending multiple traditional and social channels, as well as established tools and platforms that combine AI, advanced analytics and user-experience design.

Armed with a deep knowledge of our market and crystal-clear understanding of our value proposition, the PALAZZO team flawlessly guided us through the most important juncture of our company’s history (and my entrepreneurial journey). Every member of the team is an A+ player, easy to work with, and fully committed to making the process run as smoothly as possible. I can’t imagine having gotten this outcome without PALAZZO on our side!"

Anna Walz, Founder, MedEvoke

Additional Resources:
MedEvoke MEDiSTRAVA Huntsworth Press Release

PALAZZO Advises Five Mill on its Sale to Barrington Media Group, a Portfolio Company of Fort Point Capital

PALAZZO is pleased to announce it has 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. Five Mill executives Dan Soha and Susan Waldes will join BMG’s executive team and lead its paid search digital advertising practice.

“We are thrilled to welcome Dan, Susan, and the Five Mill team into the BMG family,” said Peter Stavisky, Founder and Chief Executive Officer of Barrington. “We believe Five Mill’s differentiated technology and experienced team members are on the forefront of digital advertising. We’re looking forward to bringing their knowledge and experience to our customers as we continue to grow across media channels.”

Dan Soha, Founder and Chief Executive Officer of Five Mill, commented, “I am excited to be partnering with BMG for our next chapter. Both the strategic and cultural fit were obvious to us from day one. In my time spent with the BMG team, I feel confident that this step will not only enable us to reach our full growth potential, but also provide immense benefits to our customers and employees.”

“The Barrington team has viewed SEM as an exciting opportunity to enhance our clients’ customer acquisition efforts. We are fortunate to be adding a partner in Five Mill with an outstanding track record and unique technology suite to help accelerate that process,” said Christina Pai, Partner at Fort Point Capital.

I had no intentions of ever selling my Company. I didn’t think it was possible to find a buyer that was a perfect fit and was beneficial to both my employees and my customers. PALAZZO took on the challenge and found us a perfect match. It is very clear that they are the most experienced Investment Bank in the Digital Marketing vertical and I can’t imagine working with anyone else."

Dan Soha, Founder and CEO, Five Mill

Additional Resources:
Five Mill Barrington Media Group Fort Point Capital

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

The combined company will be a global market leader with a full suite of design and execution capabilities to serve marquee brands and retailers

PALAZZO is pleased to announce it has 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. From initial concept and creative design, engineering, and prototyping to global production and execution, Outform serves clients around the globe.

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. Outform and Rapid Displays will continue to operate through their respective brands but offer customers the enhanced scale and offering of the combined business. Gemspring's investment is in partnership with Ariel Haroush, Outform's Founder & CEO, who will remain in an executive leadership role and maintain a significant ownership interest.

Outform's Founder & CEO, Ariel Haroush, commented, "At Outform, we have been on a mission to lead the retail marketing industry and deliver for our customers globally. This merger allows us to help shape the future of retail with our customers at the forefront. I have long admired Rapid Displays' capabilities, and I am excited to be joining forces. Our respective clients will benefit from the expanded range of our combined in-house services, which will be available on a global scale."

Charles Fraas, Managing Director at Gemspring, added, "We are delighted to bring together two companies that have a tremendous reputation for supporting blue-chip brands executing at retail. The combined creative, technological, and execution capabilities of Rapid and Outform will offer customers a top quality, end-to-end, global solution for their retail marketing and merchandising needs. We look forward to supplementing and supporting the new management team that will drive the next stage of the combined company's growth."

I greatly appreciate the hard work and huge impact the PALAZZO team had on this transaction. Their support and professionalism throughout this process were instrumental in guiding this deal to close. A team of all-stars!"

Ariel Haroush, Founder and CEO, Outform

Additional Resources:
Outform Rapid Displays Gemspring Capital Press Release

PALAZZO Advises Decoded on its Sale to S4 Capital

Sorrell's S4 Capital buys New York-based integrated creative, technology, and media agency Decoded to bolster its content capabilities

PALAZZO is pleased to announce it has served as exclusive financial advisor to Decoded, an integrated creative, technology, and media agency and an Adweek 100 company, 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.

As a result of the transaction, Decoded will merge and join forces with MediaMonks, the digital content arm of the S4 Capital family. The combination of the two entities will significantly expand S4 Capital’s creative digital content capabilities, focusing on the more growth-rich digital end of the business, and is another important strategic step for S4 Capital to build market share outside of the U.K.

Founded in 2014 by Matt Rednor, Decoded is a truly integrated, creative, technology, and media agency creating breakthrough campaigns that make brands perform. Challenging convention, it took some of the best talent from strategy, creative, media, design, and the direct-to-consumer world and put together a new team and way of working to bridge the gap between meaningful storytelling, data-led optimizations, and commerce. With almost 200 people in New York and Los Angeles, Decoded services global clients such as T-Mobile, Intuit, Visa, WW International, and SC Johnson.

Sir Martin Sorrell, Executive Chairman of S4 Capital said: “Matt and his colleagues at Decoded share our vision of using data to develop and produce effective creative work and distribute campaigns through digital media. They have created an award-winning, highly successful agency, which will be a significant addition to the family.”

Wesley ter Haar, Founder of MediaMonks and Executive Director at S4 Capital, said, "The past two years have seen us increasingly working for clients across our data, creative and digital media practices and the expertise and experience Matt and his colleagues bring us will heighten our ability to deliver a truly unified offer.“

Matt Rednor, Founder and Chief Executive of Decoded, said: “Since day one it's been our goal to explore every strategic, creative, and media lever at our disposal to build better brands and deliver better performance results. In S4 Capital, we’ve found a group of like-minded collaborators that immediately expand our ability to disrupt the industry with a more modern approach to creativity.”

At Decoded, we believe in partnership - it's what we seek in all of our relationships. In PALAZZO, we found a team who embody that ethos. Through their tireless efforts, decades of expertise, and intuitive problem-solving ability, they were able to ensure the optimal outcome for our shareholders and the future of Decoded. That's true partnership."

Matt Rednor, Founder and CEO, Decoded

Additional Resources:
Decoded MediaMonks S4 Capital

PALAZZO Advises Arteric on its Sale to Relevate Health Group, a Portfolio Company of Mountaingate Capital

The acquisition creates a next generation data and machine learning-driven agency serving the pharmaceutical, biotechnology, and healthcare markets

PALAZZO is pleased to announce it has 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 (Relevate), a data-driven marketing products and services communications firm and a portfolio company of Mountaingate Capital.

Founded in 1999, 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. Arteric is led by CEO Hans Kaspersetz. The Company specializes in digital brand strategy, software engineering, SEO, SEM, Veeva™, CRM, websites, and analytics. Arteric realized exceptional growth supporting five major US and global product launches in 2020.

Ohio-based Relevate is a data-driven marketing products and services communications firm that leverages a proprietary data analytics approach with scalable, locally focused products to create brand awareness and drive behavioral changes among healthcare providers (HCPs) and patients.

The combined company will capitalize on its shared expertise to provide a full range of digital marketing services for leading, challenger, and new growth brands. Clients can launch brands nationally, engage and monitor HCPs locally, and optimize marketing continuously via powerful analytics supporting multichannel targeting and execution across all digital channels.

“Relevate now offers even more powerful options for clients to reach HCPs and patients with new products and services, better addressing the sales and marketing challenges accelerated by COVID-19.” said Jeff Spanbauer, CEO of Relevate, who will serve as CEO and Board member.

“Arteric has always been focused on innovative approaches using data, content, software and digital media to enable our clients to achieve dramatically better results in pre-launch, launch and post-launch campaigns. With Relevate we have taken that vision to the next level,” said Hans Kaspersetz, who will assume the role of Chief Innovation Officer and Board member.

“We are thrilled to partner with Jeff, Scott, Hans and their teams at Relevate and Arteric. The combined entity offers an exciting new platform for Mountaingate that we believe will see exceptional growth and success,” said Bruce Rogers, Managing Director of Mountaingate Capital.

Phil Palazzo, Founder and President of PALAZZO, remarked on the transaction, “Arteric is one of the top healthcare digital marketing firms in the country thanks to their unrivaled machine learning-driven solutions. The combination with Relevate and Mountaingate is a natural fit that will expand capabilities, enable cross-selling, and fuel growth. We are honored to have worked with the Arteric team on this transaction and we wish them continued success as they embark on their next chapter.”

The PALAZZO team made a multiyear commitment to Arteric while we matured, grew, and prepared for a strategic transaction. They offered sage guidance at each stage. The team worked tirelessly to guide us through the complexities of the sale, successfully negotiating a great deal and ensuring that we made wise decisions. They anticipated challenges and hedged the risks successfully. We are delighted with the outcome and credit PALAZZO with a lot of our success."

Hans Kaspersetz, CEO & Co-Founder, Arteric

Additional Resources:
Arteric Relevate Health Group Mountaingate Capital Press Release

PALAZZO Advises Jarrard Phillips Cate & Hancock on its Sale to The Chartis Group, a Portfolio Company of Audax Private Equity

Leading healthcare consultancy brings depth in strategic communications and change management to The Chartis Group and the U.S. healthcare providers it serves

PALAZZO is pleased to announce it has served as exclusive financial advisor to Jarrard Phillips Cate & Hancock (“Jarrard”), a Nashville-based strategic communications and change management firm serving the healthcare industry, on its sale to The Chartis Group (“Chartis”), a leading healthcare advisory and analytics firm and a portfolio company of Audax Private Equity.

Founded in 2006, 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 joins Chartis at a time of great promise and challenge in the nation's healthcare delivery landscape. U.S. hospitals, health systems, and other providers are confronted with dynamic operational, clinical, and financial challenges while simultaneously being presented with unlimited opportunities for disruption and innovation. In both cases, organizations are facing the need to evolve and continue to grow and transform – which requires not only new strategic, clinical, digital, and operating models – but also the ability to ensure their effective implementation and adoption. To that end, Jarrard brings great complementary strengths to Chartis.

"The power of what our two organizations can do together to help clients fully achieve their strategic and operational objectives could not be greater," said Ken Graboys, CEO of The Chartis Group. "We believe successful, sustainable transformation requires effective change management and communications. By partnering with Jarrard, we can more effectively deliver results for our clients and the healthcare industry at large."

"We are combining the power of effective communications with the exceptional strategic, financial, technological, and operational expertise of Chartis," said David Jarrard, CEO of Jarrard. "We are bringing together the art and the science of change to a rapidly-evolving industry and in service to a mission – shared by both organizations – to work to make healthcare better."

The acquisition of Jarrard furthers Chartis' commitment to providing U.S. healthcare providers best-in-class advisory capabilities. Under the partnership, like other sister companies, Jarrard retains its brand, culture, leadership, and approach to client service, while being augmented by the expertise and resources of Chartis.

Matt Hasson, Managing Director of PALAZZO, remarked on the transaction, “Jarrard is among the best in the business when it comes to advising healthcare providers on important strategic internal/external communications and change management initiatives. Inasmuch as the Jarrard and Chartis offerings are highly complementary, the businesses are also very much aligned with respect to their overarching missions of helping healthcare provider clients navigate the complexities of an ever-changing healthcare environment. On behalf of PALAZZO, it has been a pleasure and a privilege to work with the Jarrard team on this successful transaction, and we wish them all the best in this exciting new partnership with Chartis.”

On working with PALAZZO, David Jarrard expressed, “We needed expert advisors who we could trust to not only guide us through the transaction, but also to translate the intricacies of the process so we could make thoughtful, informed, confident decisions at every milestone. The PALAZZO team were valuable partners to us in what was easily one of the most important decisions in the life of our firm.”

Terms of the transaction were not disclosed. Under the agreement, Jarrard will continue to operate with its existing leadership and staff as a wholly owned subsidiary of Chartis.

We needed expert advisors who we could trust to not only guide us through the transaction, but also to translate the intricacies of the process so we could make thoughtful, informed, confident decisions at every milestone. The PALAZZO team were valuable partners to us in what was easily one of the most important decisions in the life of our firm."

DAVID JARRARD, CEO AND CO-FOUNDER, JARRARD PHILLIPS CATE & HANCOCK

Additional Resources:
Jarrard Phillips Cate & Hancock The Chartis Group Audax Private Equity PALAZZO Press Release
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