Technology & Services Investment Banking
Recognized as a leading Technology & Services practice for middle-market clients, the Technology & Services Investment Banking team includes more than 50 senior bankers throughout North America and Europe that specialize in delivering premium results across a range of deal types and transaction sizes.
We employ our expansive and deep understanding of the Technology & Services industry to fuel the growth of companies across the application software, financial technology, infrastructure technology, marketing and information services, and services sectors. In addition to our full suite of investment banking services – which includes mergers and acquisitions, public equities, equity private placement and debt origination – we craft innovative, personalized strategies and leverage our powerful network of industry relationships for the benefit of our clients.
Technology & Services Insights
Transaction History
July 2026
About Providence Equity Partners
Providence Equity Partners is a specialist private equity investment firm focused on media, communications, education and technology businesses.
July 2026
About Apax Partners
Apax is a global private equity advisory firm investing in mid-market businesses across the Technology, Services, and Internet/Consumer sectors.
July 2026
About Quorum Analytics
Quorum is a leading provider of public affairs software, offering purpose-built workflow automation solutions for policy teams across corporate, government, non-profit and association customers.
July 2026
About Helio Intelligence
Founded in 1998, Helio Intelligence (previously DeHavilland) empowers its clients with expert-led insights so they can track and interpret political, regulatory and policy developments across the UK and Europe.
July 2026
About IPOINT
IPOINT, now part of Assent, is a leading provider of product sustainability intelligence, helping manufacturers and distributors collect, analyze, and report the data needed to assess the environmental, social, and economic impacts of their products and supply chains.
July 2026
About Synamedia
Synamedia’s Video Network division builds and delivers intelligent video solutions across cloud, on-prem and hybrid environments.
June 2026
About Vishay Intertechnology
Headquartered in Malvern, Pennsylvania, Vishay is one of the world’s largest manufacturers of discrete semiconductors and passive electronic components that are essential to innovative designs in the automotive, industrial, computing, consumer, telecommunications, military, aerospace, and healthcare markets.
June 2026
About Undo
Undo is a leading provider of AI-powered root cause analysis software based in Cambridge, UK.
June 2026
About UBDS Group
Founded in 2019 by Diptesh Patel, UBDS Group is headquartered in London, with offices in Manchester and Bengaluru. It provides specialist digital lifecycle, cloud adoption, cybersecurity, data and AI services.
June 2026
About Liftoff
Liftoff is a leading growth and monetization engine built for the mobile app economy.
May 2026
About Ampere Analysis
Founded in January 2015, Ampere Analysis is a new breed of media analyst firm. The company’s experienced team of sector-leading industry analysts specialises in sport, games, pay, and multiscreen TV, as well as next-generation content distribution.
May 2026
About Ampere Analysis
Founded in January 2015, Ampere Analysis is a new breed of media analyst firm. The company’s experienced team of sector-leading industry analysts specialises in sport, games, pay, and multiscreen TV, as well as next-generation content distribution.
May 2026
About Agenium
Agenium is an insurance technology platform focused on modernizing the insurance application and underwriting process.
May 2026
About AmericanTCS
Through a comprehensive suite of custody and trust services, retirement solutions, wealth management and technology software automation, AmericanTCS serves a diverse range of ecosystem participants across the country, including investment advisors, broker/dealers, TPAs and other technology vendors.
May 2026
About Ingram Micro
Ingram Micro is a leading technology company for the global information technology ecosystem.
May 2026
About CQG
CQG is a leading global provider of high-performance trading, market data, analytics, risk management and order management solutions for traders, brokers, hedgers and exchanges worldwide, with direct market access to more than 45 global exchanges.
April 2026
About CreateFuture
Founded in Scotland in 2010, CreateFuture is a market-leading digital consultancy with 550 experts across Edinburgh, Glasgow, Leeds, London and Sofia.
April 2026
About VertiGIS
VertiGIS is a leading spatial asset management and Geographic Information Systems ("GIS") solutions provider and software developer.
April 2026
About Doctrine
Founded in 2016 and headquartered in Paris, Doctrine combines a comprehensive corpus of case law, legislation and regulatory content for civil law jurisdictions with a suite of AI-powered research, drafting and analytics tools.
April 2026
About Ligentia
Ligentia is a global, technology-enabled supply chain management company headquartered in London.
April 2026
About UpKeep
UpKeep is a provider of a leading AI-powered, cloud-based maintenance management platform that empowers technicians, asset managers and operations teams with tools to streamline work orders, manage assets and optimize preventive maintenance.
April 2026
About IBA Group
IBA Group is a global leader in aviation data, intelligence and advisory services.
April 2026
About PatronManager
Provider of a donor management platform for arts and cultural nonprofits, enabling organizations to deepen patron relationships, increase fundraising effectiveness and deliver tailored patron experiences.
April 2026
About Applied Optoelectronics
Applied Optoelectronics, Inc. (AOI) is a leading, vertically integrated provider of fiber-optic networking products, primarily for internet data center, cable television, telecommunications and fiber-to-the-home applications.
April 2026
About K1x
Designed with a combination of traditional machine learning, generative AI, and agentic tax workflows, K1x delivers a modern, intelligence-driven approach that goes beyond legacy applications.
April 2026
About Enlyte
Enlyte is a P&C industry leader providing claims technology innovations and connectivity solutions, specialty networks, case management, pharmacy benefit and disability management services.
March 2026
About Karpel Solutions
Karpel is a leading provider of case management system (CMS) software for prosecutor and public defender offices nationwide.
March 2026
About LiveBarn
LiveBarn provides automated livestreaming and on-demand video and analytics for youth and amateur sports, enabling families, coaches and athletes to watch games and share moments from anywhere.
March 2026
About GlobalFoundries
GlobalFoundries is one of the world’s leading semiconductor manufacturers.
March 2026
About Valitana
Valitana, a leading provider of CLO analytics and portfolio management software, delivers modern, intuitive solutions designed to help investment professionals make informed decisions and streamline complex workflows.
March 2026
About Ingram Micro
Ingram Micro is a leading technology company for the global information technology ecosystem.
March 2026
About Deed
Deed is a global workplace social impact platform connecting employees with over two million nonprofits for volunteering, giving and wellness initiatives.
February 2026
About Softeon
Softeon is a cloud-native WMS provider focused on optimizing warehouse and fulfillment operations.
February 2026
About Whip Around
Whip Around is a leading provider of fleet and asset maintenance and compliance software.
February 2026
About InvestEdge
InvestEdge is a financial technology and compliance software company specializing in advanced tools for trade supervision, account monitoring and wealth management operations.
January 2026
About Raptor Technologies
Raptor is a provider of integrated software solutions aimed at enhancing safety and operational efficiency in K-12 schools.
January 2026
About Five Arrows
Five Arrows is the alternative assets arm of Rothschild & Co. The firm has a globally diversified group of investors comprised of institutions, corporations, international family offices and entrepreneurs from Europe, North America, and Asia who invest alongside the firm, its partners and the team.
January 2026
About Ecosystems.io
Ecosystems is the leading SaaS platform for collaborative value management and the system of record for customer outcomes.
January 2026
About Symplicity Corporation
Symplicity is a global leader in higher education career services and student support software.
December 2025
About Miami International Holdings
Miami International Holdings, Inc. (MIAX) is a technology-driven leader in building and operating regulated financial markets across multiple asset classes and geographies.
December 2025
About Extended Care Professional (ECP)
ECP (Extended Care Professional) provides an all-in-one, software platform for assisted living and senior care communities, integrating eMAR, EHR, CRM, Billing and business intelligence tools to streamline operations, enhance resident care, ensure compliance, and further deliver value-based care.
December 2025
About Symbotic
Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, A.I.-powered robotic and software platform.
December 2025
About Moody's Analytics
MALS is the training partner of choice for thousands of financial service organizations worldwide, from community-based credit unions to international banks.
October 2025
About stp.one
stp.one, headquartered in Karlsruhe, is one of the leading providers of complete legal tech solutions in Europe, which drive the digitization of law firms, insolvency administrators and corporate legal & risk management departments.
October 2025
About PSG Equity
PSG Equity is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic opportunities, and build strong teams.
October 2025
About Calitii
Calitii is a leading ServiceNow Implementation partner founded by Patrick O’Connor in June 2023 and headquartered in London. Calitii focuses on delivering for highly regulated industries and serves several major financial institutions.
October 2025
About SavvyMoney
SavvyMoney is a provider of real-time credit, financial health, lending and deposit solutions to all constituents of the digital banking ecosystem.
October 2025
About NetVendor
NetVendor is a leading provider of vendor compliance management software for property management companies (PMCs) across the multi-family and commercial real estate industries.
September 2025
About Vista Equity Partners
Vista Equity Partners is a global investment firm founded by Robert F. Smith in 2000 that specializes in enterprise software, employing private equity, private credit, and permanent capital strategies to acquire and grow software companies.
September 2025
About Arbiter
Arbiter is the trusted leader in school and athletic program management, supporting thousands of schools, leagues, and organizations nationwide for more than four decades.
September 2025
About Poppins Payroll
Poppins Payroll is a provider of payroll and tax administration services for families hiring nannies, caregivers and other domestic workers.
September 2025
About Via Transportation
Via is the technology backbone of a modern transportation network. The Company transforms public transportation systems into dynamic networks, based on data and demand.
September 2025
About Wix
Wix is a leading global platform for creating, managing and growing a complete digital presence.
September 2025
About Open Line
Founded in 2002 and headquartered in the Netherlands, Open Line is a leading cloud managed services provider with advanced cybersecurity and automation capabilities.
September 2025
About DonorSearch
Founded in 2007, DonorSearch is a leading provider of philanthropic data and AI-powered prospect research.
September 2025
About Avnet
Avnet is a leading global technology distributor and solutions provider.
September 2025
About Spark Membership
Spark Membership is a leading software and payments platform built specifically for martial arts studios.
August 2025
About Highway
Highway is the leading Carrier Identity® and risk management platform purpose-built for freight brokers.
August 2025
About Eve Holding, Inc.
Eve Holding, Inc. (“Eve”) is a leading developer of next-generation Urban Air Mobility (“UAM”) solutions.
August 2025
About Miami International Holdings
Miami International Holdings (MIAX) is a technology-driven leader in building and operating regulated financial marketplaces across multiple asset classes and geographies.
August 2025
About ePayPolicy
ePayPolicy is a leading provider of accounts receivable (“AR”), accounts payable (“AP”) and integrated payment solutions for the insurance industry.
July 2025
About SuranceBay
SuranceBay develops and services innovative software that simplifies and automates the process of buying and selling insurance. Its solutions provide an integrated experience for insurance companies, general agencies, insurance agents and consumers.
July 2025
About Nuqleous
Nuqleous provides mission-critical data analytics and space planning automation software for consumer packaged goods brands globally.
June 2025
About SiTime
SiTime is a leading provider of Precision Timing solutions to the global electronics industry. The Company’s Precision Timing solutions are the heartbeat of its customers’ electronic systems, providing the timing functionality that is needed for electronics to operate reliably and accurately.
June 2025
About ProfitSolv
ProfitSolv offers a comprehensive suite of practice management software and payments processing solutions tailored for the legal, accounting and professional services verticals.
June 2025
About Alpine Macro
Alpine Macro is a leading global investment research firm that provides forward-looking financial market forecasts and investment strategy to institutional clients across more than 60 countries.
June 2025
About Karooooo
Karooooo provides a leading operations management SaaS platform that maximizes the value of operations and workflow data by providing insightful real-time data analytics to thousands of enterprise customers.
June 2025
About Applied Optoelectronics Inc.
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment.
June 2025
About IWSR
IWSR is the leading provider of data and intelligence for the $1.2 trillion global beverage alcohol industry.
June 2025
About Uptick
Uptick is a purpose-built job management product for the fire, security, and HVAC industries. Its end-to-end solution allows service providers to streamline fire safety installations, inspection, preventative maintenance and building compliance.
May 2025
About Ommax
OMMAX is a founder-led consultancy based in Germany for business transformation, leveraging tech, data, and AI to achieve impactful results.
May 2025
About Hinge Health
Hinge Health leverages software, including AI, to largely automate care for joint and muscle health, delivering an outstanding member experience, improved member outcomes, and cost reductions for its clients.
May 2025
About MNTN
MNTN builds advertising software for brands to drive measurable conversions, revenue, site visits and more through the power of television.
May 2025
About itel
Headquartered in Jacksonville, Florida, itel is a leading data and analytics company that offers real-time material pricing and repair-versus-replace analyses to support insurance carriers and homeowners in the property claims settlement process.
May 2025
About Waystar
Waystar's mission-critical software is purpose-built to simplify healthcare payments so providers can prioritize patient care and optimize their financial performance.
May 2025
About i3 Verticals
i3 Verticals Healthcare RCM business provides a practice optimization platform offering technology-enabled RCM, practice management, patient engagement and EHR solutions.
April 2025
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment.
April 2025
About ALM
ALM is the most trusted information and intelligence company supporting both the practice of and business of professionals in the legal industry.
April 2025
About ACTICO Group
ACTICO Group is a leading international provider of digital solutions for Regulatory Compliance, Asset Administration, Credit Risk Management, Data & Reporting and Decision Automation software.
April 2025
About Eagle Point Defensive Income
Eagle Point Defensive Income Trust (the “Fund”) is a closed-end management investment company, registered under the Investment Company Act of 1940, operating as an interval fund.
April 2025
About Davisware
Davisware is a leading provider of business management software to commercial field service organizations and manufacturers in the United States and Canada.
April 2025
About 4U
The 4U platform is the leading real-time digital engagement and analytics partnership platform connecting Investment Companies and Wealth Managers.
April 2025
About Plentysystems
Plentysystems AG is an innovative software company and the developer of PlentyONE, a leading e-commerce ERP platform. The company has empowered brands and retailers to optimise their digital sales strategies by enabling seamless access to over 150 marketplaces worldwide.
March 2025
About Contentserv
Contentserv is the leading provider of a Product Information Management (PIM) and Product Experience Management (PXM) cloud.
March 2025
About Successware
Successware is an industry-leading service management software provider for the home services contractor industry dedicated to helping ensure customers have all the resources they need to manage and grow their business.
March 2025
About A10 Networks
A10 Networks is a leading provider of security and infrastructure solution for on-premises, hybrid cloud, and edge-cloud environments of the Company’s global enterprise, communication, cloud and web service provider customers.
March 2025
About Cenosco
Cenosco is an asset integrity management software company with over 20 years of product leadership in asset-heavy industries.
February 2025
About LCP Media
LCP Media specializes in high-quality visual content for real estate and multifamily, including TourBuilder virtual tour solutions, photography, 3D renderings, virtual staging and floor plans.
February 2025
About FGE
FGE is a preeminent global oil and gas consultancy which provides leading independent research, analysis, consultation, and advisory services to a large and diverse client base across the world.
February 2025
About Waystar
Waystar's software is purpose-built to simplify healthcare payments so providers can prioritize patient care and optimize their financial performance.
February 2025
About XOi Technologies
XOi, the leading provider of jobsite-focused technology for the field service ecosystem, arms the industry with a digital tool that connects people to mission-critical equipment.
January 2025
About Learnosity
Learnosity is the global leader in assessment solutions. Serving over 670 customers and more than 40 million learners, its mission is to advance education and learning worldwide with best-in-class technology.
January 2025
About CAPE Analytics
Founded in 2014, CAPE Analytics is a leading provider of geospatial AI intelligence to the insurance and real estate industries.
January 2025
About Insurance Insider
Insurance Insider, a leading intelligence platform providing data, insight and analysis for the world’s top insurers, distributors, service providers and investors.
January 2025
About SafeSend
SafeSend automates the 'last-mile' of the tax return, including assembly, review, taxpayer e-signature and delivery. Its software solves key pain points for customers and their clients by eliminating time-consuming manual tasks.
January 2025
About The Vomela Companies
The Vomela Companies, headquartered in St. Paul, Minnesota, is a full-service visual communications provider capable of producing and installing a wide variety of promotional, store décor, event, transportation and commercial graphics.
December 2024
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment, targeting customers in the CATV broadband, internet datacenter, telecom and FTTH segments.
December 2024
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment, targeting customers in the CATV broadband, internet datacenter, telecom and FTTH segments.
December 2024
About Trucker Tools
Trucker Tools is a carrier-forward capacity sourcing and load-tracking solution. Trucker Tools’ mobile app for carriers provides drivers with valuable resources on the road, access to a free-to-use load board, and multiple tracking options to meet their needs.
December 2024
About Datadog
Datadog is the observability and security platform for cloud applications. The Company's SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities.
Transaction history may include transactions completed by a Raymond James banker while at a former firm.