Expertise

Financial Sponsors

As a leading advisor to the private equity community, we deliver domestic and international opportunities for financial sponsors in the US, Canada, UK & Europe and Asia-Pacific regions.

Extensive Market Coverage With a Global Perspective

Our industry insight, proprietary ideas and execution experience benefit private equity and venture capital firms, family offices and pension funds around the globe.

We coordinate with our global investment banking and advisory teams to provide in-depth knowledge and industry specific expertise to the financial sponsor community.

We have Equity Capital Markets capabilities in issuing equity for both public and private companies. This enables us to expand liquidity options to include IPOs, follow-on offerings and private placements.

Our uniquely independent Debt Advisory & Restructuring capabilities complement our extensive market and deep execution experience.

Financial Sponsors are a Cornerstone of our Combined M&A Practice

Level of sponsor-backed deals underscores rigor and sophistication of transaction process management

  • 46%

    deals representing an investors portfolio company1

  • >2/3

    of M&A transactions involved Financial Sponsors on at least one side of the deal1

Ranked #1 by PitchBook For US Middle-Market TMT Transactions

Rank Firm Name # of Transactions 2023
1 Canaccord Genuity 46
2 Lincoln International 22
3 Raymond James 17
4 Houlihan Lokey 16
5 William Blair 15
6 AGC 11
7 Jefferies 10
7 Moelis 10
9 Evercore 9
9 Piper Sandler 9
9 Stifel 9
12 Lazard 8

Source: PitchBook. Transaction totals represent U.S. M&A/Control Transactions, All Buyout Types, and Growth/Expansion transactions <$500M in the Technology, Media & Telecommunications segment as classified by PitchBook

Rank First Name # of Transactions 2021-2023
1 Canaccord Genuity 174
2 Houlihan Lokey 95
3 William Blair 82
3 Lincoln International 82
5 Raymond James 79
6 Goldman Sachs 70
7 Jefferies 58
8 Baird 53
9 Evercore 51
10 Lazard 45
10 Stifel 45
12 Morgan Stanley 40

Ranked #1 by PitchBook For Media & Information Services Advisory

Rank Firm Name # of Transactions 2023
1 Canaccord Genuity 41
2 Houlihan Lokey 14
3 BrightTower 9
3 Moelis 9
5 Lincoln International 7
6 TobinLeff 6
7 AGC 5
7 Generational Group 5
7 JEGI 5
7 Raymond James 5

Source: PitchBook. Transaction totals represent U.S. M&A/Control Transactions, All Buyout Types, and Growth/Expansion transactions <$500M in the Media & Information Services segment as classified by PitchBook

Rank First Name # of Transactions 2021-2023
1 Canaccord Genuity 132
2 Houlihan Lokey 59
3 Raymond James 38
4 Lincoln International 36
5 BrightTower 27
6 Moelis 25
7 JEGI 23
8 GP Bullhound 22
9 William Blair 21
10 Jefferies 17

Meet Our Financial Sponsors Team

  • Isaiah Knouff

    Isaiah Knouff

    Managing Director & Co-Head of Financial Sponsors Coverage

    iknouff@cgf.com

    View bio

  • Amy LaBan, CFA

    Amy LaBan, CFA

    Managing Director & Co-Head of Financial Sponsors Coverage

    alaban@cgf.com

    View bio

  • Bryan Cummings

    Bryan Cummings

    Managing Director, US Financial Sponsors

    bcummings@cgf.com

    View bio

  • Tara Stowe

    Tara Stowe

    Head of European Financial Sponsors Coverage

    tstowe@cgf.com

    View bio

    1. Company information as of March 31, 2023.