Financial Sponsors

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