Insightly

Canaccord Genuity Acts as Exclusive Financial Advisor to Insightly, a Leading SaaS CRM Platform, on its Merger with Unbounce, a Portfolio Company of Crest Rock Partners

Canaccord Genuity is pleased to announce that Insightly, a leading all-in-one provider of customer relationship management (“CRM”), marketing automation, and customer success software, has merged with Unbounce, a global leader in landing page creation and optimization software and portfolio company of Crest Rock Partners.

Founded in 2009, Insightly is a highly configurable and customizable SaaS CRM platform, hyper focused on serving the unique business requirements of small and medium business (“SMB”) and mid-market customers. Insightly is modern, affordable, easy-to-use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can’t. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform.

Unbounce is a global leader in landing page creation and optimization software. Since 2010, Unbounce has helped customers generate billions of leads, sales, and signups. With an easy-to-use builder designed for any skill level and AI-powered features to help launch campaigns quicker, Unbounce gives marketers everything they need to get great results and grow their businesses.

Crest Rock Partners is a Denver-based private equity firm focused on the lower middle market. Founded in 2019, the firm seeks investment opportunities where it can leverage its principals’ extensive operating and investing experience to help companies execute their strategic growth initiatives.