Our Services

Leonis Partners serves as a full-service advisor to entrepreneurs and their businesses.

Strategic Advisory Offerings

M&A Advisory

Leonis Partners excels in identifying each client’s key objectives and custom tailoring a unique process to yield world-class results. This begins with a deep understanding of our clients’ short and long term goals of price and valuation, transaction structure, ownership retention, strategic timing, employee needs, and other key factors. Only after fully appreciating the objectives do we design a process that optimizes for those targets. Our bankers achieve these objectives by using our deep domain expertise and a wide-reaching industry-specific network of key decision makers at the “right” buyers to create a highly competitive process that uses timing considerations and manipulative negotiations to maximize valuations.

Deep Domain Expertise

Leonis bankers are industry specialists focused exclusively on a core technology, software, and tech-enabled services markets enabling Leonis to provide detailed and topical insights on our client’s businesses and to formulate a tailor-made strategic framework to optimize valuation.”

Access to Key Decision Makers

Our industry-specific experience enables continual dialogue with the broad spectrum of potential buyers and investors. We know what Private Equity, Venture Capital, and Strategic Corporate buyers focus on. We manage our engagement to match their complex internal processes, navigating internal bureaucracy, to connect our clients with the decision makers needed to sponsor and drive a transaction to close.

Optimizing Timing

Leonis takes advantage of both internal and external events to catalyze buyer behavior. We use internal, pre-planned timing events to guide buyers towards historical strengths, future prospects, and the unique value drivers of every company. We are always cognizant of external events to accelerate or decelerate processes, allowing the right buyers to behave most aggressively.

Highly Competitive Customized Process

Leonis maintains control of the transaction at all times to enhance our client’s negotiating leverage. We identify alternative paths on a buyer-specific level and run them in a pattern that ensures the best bidders can all be involved in the process concurrently. Our focus on non-exclusivity for as long as possible is coupled with transparency and consistent communication to allow us to create the maximum level of competitive pressure amongst buyers. We drive the process throughout the transaction and provide our client with clear advice at every point of the transaction.

Leonis bankers are industry specialists focused exclusively on a core technology, software, and tech-enabled services markets enabling Leonis to provide detailed and topical insights on our client’s businesses and to formulate a tailor-made strategic framework to optimize valuation.”

Our industry-specific experience enables continual dialogue with the broad spectrum of potential buyers and investors. We know what Private Equity, Venture Capital, and Strategic Corporate buyers focus on. We manage our engagement to match their complex internal processes, navigating internal bureaucracy, to connect our clients with the decision makers needed to sponsor and drive a transaction to close.

Leonis takes advantage of both internal and external events to catalyze buyer behavior. We use internal, pre-planned timing events to guide buyers towards historical strengths, future prospects, and the unique value drivers of every company. We are always cognizant of external events to accelerate or decelerate processes, allowing the right buyers to behave most aggressively.

Leonis maintains control of the transaction at all times to enhance our client’s negotiating leverage. We identify alternative paths on a buyer-specific level and run them in a pattern that ensures the best bidders can all be involved in the process concurrently. Our focus on non-exclusivity for as long as possible is coupled with transparency and consistent communication to allow us to create the maximum level of competitive pressure amongst buyers. We drive the process throughout the transaction and provide our client with clear advice at every point of the transaction.

Private Capital Raises

Leonis Partners advises companies through private placement and capital raising processes. We help our clients raise capital for organic growth initiatives, shareholder liquidity, working capital, bridge financing, and corporate carveouts and divestitures.

Our team has deep experience raising capitals at all points of the capital structure across all stages of businesses. Our bankers have long-term relationships with a wide number of institutional investors, from early-stage West Coast investors, late stage-VC’s / Growth Equity Investors, and Buy-out Funds, that invest in senior debt, mezzanine capital, preferred equity and common equity. This broad spectrum of investor relationships allows Leonis to identify the best capital partner for the client’s stated objectives.

Fairness & Valuation Opinions

Leonis Partners provides highly detailed financial valuations to companies for a variety of purposes. The significant technical financial expertise and experience of our bankers enables us to handle the most complex valuation issues. We have experience working with Special Committee assignments and rendering Fairness Opinions.

We are known for our independence, our discretion, and for devoting senior-level attention throughout a project lifecycle. This results in our ability to provide an extremely thorough, well- considered, and unbiased perspective on third-party strategic transactions.

Special Situations & Restructuring

Leonis Partners provides strategic advice and financial restructuring services to companies, investors and other stakeholders, both out-of-court and in-court. We specialize in providing critical, independent advice on complex issues and transformational situations. We are distinguished by our track record of developing and implementing innovative and expeditious solutions, often driven by fresh capital, that forge consensus among diverse stakeholders and maximize value.