Technology & Services

Plane engine

Our practice combines...

years of relevant transaction experience, a global network of long-standing relationships and deep industry knowledge to provide strategic and financial advisory services to leading technology companies. Focused on the middle-market, our senior bankers devote a high level of attention to every transaction and ensure we meet the unique needs of our clients.

Mesirow Advises Candidly on the sale of its subsidiary, College Finance Company

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“We were pleased to advise Candidly on this transaction, which represents a significant milestone in the evolution of the College Finance platform,” said Bob Lockwood, Managing Director at Mesirow Investment Banking. “I have had the opportunity to work with the executive team at College Finance across multiple transactions, tracking their entrepreneurial successes over many years.”

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Advantages

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CONNECTED

Longstanding relationships with executive decision makers at the relevant strategic, private equity and lending participants in the industry

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EXCLUSIVE

Our exclusive focus on the middle market provides the insight needed to relate to entrepreneurial business owners and their management teams

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EXPERIENCED

Successful track-record of communicating a company's unique attributes through a custom process rather than a one size fits all approach

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TRUSTED

We take a long-term approach to client relationships and serve as a resource as they consider strategy, financing, growth and liquidity

Sector focus

Vertical Markets

- Agriculture & grocery
- AEC & real estate
- Healthcare & financial
- Govt & safety
- Travel & sports

Digital Marketing & Media

- MarTech & adTech
- Agencies
- Information & data services
- Media & entertainment
- Publisher tech

Human Capital

- Audit & compliance
- Certification & education
- Engagement & training
- Talent acquisition

IT Services

- Cloud & cyber
- Digital transformation
- MSPs
- Network & mobility
- Systems integration

eCommerce & Consumer

- Marketplaces
- Omnichannel
- Incentives & loyalty
- Operation & fulfillment
- Pricing & sourcing

Supply Chain Technology

- IoT & telematics
- Sourcing & fulfillment
- Transportation & logistics
- Warehouse & automation

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“We understand and relate to entrepreneurial business owners and their management teams. We implement custom strategies that ensure we meet their strategic and financial goals.”

Shane McDaniel, Managing Director, Investment Banking

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Senior leaders

Headshot of Bob Lockwood

Bob Lockwood

Managing Director | Technology & Services

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Headshot of Shane McDaniel

Shane McDaniel

Managing Director | Technology & Services

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Deals illustrated herein represent a broad cross section of transactions that we have closed in this sector