Technology & Services

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

“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.”

Start the conversation

Advantages

Connected

Long-standing relationships with executive decision makers at the relevant strategic, private equity and lending participants in the sector

Exclusive

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

Experienced

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

Trusted

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

Senior deal team

Bob Lockwood
Managing Director
Investment Banking
Shane McDaniel
Managing Director
Investment Banking

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
“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

Notable transactions

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

Insights

Stay current

Get the latest updates in the M&A landscape with news and insights from our senior banking professionals.

M&A Perspectives

Explore insights across all Mesirow Investment Banking sectors.

Explore other opportunities

Investment Banking

Our teams deliver middle market expertise for entrepreneurs, financial sponsors and large corporations.

Wealth Management

We build comprehensive wealth plans that connect clients to what matters today and across generations.

Spark

A quarterly email that brings together insights from across the entire Mesirow organization, with perspectives on markets, sectors and investing in what matters.

By clicking Sign up you're confirming that you agree with our Terms of use policy.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.