JEGI CLARITY and Leonis Partners Unite to Enhance Global M&A Advisory Services

Major Merger in M&A Advisory Sphere

In a bold move in the financial market, JEGI CLARITY and Leonis Partners have announced their strategic combination to create a formidable global M&A advisory firm. The announcement made on March 10, 2025, signifies a new chapter in the landscape of mergers and acquisitions (M&A), as the two firms bring together over four decades of combined experience in a variety of sectors, including media, marketing, technology, and legal advisory services.

The Coming Together of Expertise

JEGI CLARITY, with a history extending 37 years, excels in serving segments like media, marketing, and legal markets. On the other hand, Leonis Partners, established 12 years ago, specializes in technology transactions and fintech. The merged entity, named JEGI CLARITY LEONIS (JCL), aims to leverage its extensive resources to cater to an evolving global economy, presenting a well-rounded platform for capital market capabilities.

The merger is designed to enhance sector coverage, deepen transaction expertise, and expand global reach. JCL will be headquartered in both New York and London and is expected to have approximately 100 professionals spread across major cities, including a notable presence in Sydney and Boston. The firms have already proven their capabilities by closing 35 transactions in 2024, accumulating a deal volume close to $5 billion with six deals finalized in 2025 as of February 28.

Leadership and Vision for the Future

In North America, the leadership of JCL will be shared between Robert Koven, the Co-CEO and Founder of Leonis Partners, and Scott Mozarsky, a Managing Director at JEGI CLARITY. Doug Stowe will take on the vital role of President and COO. Additionally, Wilma Jordan, the Founder and CEO of JEGI CLARITY, will become the Executive Chair for North America, ensuring continuity of the company’s client-centric approach which has long been a hallmark of its success.

The European division will be led by a core team that includes notable figures like Marcus Anselm and San Datta, while Ben Tolley will head operations in the Asia Pacific region. This diverse leadership team aims to uphold the standard of excellence synonymous with both companies, ensuring clients receive top-tier advisory services.

Commitment to Clients and Innovation

Wilma Jordan articulated the firm’s goal by stating, “This transaction brings together two firms with exceptional reputations, complementary expertise, and a shared commitment to delivering outstanding results for our clients.” This synergy allows them to embrace each firm's deep-rooted experience and infuse it with Leonis Partners' innovative perspectives, effectively future-proofing their business as they prepare to navigate the changing M&A landscape.

Robert Koven reiterated this commitment by emphasizing that the merger is about creating a stronger advisory platform, focusing on broader industry coverage and deeper insights that will lead to superior outcomes for their clientele. JCL will strategically target deals ranging from $50 million to $500 million while being flexible enough to handle larger transactions outside this range as opportunities arise.

Areas of Expertise and Future Outlook

The merger will broaden JCL’s sector expertise to include tech-enabled services, legal tech, information, marketing, media, and technology sectors. This amalgamation reflects the increasing convergence of technology and services across various industries, which is burgeoning in today’s market.

In addition to enhancing their capacity, the Transaction will enable JCL to diversify its talent pool. This combination of seasoned professionals and emerging talents seeks to ensure ongoing innovation and relevance amidst a rapidly evolving economic landscape. With shared philosophies and a strong cultural alignment, JCL positions itself as a premier player in the M&A advisory industry.

The merger is expected to be finalized by the second or third quarter of 2025, pending necessary regulatory approvals from bodies like FINRA in the US and FCA in the UK.

For further inquiries or detailed information about JEGI CLARITY and Leonis Partners, interested parties may visit their official websites or contact the marketing department directly. This merger is more than a combination of firms; it’s a significant step towards redefining excellence in the global M&A advisory space.