Strategic Union of JEGI CLARITY and Leonis Partners Creates a New M&A Powerhouse

Strategic Merger: JEGI CLARITY Joins Forces with Leonis Partners

In a major development within the mergers and acquisitions (M&A) sector, JEGI CLARITY, a distinguished M&A advisory firm with a robust 37-year history, has announced its strategic merger with Leonis Partners, a premier advisory firm specializing in software, fintech, and technology transactions. This union is poised to create an elite global advisory platform, designed to tackle the rapidly evolving dynamics of the global economy.

The agreement marks a significant milestone for both firms, enhancing their capabilities while blending their unique strengths. With JEGI CLARITY's established presence in media, marketing, information, and legal markets, and Leonis Partners' expertise in tech transactions, the newly formed entity, JEGI CLARITY LEONIS (JCL), will offer unparalleled services to its client base.

The merger aims to broaden sector coverage, enhance transaction expertise, and extend global reach. Headquartered in both New York and London, JCL will operate as a cohesive unit with over 100 professionals stationed worldwide, including significant teams in Sydney and Boston. In the previous year alone, the combined firms successfully closed 35 transactions amounting to nearly $5 billion in deal volume, showcasing their market prominence.

Leadership and Vision

The North American operations of JCL will see an executive co-leadership with Robert Koven, founder and managing partner of Leonis, and Scott Mozarsky, managing director of JEGI CLARITY, taking on CEO roles. Doug Stowe will serve as President and COO, while Wilma Jordan, founder and CEO of JEGI CLARITY, will assume the position of Executive Chair for North America. In Europe, the leadership will include a robust team comprising Marcus Anselm, San Datta, Jonathan Davis, Robert Koven, and Richard Vaughan, with Ben Tolley overseeing the Asia Pacific region.

The unified leadership is dedicated to melding the strong customer-centric focus and best practices that have defined the legacies of both firms. “This merger combines two firms with exceptional reputations, complementary expertise, and a shared commitment to delivering outstanding results for our clients,” stated Wilma Jordan. “We express our gratitude to our clients whose trust has propelled our success and look forward to integrating our deep-rooted expertise with Leonis’ innovative approach.”

Koven echoed this sentiment, emphasizing the shared culture of excellence and integrity, which prioritizes client engagement. Combining their experiences will provide a more solid and extensive platform that guarantees superior outcomes for clients across diverse industries.

Expanding Sectoral Coverage

JCL is particularly focused on transactions ranging from $50 million to $500 million, while also maintaining the capability to manage agreements outside this range. The expanded sectoral expertise covers technology-based business services, telecom, software, marketing, and legal services, reflecting the increasing convergence of technology across various fields.

This merger not only diversifies the talent pool but also amalgamates extensive experience with fresh perspectives, ensuring ongoing innovation and market relevance. The cultural alignment and shared management philosophies of the firms further solidify JCL's position as a leading advisory firm in the M&A domain.

Regulatory Approval and Future Outlook

The merger is expected to finalize in the second or third quarter of 2025, pending the necessary approvals from the Financial Industry Regulatory Authority (FINRA) in the U.S. and the Financial Conduct Authority (FCA) in the U.K., along with other standard closing conditions.

For those who wish to know more about JEGI CLARITY or Leonis Partners, they can visit their official websites at jegiclarity.com and leonispartners.com. With their unification, JCL anticipates leading the advisory industry into a new era of competence and service excellence.