JEGI CLARITY and Leonis Partners Merge to Form a Global M&A Powerhouse

On March 11, 2025, JEGI CLARITY and Leonis Partners took a significant step in the world of mergers and acquisitions (M&A) by announcing their strategic merger, combining their extensive expertise and resources. JEGI CLARITY, a well-established firm with 37 years of experience in media, marketing, and legal advisory, and Leonis Partners, a notable player in software, fintech, and technology transactions, are poised to create a robust platform destined for the dynamic global economy.

Strength in Collaboration

The merger joins two firms with complementary strengths, enhancing their sector coverage and deepening their transaction expertise. The newly formed company, branded as JEGI CLARITY LEONIS (JCL), will operate from headquarters in both New York and London, supported by a team of over 100 experts worldwide, including significant presences in Sydney and Boston. In the previous year, the two companies collectively closed 35 transactions, amassing a transaction volume close to $5 billion, demonstrating their efficacy and reach in the market.

Leadership Structure Unveiled

In North America, the leadership team will consist of Co-CEOs Robert Koven, the founder and managing partner of Leonis Partners, and Scott Mozarsky, managing director of JEGI CLARITY. Doug Stowe will take on the role of President and COO. Meanwhile, Wilma Jordan, the founder and CEO of JEGI CLARITY, will serve as the Executive Chair for North America, ensuring a continuity of leadership that emphasizes best practices in client service.

For the European division, the firm will be guided by a seasoned leadership team including Marcus Anselm, San Datta, Jonathan Davis, Robert Koven, and Richard Vaughan, while Ben Tolley will oversee operations in the Asia-Pacific region.

This global leadership team plans to uphold the client-centric approach that has characterized both companies throughout their histories. "This transaction brings together two reputable firms with complementary expertise dedicated to delivering exceptional results for our clients," says Wilma Jordan.

A New Era of Integration and Innovation

The merger not only amplifies JCL's M&A capabilities but also reflect the merger of the technological landscape with traditional advisory roles. JCL is set to focus on transactions ranging from $50 million to $500 million, while maintaining flexibility to engage in transactions outside this range. The amalgamation of expertise includes technology-enabled services, legal tech, information, marketing, media, software, payment processing, telecommunications, and more, showcasing the growing convergence of technology and services across various industries.

Moreover, this merger offers the opportunity to diversify the talent pool within the company. By integrating experienced professionals with fresh perspectives from both firms, JCL is well-positioned to foster continuous innovation and maintain relevance in an ever-evolving market environment. The shared cultural commitment to excellence and a unified management philosophy underscore JCL’s ambition to be recognized as the leading M&A advisory firm globally.

Looking Ahead

The merger is anticipated to be finalized in the second or third quarter of 2025, pending regulatory approvals from the Financial Industry Regulatory Authority (FINRA) and the Financial Conduct Authority (FCA) along with other customary closing conditions.

Those seeking more information about this transaction can reach out to Kelsey Kovachik Haar at email protected] or visit [www.jegiclarity.com and www.leonispartners.com.

Company Background

JEGI CLARITY

JEGI CLARITY is a distinguished M&A advisory firm specializing in the media, events, marketing, information, and technology sectors. Over its 35-year history, the firm has successfully completed more than 800 transactions, establishing its reputation as a leader in the industry.

Leonis Partners

Leonis Partners is a full-service advisory firm committed to empowering entrepreneurs and their businesses. Known for its results-oriented approach, Leonis leverages decades of experience from leading global financial institutions to provide tailored solutions in M&A, capital raising, fairness opinions, valuations, and other special situations, continuously creating value for clients across the technology sector and beyond.