#USA #Los Angeles #AI Solutions #Shamrock Capital #Neocol

Shamrock Capital's Game-Changing Investment in Neocol

On May 7, 2025, Shamrock Capital, a prominent investment firm located in Los Angeles, announced a strategic investment in Neocol, a leading company specializing in sales and AI software consulting. This collaboration marks a significant development as it represents the inaugural transaction of Shamrock's recently launched small-cap fund, Clover Fund I, LP.

Neocol, founded in 2003 by CEO Ryan Lott, has positioned itself as a high-growth consulting firm that focuses on optimizing organizations’ go-to-market sales functions. By harnessing the power of AI agents and the Salesforce product suite, Neocol aids clients in integrating complex technological solutions. With its profound expertise in the field, the company offers services that enhance clients' efficiency throughout the entire revenue lifecycle—covering sales operations, finance processes, and contract management.

Shamrock Capital’s partners, Sam Halls and Ryan Smiley, expressed their enthusiasm about the investment, stating, “Neocol is precisely the kind of industry leader we aimed to partner with when creating the Clover Fund. We perceive Neocol as a best-in-class firm, recognized within Salesforce's partner ecosystem for its innovative strategies and purpose-built intellectual property.”

The investment is set to leverage Neocol's robust client base and effective service delivery as the demand for AI technologies continues to surge across various sectors. Neocol currently serves a diverse array of marquee clients and is known for its strategic consulting and implementation services. With around 145 employees, the company has built a solid reputation and aims to expand its capabilities further with the backing of Shamrock Capital.

In his statement, Ryan Lott highlighted the significance of the partnership, stating that working with Shamrock validates Neocol’s market-leading approach and aims to provide the most innovative solutions to meet pressing business challenges. He expressed anticipation for an expanded range of capabilities and a commitment to aiding innovative companies in overcoming their key objectives.

Following the transaction, Salesforce Ventures, which had previously invested in Neocol in 2023, will remain an important shareholder in the consulting firm, reinforcing Neocol's strategic position within the Salesforce ecosystem.

The legal advisor roles for this transaction were filled by Willkie Farr and Gallagher for Shamrock Capital and Koley Jessen for Neocol, with financial advisory support from Canaccord Genuity.

About Neocol

Neocol excels in empowering the most innovative companies around the globe to scale and drive revenue growth. As a leading pure-play Salesforce partner, Neocol has developed repeatable playbooks and assets that facilitate high-level transformations.

About Shamrock Capital

Founded in 1978 and originally serving as a family investment company for Roy E. Disney, Shamrock Capital has evolved into a specialized investment firm managing approximately $6.6 billion in assets as of December 31, 2024. The firm primarily focuses on media, entertainment, communications, and related sectors, utilizing a multifaceted investment strategy that encompasses private equity investments, content ownership, and media rights financing. Shamrock Capital prides itself on partnering closely with strong management teams to enhance value creation in each investment opportunity.

This strategic investment not only showcases Shamrock Capital's commitment to advancing innovations in the sales and technology consulting space but also lays the groundwork for Neocol’s growth trajectory in integrating transformative AI solutions for businesses seeking to elevate their operational efficiency and revenue performance.