Morgan Partners Overview

  • Service
  • Investment Bank

  • Founded
  • 2005

Founded
  • Employees
  • 25

Employees
  • Serviced Companies
  • 32

  • Serviced Deals
  • 29

  • Serviced Investors
  • 13

Morgan Partners General Information

Description

Established in 2005, Morgan Partners is a highly focused middle-market financial technology investment bank headquartered in Wellesley Hills, Massachusetts. The firm provides tailored expert services with deep industry relationships, and vertical domain expertise. The firm's services consist of sell-side and buy-side M&A, capital raising, and strategic advisory to technology companies in the insurance, capital markets, banking, and related sectors. The firm has an office in Charlotte, North Carolina.

Contact Information

Year Founded
2005
Service Provider Type
Investment Bank
Primary Office
  • 100 Worcester Street
  • Suite 202
  • Wellesley Hills, MA 02481
  • United States
+1 (617) 000-0000

Morgan Partners Services to Companies

Service on a Deal (29)

Company Name Service Provided Deal Date Deal Type Deal Amount
AgencyBloc Advisor: General Oct 2021 00000 0000000
00000 Advisor: General Sep 2021 00000 0000000
000 000000 00000 Advisor: General Jan 2021 00000 0000000
00000 Advisor: General Sep 2020 00000 0000000
0000-0000000 00000 Advisor: General Jun 2020 00000 0000000
000000 Advisor: Financial Due Diligence Dec 2019 00000 0000000
000000 Advisor: General Oct 2019 00000 0000000
000000000 Advisor: General Jun 2019 00000 0000000
Risk Control Technologies Advisor: General Jan 2019 00000 0000000
AccuAgency Advisor: General Nov 2018 00000 0000000
You’re viewing 10 of 29 services to companies. Get the full list »

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Morgan Partners Services to Investors

Service on a Deal — Buy Side (20)

Investor Name Service Provided Deal Date Deal Type Deal Amount
ReSource Pro Advisor: General Sep 2021 00000 0000000
0000 Advisor: General Aug 2021 00000 0000000
00000000 000 Advisor: General Jan 2021 00000 0000000
00000000 000 Advisor: General Jan 2021 00000 0000000
0000000000000 Advisor: General Nov 2020 00000 0000000
000000000 Advisor: General Jan 2020 00000 0000000
0000000000000 Advisor: General Nov 2019 00000 0000000
000000 000000 0000 Advisor: General Jul 2019 00000 0000000
Genpact Advisor: General Jan 2019 00000 0000000
Split Limit Studios Advisor: General Dec 2017 00000 0000000
You’re viewing 10 of 20 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
ABS Group Advisor: General Dec 2013 00000 0000000
000 000000 00000 Advisor: General 00000 0000000
To view Morgan Partners’s complete services on a deal — sell side history, request access »

Morgan Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Morgan Partners Team (16)

Name Title Deals Office Contact
Info
Hugh Keefe Managing Director 0 Wellesley Hills, MA
Patrick Vaughn Managing Director 0 Wellesley Hills, MA
Mike Cavallaro Investment Banking Senior Analyst Wellesley Hills, MA
Ames Tardio Vice President Wellesley Hills, MA
Joseph Rooney Investment Banking Analyst Wellesley Hills, MA
You’re viewing 5 of 16 team members. Get the full list »