Morgan Partners Overview
- Service
-
Investment Bank
- Founded
-
2005
- Employees
-
25
- 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
Website
www.morganpartners.com
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 |
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 |
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 |
Morgan Partners Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|