Morgan Partners Overview
- Service
- Investment Bank
- Founded
- 2005
- Employees
- 25
- Serviced Companies
- 29
- Serviced Deals
- 26
- Serviced Investors
- 12
Morgan Partners General Information
Description
Founded in 2005, Morgan Partners is a highly focused middle-market financial technology investment bank based 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
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 (26)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| WELIS | 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 | May 2019 | 00000 | 0000000 |
| 0000 0000000 00000 | Advisor: General | Jan 2019 | 00000 | 0000000 |
| 0000000000 | Advisor: General | Nov 2018 | 00000 | 0000000 |
| 000000000 00000000 | Advisor: General | Jul 2018 | 00000 | 0000000 |
| Insurance Technologies Corporation | Advisor: General | Apr 2018 | 00000 | 0000000 |
| TFG Financial Systems | Advisor: General | Mar 2017 | 00000 | 0000000 |
Morgan Partners Services to Investors
Service on a Deal — Buy Side (15)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Xceedance | Advisor: General | Jan 2020 | 00000 | 0000000 |
| 0000000000000 | Advisor: General | Nov 2019 | 00000 | 0000000 |
| 000000 000000 0000 | Advisor: General | Jul 2019 | 00000 | 0000000 |
| 0000000 | Advisor: General | Jan 2019 | 00000 | 0000000 |
| 00000 00000 000000 | Advisor: General | Dec 2017 | 00000 | 0000000 |
| 0000000 | Advisor: General | Aug 2017 | 00000 | 0000000 |
| 0000000 | Advisor: General | May 2017 | 00000 | 0000000 |
| 0000 | Advisor: General | Mar 2015 | 00000 | 0000000 |
| Forexware | Advisor: General | Jul 2014 | 00000 | 0000000 |
| Cover-All Technologies | Advisor: General | Apr 2010 | 00000 | 0000000 |
Service on a Deal — Sell Side (1)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| ABS Group | Advisor: General | Dec 2013 | 00000 | 0000000 |
Morgan Partners Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
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