Morgan Partners Overview

  • Service
  • Investment Bank
  • Founded
  • 2005
Founded
  • Employees
  • 25
Employees
  • 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

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
You’re viewing 10 of 26 services to companies. Get the full list »
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

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
You’re viewing 10 of 15 services on a deal — buy side. Get the full list »

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
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

This information is available in the PitchBook Platform. To explore Morgan Partners‘s full profile, request access.

Request a free trial

Morgan Partners Team (15)

Name Title Deals Office Contact
Info
Marc Maselli Founder & Managing Director 00 Wellesley Hills, MA
Patrick Vaughn Managing Director Wellesley Hills, MA
Hugh Keefe Director Wellesley Hills, MA
Christian Kim Investment Banking Senior Analyst Wellesley Hills, MA
Ames Tardio Senior Associate Wellesley Hills, MA
You’re viewing 5 of 15 team members. Get the full list »