Leonis Partners
JEGI Leonis is a privately held M&A advisory firm specializing in lower middle-market transactions across the global technology, software, media, and business services sectors, with 900+ completed deals over nearly four decades and offices in New York, London, Boston, and San Francisco.
- Company typePrivate
- Founded1986
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Leonis Partners does
JEGI Leonis (also referenced as Leonis Partners) is a specialized M&A advisory firm focused on the global technology, software, media, and business services industries. Founded approximately in 1986 and headquartered in New York, the firm has completed more than 900 transactions over nearly four decades of operation. It operates from offices in London, Boston, and San Francisco, providing transatlantic coverage of lower middle-market private companies and executing mandates for both U.S. and EMEA-based clients.
The firm runs on a partner-led advisory model, with senior professionals directly leading each transaction from origination to close. Sector coverage spans approximately ten verticals, including Marketing and Technology Services, AI & SaaS, Legal Market Technology and Services, Financial Technology and Payments, B2B Information and Events, Business and Professional Services, Digital Media and Ecommerce, Global Knowledge, Insights/Data and Analytics, and Healthcare IT. Services include sell-side advisory, buy-side advisory, and strategic consulting, with the firm having recently extended into alternative structures such as GP-led continuation vehicles. The firm does not publish pricing or revenue figures, consistent with privately held partnership advisory firms.
The revenue model is professional services-based, generating income through M&A advisory fees structured as retainers, success fees, or hybrid arrangements. Business development is driven by direct relationship-based engagement with enterprise clients, supplemented by thought-leadership content, an annual Media & Technology Conference, podcast appearances, a newsletter subscription service, and an active LinkedIn presence. The firm is privately held with no parent company or institutional investors disclosed, and operates independently as a partnership. Named leaders include Managing Director Robert Koven and Director Stephen Miller.
Leonis Partners firmographics
Firmographics- Name
- Leonis Partners
- Legal name
- JEGI Leonis
- Website
- https://leonispartners.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- JEGI Leonis is a privately held M&A advisory firm specializing in lower middle-market transactions across the global technology, software, media, and business services sectors, with 900+ completed deals over nearly four decades and offices in New York, London, Boston, and San Francisco.
- Ownership category
- akta.pro rank
Leonis Partners industry classification
Industry- Product category
- Investment Banking & M&A Advisory
- NAICS
- Management, Scientific, and Technical Consulting Services (5416), Management Consulting Services (54161)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- M&A Advisory (Buy-side/Sell-side) (BPAHADAC)
- akta.pro secondary industries
- Strategy & Corporate Development Consulting (BPAHACAA), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)
Keywords
Where Leonis Partners is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Leonis Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- M&A Advisory Services: Advisory fees for merger and acquisition transactions including sell-side mandates, buy-side advisory, and strategic consulting for clients in technology, media, marketing, and business services sectors.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Leonis Partners product offering
Product offeringCore offering
JEGI Leonis is an M&A advisory firm providing sell-side mandates, buy-side advisory, strategic consulting, and late-stage capital raises for private lower middle-market businesses. The firm focuses on the global media, marketing, information, and technology industries, organizing its practice around ten sector verticals including Marketing and Technology Services, AI and SaaS, Legal Market Technology and Services, Financial Technology and Payments, B2B Information and Events, Business and Professional Services, Digital Media and Ecommerce, Global Knowledge, Insights/Data and Analytics, and Healthcare IT. The firm has completed more than 900 transactions over nearly 40 years through partner-led advisory teams based in New York, London, Boston, and San Francisco.
Product overview
Leonis Partners (JEGI Leonis) is an M&A advisory firm, not a software product company. Their offering consists of transaction advisory and consulting services organized around sector expertise rather than a software platform or modules. Services include M&A advisory across sectors including Marketing and Technology Services, AI and SaaS, Legal Market Technology and Services, Financial Technology and Payments, B2B Information and Events, Business and Professional Services, Digital Media and Ecommerce, Global Knowledge, Insights/Data and Analytics, and Healthcare IT. The firm has completed over 900 transactions over nearly 40 years.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Sell-Side Advisory Sell-side advisory services for owners of private lower middle-market companies in technology, media, marketing, and business services sectors, guiding them through sale processes from preparation and valuation through buyer identification and transaction close.
- M&A Buy-Side Advisory Buy-side advisory services assisting acquirers in identifying, evaluating, and executing acquisition targets in technology, media, marketing, and business services sectors.
- Strategic Consulting Strategic consulting engagements for companies in technology, media, marketing, and business services sectors, providing market intelligence, positioning guidance, and transaction readiness support.
- Late-Stage Capital Raises Advisory services for late-stage capital raises for private lower middle-market businesses in technology, media, marketing, and business services sectors.
Companies that use Leonis Partners
Customer profileSegments9 records
Ideal customer profiles1 record
Leonis Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Leonis Partners partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights4 records
Leonis Partners competitors and assessment
Company assessmentDirect peers
- Berkery Noyes: US boutique M&A advisor focused on information, software, and technology-enabled services. Highly comparable vertical focus and middle-market deal size profile to JEGI Leonis.
- GP Bullhound: European-headquartered advisory firm specializing in technology, software, and digital media M&A. Overlaps directly with JEGI Leonis in cross-border tech/media mid-market transactions and thought-leadership-driven client engagement.
- Drake Star Partners: Global tech-focused M&A advisory boutique with deep coverage of software, digital media, and fintech. Direct competitor to JEGI Leonis in mid-market tech/media sell-side and buy-side mandates.
- Livingstone Partners: Global mid-market M&A advisor with dedicated media, marketing services, and technology practices. Competes for similar sell-side mandates in marketing services and B2B information.
- Woodbridge International: Lower middle-market M&A advisory firm with broad sector coverage including technology and business services. Competes for similar founder-led sell-side mandates in the $10M-$100M EV range.
- Cascadia Capital: US-based boutique advisory firm with sector focus on technology, media, and business services. Closely comparable in deal size range, vertical specialization, and partner-led delivery model.
- Silverpeak: Boutique M&A advisor exclusively focused on technology and tech-enabled media. Overlaps directly with JEGI Leonis in SaaS, digital media, and marketing services transactions.
Broad incumbents
- Houlihan Lokey: Large global investment bank with dedicated TMT (Technology, Media, Telecom) M&A practice. Competes with JEGI Leonis on larger tech/media sell-side mandates while offering broader financing and capital markets capabilities.
- Lincoln International: Global middle-market investment bank with strong tech, media, and business services M&A practices. Directly comparable service offering across verticals that overlap with JEGI Leonis's sector focus.
- PJ Solomon / Solomon Partners: Investment bank with significant TMT and digital media practices. Active in mid-market tech/media M&A similar to JEGI Leonis, though broader in industry coverage.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Leonis Partners social profiles
Digital presenceLeonis Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Leonis Partners leadership team
Management profileNumber of profiles
Profiles2 records
Leonis Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Leonis Partners M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Leonis Partners
What does Leonis Partners do?
JEGI Leonis is an M&A advisory firm providing sell-side mandates, buy-side advisory, strategic consulting, and late-stage capital raises for private lower middle-market businesses. The firm focuses on the global media, marketing, information, and technology industries, organizing its practice around ten sector verticals including Marketing and Technology Services, AI and SaaS, Legal Market Technology and Services, Financial Technology and Payments, B2B Information and Events, Business and Professional Services, Digital Media and Ecommerce, Global Knowledge, Insights/Data and Analytics, and Healthcare IT. The firm has completed more than 900 transactions over nearly 40 years through partner-led advisory teams based in New York, London, Boston, and San Francisco.
Is Leonis Partners a public or private company?
Leonis Partners is a private company. It is classified as management employee owned and is currently operating.
When was Leonis Partners founded?
Leonis Partners was founded in 1986. It employs 11 to 50 people.
Where is Leonis Partners based?
Leonis Partners is headquartered in New York, United States, in the North America region.
How does Leonis Partners make money?
One revenue line is on record: M&A Advisory Services.
Who are Leonis Partners's main competitors?
Direct peers on record are Berkery Noyes, GP Bullhound, Drake Star Partners, Livingstone Partners, Woodbridge International, Cascadia Capital and Silverpeak. Broad incumbents are Houlihan Lokey, Lincoln International and PJ Solomon / Solomon Partners.
Does Leonis Partners have an API?
No public API is recorded for Leonis Partners.
What industry is Leonis Partners in?
Leonis Partners's product category is Investment Banking & M&A Advisory. Its primary akta.pro industry code is BPAHADAC, M&A Advisory (Buy-side/Sell-side), with a secondary code of BPAHACAA, Strategy & Corporate Development Consulting. Its NAICS code is 5416 and its SIC code is 8700.