Petsky Prunier LLC
CG Petsky Prunier is a middle-market investment bank advising on M&A, private equity recapitalizations, and financings for technology, media, marketing, and information services companies, operating as a division of Canaccord Genuity and ranked #1 by PitchBook for US middle-market TMT transactions.
- Company typePrivate
- Founded1999
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Petsky Prunier LLC does
Petsky Prunier LLC, operating as CG Petsky Prunier, is a middle-market investment banking advisor specializing in the Technology, Media, Marketing, and Information Services (TMMIS) industries. Founded in 1999, the firm was acquired by Canaccord Genuity Group Inc. (TSX: CF, NYSE American: CF) in February 2019 and now operates as a division within Canaccord Genuity's Capital Markets platform. The firm advises on strategic sales, private equity recapitalizations, corporate divestitures, and growth, mezzanine, and alternative financings, with more than half of its engagements involving financial sponsor-backed companies and the remainder serving founder and management-owned businesses. Its sector coverage spans 16 technology specializations (including software, cloud infrastructure, cybersecurity, digital healthcare, fintech, martech, and e-commerce) and 14 industry verticals, with offices in New York, Charlotte, and London.
The firm's underlying "technology" is its senior banker platform: 13 Managing Directors and 4 Directors delivering advisory services through direct enterprise client relationships, supported by Canaccord Genuity's global equity capital markets distribution and execution capabilities. Revenue is generated through transaction-based advisory fees on M&A and financing mandates, with pricing negotiated on a deal-by-deal basis typical of middle-market investment banking. The firm is consistently ranked #1 by PitchBook for US Middle-Market TMT Transactions (52 deals in 2025; 144 over 2023-2025) and for Media & Information Services Advisory (36 deals in 2025; 110 over 2023-2025), with deal volumes roughly 3x the next-ranked competitor in both categories.
Petsky Prunier LLC firmographics
Firmographics- Name
- Petsky Prunier LLC
- Legal name
- Petsky Prunier LLC
- Website
- https://petskyprunier.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CG Petsky Prunier is a middle-market investment bank advising on M&A, private equity recapitalizations, and financings for technology, media, marketing, and information services companies, operating as a division of Canaccord Genuity and ranked #1 by PitchBook for US middle-market TMT transactions.
- Ownership category
- akta.pro rank
Petsky Prunier LLC industry classification
Industry- Product category
- Investment Banking & M&A Advisory
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)
- akta.pro secondary industries
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Corporate Finance & Capital Advisory (BPAHADAB), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where Petsky Prunier LLC is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Petsky Prunier LLC business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Investment Banking Advisory Fees: Advisory fees from M&A transactions, strategic sales, private equity recaps, corporate divestitures, and financing transactions (growth, mezzanine, and alternative financings). Revenue is transaction-based and success-fee oriented, typical of investment banking business models.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Petsky Prunier LLC product offering
Product offeringCore offering
Petsky Prunier LLC, operating as CG Petsky Prunier, is a middle-market investment bank that provides M&A advisory, equity capital markets, growth and mezzanine financings, financial sponsor coverage, debt advisory and restructuring, and corporate broking services to companies in the Technology, Media, Marketing, and Information Services (TMMIS) industries. The firm executes strategic sales, private equity recaps, corporate divestitures, and growth financings, serving both investor-backed and founder/management-owned businesses, and benefits from Canaccord Genuity's global equity capital markets distribution.
Product overview
CG Petsky Prunier is a middle-market investment banking platform offering a unified suite of advisory services for the Technology, Media, Marketing, and Information Services (TMMIS) industries. The firm operates as an integrated platform combining M&A and Financial Advisory, Equity Capital Markets, Growth and Alternative Financings, Financial Sponsors Coverage, Debt Advisory & Restructuring, and Corporate Broking services. Founded in 1999 and merged with Canaccord Genuity in February 2019, the firm specializes in transactions including strategic sales, private equity recaps, corporate divestitures, and growth/mezzanine financings, serving both investor-backed companies and founder/management-owned businesses across sector expertise in Automation, Cloud Infrastructure, Cyber Security, Digital Healthcare, Digital Advertising, Digital Media, E-Commerce, Fintech, Human Capital Management, Information Services, IT & Business Services, Marketing Services, Marketing Technology, Software, and Tech-Enabled Services.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A and Financial Advisory Investment banking advisory services for strategic sales, corporate divestitures, and merger transactions in the Technology, Media, Marketing, and Information Services (TMMIS) industries.
- Equity Capital Markets Capital markets operations providing global reach and distribution for growth companies, including IPO and secondary offerings, leveraged through Canaccord Genuity's equity capital markets platform.
- Growth, Mezzanine, and Alternative Financings Debt and equity financing solutions including growth capital, mezzanine financing, and alternative financing structures for middle-market TMMIS companies.
- Financial Sponsors Coverage Advisory services specifically for private equity-backed companies, with more than half of CG Petsky Prunier's engagements involving investor-backed transactions.
- Debt Advisory & Restructuring Advisory services for debt restructuring and refinancing for companies in transition or financial distress.
- Corporate Broking and Investor Relations (UK) Investor relations and corporate broking services for UK-listed companies, leveraging Canaccord Genuity's UK platform.
Quantifiable outcome
- Ranked #1 by PitchBook with 52 transactions in 2025 and 144 transactions 2023-2025
Companies that use Petsky Prunier LLC
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles2 records
Petsky Prunier LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Petsky Prunier LLC partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Canaccord GenuitycoreIn February 2019, Petsky Prunier merged with Canaccord Genuity to create a dominant, full-service middle market investment bank. CG Petsky Prunier benefits from the strength of Canaccord Genuity's leading equity capital markets operations with global reach and distribution. The combined entity serves growth companies in TMMIS industries.
Scale indicators6 records
Recent moves6 records
Expansion highlights4 records
Petsky Prunier LLC competitors and assessment
Company assessmentDirect peers
- Houlihan Lokey: Global investment bank with a leading middle-market M&A advisory practice. Houlihan Lokey is the closest direct peer in US Middle-Market TMT and Media & Information Services, ranking #2 in both 2025 PitchBook tables behind CG Petsky Prunier.
- Lincoln International: Mid-market M&A advisory firm with strong sector specialization. Ranked #5 in US Middle-Market TMT (31 deals, 2023–2025), with overlapping TMT vertical coverage and a comparable mid-market deal-size focus.
- William Blair: Global investment bank with significant middle-market advisory practice, ranked #3-#4 in 2025 PitchBook middle-market TMT and Media & Information Services tables. Direct competitor on TMT M&A mandates of comparable size.
- Raymond James: Diversified financial services firm with a large middle-market investment banking group. Ranked #3 in 2025 US Middle-Market TMT 2023-2025 with 38 deals and consistently active across TMT and Media & Information Services.
- Moelis & Company: Independent global investment bank with a strong middle-market M&A franchise. Ranks #3-#7 across PitchBook TMT and Media & Information Services tables and competes directly for sponsor-driven TMMIS mandates.
- Piper Sandler: Middle-market-focused investment bank with active TMT coverage. Ranked #8 in 2023-2025 US Middle-Market TMT table with 22 deals, competing in similar software, internet, and digital media sub-sectors.
- Stifel: Diversified middle-market investment bank with meaningful TMT and Media coverage. Ranked #8 in 2023-2025 US Middle-Market TMT with 21 deals and a comparable sector-aligned franchise.
- Jefferies: Full-service global investment banking firm with deep TMT middle-market activity. Ranked #10 in 2025 US Middle-Market TMT with 5 deals and an established franchise in TMT and Media advisory.
- Baird: Employee-owned middle-market investment bank with strong technology and media coverage. Ranked #5/#10 in PitchBook TMT tables for 2025 and 2023–2025 respectively, competing directly in the same deal size range.
Broad incumbents
- Evercore: Global independent investment banking advisory firm with a substantial middle-market TMT practice. Ranked #3 in 2025 US Middle-Market TMT (10 deals) but operates as a larger, broader incumbent spanning large-cap M&A, restructuring, and equities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Petsky Prunier LLC social profiles
Digital presencePetsky Prunier LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Petsky Prunier LLC leadership team
Management profileNumber of profiles
Profiles17 records
Petsky Prunier LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Petsky Prunier LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Petsky Prunier LLC
What does Petsky Prunier LLC do?
Petsky Prunier LLC, operating as CG Petsky Prunier, is a middle-market investment bank that provides M&A advisory, equity capital markets, growth and mezzanine financings, financial sponsor coverage, debt advisory and restructuring, and corporate broking services to companies in the Technology, Media, Marketing, and Information Services (TMMIS) industries. The firm executes strategic sales, private equity recaps, corporate divestitures, and growth financings, serving both investor-backed and founder/management-owned businesses, and benefits from Canaccord Genuity's global equity capital markets distribution.
Is Petsky Prunier LLC a public or private company?
Petsky Prunier LLC is a private company. It is classified as corporate owned and is currently operating.
When was Petsky Prunier LLC founded?
Petsky Prunier LLC was founded in 1999. It employs 11 to 50 people.
Where is Petsky Prunier LLC based?
Petsky Prunier LLC is headquartered in New York, United States, in the North America region.
How does Petsky Prunier LLC make money?
One revenue line is on record: investment Banking Advisory Fees.
Who are Petsky Prunier LLC's main competitors?
Direct peers on record are Houlihan Lokey, Lincoln International, William Blair, Raymond James, Moelis & Company, Piper Sandler, Stifel, Jefferies and Baird. Evercore is listed as a broad incumbent.
Does Petsky Prunier LLC have an API?
No public API is recorded for Petsky Prunier LLC.
What industry is Petsky Prunier LLC in?
Petsky Prunier LLC's product category is Investment Banking & M&A Advisory. Its primary akta.pro industry code is FSAEAGAJ, Industry-Specialist / Sector-Focused M&A Advisory, with a secondary code of BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital). Its NAICS code is 523 and its SIC code is 6211.