Petsky Prunier LLC

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.

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

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

• Middle market M&A advisory
• Technology investment banking
• Media information services advisory
• Private equity recapitalization
• Growth capital financing

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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

Core 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

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Canaccord GenuitycoreStrategic or Co-development PartnerIn 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

Direct 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

• LinkedInlinkedin.com/company/petsky-prunier-llc
• Xx.com/petskyprunier

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Petsky Prunier LLC