The Bicknell Group
- Company typePrivate
- Founded1987
- HeadquartersBoulder, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Bicknell Group does
The Bicknell Group is a Boulder, Colorado-based boutique investment banking and corporate development consulting firm founded in 1987 by Neil C. Bicknell. The firm specializes in M&A advisory and strategic transaction services for technology companies operating in two specific vertical markets: financial services and human resources. Its service offering spans private company sales, corporate divestitures, acquisitions, marketing alliances, and capital raising, positioning it as a sell-side and strategic advisory partner for technology-enabled businesses in these niches.
The firm operates with a two-principal leadership model: Neil C. Bicknell serves as President and Judy F. Bicknell serves as Managing Director, both holding CFA designations and bringing prior bulge-bracket experience from Goldman Sachs and PaineW
The Bicknell Group firmographics
Firmographics- Name
- The Bicknell Group
- Legal name
- The Bicknell Group, LLC
- Website
- https://bicknellgroup.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
The Bicknell Group industry classification
Industry- Product category
- Investment Banking Advisory
- NAICS
- Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where The Bicknell Group is headquartered
LocationHeadquarters
- HQ city
- Boulder
- HQ country
- United States
- HQ region
- North America
Markets served
The Bicknell Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- M&A Advisory Services: The Bicknell Group generates revenue through professional advisory fees for managing M&A transactions including private company sales, corporate divestitures, acquisitions, and capital raising. Revenue is transaction-based, earned upon successful completion of engagements.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
The Bicknell Group product offering
Product offeringCore offering
The Bicknell Group is a specialized investment banking and corporate development consulting firm that advises buyers and sellers of technology companies serving the financial services and human resources markets. Engagements include private company sales, corporate division divestitures, acquisition search and execution, capital raising, and marketing alliance development, delivered as senior-led, fee-based advisory mandates.
Product overview
The Bicknell Group is a specialized investment banking and corporate development consulting organization offering advisory services for technology companies in financial services and human resources markets. The company does not offer a unified software product or platform; rather, it provides a portfolio of transaction-focused advisory services including private company sale representation, corporate divestiture advisory, acquisition buy-side representation, and marketing alliance development. These services are delivered through professional consulting engagements and are not software or technology products.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Company Sale Services
- Corporate Division Divestiture Services
- Acquisition/Buy-Side Advisory Services
- Marketing Alliance Development Services
- Corporate Development Consulting
Quantifiable outcome
- OKRA Marketing sold for $25 million cash (approximately 1.67x revenue on $15M pre-sale revenue)
- +2 more outcomes
Companies that use The Bicknell Group
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
The Bicknell Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Bicknell Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
The Bicknell Group competitors and assessment
Company assessmentDirect peers
- Cascade Partners: Boutique middle-market investment bank specializing in technology and financial services M&A. Closely comparable to The Bicknell Group in its focus on fintech and tech-enabled services transactions at the lower middle-market level.
- Bowstring Advisors: Boutique investment bank focused on technology and tech-enabled services M&A. Comparable to The Bicknell Group in vertical focus, deal profile, and boutique service model.
- Park Sutton Advisors: Boutique M&A advisory firm focused on financial services and fintech transactions. Directly comparable to The Bicknell Group's vertical specialization in fintech M&A at the middle-market level.
- Mirus Capital Advisors: Boutique M&A advisory firm serving technology and business services companies. Comparable to The Bicknell Group in its middle-market deal sizes and senior-banker-led engagement model.
- Western Reserve Partners: Middle-market M&A advisory firm with a financial services and technology focus. Comparable to The Bicknell Group in client profile and transaction size, though somewhat broader in geographic coverage.
Broad incumbents
- Capstone Partners: Middle-market investment bank with dedicated financial services and technology M&A coverage. Overlaps with The Bicknell Group's fintech/HR tech advisory focus, though Capstone operates with a larger team and broader sector coverage.
- William Blair: Global investment bank with significant financial services and technology M&A practices. Serves an overlapping client base of fintech and HR tech companies but operates at a much larger scale and broader product set.
- Stout: Global middle-market advisory firm with a financial services M&A practice. Provides comparable sell-side and buy-side advisory services to fintech companies similar to The Bicknell Group's client base, though at a larger scale and broader service offering.
- Houlihan Lokey: Large global investment bank with a strong middle-market M&A advisory practice, including a dedicated financial services and fintech vertical. Comparable to The Bicknell Group in offering M&A advisory to financial services technology companies, but vastly larger and broader in scope.
- Lincoln International: Global mid-market investment bank with active fintech and technology M&A practices. Comparable to The Bicknell Group in its focus on middle-market M&A advisory in technology and financial services, but operates internationally with substantially more banker headcount.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights6 records
Customer concentration
The Bicknell Group social profiles
Digital presenceThe Bicknell Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Bicknell Group leadership team
Management profileNumber of profiles
Profiles2 records
The Bicknell Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Bicknell Group 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 The Bicknell Group
What does The Bicknell Group do?
The Bicknell Group is a specialized investment banking and corporate development consulting firm that advises buyers and sellers of technology companies serving the financial services and human resources markets. Engagements include private company sales, corporate division divestitures, acquisition search and execution, capital raising, and marketing alliance development, delivered as senior-led, fee-based advisory mandates.
Is The Bicknell Group a public or private company?
The Bicknell Group is a private company. It is classified as family owned and is currently operating.
When was The Bicknell Group founded?
The Bicknell Group was founded in 1987. It employs 1 to 10 people.
Where is The Bicknell Group based?
The Bicknell Group is headquartered in Boulder, United States, in the North America region.
How does The Bicknell Group make money?
One revenue line is on record: M&A Advisory Services.
Who are The Bicknell Group's main competitors?
Direct peers on record are Cascade Partners, Bowstring Advisors, Park Sutton Advisors, Mirus Capital Advisors and Western Reserve Partners. Broad incumbents are Capstone Partners, William Blair, Stout, Houlihan Lokey and Lincoln International.
Does The Bicknell Group have an API?
No public API is recorded for The Bicknell Group.
What industry is The Bicknell Group in?
The Bicknell Group's product category is Investment Banking Advisory. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 54161 and its SIC code is 8742.