Jegi Leonis
Jegi Leonis is a privately held, sector-specialized M&A advisory firm providing buy-side, sell-side, recapitalization, divestiture, and debt advisory services to technology, software, media, and business services clients across the US and UK.
- Company typePrivate
- Founded1987
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Jegi Leonis does
Jegi Leonis is a privately held M&A advisory firm that provides buy-side and sell-side M&A advisory, capital raising, recapitalizations, divestitures, and debt advisory services to global corporations, private companies, entrepreneurs, and private equity and venture capital firms. The firm is sector-specialized in technology, software, media, and business services, with nine dedicated vertical coverage teams spanning AI & SaaS, Marketing and Technology Services, Legal Market Technology and Services, Financial Technology and Payments, B2B Information and Events, Business and Professional Services, Digital Media and Ecommerce, Global Knowledge, and Insights/Data/Analytics, plus Healthcare IT. Founded in 1987 by Wilma Jordan as JEGI CLARITY, the firm merged with Leonis Partners in 2025 to form JEGI LEONIS, bringing the combined entity to 51–100 employees across offices in New York (HQ), London, Boston, and San Francisco. The US broker-dealer activity is conducted through wholly-owned Leonis Securities, LLC (SEC-registered, FINRA/SIPC member), and UK regulated activity through Leonis Principal Ltd (FCA-authorized, FRN 1012420).
The firm's revenue model is professional services fee-based, with compensation tied to successful completion of M&A transactions; pricing is negotiated case-by-case and not publicly disclosed. Go-to-market is sales-led and partner-driven, with dedicated coverage teams on every mandate and thought-leadership distributed through sector reports, the annual Media & Technology Conference, LinkedIn, newsletters, and press coverage. The firm has executed more than 900 M&A transactions over nearly 40 years and currently operates with no institutional ownership, no parent company, and no public listing.
The competitive position rests on brand longevity, senior-banker tenure, and vertical specialization rather than proprietary technology; the firm carries no technology products, no patents, no published AI models, and no app or API surface. Recent strategic activity has centered on the 2025 merger, January 2026 leadership promotions, and incremental vertical additions (Fintech, Legal Tech, Global Knowledge) that broaden the addressable mandate pool.
Jegi Leonis firmographics
Firmographics- Name
- Jegi Leonis
- Legal name
- Leonis Principal, LLC (dba JEGI LEONIS)
- Website
- https://jl-co.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Jegi Leonis is a privately held, sector-specialized M&A advisory firm providing buy-side, sell-side, recapitalization, divestiture, and debt advisory services to technology, software, media, and business services clients across the US and UK.
- Ownership category
- akta.pro rank
Jegi Leonis industry classification
Industry- Product category
- M&A Advisory Services
- NAICS
- Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- M&A Advisory (Buy-side/Sell-side) (BPAHADAC)
- akta.pro secondary industries
- Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
Keywords
Where Jegi Leonis is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Jegi Leonis business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- M&A Advisory Fees: Revenue generated from advisory services on M&A transactions including buy-side and sell-side mandates, recapitalizations, divestitures, and debt advisory. Fees are typically transaction-based.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Jegi Leonis product offering
Product offeringCore offering
JEGI Leonis is an M&A advisory firm that provides mergers and acquisitions, capital raising, and strategic advisory services to companies in the global technology, software, media, and business services industries. Services include buy-side and sell-side M&A, recapitalizations, divestitures, and debt advisory, executed by dedicated partner-led teams with deep sector knowledge.
Product overview
JEGI LEONIS is a pre-eminent M&A advisory organization for the global technology, software, media, and business services industries. The firm operates as a single unified advisory service offering, with sector-focused teams that provide buy-side and sell-side M&A advisory, recapitalizations, divestitures, and debt advisory solutions. Nearly 40 years of M&A leadership and more than 900 transactions completed.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Advisory Services
Companies that use Jegi Leonis
Customer profileNamed customers10 records
Segments1 record
Ideal customer profiles2 records
Jegi Leonis technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Jegi Leonis partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- BDOcoreBDO is a partner for JEGI Leonis events including the Executive Leadership Dinner. BDO provided sponsorship and co-led roundtable discussions on AI-enabled customer strategy.
- Greens Ledge Light Preservation SocietyminorJEGI Leonis hosted the 4th annual Greens Ledge Lighthouse Charity Fundraiser with all proceeds going to the preservation society, a 501(c)3 organization dedicated to restoring and preserving the historic Greens Ledge Lighthouse.
Scale indicators2 records
Recent moves7 records
Expansion highlights5 records
Jegi Leonis competitors and assessment
Company assessmentDirect peers
- Cascadia Capital: Independent middle-market investment bank with dedicated Technology & Telecom and Business Services groups, often advising founder-led and PE-backed companies in software and tech-enabled services. Similar transaction size range and client profile to JEGI Leonis.
- Lincoln International: Mid-market investment bank with dedicated Technology, Media, and Telecom (TMT) coverage that competes directly for sell-side and buy-side mandates in software, marketing services, and tech-enabled services. Operates with a similar partner-led boutique model across the U.S. and Europe.
- Petsky Prunier (now part of Guggenheim Securities): Historically the closest direct competitor to JEGI in M&A advisory for media, marketing, information, and technology-enabled services. Both firms built reputations as specialist advisors to private companies and sponsors in these sectors with overlapping coverage of marketing services, B2B media, and data/analytics.
- North Point Advisors: Boutique middle-market M&A advisory firm focused on technology, business services, and consumer sectors. Direct competitor for founder-led and PE-backed sell-side mandates of similar size in JEGI Leonis' coverage areas.
- FT Partners: Specialist investment bank focused exclusively on fintech and payments M&A and capital raising. Directly comparable to JEGI Leonis' Financial Technology and Payments practice led by Managing Director Andrew Fox.
Broad incumbents
- Stifel Financial: Mid-market focused investment bank with sector-specialist coverage in technology, media, and business services that overlaps with JEGI Leonis' verticals. Competes for similar sponsor-backed and founder-led mandates at comparable transaction sizes.
- Canaccord Genuity: Global capital markets firm with sector-specialist M&A coverage in technology, media, and growth companies. Active in similar mid-market software and tech-enabled services transactions, with comparable sponsor relationships.
- Raymond James: Large diversified financial services firm with a Technology & Services M&A group that competes for sell-side and financing mandates in JEGI Leonis' core verticals. Kyle Corigliano joined JEGI Leonis from Raymond James' Technology & Services group, illustrating the talent flow between the two firms.
- William Blair: Global investment bank with a dedicated Technology, Media, and Services group that competes for growth-company M&A mandates. Operates with a more relationship-driven boutique culture and similar sponsor-backed client base in software and tech-enabled services.
- Houlihan Lokey: Global investment bank with dedicated Technology, Media, and Business Services M&A practices that overlaps significantly with JEGI Leonis' vertical coverage. Larger balance sheet and broader service offering, but competes directly for many mid-market tech and marketing services mandates (JEGI MD Kyle Corigliano was previously at Houlihan Lokey).
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Jegi Leonis social profiles
Digital presenceJegi Leonis compliance and trust
Trust signalCompliance4 records
Jegi Leonis financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jegi Leonis leadership team
Management profileNumber of profiles
Profiles7 records
Jegi Leonis subsidiaries and ownership
Company hierarchySubsidiaries2 records
Jegi Leonis funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jegi Leonis M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jegi Leonis
What does Jegi Leonis do?
JEGI Leonis is an M&A advisory firm that provides mergers and acquisitions, capital raising, and strategic advisory services to companies in the global technology, software, media, and business services industries. Services include buy-side and sell-side M&A, recapitalizations, divestitures, and debt advisory, executed by dedicated partner-led teams with deep sector knowledge.
Is Jegi Leonis a public or private company?
Jegi Leonis is a private company. It is classified as management employee owned and is currently operating.
When was Jegi Leonis founded?
Jegi Leonis was founded in 1987. It employs 51 to 100 people.
Where is Jegi Leonis based?
Jegi Leonis is headquartered in New York, United States, in the North America region.
How does Jegi Leonis make money?
One revenue line is on record: M&A Advisory Fees.
Who are Jegi Leonis's main competitors?
Direct peers on record are Cascadia Capital, Lincoln International, Petsky Prunier (now part of Guggenheim Securities), North Point Advisors and FT Partners. Broad incumbents are Stifel Financial, Canaccord Genuity, Raymond James, William Blair and Houlihan Lokey.
Does Jegi Leonis have an API?
No public API is recorded for Jegi Leonis.
What industry is Jegi Leonis in?
Jegi Leonis's product category is M&A Advisory Services. Its primary akta.pro industry code is BPAHADAC, M&A Advisory (Buy-side/Sell-side), with a secondary code of FSAEAGAJ, Industry-Specialist / Sector-Focused M&A Advisory. Its NAICS code is 54161 and its SIC code is 8700.