Jegi Leonis

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.

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

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

• M&A advisory services
• Investment banking
• Mergers and acquisitions
• Capital raising advisory
• Media technology advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. 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

Core 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

Named customers10 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• BDOcoreStrategic or Co-development Partner · 1 April 2026BDO 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 SocietyminorOthers · 1 September 2025JEGI 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

Direct 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

• LinkedInlinkedin.com/company/jegileonis

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Jegi Leonis