JEGI CLARITY and Leonis Partners Merge to Form Elite M&A Advisory Firm
Deal News | Mar 11, 2025 | PR Newswire Cision JEGI CLARITY
On March 11, 2025, JEGI CLARITY and Leonis Partners, both leading entities in mergers and acquisitions advisory, announced a definitive agreement to merge into a new global firm, JEGI CLARITY LEONIS (JCL). This strategic transaction aims to create a prominent platform dedicated to mergers and acquisitions and private capital markets. The new entity will have headquarters in New York and London, with significant operations in Sydney and Boston, employing 100 professionals worldwide. The union is set to leverage complementary strengths, expand sector coverage, and deepen transactional expertise. JCL will focus on transactions between $50 million and $500 million, with capabilities extending beyond this range. The merger is subject to regulatory approvals from the FINRA and FCA and is expected to close in the second or third quarter of 2025. Key leadership roles in JCL will be filled by executives from both JEGI CLARITY and Leonis Partners. The joint vision emphasizes client-centric practices and the integration of technological expertise across multiple sectors. Collectively, the firms executed 35 transactions in 2024, encompassing nearly $5 billion in transactional volume.
Sectors
- Mergers and Acquisitions Advisory
- Financial Services
- Technology
Geography
- United States – JEGI CLARITY and Leonis Partners are primarily positioned in the US, with significant operational expansions noted in New York and Boston.
- United Kingdom – The merger also establishes a prominent presence in London, emphasizing the firms' global outreach within European markets.
- Australia – Sydney is noted as one of JCL's key operational hubs, reflecting their expansion in the Asia-Pacific region.
Industry
- Mergers and Acquisitions Advisory – The article focuses on the merger of two advisory firms specializing in M&A, forming a new entity that will provide extended advisory services.
- Financial Services – Both JEGI CLARITY and Leonis Partners are involved in financial services, specializing in advisory roles within financial transactions.
- Technology – The merger aims to expand expertise in sectors like software, fintech, and technology, aligning with the firms' existing focus areas.
Financials
- 5 billion USD – The combined transaction volume for both companies in 2024.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| JEGI CLARITY | Target Company | Company | An established M&A advisory firm specializing in media, marketing, and technological sectors. |
| Leonis Partners | Bidding Company | Company | A leading advisory firm in software, fintech, and technology transactions. |
| Robert Koven | Co-Director, North America | Person | Founder and managing partner at Leonis Partners, assuming a leadership role in the merged entity. |
| Scott Mozarsky | Co-Director, North America | Person | Managing Director at JEGI CLARITY, participating in the joint leadership of JCL. |
| Wilma Jordan | Chairman Executive, North America | Person | Founder and CEO of JEGI CLARITY, taking on a new role in the merged firm. |