JEGI CLARITY and Leonis Partners Unite to Create Global M&A Advisory Firm
Deal News | Mar 10, 2025 | PR Newswire Cision JEGI CLARITY
JEGI CLARITY, a renowned M&A advisory firm, and Leonis Partners, a distinguished advisory firm in software and fintech, have announced their merger to form JEGI CLARITY LEONIS (JCL), an elite global M&A advisory firm. The merger aims to consolidate their sector coverage, expand transactional expertise, and enhance global reach, thus creating a comprehensive platform for M&A and private capital markets. The combined firm, headquartered in New York and London, will operate with a team of 100 professionals and key leaders from both organizations leading various regions. The union reflects a significant strategic alignment, aiming at transactions ranging from $50 million to $500 million, while the firm remains capable of managing deals outside this range. The merger's completion is subject to regulatory approvals, marking a significant milestone in the firms' history, poised to deliver superior client outcomes through strengthened expertise and market insights.
Sectors
- Mergers and Acquisitions (M&A) Advisory
- Financial Services
- Technology
Geography
- United States – JEGI CLARITY and Leonis Partners both have a strong presence in New York, which is a central hub for their operations.
- United Kingdom – The new firm will have one of its headquarters in London, reflecting its strategic importance in the merger.
- Australia – The planned expansion includes a substantial presence in Sydney as part of its global reach strategy.
Industry
- Mergers and Acquisitions (M&A) Advisory – The article is focused on the creation of a new elite M&A advisory firm formed by the merger of JEGI CLARITY and Leonis Partners.
- Financial Services – Leonis Partners specializes in financial services within software and fintech, which are core sectors impacted by this merger.
- Technology – The merger includes significant expertise in technology transactions, a key area of focus for the newly formed firm.
Financials
- $5 billion – JEGI CLARITY and Leonis Partners closed transactions totaling nearly $5 billion in 2024.
- $50 million to $500 million – The range of transaction values that the newly formed firm JCL will focus on.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| JEGI CLARITY | Merging Company | Company | An M&A advisory firm with more than 35 years of experience in media, marketing, information, and legal market sectors. |
| Leonis Partners | Merging Company | Company | A leading advisory firm specializing in software, fintech, and technology transactions. |
| Wilma Jordan | Executive Chair, North America | Person | Founder and CEO of JEGI CLARITY, she will assume the role of Executive Chair, North America in JCL. |
| Robert Koven | Co-CEO, North America | Person | Founder & Managing Partner of Leonis Partners, he will serve as Co-CEO in North America. |
| Scott Mozarsky | Co-CEO, North America | Person | Managing Director at JEGI CLARITY, he will serve as Co-CEO in North America. |
| Kelsey Kovachik | Vice President of Marketing | Person | She is responsible for marketing and PR for the merger communications. |