Palazzo - Palazzo

INVESTMENT BANKERS TO MARKETING SERVICES,
TECHNOLOGY SERVICES AND CONSULTING SERVICES COMPANIES

INVESTMENT BANKERS TO MARKETING SERVICES, TECHNOLOGY SERVICES AND CONSULTING SERVICES COMPANIES

PALAZZO is a boutique investment bank with a singular focus on creating value for our clients. The firm is unique in its ability to offer a powerful combination of investment banking and advisory services, all designed to maximize value and wealth for our clients, no matter where they are in their business lifecycle.

SERVICES & CAPABILITIES

Leveraging decades of experience as owners, operators and bankers, our services are tailored to match the needs of middle market companies facing change and opportunities. Our collective experience with individual companies and investors, and our knowledge of specific markets, enables us to flawlessly execute M&A transactions and provide strategic advisory solutions.

INVESTMENT BANKING

Sell-side M&A
Buy-side M&A
Capital Raising & Private Placements
Valuations

ADVISORY

Sale Readiness Assessment
Compensation
Corporate Strategy
Board Advisory

EXPERIENCE

150+ M&A transactions in our sectors

Managing Directors have decades worth
of experience in investment banking and
operations in the industries we serve

INDUSTRY FOCUS

Positioned at the epicenter of converging sectors

Knowledge and insights into
business models, technologies, trends
and valuations

RELATIONSHIPS

Embedded and connected with the active buyers and sellers

Deep relationships with the leading and
emerging strategic acquirers and private
equity investors in the marketplace

SELECT TRANSACTIONS

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Working with PALAZZO was one of the best decisions we made. They believed in us before the process even began, offering guidance and education well before any formal engagement. Once underway, they helped us craft a compelling story, sourced a broad pool of potential partners, and presented our business in a way that generated real excitement. They didn’t just find us a deal, they helped us find the right partner, both financially and culturally. Through a complex negotiation process, they were steady, strategic, and relentless. We wouldn’t have achieved the outcome we did without them.

Taylor Holiday CEO, Common Thread Collective

Selling a business is incredibly complicated. All the work necessary to begin marketing the company — the financials, positioning and due diligence, not to mention the emotions of an owner who spent over three decades building the business — are daunting at best. The PALAZZO team were experts in every detail. They guided us through every obstacle to a very favorable conclusion. And they put up with me, which wasn’t always easy. You couldn’t find better partners.

Dick Wechsler, Founder and CEO, Lockard & Wechsler

Working with PALAZZO throughout our acquisition process was an absolute pleasure. Their subject matter expertise and strategic insights were invaluable, but what truly set them apart was their shared ‘do whatever it takes’ mindset, which mirrored our own agency’s approach. More than just advisors, they were true thought partners, providing valuable insights at every stage and ensuring we made informed decisions. Their professionalism and commitment to excellence were evident in every interaction, and they worked with remarkable speed to keep the process on track. Thanks to their unwavering dedication and strategic guidance, we successfully closed the deal, and I couldn’t be more grateful for their partnership.

Brian Kim, Co-Founder, Donut Digital

PALAZZO’s expertise and guidance were instrumental in successfully marketing and selling our business. From the initial consultation to the final negotiations, PALAZZO’s professionals provided well-informed support every step of the way. They expertly helped us navigate the complexities of the process with confidence and achieve our desired outcome.

Jack Miller, Founder and CEO, True Independent Holdings

Right from our very first meeting, it was clear that PALAZZO strove to really understand our business and our goals. I have no doubt that because of their leadership and counsel, we ended up with the best possible outcome for us and our team. They not only helped us orchestrate and navigate a complex process, they educated us every step of the way with great patience and empathy. I fully endorse this team and their client-centric, outcome-focused approach.

Roy Yang, Co-Founder, Giant Machines

This was the first time we had started an independent agency, so we needed help. Fortunately, we met PALAZZO in 2017 and have been working together ever since. The PALAZZO team helped us design GUT’s business model, compensation, and equity plans from scratch. Their partnership over the years was vital for our growth, always offering us great advice and counsel. Six years later, we again relied on the PALAZZO team to expertly manage the intricacies of a long and complex M&A process. This important transaction, with one of the world’s leading tech companies, could never have been completed without them. For us, they’re much more than advisors, they are our true partners.

Gaston Bigio and Anselmo Ramos, Co-Founders, GUT

The experience working with PALAZZO was nothing short of superb. With a deep understanding of the software development services and M&A landscape, combined with first-class industry access, PALAZZO opened many doors and expertly guided us through a competitive process which ultimately led to an excellent result and partnership.

Daniel DelaCruz, Co-Founder and Partner, Dualboot Partners

PALAZZO’s intimate understanding of the digital marketing landscape enabled us to find the perfect partner, and their guidance and poise helped us navigate the complexities across our M&A journey. We are extremely appreciative of the team’s diligent, solution-oriented approach, and overall intuition at each turn. Also, we moved fast! Thank you so much for getting us here.

Jon Oberlander, CEO of Ampush

Simply put, the PALAZZO team was fantastic, at every level, from the start of the process to the finish. They’re a group of super smart, highly knowledgeable and experienced people, with deep relationships across the industry, who provided sage and wise guidance to our team on every level all throughout this process. Additionally, they are great people, kind, caring, perceptive, tenacious and perseverant. The PALAZZO team have been amazing, true partners with us and I am so thankful for their help and support.

PAUL IVANS, FOUNDER AND CEO, EVOLUTION ROAD

The entire PALAZZO organization is amazing from top to bottom. With a team of highly talented bankers that always had command of the process, I constantly reveled in the fact that I was able to inherently trust them every step of the way, which is major given the emotional aspect of these transactions. They’re truly second-to-none.

John Hendricks, CEO, ERGO

The PALAZZO team is a group of exceptional advisors who helped shepherd our company through the complex and often fraught M&A process. We will be forever grateful for their guidance, passion, and always putting our needs and goals at the forefront of this process. Thank you, PALAZZO, for helping OeP reach the next stage in the evolution of our business.

Colin Jones, CEO, OeP

PALAZZO and every member of its team is that rare breed of a true partner, mentor, and advisor who exceeds your expectations. Their expertise in the digital market, fluidity in managing and navigating a very complex process, always championing your goals, and bringing to bear decades of experience with gravitas, humility, and heart, I feel, is unparalleled. When an investment banking firm causes you to have withdrawal symptoms from your daily chats after the conclusion of an incredibly successful acquisition, I can only exclaim, “Kudos. You got game!”

DS Anderson Song, Co-Founder, Raybeam

When choosing an advisory firm to lead the sale of Zemoga, I turned again to my long-term trusted advisor PALAZZO. For over 10 years they have advised me and my firm in preparation for an event that made sense not only for the shareholders, but also for the buyer and our clients. They masterfully guided us through an impeccably-timed sale process that led to the highest valuation for my business of 20 years. The entire PALAZZO team did so with expertise and gusto, I could not recommend them more. They overdelivered in every manner possible.

DJ Edgerton, Founder and CEO, Zemoga

Armed with a deep knowledge of our market and crystal-clear understanding of our value proposition, the PALAZZO team flawlessly guided us through the most important juncture of our company’s history (and my entrepreneurial journey). Every member of the team is an A+ player, easy to work with, and fully committed to making the process run as smoothly as possible. I can’t imagine having gotten this outcome without PALAZZO on our side!

Anna Walz, Founder, MedEvoke

I had no intentions of ever selling my Company. I didn’t think it was possible to find a buyer that was a perfect fit and was beneficial to both my employees and my customers. PALAZZO took on the challenge and found us a perfect match. It is very clear that they are the most experienced Investment Bank in the Digital Marketing vertical and I can’t imagine working with anyone else.

Dan Soha, Founder and CEO, Five Mill