About CG Petsky Prunier
Founded in 1999, Petsky Prunier is the leading investment banking advisor to the Technology, Media, Marketing, and Information Services (TMMIS) industries. In February 2019, Petsky Prunier merged with Canaccord Genuity to create a dominant, full-service middle market investment bank serving growth companies in the TMMIS industries, completing transactions that have ranged from strategic sales, private equity recaps, corporate divestitures to growth, mezzanine, and alternative financings, while also benefitting from the strength of one of the leading equity capital markets operations with global reach and distribution. CG Petsky Prunier’s track record of success is recognized by the financial sponsor community – more than half the firm’s engagements involve representing investor-backed companies; at the same time, our superior industry coverage also continues to position CG Petsky Prunier as the go-to advisor for founder and management-owned TMMIS industry businesses.
Sector Expertise
- Automation
- Cloud Infrastructure
- Cyber Security
- Digital & Tech-Enabled Healthcare
- Digital Advertising
- Digital Media
- Digital Transformation
- E-Commerce
- Fintech and Digital Assets
- Human Capital Management
- Information Services
- IT & Business Services
- Marketing Services
- Marketing Technology
- Software
- Tech-Enabled Services
Industry Verticals
- Automotive
- Consumer
- Education
- Field Services
- Financial Services
- Government
- Healthcare
- Insurance
- Legal
- Nonprofit
- Real Estate
- Restaurant
- Retail
- Travel and Hospitality
Ranked #1 by PitchBook For US Middle-Market TMT Transactions
| Rank | Firm Name | # of Transactions 2023 |
|---|---|---|
| 1 | Canaccord Genuity | 46 |
| 2 | Lincoln International | 22 |
| 3 | Raymond James | 17 |
| 4 | Houlihan Lokey | 16 |
| 5 | William Blair | 15 |
| 6 | AGC | 11 |
| 7 | Jefferies | 10 |
| 7 | Moelis | 10 |
| 9 | Evercore | 9 |
| 9 | Piper Sandler | 9 |
| 9 | Stifel | 9 |
| 12 | Lazard | 8 |
Source: PitchBook. Transaction totals represent U.S. M&A/Control Transactions, All Buyout Types, and Growth/Expansion transactions <$500M in the Technology, Media & Telecommunications segment as classified by PitchBook
| Rank | First Name | # of Transactions 2021-2023 |
|---|---|---|
| 1 | Canaccord Genuity | 174 |
| 2 | Houlihan Lokey | 95 |
| 3 | William Blair | 82 |
| 3 | Lincoln International | 82 |
| 5 | Raymond James | 79 |
| 6 | Goldman Sachs | 70 |
| 7 | Jefferies | 58 |
| 8 | Baird | 53 |
| 9 | Evercore | 51 |
| 10 | Lazard | 45 |
| 10 | Stifel | 45 |
| 12 | Morgan Stanley | 40 |
Ranked #1 by PitchBook For Media & Information Services Advisory
| Rank | Firm Name | # of Transactions 2023 |
|---|---|---|
| 1 | Canaccord Genuity | 41 |
| 2 | Houlihan Lokey | 14 |
| 3 | BrightTower | 9 |
| 3 | Moelis | 9 |
| 5 | Lincoln International | 7 |
| 6 | TobinLeff | 6 |
| 7 | AGC | 5 |
| 7 | Generational Group | 5 |
| 7 | JEGI | 5 |
| 7 | Raymond James | 5 |
Source: PitchBook. Transaction totals represent U.S. M&A/Control Transactions, All Buyout Types, and Growth/Expansion transactions <$500M in the Media & Information Services segment as classified by PitchBook
| Rank | First Name | # of Transactions 2021-2023 |
|---|---|---|
| 1 | Canaccord Genuity | 132 |
| 2 | Houlihan Lokey | 59 |
| 3 | Raymond James | 38 |
| 4 | Lincoln International | 36 |
| 5 | BrightTower | 27 |
| 6 | Moelis | 25 |
| 7 | JEGI | 23 |
| 8 | GP Bullhound | 22 |
| 9 | William Blair | 21 |
| 10 | Jefferies | 17 |
Our Recent Transactions
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US$324mPending Completion
AdTheorent
Exclusive Financial Advisor to AdTheorent Holding Company on its Pending Sale to Cadent
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Softcrylic
Financial Advisor to Softcrylic on its Sale to Hexaware
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Adlucent
Financial Advisor to Advantage Solutions on the Divestiture of its Performance Media and Marketing Technology Company Adlucent to BarkleyOKRP
Meet Our Team
Sanjay Chadda
Managing Director, Co-Head of US Investment Banking, Co-Head of US Technology, Media, Marketing and Information Services Investment Banking
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