Expertise

Financial Sponsors

As a leading advisor to the private equity community, we deliver domestic and international opportunities for financial sponsors in the US, Canada, UK & Europe and Asia-Pacific regions.

Extensive Market Coverage With a Global Perspective

Our industry insight, proprietary ideas and execution experience benefit private equity and venture capital firms, family offices and pension funds around the globe.

We coordinate with our global investment banking and advisory teams to provide in-depth knowledge and industry specific expertise to the financial sponsor community.

We have Equity Capital Markets capabilities in issuing equity for both public and private companies. This enables us to expand liquidity options to include IPOs, follow-on offerings and private placements.

Our uniquely independent Debt Advisory & Restructuring capabilities complement our extensive market and deep execution experience.

Financial Sponsors are a Cornerstone of our Combined M&A Practice

Level of sponsor-backed deals underscores rigor and sophistication of transaction process management

  • 46%

    deals representing an investors portfolio company1

  • >2/3

    of M&A transactions involved Financial Sponsors on at least one side of the deal1

Ranked #1 by PitchBook For US Middle-Market TMT Transactions

Rank Firm Name # of Transactions 2022
1 Canaccord Genuity 59
2 Houlihan Lokey 31
3 Goldman Sachs 28
4 Raymond James 25
4 William Blair 25
6 Jefferies 18
7 Lincoln International 17
8 Morgan Stanley 16
8 Moelis 16
10 Stifel 14
11 Evercore 13
12 Harris Williams 12

Source: Numbers for Canaccord Genuity represent total transactions in Technology, Media & Telecommunications as tracked by PitchBook. Middle-Market TMT transaction totals represent US-based M&A/Control Transactions, All Buyout Types, and Growth/Expansion sell-side transactions less than $500 million in the Technology, Media & Telecommunications industries as classified by PitchBook

Rank First Name # of Transactions 2020-2022
1 Canaccord Genuity 171
2 Raymond James 113
3 William Blair 100
4 Houlihan Lokey 95
5 Goldman Sachs 82
6 Jefferies 72
7 Baird 71
8 Evercore 67
9 Lincoln International 64
10 Morgan Stanley 50
11 Stifel 46
12 Piper Sandler 41

Ranked #1 by PitchBook For Media & Information Services Advisory

Rank Firm Name # of Transactions 2022
1 Canaccord Genuity 37
2 Houlihan Lokey 12
3 Raymond James 10
4 GP Bullhound 9
5 BrightTower 8
6 Lincoln International 7
7 Drake Star 6
7 Stifel 6
7 Evercore 6
7 William Blair 6

Source: Numbers for Canaccord Genuity represent total transactions in Technology, Media & Telecommunications as tracked by PitchBook as of 12.31.22. Media & Information Services transaction totals represent US-based M&A/Control Transactions, All Buyout Types, and Growth/Expansion sell-side transactions in the Media & Information Services segment as classified by PitchBook

Rank First Name # of Transactions 2020-2022
1 Canaccord Genuity 106
2 Houlihan Lokey 48
3 Raymond James 38
4 Lincoln International 28
5 GP Bullhound 22
5 William Blair 22
5 Moelis 22
8 JEGI 21
9 Goldman Sachs 20
9 BrightTower 20

Meet Our Financial Sponsors Team

  • Isaiah Knouff

    Isaiah Knouff

    Managing Director & Co-Head of Financial Sponsors Coverage

    iknouff@cgf.com

    View bio

  • Amy LaBan, CFA

    Amy LaBan, CFA

    Managing Director & Co-Head of Financial Sponsors Coverage

    alaban@cgf.com

    View bio

  • Bryan Cummings

    Bryan Cummings

    Managing Director, US Financial Sponsors

    bcummings@cgf.com

    View bio

  • Robert (Tenny) Field

    Robert (Tenny) Field

    Managing Director

    rfield@cgf.com

    View bio

    1. Company information as of March 31, 2023.