Neocol

Canaccord Genuity Advises Neocol on its Investment from Shamrock Capital

Canaccord Genuity has advised Neocol, a leading consulting firm focused on helping organizations streamline and organize their go-to-market sales functions, on the company’s investment from Shamrock Capital. The transaction represents the first investment for Shamrock Capital Clover Fund I, L.P., Shamrock’s inaugural small-cap vehicle that recently held its final close in Q4 2024. Salesforce Ventures, which had previously invested in the company, remains a shareholder in the company along with Shamrock.

Well-regarded within the Salesforce partner ecosystem, Neocol specializes in helping its clients implement and integrate complex technology systems by leveraging AI agents and the Salesforce product suite. Utilizing Neocol’s domain expertise, clients can realize efficiencies across their entire revenue lifecycle from sales (commission planning/configure price quote), operations (contract lifecycle/order management), and finance (billing/revenue recognition/churn management). The company services marquee clients across strategy consulting, implementation, and managed services.

Neocol currently operates in the large and dynamic revenue lifecycle management market, which is poised to capitalize on meaningful growth opportunities by expanding into adjacent capabilities focused on leveraging AI agents to drive greater efficiencies in internal processes touching the full revenue lifecycle from quote to renewal. The company benefits from deep domain expertise and a scarce and highly sought-after skillset, making it a valuable partner within the Salesforce ecosystem. Founded in 2003 by Ryan Lott and headquartered in Chicago with 140+ employees, Neocol is led by an experienced management team with a strong track record of innovation, technical depth, and the ability to stay ahead of emerging technology innovation trends. As a strategic partner, Shamrock will work closely with the company to drive growth through key initiatives with an emphasis on expanding Neocol’s footprint within the media vertical.

Shamrock Capital Advisors, LLC is a Los Angeles-based investment firm with approximately $6.6 billion of assets under management as of December 31, 2024. Shamrock Capital invests exclusively in media, entertainment, communications, and related sectors through a multi-fund strategy centered on private equity investments, as well as ownership and financing of content and media rights. The firm was originally founded in 1978 as the family investment company for the late Roy E. Disney and has since evolved into an institutionally backed firm with a leading group of investors, including endowments, foundations, and sovereign wealth and pension funds. Shamrock Capital partners with strong management teams and takes an active, collaborative approach to creating value in each investment.