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Technology

WHAT WE DO

Creating Value for Clients in a Rapidly Evolving Industry

The Solomon Partners Technology group works with the most dynamic technology, data, and analytics companies to help them accelerate growth, maximize value, and achieve their stakeholder objectives by providing independent strategic, M&A, and financing advisory services. Our clients range from high-growth, founder-owned companies to large public and private-equity-backed groups, as well as their investors. We work with software, data & analytics, and tech-enabled services companies across a range of industry verticals, including Advertising & Marketing, ESG & EHS, Finance & Insurance, Governance, Risk & Compliance, Natural Resources & Energy Transition, Real Estate & Construction, Healthcare, Pharma, Supply Chain & Logistics, and Transportation & Auto Tech. Our senior bankers differentiate themselves through deep subject-matter expertise, an understanding of and ability to optimize positioning around key investment themes, extensive relationships with strategic and financial investors, and decades of execution experience.

Key Transactions

  • Advised Charlesbank on its acquisition of IMPLAN, a portfolio company of Boathouse Capital
  • Advised New Mountain Capital / Endicott on its acquisition of Datassential
  • Advised RegRoom on its sale to CUBE, a portfolio company of Hg
  • Advised MediaRadar, a portfolio company of Thompson Street Capital Partners, on its acquisition of Vivvix, a subsidiary of Kantar Group
  • Advised Spectrum Equity on its growth investment into Benchmark Mineral Intelligence

Technology Transactions

Served as financial advisor to FiscalNote on its sale of Dragonfly Intelligence and Oxford Analytica to Dow Jones, a division of News Corp
March 2025
Served as financial advisor to Charlesbank on its strategic investment in IMPLAN
November 2024
Served as financial advisor to New Mountain Capital and Endicott Capital on its strategic growth investment in Datassential
September 2024
Served as financial advisor to Reg-Room on its sale to CUBE
May 2024
Served as financial advisor to Wilshire on its acquisition of Lyxor U.S. from Amundi
December 2023
Served as financial advisor to MediaRadar on its acquisition of Kantar Group’s Vivvix
November 2023
Served as financial advisor to Spectrum Equity on its growth investment in Benchmark Mineral Intelligence
November 2023
Served as financial advisor to the Special Committee of System1’s Board of Directors on its sale of Total Security to Just Develop It
November 2023
Served as financial advisor to Prodigo Solutions on its sale to GHX, a portfolio company of Warburg Pincus and Temasek
April 2023
Served as financial advisor to Wilshire on its launch of Wilshire Indexes, and its strategic partnership with SGX group and the Financial Times
March 2023
Served as financial advisor providing a fairness opinion to the Board of CC Neuberger
July 2022
Served as financial advisor to Onera on its sale to ToolsGroup
June 2022
Served as financial advisor to Körber in the sale of a significant minority stake in its supply chain software business to KKR
December 2021
Served as financial advisor to the Board of ToolsGroup in support of its growth investment by Accel-KKR
November 2021
Served as exclusive financial advisor to Ruby Has LLC on its sale to ShipMonk Inc.
November 2021
Served as exclusive financial advisor to Panalgo on its sale to MMIT & Evaluate, a Welsh, Carson, Anderson & Stowe and Hg portfolio company
October 2021
Advised Investor Group on its Acquisition of Wilshire Associates
January 2021
Advised Accel-KKR on its sale of TrueCommerce to Welsh, Carson, Anderson & Stowe (WCAS)
December 2020
Served as financial advisor to Rand McNally on its sale to Teleo Capital
October 2020
Advised 3Gtms, a global provider of Tier 1 transportation management software solutions, on its sale of a majority stake to Sumeru Equity Partners
April 2019
Served as financial advisor to consortium of iSubscribed, WndrCo and General Catalyst on the acquisition of Intersections
February 2019
Advised the London Stock Exchange Group on its acquisition of Frank Russell Company
June 2014
Advised FTSE Group in the formation of a joint venture with TMX Datalinx.
February 2013

Technology Specialists

Joseph Watson

Managing Director

James Butcher

Managing Director

Solange Velazquez

Managing Director

Technology Insights

Machine Learning in Last-Mile Delivery: Transforming Logistics for the Future

Artificial intelligence and machine learning are poised to generate as much as $4.4 trillion in productivity gains across some of…

Real Estate & Construction Technology: H1’25 Market Update

Real Estate & Construction Tech Is Building Momentum Despite headwinds in early 2025, the Real Estate & Construction Tech sector…

How Dealership Technology Can Boost Fixed Operations and Strengthen Customer Loyalty

By Solange Velazquez, Managing Director When most people picture an automobile dealership, they think of a showroom lined with rows…

Capital Advisory

Our Capital Advisory team works closely with clients to provide comprehensive, independent guidance throughout an organization’s life cycle.

Insights & Perspectives

Reports. Podcasts. Latest News. Explore our insights and perspectives on the latest industry trends and market developments.

M&A and Strategic Advisory

Our bankers provide strategic solutions across complex M&A assignments and advise boards and special committees on navigating highly scrutinized situations.