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
Served as financial advisor to ROUVY on its sale to Zwift
Served as financial advisor to Verity, a portfolio company of Resurgens Technology Partners, on its sale to TMX Group
Served as financial advisor to FiscalNote on its sale of Dragonfly Intelligence and Oxford Analytica to Dow Jones, a division of News Corp
Served as financial advisor to Charlesbank on its strategic investment in IMPLAN
Served as financial advisor to New Mountain Capital and Endicott Capital on its strategic growth investment in Datassential
Served as financial advisor to Reg-Room on its sale to CUBE
Served as financial advisor to the Special Committee of System1’s Board of Directors on its sale of Total Security to Just Develop It
Served as financial advisor to Spectrum Equity on its growth investment in Benchmark Mineral Intelligence
Served as financial advisor to MediaRadar on its acquisition of Kantar Group’s Vivvix
Served as financial advisor to Wilshire on its acquisition of Lyxor U.S. from Amundi
Served as financial advisor to Prodigo Solutions on its sale to GHX, a portfolio company of Warburg Pincus and Temasek
Served as financial advisor to Wilshire on its launch of Wilshire Indexes, and its strategic partnership with SGX group and the Financial Times
By Solange Velazquez , Managing Director in Technology From investment to dealmaking, AI was, unsurprisingly, the main topic of conversation at the National Automobile Dealers Association (NADA) Show, the largest gathering of franchised new car and truck dealers in the United States, held in Las Vegas last month. Investors remain bullish on a specific segment…
As housing markets remain dynamic and loan volumes fluctuate, mortgage lenders face increased pressure to accelerate underwriting while maintaining rigorous compliance and risk controls. Underwriting has traditionally been a slow process, requiring manual review of income documents, identity verification, and credit risk across multiple data sources. Today, digitization and AI are reshaping the mortgage underwriting…
In January, Solomon Partners announced several key leadership appointments, including the hiring of Ian O’Neal as a Partner in the firm’s Technology Group and senior-level promotions . Ian recently sat down with CEO Marc Cooper to discuss his background, current market themes, and what he’s hearing most often from clients. Ian, tell us about your…
