Technology & Business Services

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CLIENT

ZRG Partners, LLC. (“ZRG” or the “Company”) is a rapidly growing global talent advisory firm providing a range of executive search, consulting & advisory, and interim solutions across the Industrials, Life Sciences, Consumer, Financial Services, Sports, and Technology industries, among others.

SITUATION

Following ZRG’s financial partnership with RFE Investment Partners (“RFE”) the organization grew exponentially through increased senior-level hiring efforts. To build on this momentum ZRG identified an avenue to further diversify and grow its services portfolio of human capital management services through the addition of consulting and further interim/outsourced services. Through a targeted M&A effort centered around enhancing capabilities, ZRG sought to further differentiate its offering in the marketplace by providing additional solutions for their clients. 

ENGAGEMENT

G2 Capital Advisors, LLC (“G2”) served as the exclusive buy-side advisor to ZRG leading a strategic M&A effort focused on identifying and engaging with potential acquisition candidates in the human capital consulting market. ZRG and RFE continued their partnership with G2 to leverage the firms’ deep-rooted expertise across the Technology & Business Services practice. G2 was engaged by ZRG for a second time with a heavy focus on services-oriented businesses including specialty consulting and executive search.

OUTCOME

G2’s mandate with ZRG began in 2019 with a core focus on establishing a growth strategy to better serve their clients’ needs and accelerate growth. This work led to the successful transaction of Brimstone Consulting in December 2021 followed this week by the acquisition of RoseRyan, Inc., a leading outsourced accounting and interim services firm. RoseRyan, headquartered in the heart of Silicon Valley, serves a range of business from start-ups to Fortune-500 companies across the technology, life sciences and private equity sectors globally. Together, ZRG and RoseRyan will leverage an extensive network of interim financial professionals, human capital search professionals, and business consultants to better serve its client base.

“The nature of the workforce has evolved and having even greater bandwidth in the finance and accounting consulting sector through RoseRyan is fantastic,” ZRG CEO Larry Hartmann said. “This complements our current interim team, led by Mark Viner, and also adds important consulting capability to allow us to service a wide range of clients, who need support in accounting and HR.”

Andrew Keleher, Director, Business Development at G2 Capital Advisors, commented “It has been a pleasure working with the team at ZRG and supporting their growth strategy over the years. The recent acquisition of RoseRyan further enhances ZRG’s ability to offer best in class services to its client base. We are thrilled for both organizations and look forward to seeing their success together in the coming years!”

About ZRG Partners

ZRG is a global talent advisory firm that is changing the way companies hire and manage talent. ZRG’s data-driven approach to executive and professional search has been changing the way clients think about how to find top talent. The company’s digital Zi platform combines talent intelligence, candidate insights, and process improvement to dramatically deliver executive searches quicker and with proven better results.

Today, with the help of private equity investor RFE Investment Partners, ZRG is among the fastest growing firms in the search industry and provides a full suite of retained search, on-demand talent, and consulting and advisory solutions across the Americas, Asia, Europe, and Australia.

About RoseRyan, Inc.

RoseRyan is a global leader in interim financial staffing solutions. The company provides tailored financial advisory solutions to a variety of clients, from startups to fortune 500 companies. With over 120 experienced finance and accounting and industry experts, RoseRyan provides outsourced accounting & finance, interim finance, corporate governance, and strategic project solutions. Their staff has deep experience through all stages of business life cycle across the life science and technology industries. RoseRyan is based out of Campbell, CA.

About RFE Investment Partners 

Founded in 1979, RFE Investment Partners is a private equity investor with a long-standing small buyout heritage and a time-tested strategy for growing businesses. RFE equips companies with the capabilities and resources to scale by leveraging the extensive operational expertise, financial acumen, and broad business network of the RFE team. Through over 75 small buyout transactions, RFE has consistently guided portfolio companies through multiple business cycles while driving value creation. RFE invested in ZRG Partners in December 2018, providing the tools and guidance needed to expand the capabilities and product offerings of the company, as well as grow the business on an international scale.

About G2 Capital Advisors

G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors.

CONTACTS ON THIS DEAL:

Matt Konkle, President, T: 857.310.5554 E: [email protected]

Andrew Keleher, Director, Business Development T: 860.748.6480 E: [email protected]

Matt Ball, Senior Associate T: 978.914.4421 E: [email protected] 

Ben Stevenson, Associate: T: 412.680.9100 E: [email protected]

Aaron Levy, Associate: T: 857.250.2767 E: [email protected]

Bridget McGillicuddy, Analyst: T: 781.540.9085 E: [email protected] 

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CLIENT
Anyone Home, Inc. (“Anyone Home” or “the Company”) is an industry-leading SaaS-based CRM platform and tech-enabled managed services provider assisting residential property managers in capturing and converting leads and driving engagement with residents. The Company delivers unmatched insights into the customer journey and the industry’s most accurate and actionable lease attribution and analytics reporting.

SITUATION
Anyone Home, and prior lead investor Sopris Capital, were seeking to further the Company’s position as a leading real estate services provider, building on the strength of its technology and property manager partnerships. They sought a strategic partner who would further enhance the ability of Anyone Home to meet the evolving and expanding needs of its customers.

ENGAGEMENT
G2 Capital Advisors, LLC (“G2”) was engaged by Anyone Home as its exclusive financial advisor. G2 led a highly targeted and strategic sell-side transaction process focused on identifying the right partner to accelerate the growth of the Anyone Home platform.

OUTCOME
In March 2022, the transaction was successfully executed through a sale to InhabitIQ, a leader in property management software innovation. InhabitIQ is a portfolio company of investors including Goldman Sachs Asset Management, Insight Partners, Greater Sum Ventures, and Providence Strategic Growth.

“G2 was a trusted partnered to Anyone Home throughout the sale process providing key insights, advice, and leadership,” said Todd Katler, CEO and founder of Anyone Home. “They exceeded our expectations in their level of support and expertise. We couldn’t be more pleased with the result.” 

“The combination of Anyone Home and InhabitIQ represents a world-class partnership with expansive growth opportunities,” said Matt Konkle, President of G2. “The G2 team is honored to have worked with Todd and his team to create strategic value within an industry vertical that is a key focus for G2.”

About G2 Capital Advisors
G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors. For more information, visit www.g2cap.com.

About Anyone Home

Headquartered in Lake Forest, California, Anyone Home is completely focused on prospect and resident engagement. Its solutions and services create higher NOI by driving more leasing activity by giving prospects the freedom of choice in how and when they choose to interact. Its solutions include the Anyone Home CRM, Property Tours, Leasing Chatbot, Contact Center and analysis of leasing agents’ calls with prospects. To learn more, visit www.anyonehome.com

About Inhabit IQ

Inhabit IQ is an innovative software company serving the residential, commercial and vacation property management industries. Its strategic partnerships deliver best-in-class software solutions and services while fostering innovation and collaboration with like-minded entrepreneurs and industry leaders. The company believes property managers should have the opportunity to choose platforms that best support their business goals and benefit from strategic partnerships across their ecosystem. Inhabit IQ has several private equity partners, including Goldman Sachs Asset Management, Insight Partners, Greater Sum Ventures and PSG, that are committed to helping support the Company’s commitment to property management software innovation. To learn more, visit www.inhabitiq.com.

G2 CONTACTS ON THIS TRANSACTION:

Matt Konkle, President: T: 317.371.6608 E[email protected]

Kerri Ford, MD, Head of Technology & Business Services: T: 917.515.7585 E[email protected]

Connor Grogan, Vice President: T: 860.707.5754 E[email protected]

Ted Malpiede, Senior Analyst: T: 781.752.6001 E[email protected]

Ben Stevenson, Associate: T: 857.317.2785 E: [email protected]

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CLIENT
Founded in 1992, Vitalyst, LLC (“Vitalyst” or “the Company”) is an award-winning Microsoft Gold Partner that provides best-in-class employee experience and transformative change enablement services via an on-demand, subscription-based training platform. The Company serves as a strategic partner to a diverse base of Fortune 1000 blue-chip customers across a wide variety of industries. Vitalyst’s more than 165 professionals currently support over 350 business applications for over 400 clients that operate in more than 20 countries. Its services are offered in over 10 languages and drive usage and awareness of Microsoft applications, allowing organizations to achieve the maximum return on their investment by enhancing user proficiency and productivity.

SITUATION
Vitalyst and prior owner Baird Capital Partners (“Baird”) were seeking to further the Company’s position as a leading technology services provider building on the strength of its extensive experience in virtual learning and its long-standing partnership with Microsoft. They sought a partner that shared the vision of Vitalyst’s growth strategy and its focus on customer and employee satisfaction. 

ENGAGEMENT
G2 Capital Advisors, LLC (“G2”) was engaged by Vitalyst as its exclusive financial advisor. G2 led a highly targeted, strategic, and efficient sell-side transaction process focused on identifying the right partner for the Company.

OUTCOME
In January 2022, the transaction was successfully executed through a sale to Alithya Group, Inc. (NASDAQ: ALYA, “Alithya”), a leader in strategy and digital transformation. 

“Vitalyst is a highly differentiated service provider that, with Alithya’s partnership, is primed to continue on an exciting growth trajectory. We are eager to see what opportunities their new partnership will unlock. This transaction is a fantastic example of G2’s strategy of partnering with market-leading organizations within industry verticals that we know incredibly well.” said Kerri Ford, G2 Managing Director and Head of Technology & Business Services.

Brett Tucker, Partner at Baird shared, “The Vitalyst management team has done an exceptional job leading the business and we were honored to partner with a best-in-class team at G2. Kerri and the team at G2 ran an outstanding process, and we couldn’t be more pleased with the result.”

About G2 Capital Advisors
G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors.

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CLIENT

ZRG Partners, LLC. (“ZRG” or the “Company”) is a leading global executive search and human capital management firm. It provides a range of executive search, consulting & advisory, and interim solutions across the Industrials, Life Sciences, Consumer, Financial Services, Sports, and Technology industries, among others.

SITUATION

In 2018 following ZRG’s financial partnership with RFE Investment Partners (“RFE”) the organization grew exponentially through increased senior-level hiring efforts. To build on this momentum, in late 2019 ZRG identified an avenue to further diversify and grow its services portfolio of human capital consulting. Through a targeted M&A effort centered around enhancing capabilities, ZRG sought to further differentiate its offering in the marketplace by providing additional consulting solutions for their clients.

ENGAGEMENT

G2 Capital Advisors, LLC (“G2”) served as the exclusive buy-side advisor to ZRG leading a strategic M&A effort focused on identifying and engaging with potential acquisition candidates in the human capital consulting market. ZRG and RFE partnered with G2 to leverage the firms’ deep-rooted expertise across the Technology & Business Services practice, with a heavy focus on services-oriented businesses including specialty consulting and executive search.

OUTCOME

G2’s mandate with ZRG led to the acquisition of Brimstone Consulting Group, LLC. (“Brimstone”), a leading management consultancy offering solutions across leadership development; diversity, equity, and inclusion; post-merger integration; and more. Headquartered in Camden, Maine, Brimstone serves a range of medium sized to Fortune-500 businesses across the globe. Together, ZRG and Brimstone will leverage an extensive network of Human Capital search professionals, interim financial professionals, and business consultants to better serve its client base.

“The complementary nature of our businesses made Brimstone an obvious partner for ZRG, as we continue to expand our portfolio of talent advisory solutions,” says Larry Hartmann, CEO of ZRG. “Further ensuring a new CEO is successful with the proven process of Brimstone will create a new paradigm for CEO transitions. We are pleased that we can now address two critical areas of leadership to align success for our clients with both strategy work and culture work. We believe when a company aligns strategy and culture with the right talent, amazing success can be achieved, and our offerings now address these three core areas.” 

Andrew Keleher, Vice President at G2 Capital Advisors, commented “The team at G2 has deep roots in the human capital management segment of the market. Supporting one of the world’s fastest-growing executive search/talent recruitment firms on their growth strategy has been a real pleasure these past few years and we look forward to continuing our work together. The recent acquisition of Brimstone Consulting further enhances ZRG’s offering by adding senior level talent that manages a disciplined approach to supporting leaders through business transformation. We are thrilled for both organizations and look forward to seeing their success together in the coming years!”.

About ZRG Partners

Over the past four years, ZRG has been the leader in top line growth and increasing market share through its talented workforce and its investments in industry leading innovations and talent acquisition tools supporting its clients in making better informed and timely talent decisions. The proprietary collaborative Zi platform with its integrated Z Score, Compensation Tools, Interview Insights, and Culture Fit Score have accelerated the hiring process in excess of thirty percent with better decision making. Since 1999, ZRG’s data-driven approach to executive and professional search has been changing the way its clients think about acquiring top talent. For over 20 years, clients have trusted ZRG to recruit top talent around the world. Today, ZRG is recognized as the fastest-growing global search firm and provides a full suite of retained executive management and customized talent solutions through its locations in North America, South America, Europe, the Middle East, and Asia.

About Brimstone Consulting Group, LLC.

Brimstone Consulting is a global leader in business consulting. Brimstone works side by side with their clients, moving from strategy to execution and uncovering the pivot points for true business growth and transformation. Brimstone’s straightforward methodology simultaneously aligns the organization and develops leaders while accelerating growth, performance, and profitability. Brimestone’s core work is focused on business acceleration; change enablement; culture change; executive coaching; leadership development; leadership team alignment; organizational alignment; diversity, equity, and inclusion; and post-merger execution. Brimstone Consulting Group is based out of Camden, ME.

About RFE Investment Partners 

RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing New Canaan, Connecticut-based firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market leading middle market companies. RFE is currently investing out of Fund IX. For more information, visit www.rfeip.com.

About G2 Capital Advisors

G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors.

CONTACTS ON THIS DEAL:

Matt Konkle, President, T: 857.310.5554 E: [email protected]

Kerri Ford, Managing Director, Head of Technology & Business Services, T: 917.515.7585 E: [email protected]

Andrew Keleher, Vice President, T: 860.748.6480 E: [email protected]

Ben Stevenson, Associate: T: 412.680.9100 E: [email protected]

Aaron Levy, Senior Analyst: T: 857.250.2767 E: [email protected]

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G2 Capital Advisors announced today that Matt Konkle has been appointed President of the firm. Formerly Senior Managing Director and Head of Industry Teams at G2, Matt is an accomplished C-Level executive and operator with 25 years of experience in the Technology and E-commerce services industry. Matt possesses a deep background leading complex advisory transactions in the middle market. In his role as President, Matt will lead the day-to-day aspects of G2 as well as provide oversight to the firm’s business sectors in developing and executing against its short and long-term strategies.

“With the explosive and sustained growth of the firm, it is the right moment for us to continue to invest in our organizational leadership. Matt has the vision, leadership, and expertise to support the changing and growing needs of our organization as G2 continues to scale and drive towards our long-term strategic objectives,” says Founder & Chief Executive Officer Jeffrey Unger.  “Matt’s unique understanding of our clients from entrepreneurs to institutional investors and their respective requirements makes him the ideal leader to complement our management team. We are making this organizational change to support the next stage of our growth, amidst significant firm-wide momentum as we charge through the second half of this year. Matt will be working very closely with our entire leadership team to leverage its collective experience, market and industry knowledge and operational expertise to position G2 to achieve, if not exceed, the objectives set for growth.”

“I am honored and excited to take on the role as President of the G2 team. It’s a privilege to be a part of a tremendously strong company poised for continued growth. We have an extremely talented, diverse and accomplished team who are deeply committed to achieving success for our clients. Now is the time to focus on how G2 can evolve holistically to support overall firm growth.” says Konkle. “This is a pivotal moment for G2 to build on the impressive momentum we have accomplished, the collaborative relationships we have with our clients, and the organizational culture and go-to-market strategy established by our CEO and founder, Jeffrey Unger. I have worked beside Jeffrey for the last six years and personally understand the significance of his contributions. His dedicated leadership and passion provide an example for us all, and I look forward to partnering together as we leverage the knowledge and expertise across the organization to unlock G2’s growth potential.”

Before joining G2, Matt was President of Fifth Gear, a tech-enabled services company and provider of end-to-end e-commerce solutions, including order management, fulfillment, customer care, and freight management. Matt led Fifth Gear from inception, including developing the company’s product and service offerings and go-to-market strategy. Matt partnered with G2 on buy-side, financial advisory, and sell-side mandates as part of Fifth Gear’s growth strategy. In 2014, Matt and G2 completed a strategic sale of the business to Speed Commerce (NASDAQ: SPDC). As the Chief Operating Officer of Speed Commerce, Matt was responsible for a team of over 1,500 employees serving over 30 retail and consumer brands. In his previous role at G2 as Head of Industry Teams, Matt was focused on maximizing the value of firm’s industry-specific, operations-centric approach in the middle market. Through that work, Matt has developed a deep understanding of the support required for a high-growth organization like G2. He has had a direct impact on the firm’s agile approach to accommodating the evolving needs of its clients. 

Matt holds a Bachelor of Science in Business Administration from the Indiana University Kelley School of Business and a Master’s in Business Administration from the University of Chicago Booth School of Business.

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CLIENT
ArcLight Consulting, LLC (“ArcLight”), founded by Pritam Dutta, Jeff Eaton, and Harch Mirchandani, is a market-leading provider of a complete suite of Oracle human capital management (HCM) cloud implementation and consulting services. The Company guides clients through every phase of an implementation project, including strategy, deployment, management, adoption, and optimization. ArcLight is headquartered in Burlington, Massachusetts.

SITUATION
The ArcLight team was seeking to further its position as a leader in the technology consulting sector by building upon ArcLight’s extensive expertise across the full suite of Oracle Cloud products and software and the Company’s specialization in HCM integrations, change management, and ERP support. The Company was targeting a partner that would support the successful execution of ArcLight’s growth strategy by expanding its national service footprint with a high-growth, differentiated, and specialized firm with a focus on prioritizing customer and employee satisfaction.

ENGAGEMENT
G2 Capital Advisors, LLC (“G2”) was engaged by ArcLight as the exclusive financial advisor leading a sell-side effort focused on identifying and transacting with an optimal partner to support the Company’s long-term growth strategy.

OUTCOME
The transaction was successfully executed on June 30, 2021 through a sale of ArcLight to Addison Group. ArcLight will continue to operate their brand under Addison just like Bridgepoint Consulting, which G2 sold to Addison in 2017, providing opportunities for growth both for the business and employees.

“G2 ran an efficient and robust process. We couldn’t be more pleased with the outcome. G2 helped us to find the right partner with which to grow ArcLight both in terms of business goals and cultural fit.” said ArcLight co-founder, Jeff Eaton.

The ArcLight acquisition represents the third company Addison has acquired through a G2 represented deal process.

“It was an honor and a pleasure to work with Pritam, Jeff, and Harsh. The sale is a fantastic outcome for our client and allows the partners to realize their goals for the company while accessing Addison’s exceptional support base to grow their business.” said Kerri Ford, Managing Director and Practice Leader of Technology & Business Services for G2 Capital Advisors.

About Arclight Consulting Group LLC:
ArcLight Consulting is a leader in Cloud implementation services. ArcLight is dedicated to ensuring that its customers are not only successful with their Cloud applications investment, but that they maximize and optimize that investment. ArcLight’s team of certified experts continuously provide best in class service, guidance and direction to ensure customer’ success via its established methodology that bridges software and process. ArcLight’s founding principle is that Customer Service drives Customer Success and putting it into practice creates long-term benefits for customers, employees, partners, and the communities that ArcLight serves.

About G2 Capital Advisors

G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors.

CONTACTS ON THIS DEAL:

Kerri Ford, Managing Director & Practice Leader Technology & Business Services : T: 917.515.7585 E: [email protected]

Matt Konkle, Senior Managing Director & Head of Industry Teams : T: 317.371.6608 E: [email protected]

Connor Grogan, Vice President : T: 860.707.5754 E: [email protected]

Kevin Lamb, Senior Analyst : T: 508.282.6262 E: [email protected]

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G2 Capital Advisors is pleased to present its Technology & Business Services industry updates for Q1 2021, providing commentary and analysis on M&A and market trends within the sectors. We hope these reports find you and your families safe and healthy, and encourage you to contact us directly if you would like to discuss our perspective on the current market environment, trends, or our relevant industry experience.

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G2 Capital Advisors is pleased to present its Technology & Business Services industry updates for Q4 2020, providing commentary and analysis on M&A and market trends within the sectors. We hope these reports find you and your families safe and healthy, and encourage you to contact us directly if you would like to discuss our perspective on the current market environment, trends, or our relevant industry experience.

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CLIENT:
Argyle Executive Forum, LLC (“Argyle Executive Forum” or the “Company”), a marketing services company, brings information and thought leadership to a membership community of over two million business leaders. The Company provides conference, private meeting, and virtual event services as well as content solutions to engage audiences and communicate client brands and product innovations. Additionally, the Company operates a business-to-business media brand, focused on publishing information for senior finance executivesthrough multiple channels, including digital, mobile, and print magazine. Argyle Executive Forum was founded in 2004 and is headquartered in New York, New York.

SITUATION:
Argyle Executive Forum was formed through the combination of two distinct lead generation platforms: (i) Argyle Executive Forum, LLC, focused on exclusive, invitation-only events providing networking opportunities, panel discussions, and thought leadership to industry executives; and (ii) CFO Publishing, LLC (“CFO Publishing”), a leading global voice and multi-channel platform for delivery of original enterprise finance information, award-winning thought leadership and specialized professional learning targeted to the CFO ecosystem.

The two entities were consolidated into one operating company that targets specific functional business disciplines with highly-curated and premium lead generation events and services while providing thought leadership and proprietary experiences for its executive communities. Argyle Executive Forum was seeking to divest its media assets and recapitalize the Company as part of its virtual events-focused reorganization strategy.

ENGAGEMENT:
G2 Capital Advisors, LLC (“G2”) was engaged by Argyle Executive Forum as the exclusive sell-side advisor to lead a highly-targeted and efficient sale process for the Company’s digital and physical media assets, customized virtual webinar platform, and valuable research and analytics services.

OUTCOME:
In a transaction successfully executed on December 15, 2020, the Company divested its CFO Publishing media assets through a sale to Industry Dive, Inc. (“Industry Dive”), a portfolio company of Falfurrias Capital Partners (“Falfurrias”). The acquisition enhances Industry Dive’s growing portfolio of award-winning industry publications and represents a unique opportunity to build upon CFO Publishing’s globally-recognizable media brand that has been trusted by chief financial officers for over 35 years.

Additionally, the Company successfully divested the assets of Argyle Executive Forum on December 23, 2020 through a sale to Demand&Suppli LLC (“Demand&Suppli”). The acquisition represents a platform investment for Demand&Suppli in the lead generation space and provides an exceptional opportunity to build upon Argyle Executive Forum’s strong brand and experienced management team.

The Chairman of the Board of Directors of Argyle Executive Forum, Kerry Gumas said, “My experience in working with G2 throughout the sale process was second to none. They were extremely diligent, hard working and focused on achieving the best outcome for all parties involved. The Argyle Executive Forum and CFO Publishing teams are excited to work with their new partners at Industry Dive and Demand&Suppli who clearly share a common vision for continued growth of the two brands and exceptional lead generation execution for the Company’s valued customers.”

The two platforms are well-positioned to benefit from the strong tailwinds that have accompanied the need for efficient sales lead generation and critical thought-leadership brought about by the COVID-19 crisis, and will likely continue to play an integral role within the larger marketing services industry.

“The market conditions for event-based marketing and media companies driven by COVID-19 created unique challenges that required the team to find creative ways to approach the sell-side process. It was an honor and privilege to work with Argyle Executive Forum’s management on these highly-strategic divestitures”, said Matt Konkle, G2’s Senior Managing Director and Head of Industry Teams. “The Industry Dive, Falfurrias, and Demand&Suppli teams were a pleasure to work with and we look forward to tracking their success investing in the niche media and marketing services segments.”

About Argyle Executive Forum, LLC:
Argyle Executive Forum, LLC, a marketing services company, provides conferences, private meetings, and virtual events services in the areas of sales, sales development, customer success management, marketing, meeting management and operations, content and programming, membership development, and business support. Additionally, the Company operates a business-to-business media brand, focuses on publishing information for senior finance executives in the United States. It provides information in the areas of accounting and tax, banking and capital markets, human capital and careers, growth companies, risk and compliance, strategy, and technology through multiple channels, including online, digital, mobile, and magazine. Argyle Executive Forum, LLC was founded in 2004 and is headquartered in New York, New York.

About G2 Capital Advisors:
G2 Capital Advisors provides M&A, capital markets, and restructuring advisory services to the middle market. G2 offers integrated, multi-product, and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. G2 aspires to be the trusted advisor of choice to its clients including corporations and institutional investors.

CONTACTS ON THIS DEAL:
Matt Konkle, Sr. Managing Director, Head of Industry Teams: T: 317.371.6608 E: [email protected]

Connor Grogan: Vice President: T: 617.918.7973 E: [email protected]

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G2 Capital Advisors (“G2”) today announced that Kerri Ford, Managing Director, joins as the Firm’s new leader over the Technology & Business Services industry group. Ford is located in Boston, MA and reports to Matt Konkle, Head of Industry Teams.

Kerri joins G2 with over twenty-five years of experience investing in and advising companies across the technology and business services marketplace. Prior to joining G2, she was a co-founder and partner of RunTide Capital, a private equity firm investing in growth-stage, tech-enabled businesses. At RunTide, Kerri was responsible for all aspects of the investment cycle from sourcing through portfolio management and exit as well as fund formation and overseeing fund operations and compliance. Previously, Kerri served as Senior VP of Corporate Strategy and Development for C&W Services where she spearheaded the company’s M&A strategy. Before her time at C&W Services, she served as an investment professional for Baker Capital, a private equity firm investing in and advising digital communications, media and technology services companies. Previously, Kerri was an investment banker with Goldman Sachs and held roles in international operations and finance with Cabletron Systems, a pioneer in network management technology, as well as serving on multiple corporate boards of directors.

“We continue to expand our investment banking team with highly talented, operations centric executives that bring deep domain expertise to our clients,” said Chairman & CEO Jeffrey Unger. “The depth of Kerri’s background providing strategic advice particularly in the Tech-Enabled Services and Facilities Services sectors, is a strong match for our current team.”

Ford’s addition to G2 represents an important step forward as the firm strengthens its leadership in the technology sector where we have worked on 59 transactions to-date, 4 of which closed YTD with 3 under LOI on a path to close before year end. Kerri shares in the firms’ growth strategy for the Technology & Business Service Practice focusing on continuous innovation and expansion into growing markets, sound financial management rooted in an operations centric perspective, and providing our clients with creative and forward-thinking strategic alternatives to align with their long-term goals.

“Kerri brings significant and complementary sector expertise and market relationships to our team, deepening our existing focus in Ecommerce, IT / Cloud Services and Human Capital Management while expanding our expertise in Facilities Services and Real Estate technology.” said Matt Konkle, Senior Managing Director and Head of Industry Teams at G2 Capital Advisors. “Kerri’s leadership will drive a significant impact on our business and we are delighted to have her join G2.”

Ford is the latest prominent executive hire made by the firm, joining Nate McOmber who recently started with G2 in August as a Director with a dedicated focus on special situation advisory engagements, including assignments for the benefit of creditors, in the Technology and Business Services space. In addition to Nate, G2 recently hired Cullen Moore, Capital Markets Analyst who joined G2 after serving as an Investment Banking Analyst for Goldman Sachs. 

G2 continues to look for exceptional talent to join the expanding team and encourages contacting Amy McCormack, Vice President of Talent regarding interest in learning more about current openings.

G2 Capital Advisors (“G2”) today announced that Kerri Ford, Managing Director, joins as the Firm’s new leader over the Technology & Business Services industry group. Ford is located in Boston, MA and reports to Matt Konkle, Head of Industry Teams.

Kerri joins G2 with over twenty-five years of experience investing in and advising companies across the technology and business services marketplace. Prior to joining G2, she was a co-founder and partner of RunTide Capital, a private equity firm investing in growth-stage, tech-enabled businesses. At RunTide, Kerri was responsible for all aspects of the investment cycle from sourcing through portfolio management and exit as well as fund formation and overseeing fund operations and compliance. Previously, Kerri served as Senior VP of Corporate Strategy and Development for C&W Services where she spearheaded the company’s M&A strategy. Before her time at C&W Services, she served as an investment professional for Baker Capital, a private equity firm investing in and advising digital communications, media and technology services companies. Previously, Kerri was an investment banker with Goldman Sachs and held roles in international operations and finance with Cabletron Systems, a pioneer in network management technology, as well as serving on multiple corporate boards of directors.

“We continue to expand our investment banking team with highly talented, operations centric executives that bring deep domain expertise to our clients,” said Chairman & CEO Jeffrey Unger. “The depth of Kerri’s background providing strategic advice particularly in the Tech-Enabled Services and Facilities Services sectors, is a strong match for our current team.”

Ford’s addition to G2 represents an important step forward as the firm strengthens its leadership in the technology sector where we have worked on 59 transactions to-date, 4 of which closed YTD with 3 under LOI on a path to close before year end. Kerri shares in the firms’ growth strategy for the Technology & Business Service Practice focusing on continuous innovation and expansion into growing markets, sound financial management rooted in an operations centric perspective, and providing our clients with creative and forward-thinking strategic alternatives to align with their long-term goals.

“Kerri brings significant and complementary sector expertise and market relationships to our team, deepening our existing focus in Ecommerce, IT / Cloud Services and Human Capital Management while expanding our expertise in Facilities Services and Real Estate technology.” said Matt Konkle, Senior Managing Director and Head of Industry Teams at G2 Capital Advisors. “Kerri’s leadership will drive a significant impact on our business and we are delighted to have her join G2.”

Ford is the latest prominent executive hire made by the firm, joining Nate McOmber who recently started with G2 in August as a Director with a dedicated focus on special situation advisory engagements, including assignments for the benefit of creditors, in the Technology and Business Services space. In addition to Nate, G2 recently hired Cullen Moore, Capital Markets Analyst who joined G2 after serving as an Investment Banking Analyst for Goldman Sachs. 

G2 continues to look for exceptional talent to join the expanding team and encourages contacting Amy McCormack, Vice President of Talent regarding interest in learning more about current openings.

Contact Kerri:
Kerri Ford
Managing Director &
Technology & Business Services Practice Leader
G2 Capital Advisors
[email protected]

Media Relations Inquiries:
Jennifer Johnson
Vice President, Marketing
G2 Capital Advisors
[email protected]

Talent/HR Inquiries:
Amy McCormack
Vice President, Talent
G2 Capital Advisors
[email protected]