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JEGI LEONIS Kicks off 2026 with Multiple Promotions

JEGI LEONIS Kicks off 2026 with Multiple Promotions

JEGI LEONIS, a pre-eminent M&A advisory firm for the global technology, software, media, and business services industries, is proud to announce multiple promotions across its leadership team as the firm kicks off the new year. These promotions reflect JEGI LEONIS’s ongoing commitment to developing top-tier talent and delivering exceptional results for clients worldwide.

On the leadership team, Kyle Corigliano and Andrew Fox have been promoted to Managing Director. Kyle and Andrew advise software and tech-enabled businesses on M&A, recapitalizations, growth capital, and debt financing transactions across multiple tech sectors. Kyle currently helps co-lead Vertical Software coverage efforts for the firm and has recently led successful transactions for clients in GovTech, EdTech, IndustrialTech, and GRC/Cybersecurity in the past year. Andrew leads our Financial Technology practice, which includes Payments, Banking Technology, and Real Estate, among other subsectors. James Foster and Drew Stevenson have both joined the leadership team this year as Directors.

These promotions not only reflect their exceptional contributions and impact within the firm but also underscore our unwavering commitment to investing in talent and building a robust leadership team. By elevating these accomplished professionals, JEGI LEONIS continues to reinforce its strategy of cultivating the next generation of leaders who will drive innovation, deliver superior client outcomes, and uphold the firm’s reputation for excellence in the global M&A marketplace.

Robert Koven, Managing Director & Co-CEO of JEGI LEONIS, noted, “We are very proud to announce these internal promotions to our leadership team. Our success is built on a foundation of rigorous training, best-in-class practices, and a relentless focus on client outcomes. Each of these individuals exemplifies our core values and commitment to delivering superior results for our clients.”

Executive Leadership Dinner

Executive Leadership Dinner

Location: The Pierre, New York City
Partner: BDO  (www.bdo.com)

JEGI LEONIS held its last Executive Leadership Dinner of 2025 on November 19th at the Pierre in New York starting at 6PM with cocktails. These events are structured as roundtable discussions and provide a stimulating evening of great conversation and networking.

This Dinner was titled “The Future Is Personal: Driving Growth Through AI-Enabled Customer Strategy.” The roundtable discussion was led by David Edelman, a recognized “Marketing AI Trailblazer,” Author, HBS Professor, and former CMO. Attendees discussed trends affecting the industry, how to harness AI to build deeper customer relationships, market conditions, and more.

Marketing Services Sector Update

Marketing Services Sector Update

We are pleased to share our latest report on the marketing services industry, providing insights into current market dynamics, public market trends, and M&A themes. As trusted advisors to companies across the marketing services ecosystem, we track the developments influencing growth, investment, and consolidation in this rapidly changing environment.

The report examines how macroeconomic conditions, AI, and shifting client priorities are impacting both market performance and strategic activity. It highlights where the industry is showing resilience, where disruption is creating new opportunities, and how leading firms are positioning themselves for continued success.

Drawing on our deep sector expertise and ongoing transaction activity, JEGI LEONIS provides perspective on the forces driving value creation and M&A momentum across the marketing landscape.

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If you would like an in depth discussion on this topic please contact us. If you have any issues receiving the report, please contact Kelsey Haar at khaar@JL-co.com.

Greens Ledge Lighthouse Charity Fundraiser

Greens Ledge Lighthouse Charity Fundraiser

JEGI LEONIS, in partnership with the sponsors below, hosted a special networking charity event at the restored Greens Ledge Lighthouse in Rowayton, CT. This 4th annual event brought together senior executives in CT and the broader NYC metro area. All proceeds went to the Greens Ledge Light Preservation Society, a 501(c)3 dedicated to restoring and preserving the historic Greens Ledge Lighthouse. To learn more about the efforts to save the lighthouse please visit https://savegreensledge.org/.

Founding Sponsors

Event Sponsors

JEGI LEONIS Closes Merger and Introduces New Branding Amid Record Deal Flow

JEGI LEONIS Closes Merger & Introduces New Branding Amid Record Deal Flow

JEGI LEONIS Closes Merger 
And Introduces New Branding Amid Record Deal Flow

NEW YORK and LONDON, September 8, 2025 — JEGI LEONIS (www.JL-co.com), a pre-eminent M&A advisory firm for the global technology, software, media, and business services industries, has unveiled new branding following its successful merger.  As this new chapter begins, the firm continues pacing for record deal flow in 2025.

The combined firm brings nearly 40 years of M&A leadership, experience, and deep domain expertise to provide unconflicted, bespoke solutions to maximize clients’ value. The firm has completed more than 900 transactions and will continue to focus on deals across a broader range of sectors.

“Since joining forces earlier this year, we have seen tremendous success from the hard work of our team members,” said Robert Koven, Co-CEO & Managing Director of JEGI LEONIS “I’m excited to see how we can build on our accomplishments as we look toward the future under our new identity.”

With a global team of sector experts, JEGI LEONIS has a major presence in New York, London, Boston and San Francisco. The firm’s team of bankers have worked for leading investment banks, as well as financial and strategic players across each of its key verticals, directly contributing to their skills and experience to help clients meet their goals. This global talent pool not only diversifies expertise, but ensures emerging perspectives and nuanced industry knowledge are tapped to enhance client success, foster innovation and keep the firm at the forefront of market trends.

“We are excited to begin this new chapter in our firm’s storied history,” added Wilma Jordan, JEGI LEONIS’s Executive Chair “While our name and look might be changing, our long-standing commitment to guiding our clients through dealmaking and value creation remains the same.”

Scott Mozarsky, Co-CEO & Managing Director, and Doug Stowe, President & COO, join in leading JEGI LEONIS’s global efforts. The firm is supported by a team of 80 professionals worldwide who are dedicated to maintaining the firm’s client-centric, best practice approach. 

JEGI LEONIS has advised on 20 deals year-to-date and is on track to close 40 by year end.

For further information, please contact Kelsey Haar at khaar@JL-co.com or visit www.JL-co.com.

Technology Consulting & Services | The Investment Opportunity

Technology Consulting & Services | The Investment Opportunity

CIL and JEGI LEONIS have surveyed leading technology consulting and services firms across the US to gain insights into their outlook and the opportunities they see for the industry.

The survey focused on three areas:

  • Market conditions: How the technology services market performed through 2024 and initial observations for 2025, focusing on the impact of macroeconomic and political uncertainty and how the firms in our sample are evolving their differentiation strategies to adapt to longer-term disruption trends.
  • Value creation opportunities: The top and bottom-line strategies technology services firms are using to stay competitive, including revenue growth and margin levers, AI integration and global delivery models.
  • M&A outlook: How firms are balancing organic and acquisitive growth and the outlook for M&A.

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I’m optimistic growth will pick up in 2025, fueled by AI and automation for cost savings and customer experience. Still, geopolitical risks and US policy shifts remain key concerns.

If you would like an in depth discussion on this topic please contact us. If you have any issues receiving the report, please contact Kelsey Haar at khaar@JL-co.com.