Leonis Partners

Description of Product or Services you would like to promote in the Association:

We provide M&A, Capital Raise, Fairness/Valuation Opinion, and Special Situations financial advisory services.

How does your product or service specifically target/benefit Program Administrators:

We assist the ownership and leadership of program administrators with some of their most sensitive decision making processes. Whether it is the need to raise expansion capital, buy another program administrator, or even potentially sell their business to a strategic or financial partners, we are there to guide them through.

What differentiates your product from others in the marketplace?

In addition to our roster of bankers from top financial firms and full support staff of analysts and associates, we also have a Managing Director who has direct industry operating experience.  His operating, corporate finance and integration experience supporting one of the largest program administrator platforms in the US gives us a unique ability to advise executives and owners through the processes he has himself lived through.