AGC Partners is pleased to announce that its client, Geezeo, a market leading white label personal financial management SaaS platform, has been acquired by Jack Henry & Associates. With a team led by Ben Howe, AGC Partners acted as sole financial advisor to Geezeo.
The AGC team exceeded every expectation, from our initial vetting process through the official closing date. AGC's deep understanding of the financial technology industry, strong relationships with strategic players, and breadth of M&A experience were crucial factors in achieving such a successful result. Ben and team worked tirelessly hand in hand through the entire process. They were always prepared, knowledgeable, and one step ahead of all potential obstacles that could have derailed our deal. We would not have been able to achieve the outcome we did if it were not for the hands-on, partner-led process Ben and his team provided to our team every day.Shawn Ward, CEO, Geezeo
AGC Partners acted as sole financial advisor to Geezeo in July, 2019