AGC Partners Advises Certify on its Majority Recapitalization from K1 Investment Management

Transaction Details

Certify, a market-leading provider of travel, expense, and invoicing management SaaS, has received a majority recapitalization from K1 Investment Management, a multi-billion dollar private equity firm based in California. With a team comprised of Doug Hurst, Ben Howe, Charlie Schopp and Will Broughton, AGC Partners acted as sole financial advisor to Certify.


"The AGC team was instrumental in ensuring the success of our transaction. They served as trusted advisors through every step of the process, with intense focus on every detail and proven knowledge of companies and deals like ours. It was a pleasure to have them on our team and I would welcome the opportunity to work with them again in the future."