M&A ACTIVITY ROUND-UP | October 20, 2020

Chicago, Illinois – October 15, 2020: Arbor Ridge Partners, the leading M&A advisory firm for the Legal Technology and Legal Services industry, is pleased to announce that our client, Capensys, has been acquired by Wilson Allen.

Founded in 2008, Capensys is a trusted provider of technology and security training solutions for law firms and corporate legal departments for clients in the US, Canada, the UK, and Australia, helping firms optimize their training programs through blended learning strategies and innovative training tools. The company has a full portfolio of training delivery tools, a comprehensive library of user adoption materials, and online and instructor-led materials. It is an iManage, NetDocuments, DocsCorp, and Intapp training partner, and a recognized leader in improving user proficiency, productivity, and efficiency. Capensys helped establish the Legal Technology Core Competencies Certification Coalition (LTC4), a non-profit group that created and maintains legal technology core competencies that have become the industry standard for law firms. The addition of Capensys’ training solutions will extend Wilson Allen’s ability to help firms accelerate user adoption of technology, streamline change management, and rigorously enforce information security practices.

“We are delighted to join the Wilson Allen organization,” says Sue Pasfield, founding director of Capensys. “From the beginning, our goals and objectives in finding the right partner were demanding and Arbor Ridge Partners exceeded them. Simply put, Arbor Ridge Partners was fantastic at every step of the way and was our trusted advisor. Being part of Wilson Allen will expand our reach and allow us to continue investing in deepening our goal-based training offerings and our learning platform, ultimately to make our clients more competitive, profitable, and secure.”

“Capensys has tremendous breadth and depth of software training expertise and an established online learning platform that we will build upon to help our customers drive ROI,” says Norm Mullock, VP of Strategy, Wilson Allen. “The company’s training platform, content, methodology, and expertise complement and greatly expand our existing training capacity. Arbor Ridge Partners was instrumental and immensely valuable in this acquisition.”

Arbor Ridge Partners served as the exclusive advisor to Capensys and arranged this transaction.

About Arbor Ridge Partners, LLC

Arbor Ridge Partners is a business broker that focuses on mergers and acquisitions for Legal Technology and Legal Services companies, including litigation support, computer forensics, eDiscovery, legal services, and software companies. With over 60 years of combined industry experience, legal backgrounds, first-hand industry M&A experience, and deep relationships, Arbor Ridge Partners maximizes value in the purchase and sale of Legal Technology and Legal Services Businesses.

About Capensys

Capensys is a global thought-leader within the legal industry providing innovative and effective technology training services and courseware, skills assessments, blended learning and evaluation tools, and a learning management system. Capensys is an iManage and NetDocuments Certified Training Partner and works with Intapp and DocsCorp to produce eLearning content for their clients. The Capensys Sentinel Security program offers a full suite of security, privacy, and compliance content, a Foundations course (that qualifies for CLE), and a phishing tool. Capensys helped found the Legal Technology Core Competencies Certification Coalition (LTC4), and offers courseware and evaluation tools to fully support LTC4 workflows.

About Wilson Allen

Wilson Allen offers software and services that enable law firms and professional services organizations to better run their businesses. The company uses relationships with prominent industry partners to apply deep subject-matter expertise that helps firms build stronger relationships, work more efficiently, and run more profitably.

Long recognized as a leader in time and billing applications, Wilson Allen has dramatically expanded its breadth of offerings in recent years. The company’s world-class CRM consultants help firms optimize data and processes to identify, win, and keep high-value clients. Proven professional and technical services teams develop and implement software solutions to help firms stay competitive, relevant, and profitable. Innovative business and analytics experts help firms access, analyze, and share data to drive smarter business decisions. Wilson Allen helps clients break down the silos across software, data, and processes at each stage of the client life cycle to enable a more strategic approach to operations and better business performance.