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Recent Legal Technology & Legal Services M&A Activity

August 2, 2021. Cobra Acquires Digital Discovery
Cobra Legal Solutions, a legal support services company, has acquired digital forensics and data collection company, Digital Discovery. Based in Dallas, the team at Digital Discovery adds upstream evidence collection, forensic investigations, and cyber incident response capabilities to further augment Cobra’s eDiscovery and data breach services.…Read More

August 10. 2021. Litera Agrees to Acquire Kira Systems
Litera, a legal technology solutions company, announced that it has agreed to acquire Kira Systems (“Kira”), a contract review and analysis software company. Founded in 2011 and based in Toronto, Canada, Kira is a provider in contract analysis software for law firms, helping lawyers to analyze more documents with greater efficiency and accuracy.

As part of the acquisition, Insight Partners, an investor in Kira Systems since August 2018, will further its investment in Kira, becoming a minority investor in Litera. Hg, a global software and services investor will remain the majority investor in Litera. Hg first invested in Litera in 2019….Read More

August 18, 2021. Morae Acquire Adaptive Solutions
Morae Global Corporation, a legal services business announced the acquisition of Philadelphia-based information management provider Adaptive Solutions, Inc. (“Adaptive”). The acquisition strengthens Morae’s existing North American delivery and support capabilities for its comprehensive array of technology offerings and legal managed services designed to enable law firms, legal departments, and compliance functions to manage their cost, information, and risk….Read More

August 25, 2021. CloudNine Acquires ESI Analyst
eDiscovery technology company CloudNine announced the acquisition of ESI Analyst, the emerging standard for modern file types such as mobile, chat, social media, text, computer activity, financial data, and more. The acquisition affirms CloudNine’s recent announcement to invest in the development of additional, high value product offerings for its customers and the broader market to reduce costs and risk.…Read More

August 31, 2021. Frontline Managed Services Acquires LogicForce
Frontline Managed Services, a provider of managed services geared for the legal industry, announces the acquisition of LOGICFORCE, a legal IT consulting service with over 23 years of experience representing hundreds of middle market and large law firms across the country. Through this acquisition, Frontline Managed Services adds 50 professionals to its IT Managed Services staff, bringing the organization to more than 750 employees.…Read More

September 1, 2021. Onit Acquires Bodhala
Onit, Inc., a provider of legal enterprise workflow and artificial intelligence platforms and solutions, including enterprise legal management, contract lifecycle management and business process automation, today announced that it has acquired Bodhala, an AI-powered legal spend analytics, benchmarking and market intelligence solution…Read More

September 8, 2021. Clio Acquires LawYaw
Clio, a provider of cloud-based legal technology, announced its acquisition of Lawyaw, a San Francisco-based company developing innovative digital workflows for legal documents. As part of the acquisition, Lawyaw’s team will join Clio to continue their work connecting and streamlining information gathering, automated document generation, and e-signatures for legal professionals…Read More

September 9, 2021. UnitedLex Acquires Blackstone Discovery
UnitedLex, a technology and legal services company, today announced its acquisition of BlackStone Discovery, an eDiscovery technology provider based in Silicon Valley. BlackStone’s offerings include services in forensics, eDiscovery, investigations and incident response, trial support, managed review, and more. BlackStone Discovery’s consulting team aims to help clients reduce eDiscovery costs, mitigate data risks, and improve litigation outcomes. BlackStone works with Fortune 500 technology and law firms as clients…Read More

September 14, 2021. Consilio Acquires Special Counsel’s Discovery, Consulting Units
Consilio, an eDiscovery, document review, risk management, and legal consulting services company, announced today it has entered into a definitive agreement to acquire the Adecco Group’s D4 and EQ, the legal consulting and eDiscovery (“legal solutions”) business of Special Counsel. The Adecco Group will retain the legal staffing and legal permanent placement units of the Special Counsel business which will be transitioned to LHH Professional Recruitment as part of its global Talent Solutions transformation. The acquisition of the business units continues to expand Consilio’s expertise particularly in the areas of document review, legal process outsourcing, and Cyber Incident Response….Read More

September 22, 2021. Mitratech Acquires Alyne
Mitratech, a provider of legal and compliance software, today announced the acquisition of digital governance, risk management and compliance platform provider, Alyne. Alyne leverages next-generation artificial intelligence to connect corporate legal and compliance functions, empowering professionals on both sides to assess, monitor, report, and act on all relative risks within the enterprise, including ESG management….Read More

September 29, 2021. Onit Acquires BusyLamp
Onit, Inc., a provider of enterprise workflow and artificial intelligence platforms and solutions, including enterprise legal management, contract lifecycle management and business process automation, today announced that it has acquired BusyLamp, a provider of legal spend and matter management software for European corporate legal departments..…Read More

October 27, 2021. Nextpoint Acquires WarRoom from LaunchPad Lab.
Nextpoint, a cloud-based eDiscovery and Litigation support software platform acquired WarRoom from LaunchPad Lab. WarRoom was launched in 2008 to address the needs of litigators by delivering a user-friendly, cloud-based deposition transcript repository….Read More

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 legal software companies. With over 100 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. For additional information, please visit www.ArborRidgePartners.com or call 800-226-2760.

Arbor Ridge Partners is pleased to announce that Greg Mazares has joined our Leadership Team as an M&A Advisor.

Greg Mazares has over 40 years of experience as a senior executive for public and private corporations in consumer goods, financial services, and litigation support services. He has spent the past 33 years as a senior leader of litigation services and legal technology companies.

His experience includes serving as EVP of M&A for KLDiscovery Inc. Previously, he was president & CEO at Encore Discovery Solutions and president of sales at Discovia, where he led the growth of both companies prior to their acquisitions in 2011 and 2017, respectively. He also was part of a management group which acquired over 40 court reporting firms across the United States to form Esquire Deposition Services.

Greg holds an undergraduate degree in economics from Harvard University and an MBA from Harvard Business School.

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 legal software companies. With over 75 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. For additional information, please visit www.ArborRidgePartners.com or call 800-226-2760.

September 7, 2021: Arbor Ridge Partners, the leading M&A advisory firm for the Legal Technology and Legal Services industry, is pleased to announce that our client, ESI Analyst, has been acquired by CloudNine – a leading provider of legal technology.

ESI Analyst is a standout amongst eDiscovery investigation tools, allowing forensic investigators, legal teams and experts to tell the entire case story by combining multiple sources of digital evidence in a single platform. ESI Analyst set the standard for modern file types such as mobile, chat, social media, text, computer activity, and financial data. The integration of these two platforms will enable customers one-place to load, process, analyze, and review all data types in a single platform while delivering the flexibility to choose alternative review platforms.

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 legal software companies. With over 75 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. For additional information, please visit www.ArborRidgePartners.com or call 800-226-2760.

Industry News

ILTA Conference.
Arbor Ridge Partners will be in Las Vegas the week of August 23rd for the ILTA Conference. If you are interested in learning about the current state of Legal Technology & Legal Services M&A, please email [email protected] or use the following form to schedule a confidential and free consultation with Arbor Ridge Partners before, during, or after the conference.

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Recent Legal Technology & Legal Services M&A Activity

May 5, 2021. Gimmal acquires Sherpa Software
Gimmal LLC, a provider of information governance software solutions, has announced that Sherpa Software, LLC, a Pittsburgh-based enterprise data governance and eDiscovery solutions provider, has merged into Gimmal, effective as of May 4, 2021. With Sherpa, Gimmal adds full data governance and eDiscovery capabilities to the Gimmal Discover product suite…..
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May 17, 2021. Sandline Discovery Acquires 24legal
Sandline Discovery, a U.S. based eDiscovery and managed services provider, has acquired German IT consulting company 24legal.

Based in Frankfurt, Germany, 24legal provides consultation, implementation and management of document management platforms such as NetDocuments and iManage, as well as law firm management platforms like CLIO PMS. The addition of these offerings to Sandline’s product suite gives the combined company a portfolio of solutions that covers the full Electronic Discovery Reference Model (EDRM) from information governance through production and presentation…..
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May 27, 2021. Relativity Acquires Text IQ
Relativity, a litigation review technology company, today announced that it has acquired Text IQ, an AI company applying artificial intelligence (AI) to identify sensitive data. Text IQ leverages unsupervised machine learning (ML), graphical modeling, social network analysis (SNA), natural language processing (NLP) and deep learning to create AI solutions to manage and mitigate risks in enterprise data. Text IQ’s AI helps to lower the cost and risk of legal privilege review, speed up and increase the accuracy of data breach response workflows, and quickly identify and manage personally identifiable information (PII) which are often associated with Global Data Protection Regulation (GDPR) and Data Subject Access Requests…..
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July 1, 2021. Litera acquires UK-based Objective Manager
Litera, a legal technology solutions company, today announced it has completed the acquisition of UK-based Objective Manager, a SaaS strategic planning and performance platform for the legal market. Objective Manager is a multi-tenant SaaS platform for strategic planning, performance management, and talent engagement in law firms. It enables firms to accelerate their strategic and performance agenda by aligning their people to the firm’s strategic objectives. Objective Manager advances Litera’s journey to help law firms leverage powerful data insight that informs intelligent and differentiated strategic firm plans, client plans, and people strategies…..
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July 7, 2021. IPRO Acquires ZyLAB
IPRO, an eDiscovery and Information Governance software company for corporations, government agencies, and legal partners, announced the acquisition of ZyLAB, creators of the ZyLAB ONE and ZyLAB Legal Hold products. The combination provides IPRO’s clients with extended capabilities in legal hold automation, advanced analytics, and cloud capabilities.

ZyLAB’s fully automated notifications and custodian acknowledgements mitigate against accidental data loss and evidence spoliation. With this acquisition, IPRO now delivers early data assessment (EDA) with real-time, hold-in-place data preservation. This simplifies legal and compliance processes, resulting in the seamless automation of organizational information governance…..
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July 8, 2021. Lighthouse acquires H5
Lighthouse, a technology-enabled ediscovery, litigation support services, compliance and information governance provider, today announced it will acquire H5, a provider of sensitive data classification, analytics and ediscovery solutions for complex litigation and regulatory compliance challenges. The investment in H5 underscores the company’s commitment to bringing innovative technology and services to its global information governance, compliance and ediscovery clients…..
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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 legal software companies. With over 75 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. For additional information, please visit www.ArborRidgePartners.com or call 800-226-2760.

Industry News

COVID-19 Update. The Legal Technology & Legal Services M&A landscape has changed since the COVID-19 pandemic broke out. If you are thinking about buying or selling a legal technology or legal services business, or simply interested in learning about the current state of Legal Technology & Legal Services M&A, please email [email protected] or use the following form to schedule a confidential and free consultation with Arbor Ridge Partners.
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Recent Legal Technology & Legal Services M&A Activity

March 2, 2021. HBR Consulting Acquires Keno Kozie
HBR Consulting LLC, an advisor to law firms and law departments worldwide, today announced the acquisition of Keno Kozie Associates, Ltd., a provider of information technology design, service, and help desk support to law firms and legal departments. Effective March 1, 2021, this combination will form a comprehensive strategy, operations, and technology consulting firm for the legal industry. HBR and Keno Kozie will bring together more than 700 experts in these areas….
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March 25, 2021. Kroll Acquires Redscan
Kroll, a provider of legal services and digital products related to governance, risk and transparency, today announced that it has acquired Redscan, a cyber security services provider based in the United Kingdom. With the addition of Redscan and its extended detection and response (XDR) enabled security operations center (SOC) platform, Kroll expands its Kroll Responder capabilities to support a wider array of cloud and on-premise telemetry sources….
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April 13, 2021. Xact Data Discovery Acquires Zeledon-Castillo, LLC.
Xact Data Discovery (XDD), a provider of eDiscovery, legal services, data management and managed review services for law firms and corporations, announces the acquisition of Zeledon-Castillo, LLC’s eDiscovery assets. Based in San Antonio, TX, Zeledon-Castillo provides core eDiscovery services in the southern Texas region….
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April 20, 2021. Xact Data Discovery Acquires Lexolution
Xact Data Discovery (XDD), a provider of legal services, litigation support, eDiscovery, data management and managed review services for law firms and corporations, announces the acquisition of Lexolution, a legal staffing and managed review services company headquartered in New York, NY. Lexolution fulfills short to long-term, tailored legal staffing needs from a database of 20,000+ highly-skilled attorneys across multiple fields of expertise including; antitrust, securities, banking and financial services, insurance, government investigations, technology, pharmaceutical, media, manufacturing and healthcare….
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April 20, 2021. Consilio Merges with Xact Data Discovery
Consilio, a provider of legal services, eDiscovery, document review, risk management, and legal consulting services, and Xact Data Discovery (XDD), a provider of eDiscovery, litigation support, data management, and managed review services, announced today that they have agreed to a merger of the two companies. The united company will operate as a global technology-enabled service provider and eDiscovery leader. The combined company will operate under the Consilio name and will consist of over 4,000 employees and active review professionals serving clients from more than 70 global regions across 11 countries….
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May 6, 2021. Mitratech Acquires AdvanceLaw
Mitratech, a provider of legal and compliance software, announced the acquisition of AdvanceLaw. AdvanceLaw is a marketplace through which corporate general counsels create and manage law firm panels by sharing law firm performance information within the AdvanceLaw GC network….
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May 10, 2021. Mitratech Acquires ContractRoom
Mitratech, a provider of legal and compliance software, announced the acquisition of ContractRoom, a contract lifecycle management (CLM) solution. The acquisition expands Mitratech’s end-to-end portfolio of legal and compliance solutions, including Enterprise Legal Management (ELM) products for managing core legal functions, TAP Workflow Automation, and VendorInsight for mitigating third-party vendor risk….
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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 legal software companies. With over 75 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. For additional information, please visit www.ArborRidgePartners.com or call 800-226-2760.

COVID-19 Update. The Legal Technology & Legal Services M&A landscape has changed since the COVID-19 pandemic broke out. If you are thinking about buying or selling a legal technology or legal services business, or simply interested in learning about the current state of Legal Technology & Legal Services M&A, please email [email protected] or use the following form to schedule a confidential and free consultation with Arbor Ridge Partners.

Recent Legal Technology & Legal Services M&A Activity

January 5, 2021. Fastcase Merges with Casemaker
Legal publishers Casemaker and Fastcase today announce their merger and joint building out of legal research and analytics, news, data, and workflow solutions. The two companies will combine their teams and technologies to innovate research, analytics, and workflow offerings that empower lawyers with powerful digital solutions for their clients. The two companies have taken a similar trajectory in creating an affordable and widely accessible alternative to the global publishers that dominate American law, offering subscriptions to bar associations, who subscribe on behalf of their members. Each company offers its subscribers different products, and this merger allows the combined company to offer state bar associations the best of both, a more complete alternative for legal research…

January 5, 2021. Litera Acquires Foundation Software Group
Litera, a provider of legal technology and software for law firms, today announced it has acquired Foundation Software Group, developer of an intelligence platform for law firms. Litera is poised to continue to invest in the development and support of Foundation’s data platform that manages disparate data about clients, matters, people, and parties into usable and actionable information. The Foundation platform helps lawyers improve client service, win new business, and gain insight into both the business and practice of law. As a result, Litera expands its offerings for the practice of law to also include the business of law, increasing the company’s ability to provide value to its law firm customers across the matter and client lifecycles…

January 6, 2021. Relativity Acquires VerQu
Relativity, a legal and compliance technology company, today announced that it has acquired VerQu, a data management software company that helps organizations migrate and capture communication data for record retention and compliance purposes. The integration of VerQu into Relativity’s RelativityOne and SaaS products will enhance how organizations handle collaboration and chat data, and accelerate the ability to collect, analyze, monitor and review all types of unstructured data seamlessly and securely…

January 26, 2021. Reveal & Brainspace Merge
Reveal, a global provider of AI-powered eDiscovery platform, and Brainspace, a global provider of visual analytics for eDiscovery and investigations, announced today that they have joined forces. The combination brings together two leading artificial intelligence and analytics engines, propelling the next evolution of legal technology. K1 Investment Management, a leading investment firm focused on high-growth enterprise software companies, has invested over $200 million in the combined organization…

February 8, 2021. Questel Acquires doeLEGAL
Questel announces the acquisition of doeLEGAL, an Enterprise Legal Management and eDiscovery legal technology company based in Wilmington, Delaware, with 50 years of experience. doeLEGAL’s mission is to provide clients with control over their cases and costs in order to make better-informed decisions. Questel has built an end-to-end integrated platform of software and services addressing all the Intellectual Property needs and already covers more general legal needs such as invoice and cost management, which are very synergetic with ELM solutions…

February 9, 2021. Veristar Acquires Planet Data Solutions
Veristar, a legal services delivery firm, today announced the acquisition of Planet Data, accelerating the firm’s offerings and solutions for corporate legal departments and law firms. Planet Data Solutions, Inc. will sell its assets to Veristar. Planet Data’s Exego® software division will operate under a separate Exego LLC…

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 40+ years of combined industry experience, legal backgrounds, first-hand industry M&A experience, and deep relationships, we can help maximize value in the purchase and sale of Legal Technology and Legal Services Businesses. For additional information, please visit www.arborridgepartners.com or call 800-226-2760.

COVID-19 Update. The Legal Technology & Legal Services M&A landscape has changed since the COVID-19 pandemic broke out. If you are thinking about buying or selling a legal technology or legal services business, or simply interested in learning about the current state of Legal Technology & Legal Services M&A, please email [email protected] or use the following form to schedule a confidential and free consultation with Arbor Ridge Partners.

Recent Legal Technology & Legal Services M&A Activity

July 31, 2020. Mitratech Acquires Tracker Corp
Mitratech, a provider of legal and compliance software, today announced its acquisition of Tracker Corp. a provider of SaaS I-9, E-Verify, and immigration management solutions. The acquisition will equip Mitratech to help organizations overcome the challenges of increased government scrutiny, remote workforces, inefficient immigration management, and painful and costly manual staffing processes. Tracker Corp, located in San Francisco, CA, was founded in 2002 by Julie Pearl and Fred Colman with the vision of providing automated solutions for immigration law firms and corporations that handled a tremendous volume of immigration cases…
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August 5, 2020. Xact Data Discovery Acquires RVM Enterprises
Xact Data Discovery (XDD), a provider of legal services, eDiscovery, data management and managed review services for law firms and corporations, announces the acquisition of Anexsys Group Limited, an eDiscovery services company based in London, UK…
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August 11, 2020. Reveal Acquires NexLP (Story Engine)
Reveal announced today the acquisition of NexLP, the leading artificial intelligence software in the legal industry. With the acquisition, Reveal becomes the market-leader in AI-powered, end-to-end eDiscovery. The acquisition of NexLP marks a significant step forward for the eDiscovery industry, positioning Reveal as a next-generation market leader with the first software to include best-in-class review, artificial intelligence and processing in an all-inclusive solution that achieves better outcomes and discovery insights faster…
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August 13, 2020. Thomson Reuters Acquires CaseLines
Thomson Reuters announced that it has acquired CaseLines, a leading cloud-based court document and evidence management platform. The CaseLines platform facilitates users, such as governments, judges, courts and legal practitioners to ensure that this essential service to courts and the justice system is technically available anywhere to those who need it. CaseLines enables the legal community to securely manage, organize, share and present evidence between the courts and legal teams both remotely and in person. CaseLines digitizes court processes by essentially eliminating paper and creating digital court files managed on one common platform…
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August 19, 2020. Software Growth Partners Acquires A Majority Interest In Venio Systems
Venio Systems, an eDiscovery software company, announced a majority investment from Software Growth Partners (SGP) to accelerate the growth of its VenioOne platform. VenioOne is an end-to-end eDiscovery litigation review platform that offers both on-premises or cloud deployments…
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August 24, 2020. iManage Acquires Closing Folders
Document management and governance software provider iManage announced that it has acquired legal transaction management platform Closing Folders Inc. to automate, manage and analyze the entire dealmaking documentation process…
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September 2, 2020. Innovative Discovery Acquires Integro
Innovative Discovery, a litigation support and legal services service provider for law firms, corporations, and government agencies acquired Integro, a provider of information governance and content services solutions. Innovative Discovery and Integro will work as one team offering end-to-end services, solutions, and consultation to their clients. Innovative Discovery was founded in 2005 and has a team of lawyers, technologists, forensics professionals, and cybersecurity experts…
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September 8, 2020. Ayfie Group Acquires Haive
Ayfie, a provider of legal technology search and text analytics software solutions, has entered into a purchase agreement of all shares in Haive. Haive, based in Oslo, is developing site search and knowledge discovery solutions targeted at Norwegian public and private entities…
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September, 29, 2020. Mitratech Acquires Acuity ELM
Mitratech, a global provider of legal and compliance software, acquired Acuity ELM, a provider of SaaS e-Billing, matter management, claims defense, and legal hold products to small and mid-size corporate legal teams. With this acquisition, Mitratech will be able to offer a complementary range of enterprise legal management solutions to suit the needs of legal and claims departments of any size, including small and mid-sized ones…
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October 13, 2020. Wilson Allen Acquires Capensys
Wilson Allen, provider of software, services, and expertise that help law firms and professional services organizations enhance business performance, announced today that it has acquired Capensys, a leading provider of software training services and technology. 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…
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November 10, 2020. Smarsh Acquires Digital Reasoning
Smarsh, an archiving and compliance provider, announced the acquisition of Digital Reasoning, a provider of natural language processing (NLP), artificial intelligence (AI), and machine learning (ML). The transaction brings together Smarsh’s digital communications content capture, archiving, supervision and e-discovery, with Digital Reasoning’s AI/ML powered analytics. The combined company will enable customers to spot risks before they happen, maximize the scalability of supervision teams, and uncover strategic insights from large volumes of data in real-time…
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November 12, 2020. Epiq Acquires Hyperion Global Partners
Epiq, a global legal services company, announced today that it is has acquired Hyperion Global Partners, a business and technology advisory practice for legal operations and transformation. The acquisition expands Epiq’s strategy to deliver a suite of legal business management services and solutions to corporate in-house law departments, law firms and other clients. The Hyperion acquisition includes its legal operations advisory practice as well as Hyperion Research, the analyst-driven unit of Hyperion Global Partners focused on legal solutions market intelligence…
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December 1, 2020. TCDI Acquires Cicayda
TCDI, a provider of legal services, legal technology, software and cybersecurity, today announced its acquisition of Cicayda LLC. The deal expands TCDI’s existing capabilities in eDiscovery, cybersecurity, and managed document review, adding Cicayda’s proprietary software to the TCDI technology suite. TCDI will integrate Cicayda’s software, iDiscovery®, into its own proprietary technology and services, including augmenting its eDiscovery platform, CVLynx®, with legal hold automation capabilities developed by Cicayda. TCDI will also expand its existing cybersecurity toolkit with Cicayda’s social media collections tool, Novara, which recently won the Viewer’s Choice Award at the 2020 Clio Conference…
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December 3, 2020. Exterro Acquires AccessData
Exterro Inc., a provider of legal governance, risk and compliance software and eDiscovery, Data Privacy and Cybersecurity Compliance technology, announced today it has acquired AccessData, one of the industry’s leading provider of digital forensic investigation technology. The acquisition furthers Exterro’s ability to help manage legal governance, risk and compliance. By combining forces with AccessData, Exterro can now provide companies, government agencies, law enforcement, law firms and legal service providers with an integrated platform…
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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 40+ years of combined industry experience, legal backgrounds, first-hand industry M&A experience, and deep relationships, we can help maximize value in the purchase and sale of Legal Technology and Legal Services Businesses. For additional information, please visit www.arborridgepartners.com or call 800-226-2760.

M&A ACTIVITY ROUND-UP | December 3, 2020

Chicago, Illinois – December 1, 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, Cicayda, has been acquired by TCDI – a leading provider of legal services, software and cybersecurity.

Cicayda was founded in 2012 by a team of legal experts to provide a full-service eDiscovery ecosystem offering pre-discovery strategy, consulting/testifying experts, managed document review, and a fully cloud based technology platform supported by expert project managers. Cicayda’s processes, procedures, and technology are based on years of industry experience and tailored to provide the client with the most informative and efficient method of discovery management.

The deal will expand TCDI’s existing capabilities in eDiscovery, cybersecurity, and managed document review, adding Cicayda’s proprietary software to the TCDI technology suite. TCDI will integrate Cicayda’s software, iDiscovery®, into its own proprietary technology and services, including augmenting its eDiscovery platform, CVLynx®, with legal hold automation capabilities developed by Cicayda.

Cicayda CEO Aaron Vick said, “When it comes to M&A of legal technology and legal services businesses, it is hard to imagine anyone better or with more knowledge than Arbor Ridge Partners. Arbor Ridge Partners helped make it possible for us to join forces with TCDI and scale our existing services while providing our clients with new capabilities in cybersecurity.”

Trivest Partners (“Trivest”), a private investment firm specializing in growth-oriented founder-based businesses, has partnered with TCDI since early 2020. Since this partnership, Trivest has focused on accelerating various growth initiatives at TCDI including identifying and closing strategic acquisitions similar to Cicayda. “Arbor Ridge Partners’ experience, professionalism, vision and execution were key for the alignment of the parties involved in this deal,” said Trivest Principal Amir Mirheydar.

Arbor Ridge Partners served as the exclusive advisor to Cicayda 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.

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.

Legal industry analyst Ari Kaplan interviews Rick Weber, the co-founder of Arbor Ridge Partners on the Virtual Lunch – August 21, 2020. Watch the interview here.

About Ari Kaplan & Ari Kaplan Advisors
As a leading legal industry analyst, Ari is the founder of Ari Kaplan Advisors and has published over 200 articles, served as an Internet law commentator for CNET Radio and has been interviewed on CNN. He received Apex Awards in 2010, 2008 and 2007 for feature writing, and was named a “Law Star” by LawCrossing. He is the principal researcher for a variety of widely distributed benchmarking reports and has also been the keynote speaker for events in Australia, Canada, the United Kingdom, and throughout the U.S. Ari is also a legal technology and litigation services market researcher, ghost writer, speaker, business coach, event host, and podcaster.

About Rick Weber
Rick Weber is the Managing Partner of Arbor Ridge Partners. Rick started as an attorney at Mayer Brown and then became a federal prosecutor for the United States Securities and Exchange Commission. In 2000, Rick left the practice of law and co-founded Advocate Solutions – becoming one of the pioneers in the eDiscovery industry with the creation of Discovery Cracker. Since then, Rick has personally sold three other litigation technology companies – having led negotiations and due diligence for all of them.