Sagacity, Inc.

October 10, 2017

LockeBridge Partners, Inc., a Boston area investment bank focused on mergers, acquisitions, valuations and capital raises, announces a comprehensive investment in Sagacity, Inc. by New Capital Partners (NCP), a private equity firm focused on financial and health care services.  LockeBridge acted as the exclusive financial advisor to Sagacity.  Sagacity is a developer of marketing automation and cloud-based CRM solutions for mortgage companies and banks.   The investment includes new funding that will allow the company to accelerate its milestone objectives, including world-class functionality for lead management, co-branding and RESPA-compliant partner marketing.

 According to Adam Cranford, Principal at NCP,  “after extensive due diligence and market research, it became immediately apparent that the Company has one of the very highest customer satisfaction rates in the mortgage CRM and marketing automation sector, That’s when we knew that an infusion of capital into a highly regarded, profitable enterprise would allow the existing leadership team to dramatically improve upon service offerings with innovative advancements and the hiring of additional staff.  We look forward to an exciting future together.”

Scott Waxler, LockeBridge Managing Partner, states, “Software used to manage outbound marketing with integrated CRM and ERP solutions has been a very active vertical market for us.  The transaction structure enables the Owners to continue to direct the Company.  With assistance from NCP I am confident that together they will become a leading national player in marketing automation and cloud-based CRM solutions for financial institutions.  

About LockeBridge
LockeBridge is an investment banking firm headquartered in Lexington, Massachusetts. LockeBridge is focused on middle market transactions; primarily assisting clients with capital raises, mergers, acquisitions and divestitures generally between $5M - $100M.  The LockeBridge team offers seasoned domestic and international expertise generally not accessible to the lower middle market. Through its client-centric business model LockeBridge eliminates conflicts of interest, while delivering high-level expertise, multiple global bids and unprecedented closing rates without charging upfront retainer fees. 

LockeBridge, LLC

(781) 676-2001


LockeBridge, LLC is an affiliate of LockeBridge Partners, Inc. - Member FINRA/SIPC
Join Our Email List Privacy Policy

Contact Information

LockeBridge, LLC
12 Waltham Street
Lexington, Massachusetts 02421
Tel: 781.676.2001
Fax: 877.907.1402

Contact us online for more information about our unique investment banking services model for business owners, and advisors.

Copyright © 2006-2018 LockeBridge, LLC. All rights reserved.