About Us
Every CG Petsky Prunier engagement receives the highest level of attention from the senior members of our firm. Our leadership team includes a balance of accomplished former industry executives, experienced private equity investors, and career investment bankers. Together, we offer clients an unparalleled resource and distinguished track record of providing the highest standard of investment banking advice and strategic counsel.
Geoff Rhizor, Managing Director
Geoff Rhizor joined CG Petsky Prunier in 2019 as a Director in the firm’s San Francisco office. Geoff’s investment banking coverage universe within technology focuses on software and professional services firms. Throughout his 10+ year career, Geoff has advised over 90 firms on mergers and acquisitions, public offerings, and debt and equity capital raises.
Previously, Geoff was a Director at JMP Securities where he was responsible for deal sourcing and execution across the technology landscape. Geoff has also been an investment banker at martinwolf Securities and Wedbush Securities. He began his career as an analyst at specialty finance firm NewStar Financial.
Geoff earned a BSBA from Boston University’s Questrom School of Business with a minor in History.
Selected transactions completed by Geoff include:
- Advised MarketTime on its Majority Investment from Hudson Hill Capital
- Advised Next Technik on its Sale to Oracle
- Advised GTCR on its Acquisition of Foundation Source
- Advised L Squared Capital Partners on its Strategic Investment in Foundant Technologies
- Advised Apollo Intelligence on its Sale to Frazier Healthcare Partners
- Advised The Giving Block on its Sale to Shift4
- Financial Advisor to Apax Partners on its acquisition of Network for Good
- Advised e-Emphasys Technologies, Inc. on a strategic growth investment from TA Associates and True Wind Capital
- Advisor to Lumaverse Technologies and PSG on a recapitalization by L Squared Capital Partners
- Advised GiveGab on sale to EveryAction
- Advised Canto on Significant Growth Investment by JMI Equity
- Advised Bloomerang on its Signifcant Investment from JMI
- Advised Bloomerang on its acquisition of Kindful
- Advised Pramata on its debt recapitalization by Level Structured Capital
- Advised Digital Customer Experience Specialist Rational Interaction on Its Sale to Wipro
- Sale of ClubReady to ClubEssential
- Divestiture of Sungard's BCMP Division to Resurgens
- Recapitalization of Xeeva by Peak Equity
- $270 Reverse Merger of Borqs into Pacific Special Acquisition Corp
- Sale of Kenzan to Amdocs
- Model N’s $60mm acquisition of Revitas from LLR Partners
- Sale of ZenPlanner to Daxko
- Advised on the sale of Akana to Audax-backed Rogue Wave
- Sale of United Online’s StayFriends division to Ströer Content Group GmbH (DE: SAX)
- Sale of United Online’s MyPoints division to Prodege
- $170mm sale of United Online to B Riley
- Divestiture of Access Data’s Resolution1 Division to Fidelis
- $60mm sale of XOS to Catapult Group for $60mm
- Advised Host Analytics on their Capital Raise led by CenterView Partners
- Sale of DLT to Milstein & Co and previously the sale of DLT to TZP Group
- Advised on the global breakup of Tectura including the sales of Tectura US to UXC Eclipse, Tectura UK to Quantiq, Tectura EMEA to Cosmo Consult AG, and Tectura Southeast Asia to Microchannel
- Assisted Thrupoint on the two-part sale of their US and International divisions to Acuative
- Serial advisor to Rolta India Limited (BSE:500366) on their US acquisitions of AdviseX, Piocon and WhittmanHart
- Sale of IPA to Mercer, Inc.
- $72mm minority recapitalization of VXi by Bain Equity
- Advised on the sale of Global Analytics to Ernst & Young
- Sale of Canvas Systems to Platinum Equity