Oakland Partners provides
M&A and Strategic
Advisory Services
to High Tech Companies.
the leading ETF Market Data
company TRACKINSIGHT on its
trade sale by a European
financial services provider
the leading ETF Market Data
company TRACKINSIGHT
on its trade sale by
a European financial
services provider
Mediktor
advises Mediktor
on its Series B
advises BusUp
on its Series A
Liil Ventures & Proeza Ventures
advises BusUp
on its Series A
Liil Ventures & Proeza Ventures
advises Dott
on its $34M series A
Naspers, Felix Capital & more…
Naspers, Felix Capital & more…
on its $34M series A
advises AkinovA
on its Series A
and MS&AD
AkinovA on its Series A
and MS&AD
advises HedgeGuard
on a Business Unit trade sale
Markets provider
HedgeGuard on a
Business Unit trade sale
Markets provider
the leading Crypto Currency
company Ledger
on its Series A
Xange, Digital Currency Group,
Libertas Capital, Kima Ventures,
BB Network, The Whittemore Collection.
Ledger on on its Series A
Invest, Xange, Digital
Currency Group, Libertas
Capital, Kima Ventures,
BB Network,
The Whittemore Collection.
Mobeewave on its $22.5M Series B
Forestay Capital and Samsung
Mobeewave on its
$22.5M Series B
Forestay Capital and Samsung
Oakland Partners believes that Tech Entrepreneurs, Tech Venture Capitalist and Private Equity Funds will help make our Planet a Safer Place, with a better Environment together with more Social Equality and better Governance
Oakland Partners offers a comprehensive range of Investment Banking Services, including Mergers and Acquisitions, Private Placements, Debt Financing, and Strategic Advisory.
With a history spanning 24 years, the firm’s team has advised companies, venture capital firms, private equity firms, Banks, and Governments. The firm’s success is reflected in over $11 billion in cumulative transactions involving its Team members.
01.
EXPERIENCE
Sharp International Team with operational experience in Hi-Tech International Businesses such as Cisco, Oracle, VMware, RIM, Capgemini, CGI, Valeo, Reuters, Fidelity.
02.
KNOW HOW
Proven expertise in building International leading Companies: from Business Plan, Business Development, Go-to-Market Strategies, Fundraising to M&A.
03.
ENGAGEMENT
Strong engagement with top US, European and Asian VC and Private Equity Funds, and ICT Corporations.
04.
EXECUTION
Our success as a Corporate Finance firm is ultimately measured by the $11Bn in cumulated transactions done to date by our Partners in Private Placement and M&A operations.
Oakland Partners’ professionals have participated in M&A and Private Placements in the following sectors:
Deep
Technology
• Financial Crime AML/KYC/UBO
• Capital Markets, Financial Data
• Artificial Intelligence
• ML, DL, Generative AI
• Agritech
• Robotic, Drones
• SaaS Enterprise Software
• Cloud Infrastructure
• Semi conductors
Homeland Security
Cybersecurity.
• Homeland Security
• Cyber Defense
• Cybersecurity
• Secure Communications
• MedTech / BioTech
• Data Protection /Encryption
• Law Enforcement
• Artificial Intelligence
• Machine Learning
Renewable Energy
& Comodities
• Future Mobility
• Electric Vehicles
• Biofuels
• Hydrogen /Methanol /Ammonia
• Energy Storage
• Mining :Lithium, Coal, Iron
• Natural Gas, Biogas
Healthcare
MedTech.
• Cloud Infrastructure
• MedTech
• Healthcare Analytics and AI
• Mobile Health
• Smart Devices
• Artificial Intelligence
• ML, DL, Generative AI
• Digital Therapeutics
Paris, Tel-aviv, London
Baruk Pilo, Chairman, Founder.
Baruk is the Founder and Managing Partner of Oakland Partners. Baruk has over 19 years of international M&A advisory experience and a very strong track record of technology transactions, including exits in both Europe and Israeli companies to US acquirers.
Baruk’s industries of expertise are:
FinTech, InsurTech, Cybersecurity and Homeland Security, Big Data, Mobile/Wireless, Cloud, SaaS, Storage and Communications Networks. Read more
Paris, Tel-avis, London
Baruk Pilo, Chairman Founder.
Baruk is the Founder and Managing Partner of Oakland Partners. Baruk has over 25 years of international M&A advisory experience and a very strong track record of technology transactions, including exits in both Europe and Israeli companies to US acquirers.
Baruk’s industries of expertise are:
FinTech, InsurTech, Cybersecurity and Homeland Security, Big Data, Mobile/Wireless, Cloud, SaaS, Storage and Communications Networks. Read more
Luxembourg
David Waroquier, Partner.
David Waroquier is a Partner and Head of Deeptech at Oakland Partners, based in Luxembourg and the Nordics. With over 25 years of experience in venture capital and private equity, David specializes in strategic guidance and M&A advisory for leading tech companies.
David has held significant roles, including CEO of SHIPSTA and Operating Partner at Mangrove Capital Partners, contributing to the growth of companies like Skype and FlowHealth. His expertise in AI, data analytics, and digital platforms, combined with his extensive board experience, makes him a trusted advisor in the tech industry.
Paris, Kiev
David Foskett, Partner.
David Foskett is a Partner and Head of Ukraine and Eastern Europe at Oakland Partners, based between Paris and Kiev. With over 20 years of experience in financial services, David specializes in M&A, private equity, and network expansion. He has held key leadership roles, including CFO at Western Union and CEO at Lycamoney,
David is also an entrepreneur, having co-founded ventures like CHAYKA and Epayerz, showcasing his strategic vision in niche markets. His expertise in financial management and international markets makes him a pivotal figure at Oakland Partners.
Paris, Kiev
David Foskett, Partner.
David Foskett is a Partner and Head of Ukraine and Eastern Europe at Oakland Partners, based between Paris and Kiev. With over 20 years of experience in financial services, David specializes in M&A, private equity, and network expansion. He has held key leadership roles, including CFO at Western Union and CEO at Lycamoney, guiding companies through complex financial landscapes.
David is also an entrepreneur, having co-founded ventures like CHAYKA and Epayerz, showcasing his strategic vision in niche markets. His expertise in financial management and international markets makes him a pivotal figure at Oakland Partners.
Paris
Emmanuel Roger, Venture Partner.
Emmanuel has over 25 years of experience in Corporate Investments and M&A, International Sales and Business Development gained from his roles at Nortel, Cisco and Nokia.
He is the team’s cyber expert, with a focus on all things Cybersecurity, Cyber-Defence, Networking and Cloud Infrastructure.
London, Barcelona
Toni Bonet, Partner.
Toni has over 25 years experience having held CEO positions for Fortune 300 (ADP) and Startup Tech companies, as well as an extensive background in advising on Private Equity deals for the likes of KKR, CVC and Silverlake.
He is also the Founding Partner of the pledge fund Endra Capital with over 20 investments.
Toni is focused on Software, Services, Impact, FinTech, Healthcare and Mobility.
London, Barcelona
Toni Bonet, Partner.
Toni has over 25 years experience having held CEO positions for Fortune 300 (ADP) and Startup Tech companies, as well as an extensive background in advising on Private Equity deals for the likes of KKR, CVC and Silverlake.
He is also the Founding Partner of the pledge fund Endra Capital with over 20 investments.
Toni is focused on Software, Services, Impact, FinTech, Healthcare and Mobility.
Tel-Aviv
Moshe Sidon, Partner.
Moshe has over 20 years of experience in Cyber and Homeland Security, Go to market,
international sales, channel management, and business development.
Ex-IBM Security EMEA Business Development, Ex Head of Financial Fraud Prevention
EMEA at Kaspersky Lab, and EMEA Channel Sales Leader at Morphisec
Focus on Cyber, Homeland Security, Medical Devices, AI, Food/Agro-Tech, and innovation
in general.
Read more
Paris
Christian Hindre, Venture Partner.
Christian joined Oakland Partners in Paris in early 2019 after having spent the last 25 years in the Software Industry at major vendors: Oracle, VMware and Flexera. In the last 15 years, Christian held many Senior Management roles and managed to grow European sales teams successfully.
Christian brings his focus on M&A and Investment to Software, FinTech and FoodTech companies with the desire to grow global champions in Europe. Read more
Paris
Christian Hindre, Venture Partner.
Christian joined Oakland Partners in Paris in early 2019 after having spent the last 25 years in the Software Industry at major vendors: Oracle, VMware and Flexera. In the last 15 years, Christian held many Senior Management roles and managed to grow European sales teams successfully.
Christian brings his focus on M&A and Investment to Software, FinTech and FoodTech companies with the desire to grow global champions in Europe. Read more
Singapore
Leo Rougerie, Head of Asia Pacific.
Support for transactions from deal sourcing and sector research and analysis through to due diligence and closing. Focus on Deeptech, Renewable Energy, FinTech.
London
Maria Hadjiloizou, Vice President.
Maria brings over 20 years of experience in Sales and Marketing, having held several positions in Real Estate Funds and Companies.
London
Maria Hadjiloizou, Vice President.
Maria brings over 20 years of experience in Sales and Marketing, having held several positions in Real Estate Funds and Companies.
M&A Process.
Are you ready?
01.
Preparation
3 weeks
• Review Client existing materials.
• Build Financial Model.
• Prepare Teaser.
• Build the Information Memorandum.
• Finalise Buyers list.
• Compile Due Diligence materials for
the Data Room.
02.
Buyers Contact
6 weeks
• Contact potential Buyers.
• Respond to initial inquiries from
Buyers.
• Distribute NDAs & Executive
Summary.
• Screen initial interest, including price
valuation, terms and structure.
• Coordinate initial meetings &
conference calls, site visits.
03.
Deal Negotiations
3 weeks
• Organize visits.
• Provide key terms guidance.
• Negotiate with interested Buyers.
• Finalise Letter of Intent (LOI) with
preferred Buyers.
04.
LOI to Close
4 weeks
• Begin formal Due Diligence process.
• Help draft and negotiate definitive
Stock Purchase Agreement (SPA)
and related deal documentation.
and related deal documentation.
Partners’ Transactions.
Efalia, France
Software: Enterprise Content Management
Investor: BNP Paribas Développement
Private Placement
Mediktor, Spain
MedTech: AI Medical Assistant
Investors: MTIP AG & Alta Life Sciences
Private Placement: $13M
BusUp, Spain
Mobility: B2B Corporate Mobility Services
Investors: AutoTech Ventures, Liil Ventures & Proeza Ventures
Private Placement: $8M
dott, Netherlands
Mobility: Electric scooter sharing company
Investors: EQT Ventures, Expon Capital, Felix Capital, FJ Labs, Prosus Ventures & DN Capital
Private Placement: $34M
AkinovA, UK
InsurTech: Electronic marketplace for the transfer and trading of insurance risk
Investors: MS&AD Ventures, FJ Labs, Hiscox, Plug&Play and FinTLV
Private Placement
Mobeewave, Canada
FinTech: Contactless Payment acceptance for mobile phones
Investors: Forestay Capital, Samsung Venture Investment, NewAlpha and Mastercard
Private Placement: $22.5M
HRT, Italy
Meeting Solutions: Wireless USB and Content Sharing
M&A: Acquired by Biamp Systems
HedgeGuard, France
FinTech: Portfolio Management Software and Middle Office service solutions for Asset Managers and Hedge funds
Sale of Strategic Assets to a US Financial Markets company in New York
Okena, USA
Security: Desktop protection
M&A: Acquired by Cisco – $154M
VPSA, France
Fund of Fund: €100M
Italtel, Italy
Telecommunications Equipment
LBO with Advent International: €90M
Perfigo, USA
Security: Access Control
Acquired by Cisco Systems
M&A: Acquired by Cisco Systems – $75M
Digiquant, Denmark
Billing Software for Mobile Operators
Investors: Index, Cisco Systems, Vertex, General Atlantic
Private Placement: $73M
Protego Networks, USA
Security: Security Monitoring
M&A: Acquired by Cisco Systems – $65M
KiSS Technology, Denmark
Consumer Electronics
M&A: Acquired by Cisco Systems – $61M
Teliris, USA
Video Conferencing
Private Placement: $40M
Riverhead Networks, USA
DDoS Security Solutions
M&A: Acquired by Cisco Systems – $39M
Vihana, USA
Semi-conductor: Deep packet inspection
M&A: Acquired by Cisco Systems – $30M
Jobpartners, UK
HR Software
M&A: Acquired by Oracle – $27M
Index Ventures, UK / Switzerland
Fund of Fund: $20M
VirtualLogix, France
Mobile Virtualisation and Security
Investors: Atlas Venture, Index Ventures, Cisco Systems
Private Placement: $12M
Psionic Software, USA
Security: Intrusion Detection
M&A: Acquired by Cisco Systems – $12M
Stantum, France
Semi-conductor: Multi-touch screen technology
Investors: Innovation Capital, XAnge and Auriga Partners
Private Placement: €10M
IP Access, UK
Mobile Investors: Cisco Systems, Amadeus Capital, Intel Capital and Scottish Equity Partners
Private Placement: $10M
SynerScope, Netherlands
Big Data: FinTech, InsurTech, AI and ML
Investors: Mangrove Capital Partners
Private Placement
Wengo, France
P2P Online Services
Investors: Ventech and SFR
Private Placement
Dialcom Networks, Spain
Unified Communications & Collaboration
Investors: Mangrove Capital Partners
M&A: Acquired by ClearOne Inc.
AlienVault, Spain
Open-source Security Management Software
Investors: Adara Ventures
Private Placement
Spatial View, Germany
3D Mobile Video
Investor: Family Office
Private Placement
AeroScout, Canada
WiFi Location Software
Investors: Cisco Systems, Pitango Venture Capital and Star Ventures
Private Placement
Exanet, Israel
Network Attached Storage
Strategic advisory services
Imperva, Israel
Data Security Appliance
Strategic advisory services
Promisec, Israel
Endpoint Security Software
Strategic advisory services
Decell Technologies, Israel
Road Traffic Information
Strategic advisory services
Bsafe, USA
Security and Compliance Software
Strategic advisory services
Tufin, Israel
Security Lifecycle Management
Strategic advisory services
Meiosys, France
Data Centre Virtualisation Software
Investors: Cisco Systems, BayTech Venture Capital, Alven Capital, Partech and Omnes Capital
Private Placement
Digia, Finland
Mobile Terminals and Applications
Investors: Cisco Systems, Investor AB, Eqvitec Partners, Sonera, Sony, Intel and GE
Private Placement
Allegro Systems, Inc, USA
Security: VPN
M&A: Acquired by Cisco Systems – $181M
Moni Technologies, UK
FinTech: Mobile Money Transfer platform
M&A: Acquired by Prepay Nation
Matrix, France
Enterprise Software: Customer Relationship Management platform
M&A: Acquired by the MedTech Group
Ledger, France
Blockchain: Security solutions for Cryptocurrency and Blockchain applications
Investors: MAIF Avenir, CapHorn Invest, Xange, Digital Currency Group, Kima Ventures and The Whittemore Collection
Private Placement: $8M
MatchTune, France
MusicTech: AI Music- Technology
Investors: Bpifrance and OneRagtime
Private Placement
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