Intrepid Advises Institute for Corporate Productivity (“i4cp”), the Human Capital Best Practices Leader via Member Network, Proprietary Research, and Insights

Intrepid Investment Bankers, a leading middle-market investment bank and the advisory arm of global financial group, MUFG, announced that it served as exclusive financial advisor to i4cp on its completed sale to M/C Partners, a private equity group that invests in lower mid-market businesses that provide mission-critical services in markets supported by durable tailwinds.Tombstone i4cp

Founded in 2007, i4cp is the leading authority on Next Practices in human capital, partnering with many of the world’s highest performing organizations to uncover improvements to organizational productivity and workforce performance. i4cp’s unique combination of world-class research, benchmarks, and one of the most innovative communities of human capital executives in the world allows HR and business leaders to increase corporate performance, prepare for the future of work, and create unshakeable companies.

 “Intrepid’s knowledge of the human capital industry added a tremendous amount of value throughout the process and shortened the traditional ‘education cycle’ considerably,” said Kevin Oakes, Co-Founder and CEO of i4cp. “Their relationships allowed us to find a highly strategic and motivated investment partner who truly understood and appreciated the value we bring to HR executives and leadership teams around the world. We are grateful for their guidance as well as the diligence of the entire team through the transaction.”

 “I am so genuinely proud that Intrepid and I were able to advise i4cp on this important transaction,” said Jeff Becker, Managing Director and lead HCM banker in the Software & Services practice at Intrepid. “I have known Kevin for over 20 years and remember when he first told me that he was taking over i4cp and his plans for the growth of the company, and it has been amazing to see it all realized. I’m certain that, together with M/C Partners, i4cp will continue to become even more valuable to a larger universe of HR leaders worldwide. This also represents a landmark transaction for Intrepid’s strong Human Capital Management banking franchise, as well as our eighth HCM deal closing in the past 2 ½ years.”

About Intrepid’s Software & Services Practice

Accessing capital and achieving a premium valuation requires a unique and disruptive idea, a scalable business model, vision for sustained growth, and strong execution. Intrepid’s Software & Services practice is an innovative and focused strategic advisory unit that has deep industry expertise assisting entrepreneurs, middle-market business owners and investors across key subsectors, including Compliance Software, Human Capital Management, Vertical SaaS & Payments, SalesTech, Cybersecurity, Data & Analytics, Transportation & Logistics, Healthcare IT, PropTech, and Tech-enabled Services. Our bankers take the time to understand a company’s business model and advise it in defining and articulating its vision to the market.