Intrepid Advises The Boda Group, A Premier Executive Coaching & Leadership Development Firm, on Its Sale to BTS Group.

Intrepid Investment Bankers (“Intrepid”), the middle-market investment banking arm of Mitsubishi UFJ Financial Group (“MUFG”), one of the largest global financial institutions, announced today that it acted as the exclusive financial advisor to The Boda Group LLC (“Boda” or the “Company”) on its sale to BTS Group (“BTS”), a publicly traded global professional services firm.

Founded in 2011, Boda is a leading executive coaching and leadership development firm. The Company’s customized, practical, and impactful services help leaders and senior executives develop professionally and drive organizational results. Boda’s coaches are trained and certified by top International Coach Federation accredited programs, have significant prior leadership experience, have been coaching full time on average for eight years, and are diverse – with 50% self-identifying as being from under-represented communities. Boda’s partnership approach has earned them long term relationships with clients in technology, life sciences, professional services and private equity.bodagroup 1

“We are excited to partner with BTS to help accelerate our growth, expand our capabilities, and continue to grow our team, while remaining focused on achieving positive results for our clients,” said Jennifer Porter, Founder and Managing Partner of The Boda Group. “Boda and BTS share a unified vision, and they have the resources, expertise, and collaborative mindset to be a great partner for us in the next phase of Boda’s evolution.”

Jennifer commented further, “The Intrepid team added a tremendous amount of value throughout the process.  Their deep knowledge and relationships with the key players in the Human Capital Management industry were critical in fine-tuning the unique Boda story and getting us in front of the “right” people who saw the value in what we do.  Their team were highly attentive and relentless throughout the process, and I am grateful to have had them guide us throughout the transaction and help us achieve our goals with BTS.”

“We are proud to have served as the exclusive financial advisor to Jennifer and the Boda team,” said Jeff Becker, Managing Director in the Software & Services practice at Intrepid.  “This transaction is a great example of the strength of Intrepid’s Software & Services practice, combining intimate knowledge of the industry, global reach, and the ability to leverage long-term market contacts to identify the best strategic acquirors for our clients. Boda is a clear leader in the executive coaching and leadership development segment of the Human Capital Management market, and we are excited to see what the team will accomplish as part of BTS.”

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 vertical SaaS, human capital management, transportation & logistics, FinTech & payments, cyber security, compliance technology, data and analytics, healthcare IT, sales & enablement, 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.