Intrepid Advises The Talent Enterprise, a Leading Technology-Enabled Provider of Talent Assessments and Leadership Development, on Its Sale to Mercer

Intrepid Investment Bankers, a leading middle-market investment bank, announced today that it served as the exclusive strategic advisor to The Talent Enterprise on its sale to Mercer, a business unit of Marsh McLennan and a global leader in redefining the world of work.

Founded in 2012, The Talent Enterprise has established itself as a leading innovator for talent management. The company operates at the intersection of psychology, technology, and data science, empowering enterprises and governments in making critical talent decisions. The Talent Enterprise’s robust approach leverages proprietary psychometric and workplace assessments, integrated with its own in-house technology and analytics platform. This integration enables a comprehensive range of services to assist in hiring, including talent identification, future skills assessment, leadership and succession, wellbeing and transformation. The Talent Enterprise’s unique assessment and technology capabilities create significant impact across the employee lifecycle and has earned their clients’ trust in navigating the complex landscape of talent management and organizational development.

“Along with my Co-Founders, Radhika Punshi and Gauri Gupta, I am thrilled by this significant milestone in our journey to offeringTombstone The Talent Enterprise enhanced technology-led talent solutions to our rapidly growing client base,” said David Jones, Co-Founder and Chief Executive Officer of The Talent Enterprise. “Through Mercer, we will be perfectly positioned to meet growing market demands, and empowered to offer the solutions that will attract, retain, and develop the best talent for our clients.”

Radhika Punshi, Co-Founder and Managing Director for Talent Enterprise added, “The Intrepid team was absolutely fantastic throughout the process. They were focused, steadfast and on ‘top of their game’ throughout quite a complex, multi-geography transaction. Jeff Becker is extremely knowledgeable about the HR technology sector and has a unique ability to focus on the detail along with keeping an eye on the big picture. His team’s passion, integrity, commitment, and resilience were evident from the first day, and they really put everything into this transaction to represent us and our interests in the best possible way. We have been very fortunate to work with Jeff and his team on this transaction and would recommend them in a heartbeat.”

” We are proud to have served as the exclusive strategic advisor to David, Radhika, Gauri and the Talent Enterprise team,” said Jeff Becker, Managing Director in the Software & Services practice at Intrepid. “The Talent Enterprise is a pioneer in the talent development and assessment segment of the Human Capital Management market, and we are eager to see what the team will accomplish as part of Mercer.”

 

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.