Leonis Principal, Inc. (d/b/a “Leonis Partners”) and The Jordan Edmiston Group, Inc. (d/b/a “JEGI CLARITY,” and together with Leonis Partners, the “Parties”) have entered into a proposed combination agreement (the “Transaction”). The Transaction is subject to approval by the Financial Industry Regulatory Authority (“FINRA”) and in the UK by the Financial Conduct Authority (“FCA”). The Parties will continue to be two distinct entities and businesses until the Parties obtain FINRA's and the FCA's approval of, and close, the Transaction. Click here for more information.
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Transaction

Accelerating growth for law firms, corporate legal groups and legaltech companies

Together, Baretz+Brunelle and LexFusion create an industry stronghold squarely focused on growth, innovation & intelligence across the diverse legal asset class

Date: February 2025
Deal Type: Founder Sale
Role: Buy-side M&A
Sectors:
  • Legal Market Technology and Services

JEGI CLARITY has advised Baretz+Brunelle on their acquisition of LexFusion.

Baretz+Brunelle is a growth advisory firm to law firms, corporations, legal market companies and private equity investors across the legal industry. The firm focuses on the key drivers of growth in the legal industry – reputation, talent, revenue, leadership, capital, and innovation. For over 20 years, Baretz+Brunelle has helped clients build market-leading reputations, merge and acquire, manage crises, hire and accelerate top talent, make transformational business decisions, improve financials and operations, raise capital, deploy technology, launch new services, secure new clients, and dominate geographies and industry niches.

With LexFusion, Baretz+Brunelle increases its ability to deliver the thing that all businesses in the legal industry want—growth. The transaction extends B+B’s reach across every segment of the legal market: buyers and sellers of legal services, businesses that support the industry, and capital providers that invest in the legal asset class. The strength of B+B’s relationships with the world’s leading law firms, combined with LexFusion’s unmatched ties to in-house counsel, legal operations professionals, and legal technology companies, offers immediate value to each organization’s client base, making B+B the only advisory firm that provides the legal market with multi-dimensional support that organizations need to succeed on the growth side of a balance sheet.

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