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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Providing CRM and marketing tech services to law firms and other professional services firms

The addition of the CLIENTSFirst Consulting team enables Harbor to expand and deepen its services focused on accelerating law firm business development and growth

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

JEGI CLARITY has advised CLIENTSFirst Consulting on their sale to Harbor.

Founded in 2007, CLIENTSFirst Consulting has provided marketing technology consulting services to help hundreds of law firms and other professional services firms grow and succeed, including many clients of Harbor. In addition to providing advisory and implementation services for CRM and digital marketing, CLIENTSFirst provides data quality assessments and resources for ongoing management.

Harbor currently provides assessment, implementation, and management of marketing technology solutions including CRM, experience management, and proposal generation, as well as AI tools. In addition, the company provides competitive intelligence and data analytics to inform business development strategies.

The addition of the CLIENTSFirst Consulting team enables Harbor to expand and deepen its services focused on accelerating law firm business development and growth. With this acquisition, CLIENTSFirst Consulting will be able to offer even more clients access to a range of services and connect them with experts who possess a deep understanding of both the business of law and legal technology and operations.

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