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

Global mystery shopping platform

MartizCX preps for software merger transaction; divests its mystery shopping business to Ipsos S.A.

Date: February 2020
Deal Type: Corporate Divestiture
Role: Sell-side M&A
Sectors:
  • Insights Data and Analytics
  • Technology and Consulting Services

JEGI CLARITY has advised MaritzCX, one of the world’s largest independent customer experience software and solutions providers, on the sale of their Mystery Shopping Business to Ipsos S.A.

MaritzCX is a pioneer and market leader in experience management for enterprise brands with solutions across all CX categories (customer, employee and patient) and across all data and feedback channels (survey software, site intercept and point of service). As part of the planned merger of its core CX software business with industry peer, InMoment, Maritz has decided to divest its Mystery Shopping business to Ipsos S.A.

Staffed by over 150 employees, Maritz’s Mystery Shopping business has been operating for over 35 years with a substantial portfolio of blue-chip retailers in the Oil and Gas, Automotive, Convenience and Consumer Banking categories. This acquisition by Ipsos S.A. will substantially expand the reach and capabilities of its Mystery Shopping network, now the world’s largest, while consolidating its North American and global clients.

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