Customer data platform for B2B marketers

Mountaingate acquires MeritDirect to accelerate tech platform development and M&A-led growth

Deal Type:
  • Insights Data and Analytics
  • Marketing Services and Technology

JEGI CLARITY has advised MeritDirect, a provider of B2B database marketing solutions and customer data platform (CDP) software, in their recapitalization by Mountaingate Capital.

Founded in 2000 with headquarters in New York, MeritDirect is a leading technology powered B2B database products and services business helping clients execute omni-channel marketing and customer acquisition strategies. The Company has over 125 employees including database experts, data specialists and technology professionals with a reputation for exceptional client service delivery. The Company leverages its leading database technology platform to give multi-channel marketers access to the most comprehensive, current, and relevant B2B marketing data so they can optimize their customer acquisition and retention efforts.

With financial support from Mountaingate, MeritDirect will accelerate its organic growth and technology investment. Based on their extensive data and digital marketing investment experience, Mountaingate will play a valuable role in helping MeritDirect prioritize and pursue strategic acquisitions to expand its capabilities and service offerings for clients.

We chose JEGI CLARITY to take us to market, because they understood our business, and we trusted them to make our brand and our story resonate with prospective buyers. Their comprehensive approach to the process, their unwavering attention to detail and in-depth market knowledge all helped us exceed our expectations in finding a new supporting investor and capital to fuel growth. Our thanks to the JEGI CLARITY team for running a very impressive process, not to mention achieving a phenomenal outcome.

Rob Sanchez, CEO, MeritDirect

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