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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  • Taradel has been sold to Upswell, a portfolio company of Clearview Capital
Transaction

Democratizing multichannel marketing for local business

The acquisition significantly strengthens UpSwell’s capabilities by integrating Taradel’s robust self-service (ecommerce) marketing platform and best-in-class, guided support

Date: December 2024
Deal Type: Founder Sale
Role: Sell-side M&A
Sectors:
  • Marketing Services and Technology

JEGI CLARITY has advised Taradel on their sale to UpSwell, a portfolio company of Clearview Capital.

Founded in 2003, Taradel is the category leader in self-service Every Door Direct Mail and digital marketing enabling an even playing field for local marketers. Along with Taradel.com and EveryDoorDirectMail.com, local businesses also enjoy this best-in-class offering through co-branded and white-label exclusive offerings via United States Postal Service, Canada Post’s Snap Admail, Staples, FedEx Office, and other major national brands.

UpSwell is a provider of data-driven direct response local marketing solutions for small, medium and enterprise level businesses and franchises in the U.S. and Canada. The Company is dedicated to providing turnkey, customized marketing campaigns that drive measurable returns for its clients. UpSwell serves a wide variety of locally focused consumer service industries, including automotive repair, fitness, health and wellness, and home services.

With this acquisition, UpSwell strengthens its ability to deliver comprehensive marketing services —whether businesses prefer a self-service platform, expert-guided support, or both.

Working with the JEGI CLARITY team was an exceptional experience from start to finish. Their strategic approach and deep expertise in our industry were invaluable in navigating the successful sale of our company within a demanding timeline. They demonstrated a keen understanding of our business model and unique value proposition, ensuring we attracted a diverse range of serious buyers. Throughout the process, we benefited from a collaborative and highly professional relationship with their senior team members, who were available around the clock to guide us through each stage. They handled intricate negotiations with unwavering dedication, ensuring our vision and goals were reflected in the final agreement. Thanks to their expertise and commitment, we achieved a successful and rewarding outcome that positions our company’s legacy for an exciting future.

Jim Fitzgerald, CEO, Taradel

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