Equiteq served as exclusive advisor to Blue Point Capital Partners ("Blue Point") on its investment into Stax Inc. The platform investment, which was announced on November 16, 2021, will fuel Stax’s accelerated growth in key areas including strategic new offerings, geographies, and talent acquisition and development.
Stax is an analytically-driven, global strategy consulting firm specializing in commercial due diligence, value creation, and exit planning for private equity firms, PE-backed companies, and investment banks. Stax has cultivated a deep bench of expertise in the more prominent areas of PE focus, such as technology, business services, healthcare, industrials, and consumer.
Blue Point will assist Stax management in its growth strategy, infrastructure build, and talent development. This includes leveraging prior experiences in comparable business models to help enhance several Data & Digital efforts and capabilities.
Regarding Equiteq’s role in the transaction, Rafi Musher, Founder and CEO of Stax Inc. said, ”We’ve known the Equiteq team for a while and they really represented Blue Point Capital Partners well in highlighting their knowledge of professional services and as a mid-market investor with real field experience in Asia and having a lot of integrity.”
On working with the Equiteq team, Jeff Robich, Principal at Blue Point Capital commented, “Equiteq provided us with very valuable advice throughout this transaction, given their deep knowledge of the high-end specialty consulting industry.”
Equiteq Co-Head of IT Services and Consulting for the Americas and Managing Director Greg Fincke commented, “We are incredibly excited for Blue Point and Stax as they enter into the next chapter of growth together.”
This marks Equiteq’s 15th transaction in 2021, further solidifying Equiteq’s position as the leading global investment bank exclusively serving the Knowledge Economy.
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