Jake Kaplan

New York-based investment banker in William Blair’s Technology practice focused on M&A and Capital Markets advisory for Vertical Software and AI companies. Select Transaction Experience: Vertical Software with Embedded FinTech • Vantaca's (JMI Equity) $300M+ Minority Growth Investment, at $1.25B Valuation, by Cove Hill Partners • Clio's (JMI Equity and TCV) $900M Series F Investment, at $3B Valuation, led by NEA, GS Growth, and Sixth Street • CompanyCam's (Insight Partners and JMI Equity) Series C Investment led by B Capital and Decades Holdings • Sale of MyCase (Apax Partners) to AffiniPay (TA Associates) • $1.6B Sale of Transact Campus (Reverence Capital Partners) to Roper (NAS:ROP) and CBORD • Recapitalization of LINQ (Banneker Partners) by Welsh, Carson, Anderson, Stowe Education Software: • $1.6B Sale of Transact Campus (Reverence Capital Partners) to Roper (NAS:ROP) and CBORD • Merger of n2y and Texthelp (Five Arrows Capital Partners & Providence Equity Partners) • Recapitalization of LINQ (Banneker Partners) by Welsh, Carson, Anderson, Stowe • Recapitalization of CENTEGIX by Charlesbank Capital • Sale of Modern Campus (The Riverside Company) to Providence Equity Partners • Acquisition of Incident IQ (JMI Equity) by Cove Hill Partners • Sale of PageUp (Battery Ventures) to EQT • Recapitalization of Thought Industries by Luminate Capital • Sale of Modern Hire (The Riverside Company) to HireVue (The Carlyle Group) Legal Software • Clio's (JMI Equity and TCV) $900M Series F Investment, at $3B Valuation, led by NEA, GS Growth, and Sixth Street • Recapitalization of Sirion Labs (Tiger, Brookfield, Partners Group, Peak XV) by Haveli Investments • Sale of MyCase (Apax Partners) to AffiniPay (TA Associates) • Acquisition of Agiloft (FTV Capital) by KKR Other: • Sale of TurboSquid to Shutterstock (NYSE: SSTK) • Recapitalization of Evergent Technologies by TZP Group • $310M Sale of Liaison Technologies to OpenText (NASDAQ: OTEX) • Divesture of OpusCapita (Posti Group) to Providence Equity Partners Contact Information: Mobile: (908) 721-1734 Email: jkaplan@williamblair.com