Citizens advises Invisors on recapitalisation by WestView Capital Partners

Submitted 01/09/2021 - 10:12am

Citizens M&A Advisory has served as the exclusive financial advisor to Invisors, a Workday consulting firm based in Atlanta, Georgia, on its recapitalisation by WestView Capital Partners, a Boston-based private equity firm focused on middle-market growth companies. 

WestView’s investment represents the first institutional capital raised by the company and will help fuel its continued rapid growth in the Workday ecosystem.

Invisors provides initial implementation, optimisation and ongoing support services for Workday’s suite of products, including Human Capital Management, Financial Management, Adaptive Planning and Prism Analytics. The company’s founding team has an extensive track record in building IT consulting businesses and has completed over 200 Workday client engagements.

"It's not easy to find the right private equity partner, but the Citizens team made the process feel seamless," says Keith Diego, Invisors co-founder and partner. "Their guidance, responsiveness and knowledge of the private equity community as it pertains to the Workday ecosystem made them a great partner for us."

Don Holbrook, managing director at Citizens, says: “Invisors marks our fifth transaction in the Workday ecosystem. The management team has built a high-quality, fast-growing Workday consulting firm that will see continued success from their new partnership. WestView’s track record of investing in technology services firms is impressive, especially within Workday, making them the ideal partner for Invisors.”

Citizens M&A Advisory specialises in middle-market mergers and acquisitions. Citizens combines sector intelligence with a client-focused approach to realise our clients' true value. The Citizens team has closed more than 175 transactions in the last five years and has more than 60 M&A professionals specialising in a range of industries across the United States. Citizens M&A Advisory is part of Citizens Capital Markets, Inc, a subsidiary of Citizens Financial Group (NYSE: CFG).

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