Legal Services Acquisitions

Renovus Capital Partners acquired a majority stake in Case Works, LLC, a tech-enabled legal services company serving plaintiff law firms. The investment will support Case Works’ product expansion, team growth, entry into new legal-services segments, and pursuit of strategic acquisitions.

RFE Investment Partners completed a recapitalization investment in BryteBridge Group, a provider of outsourced compliance, legal, and filing services to nonprofit organizations, with Knox Capital also investing. The investment supports BryteBridge’s plan to expand into a broader, technology-enabled legal and compliance services platform and pursue future acquisitions, while the company’s leadership team is augmented with a new CEO and CFO.

Align Capital Partners (ACP) acquired Counsel Press, Inc. from Gladstone Investment Corporation. Headquartered in New York, Counsel Press is a tech-enabled legal process outsourcing provider focused on appellate services, and ACP plans to support growth initiatives and pursue add-on M&A to build a diversified legal services platform.

Clearview Capital Fund IV and Clearview Capital Fund V made a new platform investment in Capitol Services, LLC, a tech-enabled provider of outsourced legal and compliance services. The deal closed on April 14, 2023, and was completed in partnership with the company’s founders and management, with the founders retaining a minority stake and transitioning leadership to the senior management team.

CIVC Partners has closed the sale of Magna Legal Services, a litigation support services provider, to Odyssey Investment Partners. Magna’s senior management team and founders will continue to lead the business and invested alongside Odyssey. Financial terms were not disclosed.

Magna Legal Services has acquired On Time Reporting, Inc., expanding its presence in the New York court reporting market. On Time Reporting, founded by Debra Coletto and based in Mineola, New York, will continue operating as usual while gaining access to Magna’s broader litigation support service lines.

ArcherHall acquired Forensic Pursuit, a provider of digital forensics, electronic discovery, and expert witness services serving law firms, corporations, and e-discovery companies across the United States. The deal expands ArcherHall’s national reach and adds Forensic Pursuit’s team and capabilities, which will continue operating under the ArcherHall brand from Denver and other satellite offices.

bundle, a national provider of compliant real estate document preparation services, has merged with Rosenberg LPA LLC (RLPA), effective April 18, 2022. The combination is intended to create a stronger, more technology-enabled document preparation offering for the settlement services industry. Knox Capital is backing bundle and expressed support for continued investment and growth following the merger.

Bertram Capital announced an investment to acquire Cogency Global Inc., a provider of corporate compliance and transactional legal support services. Bertram is partnering with Cogency CEO Bruce Jacobi and the management team, who will invest alongside Bertram, to purchase the New York City-based company. Financial terms were not disclosed.

Consilio announced it has closed the acquisition of Legility, a global legal services provider. The combination is intended to strengthen Consilio’s enterprise legal services and flexible legal talent solutions, while expanding capabilities in areas including eDiscovery, managed review, and legal operations with increased scale and European reach.

UnitedLex announced the acquisition of BlackStone Discovery, an eDiscovery technology provider based in Silicon Valley. The deal expands UnitedLex’s West Coast presence and enhances its technology-enabled offerings across forensics, eDiscovery, investigations/incident response, trial support, and managed review for law firms and corporate legal departments.

IMS Consulting & Expert Services announced it has acquired Litigation Insights, a jury consulting and visual communication firm. The combination expands IMS’ scale and depth in jury consulting, trial graphics, and presentation strategy across multiple U.S. offices.

In late 2020, Knox Capital took an equity interest and advisory role in ANADeeds, a national provider of legal real estate documents. Following the investment, ANADeeds rebranded as bundle and launched a new website, updated ordering/workflow technology, and new leadership roles as it expands its settlement-services offerings.

Lexitas, a technology-enabled litigation services provider and a portfolio company of funds advised by Apax, announced the acquisition of Alaris. Alaris is a litigation support company providing court reporting, trial support, and alternative dispute resolution services, and is headquartered in St. Louis with additional regional offices.

Epiq acquired Hyperion Global Partners, a business and technology advisory firm focused on legal operations and transformation. The deal expands Epiq’s legal transformation services and includes Hyperion’s legal operations advisory practice and Hyperion Research, its market intelligence unit. Hyperion founder and CEO Eyal Iffergan will join Epiq as Managing Director of a new legal operations advisory business.

Lexitas agreed to acquire Registered Agent Solutions Inc. (RASi), a U.S. provider of outsourced registered agent representation and corporate compliance services. The deal expands Lexitas’ legal services offering with subscription-based registered agent and compliance capabilities. Funds advised by Apax Partners, which acquired Lexitas in 2019, committed additional capital to support the acquisition; financial terms were not disclosed.

Trivest Partners, LP made a growth investment in Technology Concepts & Design Inc. (TCDI), headquartered in Greensboro, North Carolina, through its Trivest Growth Investment Fund (TGIF). TCDI provides eDiscovery, litigation case management, managed document review, computer forensics, and cybersecurity services and software solutions for law firms and corporate legal departments.

Funds advised by Apax Partners acquired Lexitas, a technology-enabled litigation services provider in the United States, from Trinity Hunt Partners and other Lexitas investors (including management). Lexitas provides deposition services, records retrieval, court reporting, and legal videography, and is headquartered in Houston, Texas. Financial terms were not disclosed.

IMS ExpertServices (IMS), a portfolio company of Trinity Hunt Partners, acquired The Focal Point (TFP). Headquartered in Oakland, California, TFP provides trial graphics and litigation consultancy services, expanding IMS’ litigation support offering and capabilities.

Lexitas, a national provider of litigation support services and a portfolio company of Trinity Hunt Partners, announced the acquisition of three court reporting companies in the Northeastern United States. The acquired firms are Barrister Reporting Service and American Stenographic (both based in New York, New York) and Eppley Court Reporting (based outside of Boston, Massachusetts).