Raymond James: credited tech M&A deals
Deals in the ProCloser Tech & SaaS M&A Deal Index where Raymond James was named as an advisor in a public source. Back to the advisor league.
Raymond James Preferred is an M&A advisory firm publicly credited on 7 deals in the ProCloser Tech M&A Deal Index (4 sell-side, 3 buy-side), announced between Mar 24, 2026 and Aug 11, 2026.
The largest disclosed deal is Med-Metrix's acquisition of Vitalware for $147 million (SEC 8-K).
Sectors: SaaS (3), Other tech (2), Fintech (1), Ecommerce tech (1). 2 of 7 credited deals disclosed a value.
Raymond James is a ProCloser preferred firm: it is ranked #1 in Best M&A Advisory Firms in Florida (2026).
Last updated Sep 11, 2026.
Credited deals
Where Raymond James advised the buyer, the credit appears as "Buy-side" beneath the sell-side advisor cell. Values only where publicly disclosed; every row links to its source.
| Date | Target | Acquirer | Buyer type | Sector | Geo (target → acquirer) | Value | Sell-side advisor | Source |
|---|---|---|---|---|---|---|---|---|
| PlumResearchstreaming audience analytics platform | Ampere Analysis | PE-backed strategic | SaaS | n/a → n/a | Undisclosed | Not disclosedBuy-side: Raymond James Preferred, Liberty Corporate Finance | News | |
| Filogixmortgage connectivity and workflow platform | Dominion Lending Centres | Public company | Fintech | CA → CA | $58.5Mcash; currency not specified as USD, likely CAD | RBC Capital MarketsBuy-side: Raymond James Preferred, Desjardins Capital Markets | Press release | |
| Pflegiadigital recruitment platform for healthcare workers | Ardian | Private equity | SaaS | DE → FR | Undisclosed | Raymond James PreferredBuy-side: KPMG | News | |
| Sentinel Offender Serviceselectronic offender monitoring services | Allied Universal | Strategic | Other tech | US → US | Undisclosed | Raymond James Preferred | News | |
| Vitalwarehealthcare revenue cycle management software | Med-Metrix | Strategic | SaaS | US → n/a | $147Mcash | Raymond James Preferred | SEC 8-K | |
| PartsTraderparts procurement marketplace for collision repair | Enlyte | Strategic | Ecommerce tech | US → US | Undisclosed | Not disclosedBuy-side: Raymond James Preferred, Goldman Sachs | Press release | |
| LiveBarnlive and on-demand sports video streaming platform | Ascent Sports Group | PE-backed strategic | Other tech | CA → n/a | Undisclosed | Raymond James PreferredBuy-side: Evercore Preferred | Press release |
Firms in gold are ProCloser preferred firms: each is ranked #1 in one of our best-advisor guides. Other advisors are named as credited in the source. Source links open the original announcement. Credits appear only where the advisor was named in a public announcement.
Frequently asked questions
How many deals is Raymond James credited on in this index?
7: 4 sell-side and 3 buy-side, each with a public source that names the firm. This counts only deals verified by the ProCloser index and is not the firm's full track record.
Where does the Raymond James credit come from?
From the linked source on each row (press release, 8-K, news article or the firm's own announcement). We do not add credits from memory or third-party databases.
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