Information & Document Management


The pressure to manage information and records is a challenge every business faces. Businesses that offer services to address this challenge are in demand whether it is storing and digitizing physical documents, providing software and services to maintain compliance records, or ensuring secure destruction of physical documents. This has created a robust M&A environment for information and document management businesses.

Our information and document management transaction experience includes:

  • Aerospace records/workflow optimization
  • Financial records
  • Human resources records management and workflow
  • Electronic medical records


Our practice concentrates on providing investment banking services to middle market clients:

  • Sell-Side Engagements– assisting owners looking to exit/sell their business
  • Buy-Side Engagements– helping companies grow through acquisition programs
  • Capital Formation– aiding companies in raising capital for growth or recapitalization


  • Industry Expertise – With backgrounds that include C-level operating experience, our bankers engage clients as peers understanding technical and operational nuances of our clients’ businesses as well as the M&A process
  • Experienced Bankers lead and execute every deal start to finish, giving our clients the advantage of continuity and experience
  • Process-driven Outcomes – Supported by strong in-house research, our M&A process has a proven track record —130+ closed deals in the last 10 years


Accumark Inc. has been acquired by Hoffman Southwest, a portfolio company of ORIX Capital Partners
JSI has been recapitalized by Stone-Goff Partners.
Critical Technologies, Inc. dba AirVault has been acquired by GE Aviation
IMS has been acquired by Lake Family Trust
Alpha Systems has been acquired by DataBank
AlphaLit has merged with L-Discovery


John Frick, Chairman, AirVault

“The strategic fit provided by this transaction is exceptional; our acquirer counts nearly every airline in the world in its customer base, which provides an exciting growth path for AirVault. The FOCUS team has been a valuable partner to us over the years, and we would not be celebrating this transaction without their help and guidance.”

Brett Griffith, President, Alpha Systems

“We are grateful for the expertise and professionalism that FOCUS brought to this transaction.  The sale of Alpha Systems to Databank would not have gone as seamlessly as it did had it not been for FOCUS.  They understand the needs of both buyers and sellers and ensured that the transaction went as smoothly as possible. Their bankers bring a methodical execution strategy that delivers consistent results.  This is the second transaction FOCUS has completed for us, which demonstrates the confidence we have in their process and in their firm.”

* Testimonials may not be representative of the experience of all clients; testimonials are not a guarantee of future performance or success.

Contact Us

Photo: Barry CalogeroBarry Calogero
Managing Director

Photo: Eric OganesoffEric Oganesoff
Managing Director

Photo: April TaylorApril Taylor
Managing Director