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has been acquired by

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Pinnacle is a leading technology provider for customer communications management and engagement.

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Pinnacle Data Systems

Type

M&A Sell-Side

Description

Pinnacle Data Systems, a leading technology provider for customer communications management, engaged Croft & Bender to advise on its exclusive sale process. Croft & Bender's role included valuing the company, identifying potential acquirers, drafting the offering memorandum, marketing the company, and negotiating the transaction, which resulted in the successful sale to Doxim, a portfolio company of GI Partners.
logo

has been acquired by

a blue and white logo

Pinnacle is a leading technology provider for customer communications management and engagement.

About

Pinnacle Data Systems is a leading technology provider for customer communications management and engagement. Pinnacle's proprietary model focuses on delivering efficiently while maintaining quality control through automation to provide both transaction mailing and electronic delivery services to each of its clients' specifications. The Company's single-source solution simplifies and consolidates the transaction mail and electronic bill presentment environments, optimizing client spend while maintaining client vision and control of document composition and delivery.


Situation

Pinnacle engaged Croft & Bender to advise the Company through a full exclusive sale process, which included valuing the Company, identifying potential acquirers, drafting the offering memorandum and related materials, marketing the Company, selecting a partner, and negotiating the transaction.


Result

Croft & Bender successfully negotiated the sale of the Company to Doxim, a portfolio company of GI Partners.