Transactions

Case Study

Advanced Discovery
Industries:
Applied Technology; Business Services
Description:
With patents covering both risk management and eDiscovery workflows, Advanced Discovery is an award-winning and technology-focused global eDiscovery and risk management company, partnering with law firms and corporations since 2002. Under Trivest’s ownership, Advanced Discovery has scaled internationally and evolved into a proactive and end-to-end partner to clients in the Governance, Risk and Compliance (“GRC”) ecosystem. The Company employs leading professionals in the industry, applies defensible workflows and provides patented and industry-proven technology across all phases of the eDiscovery and risk management lifecycle. This devotion to excellence has earned Advanced Discovery inclusion in the Inc. 5000 Hall of Fame for being named to the fastest-growing companies list for six successive years and recognition as the highest-level Best in Service Relativity solutions partner for five consecutive years.
Ownership:
Trivest Partners
Transaction Type:
Sellside

Situation

BlackArch was retained by Advanced Discovery’s management team and financial sponsor, Trivest, to serve as exclusive financial advisor on the transaction. BlackArch leveraged its deep knowledge and experience in tech-enabled business services, outsourced legal services and GRC to achieve a superior outcome for management and the shareholders.

BlackArch's Customized Solution

Advanced Discovery will be combined with Consilio, a global eDiscovery, document review and legal consulting services provider that GI will acquire concurrently with AD. The combined company will operate as an unparalleled global technology-enabled service platform and the #2 global leader in eDiscovery. BlackArch leveraged its deep knowledge and experience in tech-enabled business services, outsourced legal services and GRC to achieve a superior outcome for management and the shareholders.