Green Horizon Partners LLC
CastleHill
Managed Risk Solutions
in its sale to
Concentrix Corporation
Independent M&A Boutique · Manhattan · GRC & Security FinTech Vertical Data
Green Horizon Partners is a dedicated advisory firm serving the fast-growing mid-market — guiding founders, management teams and investors through capital raises, strategic investments and M&A with deep domain expertise in GRC & Security, FinTech, Vertical Data & Software, Payments, Energy & Commodities and B2B Media. Bespoke advice. High-conviction execution. Outlier outcomes.
Years combined experience
Transactions completed
First-class bankers
Offices · NY · LDN · MAD
◆ 450 Lexington Avenue, New York, NY 10017 | +1 (800) 962-0418 | SIC 6722 / 6211 · NAICS 523150
Selected Tombstone · 07 of 07 YTD
Green Horizon Partners LLC
CastleHill
Managed Risk Solutions
in its sale to
Concentrix Corporation
Green Horizon Partners LLC
Paragon Intel
in its merger with
Heron Intelligence
Board Instrument · Synthetic Model
Our approach blends deep domain expertise in GRC & Security, FinTech and Vertical Data & Analytics with disciplined execution — optimising structure, timeline and outcome at every stage. Move the inputs; the desk model renders a current-market indication against a Green Horizon outlier outcome.
Model note: synthetic, illustrative multiples — not a valuation opinion. Base multiples vary by sector; premia reflect growth, retention and compliance moat. The outlier delta encodes limited-auction orchestration and sector-buyer intimacy drawn from 150+ transactions and 50+ years of combined team experience. Nothing herein constitutes investment advice.
Implied multiple
5.6× → 7.1×
Buyer universe fit
28 strategics · 14 sponsors
Compliance moat premium
+0.56×
Proof base: CastleHill → Concentrix (Sep ’26) · Paragon Intel ⋈ Heron (Aug ’26) · Grath → AutoRek (Jul ’26) · 4CRisk.ai → CUBE/Hg (Feb ’26) · Moody’s RR&ALM → Regnology (Dec ’25) — seven deals closed YTD, accelerating momentum across GRC, IT and tech-enabled services.
Tailored · Bespoke · Senior-Led
Ours is not a one-size-fits-all, commoditised process. The entire team takes a personalised, hands-on approach with every client — because as independent advisors with no balance sheet, we are only as good as our last transaction.
Sell-side · Buy-side · Carve-outs · Mergers of equals
From defining buyer strategy to buyer engagement, diligence navigation and closing — we stay by your side, drawing on decades of deal experience and strong relationships across global strategics and financial sponsors.
Growth equity · Series B & beyond · Minority funding
Supporting fast-growing mid-market businesses through structured capital processes — like KOR’s Series B minority funding led by Macquarie Capital Venture Capital — optimising structure, timeline and outcome at every stage.
Long-term perspective · Independent · High-conviction
We partner with businesses as a long-term, growth-oriented advisor — not just a transaction facilitator. Tailored, high-impact advisory on every engagement, delivered by a senior-led independent team built for high-conviction execution.
Tombstone Vault · 2022 – 2026
Selected transactions completed by the Green Horizon team — and by our senior partners prior to GHP — across GRC & Security, FinTech, Vertical Data, Energy & Commodities and B2B Media. Select any tombstone to read the deal story. Prior-GHP deals shaded light
No tombstones match that screen.
Try a broader sector or clear the search — the vault holds 26 engravings from 2022 to 2026.
Buyer Strategy Architect · Six Phases
We partner with businesses as a long-term, growth-oriented advisor — not just a transaction facilitator. Select a phase to see the workstream, the typical duration, and the Green Horizon edge that compresses timelines and lifts outcomes.
GRC & Security Sector Deep Dive
A strong track record of outstanding outcomes in the sectors we know intimately — governance, risk and compliance software, security technology, FinTech and payments, vertical data and analytics, energy and commodities, and B2B media. Choose a vertical to explore its deal shelf.
Global Investor Universe · Cross-Border Execution
A presence across the US, UK and Europe with close ties and intimate knowledge of the strategic and financial investor universe — and extensive cross-border experience across North America, South America, Europe, Asia and Australia. Toggle the layer; select a region to see the deal shelf behind it.
Region · North America
Headquarters of the firm and of Finalis Securities LLC’s Office of Supervisory Jurisdiction. The bulk of the GRC & Security buyer universe — strategics and sponsors alike — is orchestrated from this desk.
Deals & counterparties in this region
Outlier Outcome Simulator
As independent advisors we take a long-term perspective and provide bespoke advisory to achieve our clients’ specific objectives — because we know an advisor is only as good as its last transaction. Configure a mandate and compare a commoditised route against the GHP route.
Model note: synthetic scenario builder for demonstration. Close-probability and multiple deltas encode the GHP method: limited auctions, curated buyer lists, senior-led diligence navigation and structure optimisation — evidenced by seven deals closed YTD including marquee carve-outs and cross-border mergers.
Indicated enterprise value
Close probability
Generic 68% → 91%
Timeline to close
Generic 11 mo → 9 mo
Outcome delta
▲ +$54M (+28.6%)
Value created vs. the generic route
Method: define buyer strategy → buyer engagement (evaluate many candidates, proceed with a select few, customise approach to each) → diligence navigation → closing. “We were not just a transaction facilitator — they stayed by our side from strategy to signature.”
Capital Raise Architect
Guiding founders, management teams and investors through capital raises and strategic investments — optimising structure, timeline and outcome at every stage, the way we did on KOR’s Series B minority round led by Macquarie Capital Venture Capital.
Model note: synthetic structure heuristic. Investor-mix ratios reflect the GHP relationship map across strategics, sector-focused financial sponsors and venture/growth capital — the same universe that produced KOR × Macquarie, 4CRisk.ai × CUBE/Hg and the Moody’s carve-out to Regnology/Nordic Capital.
Recommended capital structure
Recommended vehicle
Minority structured growth round
Indicative timeline
14–18 weeks to close
Precedent
KOR × Macquarie Capital VC — Series B minority
“With proceeds for growth, a KOR-style minority from a sector-literate investor preserves founder optionality while financing international expansion.”
Long-Term Partnership Score
We are a trusted long-term partner to entrepreneurs, management teams and shareholders — not just a transaction facilitator. Rate what matters to you; the radar renders your partnership-fit profile and a prioritised action plan.
Scale: 1 = not important · 10 = non-negotiable. The fit score measures how closely the Green Horizon model — independent, senior-led, sector-deep, globally located — maps onto your stated priorities.
Partnership fit
86%
Strong structural alignment
Prioritised action plan
Senior-Led Expertise Timeline · 2009 – 2026
From corporate finance at Deutsche Telekom to Houlihan Lokey, Solomon Partners and the founding of Green Horizon — drag the rail to trace the senior team’s path to the industry’s first independent advisory boutique dedicated to the GRC & Security sector.
Senior-Led · 10+ Bankers · NY / London / Madrid
In addition to the senior team, a growing first-class execution team of over 10 bankers operates seamlessly across the globe. Firmographics per Apollo: 21 employees; SIC 6722 / 6211; NAICS 523150. Email pattern first.last@greenhorizoncp.com — verified where sourced, pattern-inferred elsewhere.
Founders-Only Contact Directory
Verification key: Verified = sourced from Apollo primary, LinkedIn or firm materials · Pattern = inferred from the confirmed first.last@greenhorizoncp.com format. Concept preview — verify before outreach. Wray Search / bob.gershberg@wraysearch.com permanently excluded per tracker policy.
Announcements · 2025 – 2026
Marquee mandates, marquee counterparties — from a global technology services leader to the world’s largest management-insights provider. Every announcement below is sourced from public disclosures and the firm’s newsroom.
September 2026 · Exclusive Financial Advisor
Concentrix is a global technology services leader; the acquisition deepens its investment in Banking & Financial Services, expanding the ability to help clients manage the intersection of regulation, operational resilience, cybersecurity and AI risk. The seventh deal closed YTD.
Together, Concentrix and CastleHill help organisations simplify complexity and build more resilient, trusted businesses in the new reality. Financial terms were not disclosed. Deal team: Chris Appaneal, Reed Spencer, Alina Jerjomina, Felipe Machado.
August 2026 · Exclusive Financial Advisor
The combination pairs Paragon Intel’s ManagementTrack platform with Heron’s two-decade archive of proprietary executive research: 80,000+ proprietary interviews spanning 5,000+ public and private companies, relied upon by 250+ investment firms.
December 2025 · Exclusive Financial Advisor
A marquee RegTech / GRC carve-out: “an absolute pleasure to support Moody’s Corporation… a huge thank you to Michael Musillo, Hamza Wasim and the whole Moody’s corporate development team for trusting us with this important transaction.”
Deal team: Max Schramm · Jan Ripken · Chris Appaneal · Reed Spencer
July 2026 · Exclusive Financial Advisor
The transaction reflects increasing demand for governed, audit-ready AI: AutoRek’s enterprise financial controls and Grath’s AI innovation in a single partner across the full reconciliation, controls, risk and compliance lifecycle. Grath serves banks, payment providers, brokers and fintechs from the UK, UAE and Australia.
February 2026 · Exclusive Financial Advisor
4CRisk.ai enables organisations in highly regulated industries to automate the ingestion, structuring and mapping of internal compliance documents and continuously align them with external regulatory requirements — deepening CUBE’s regulatory-intelligence engine.
Insight · The Desk View
Why proprietary, domain-specific data assets — from executive intelligence to regulatory corpora — are commanding structured-data multiples, and what it means for mid-market founders deciding between a sale and a strategic minority partner.
Newsroom · greenhorizoncp.com
450 Lexington Avenue · New York
For queries, reach out to max.schramm@greenhorizoncp.com — Co-Founder, CEO & Managing Partner, registered representative of Finalis Securities LLC (Member FINRA / SIPC). GHP will be at RSA Conference 2026, San Francisco, March 23–25 — reach out to Max Schramm or Reed Spencer to connect.
Green Horizon Partners LLC
On the road in 2026
RSA Conference · Moscone Center, San Francisco · March 23–25, 2026 — Cybersecurity, FinTech, GRC & M&A. Coordinate via Max Schramm or Reed Spencer.
Send us a message
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