Union Square Advisors Serves as Exclusive Financial Advisor to Sharpen Technologies in its Majority Control Investment from TELEO Capital Management

in its majority control investment from
Business/Productivity Software
Media and Information Services
Marketing Technology

Demonstrates Union Square Advisors’ extensive expertise in providing comprehensive advisory services to customer experience software companies

On December 13, 2022, Union Square Advisors announced it served as the exclusive financial advisor to Sharpen Technologies Inc. (SharpenCX), a cloud-native contact center platform with a focus on tailored solutions for multiple industries, including financial services, technology, retail, and healthcare, in its majority control investment from TELEO Capital Management, LLC.

Founded in 2011, SharpenCX provides an all-in-one Contact Center-as-a-Service (CCaaS) and Unified Communications-as-a-Service (UCaaS) solution. SharpenCX enables customers to maximize the effectiveness of their contact center investments with its omnichannel agent interface and advanced analytics and reporting.

“We’re proud to welcome TELEO as investors who recognize the potential SharpenCX has in the contact center market,” stated Pam Hynes, Chief Operating Officer of SharpenCX. “This partnership will enable us to continue our focus on serving our customers while accelerating product innovation, ultimately advancing our vision for a customer engagement solution.”

“SharpenCX’s commitment to the agent-first experience immediately resonated with the entire TELEO team,” stated Kevin Hatch, Operating Partner at TELEO Capital and now CEO of SharpenCX. “SharpenCX is an essential business partner to its customers and partners because of its phenomenal customer service and the platform’s ability to deliver enterprise features in a simple, configurable, out-of- the-box solution that’s easy to implement.”

“Union Square Advisors is incredibly pleased to partner with the SharpenCX team as we continue to expand our presence and influence in the customer experience management space,” said Carter McClelland, Chairman at Union Square Advisors.

Read the full press release here.

About Sharpen Technologies

SharpenCX provides unified contact center software that empowers agents to deliver engaging customer experiences with an all-in-one, configurable platform. SharpenCX is shaking up the CCaaS/UCaaS space with its holistic next-generation, AI platform and agent-first approach. The company is based in Indianapolis, IN. For additional information, please visit www.sharpencx.com.

About TELEO Capital

TELEO Capital is a lower middle market private equity firm that looks to invest in opportunities where its strategic thought, operational resources, and capital base empower management to perform and execute their business plan. TELEO brings a successful track record of executing corporate carve-outs, recapitalizing broken balance sheets, acquiring founder-owned companies, and implementing buy and build strategies for its portfolio companies. TELEO targets opportunities in the technology & software, healthcare IT, business services, and industrial sectors. The firm is headquartered in Boise, ID with an additional office in Los Angeles, CA. For additional information, please contact Matt Oehlmann at moehlmann@teleocapital.com or visit our website at www.teleocapital.com.

About Union Square Advisors

Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices. Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, FinTech, Healthcare IT, Internet+Digital Media, eCommerce, Consumer Software, AIoT & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 160 strategic transactions, valued in excess of $115B. For more information, please visit http://www.usadvisors.com.

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