Inoca Capital recaps Levementum

Inoca Capital has recapitalized Levementum LLC. Financial terms weren’t announced. Chandler, Arizona-based Levementum provides management consulting, system integration and resale of cloud-based CRM and Digital solutions. Financial advice was provided by 108 Partners LLC.


SAN FRANCISCO, Nov. 11, 2015 /PRNewswire/ — Silicon Valley-based 108 Partners, LLC, a leading middle market business advisory firm led by James Bergeron, today announced the successful completion of the recapitalization of Levementum, LLC enabling the latter to drive growth, expand its customer base and further accelerate its strong bookings momentum in the growing market for CRM and Digital services.

Levementum provides management consulting, system integration and value-added resale of cloud-based CRM and Digital solutions, serving more than 1,000 customers across a wide variety of industries that include consumer packaged goods, high-tech, financial services, energy, telecommunications and manufacturing.

108 Partners began advising the Levementum executive team in April 2013 with James Bergeron providing CEO Coaching services and serving as a member of the company’s Advisory Board.  The firm worked deeply with the team on strategic direction and sales growth, combined with pricing and profitability, evaluating potential add-on acquisitions and preparing and best positioning the company for a strategic or financial exit/partnership. In evaluating its options, Levementum chose 108 Partners as its exclusive financial advisor. The result was that Inoca Capital, in partnership with Levementum’s co-founders, recapitalized the business in October 2015.

James P. Bergeron, Managing Partner at 108 Partners, LLC, said, “Levementum was a perfect 108 Partners’ client to provide both CEO coaching and M&A Advisory support to its executive team, as the firm  considered its strategic options after substantial growth and development of its leadership position within the CRM marketplace.  Doug Guilbeau and Geoff Mobisson built an exciting and phenomenal CRM services business that I was grateful to be part of advising and guiding them in their transition from an ‘owner/operator’ managed business to an ‘exit ready’ business attractive to strategic acquirers, financial buyers and other potential partners.”

Geoffrey Mobisson, co-founder and Board Chair of Levementum, LLC, said: “With James having previously bought and built two companies, as a prior CEO, his knowledge, perspective and approach towards building companies, raising capital and M&A deal-making is simply amazing and I couldn’t recommend him more highly for anyone considering either a CEO Coach or an M&A Advisor, or both. After running a competitive process that James managed very effectively, we were fortunate to have multiple acquisition and partnership proposals to consider.”

About 108 Partners, LLC 

108 Partners, LLC is a Silicon Valley-based middle market business advisory firm that provides leadership and coaching services to CEOs, Boards of Directors and institutional investors. These services include, but are not limited to, CEO Coaching and Mentoring, Business Advisory and Consulting Services, M&A Advisory & Negotiation as well as preparation for Exits, VC/PE Outsourced Operating Partners services, Temporary CEO Assignments, Advisory Board Services and Independent Board Director Positions. 108 Partners, led by James Bergeron, engages deeply with each client to have a substantial impact on the business and drive superior outcomes for all stakeholders. For more information, contact Mr. Bergeron at