Transactions
February 20 2025
KippsDeSanto & Co. advises cBEYONData, LLC, a portfolio company of Bluestone Investment Partners, on its sale to SMX, a portfolio company of OceanSound Partners
KippsDeSanto & Co. is pleased to announce the sale of cBEYONData, LLC (“cBEYONData” or the “Company”), a portfolio company of Bluestone Investment Partners to SMX, a portfolio company of OceanSound Partners.
Headquartered in Arlington, VA, cBEYONData is a leading digital transformation and data analytics consulting firm, delivering innovative proprietary solutions combining advanced financial analytics and deep domain expertise across Oracle, SAP, and Momentum. The Company integrates its platform-agnostic, specialized software with commercial technology to create differentiated solutions tailored to its clients’ unique requirements. This specialized support provides real-time data visibility and transparency for federal executives and key decision-makers across the public sector responsible for driving operational efficiencies and financial accountability.
With a rich foundation in federal finance, management, and operational expertise – serving high priority federal agencies like the U.S. Army, Department of Justice, Department of Homeland Security, and other large federal customers with complex requirements – cBEYONData bridges the gap between finance and technology, delivering data-driven insights and enabling mission performance. Following this transaction, the Company will continue to operate under its existing management team within SMX as a newly established horizontal business unit, Enterprise Systems and Solutions (“ESS”).
Commenting on the transaction, cBEYONData CEO Dyson Richards stated “In SMX we have found the right partner to accelerate our growth into new areas while embracing our client- and employee-focused culture. SMX is a great fit for us based on its corporate philosophy and digital transformation acumen, and we expect a very bright future together.”
This transaction highlights three key trends in the M&A market:
• Digital transformation and IT solutions focused on high-demand enterprise applications and technology platform modernization remain in high priority as the new administration prioritizes advancements in operational efficiency and financial transparency across mission critical systems
• Significant strategic value is attributable to technology-enabled capabilities leveraging proprietary solutions and IP to drive differentiated value propositions, and customer retention
• In a dynamic environment, both strategic buyers and financial sponsors place significant value on assets boasting leading market positions, specialized industry expertise, established customer relationships, and exceptional management teams
This partnership with SMX will further accelerate the combined Company’s strategic expansion into new client demographics while continuing to deliver high-end solutions at the intersection of data and dollars – supporting missions that remain a top priority for the new administration and senior civilian and military leaders.
LEAD INVESTMENT BANKERS
Marc B. Marlin
Nathan C. Wilson
KippsDeSanto & Co. is pleased to announce the sale of cBEYONData, LLC (“cBEYONData” or the “Company”), a portfolio company of Bluestone Investment Partners to SMX, a portfolio company of OceanSound Partners.
Headquartered in Arlington, VA, cBEYONData is a leading digital transformation and data analytics consulting firm, delivering innovative proprietary solutions combining advanced financial analytics and deep domain expertise across Oracle, SAP, and Momentum. The Company integrates its platform-agnostic, specialized software with commercial technology to create differentiated solutions tailored to its clients’ unique requirements. This specialized support provides real-time data visibility and transparency for federal executives and key decision-makers across the public sector responsible for driving operational efficiencies and financial accountability.
With a rich foundation in federal finance, management, and operational expertise – serving high priority federal agencies like the U.S. Army, Department of Justice, Department of Homeland Security, and other large federal customers with complex requirements – cBEYONData bridges the gap between finance and technology, delivering data-driven insights and enabling mission performance. Following this transaction, the Company will continue to operate under its existing management team within SMX as a newly established horizontal business unit, Enterprise Systems and Solutions (“ESS”).
Commenting on the transaction, cBEYONData CEO Dyson Richards stated “In SMX we have found the right partner to accelerate our growth into new areas while embracing our client- and employee-focused culture. SMX is a great fit for us based on its corporate philosophy and digital transformation acumen, and we expect a very bright future together.”
This transaction highlights three key trends in the M&A market:
• Digital transformation and IT solutions focused on high-demand enterprise applications and technology platform modernization remain in high priority as the new administration prioritizes advancements in operational efficiency and financial transparency across mission critical systems
• Significant strategic value is attributable to technology-enabled capabilities leveraging proprietary solutions and IP to drive differentiated value propositions, and customer retention
• In a dynamic environment, both strategic buyers and financial sponsors place significant value on assets boasting leading market positions, specialized industry expertise, established customer relationships, and exceptional management teams
This partnership with SMX will further accelerate the combined Company’s strategic expansion into new client demographics while continuing to deliver high-end solutions at the intersection of data and dollars – supporting missions that remain a top priority for the new administration and senior civilian and military leaders.
LEAD INVESTMENT BANKERS
Marc B. Marlin
Nathan C. Wilson
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