Progress Partners

Investment Banking

Progress Partners is a boutique investment firm based in Boston and New York City providing financial advisory services to companies in media, marketing, advertising, and software.


Our Ethos

We specialize in four key sectors in the technology ecosystem. Within each of them, our expertise is derived from years of work as entrepreneurs, operators, investors, and mentors. As licensed investment bankers, that background has led us to approach our role as an intimate extension of our client’s management team. In that effort, we become stronger together. We are proud of our ability to recognize and execute upon the right transaction for a given client, rather than simply to be in pursuit of any deal that can be done.

Every client engagement has different functional objectives and requires critical thought, but most often Progress Partners is pursuing one or more of the following missions:

  1. Develop and implement strategic plans

  2. Grow through acquisition of new customers

  3. Obtain investment capital to accelerate growth

  4. Realize returns through appropriate exit strategies

Across our sector coverage, our impact as advisors originates in our ability to recognize characteristics that are inherent to the strongest companies in the market; products and services built from true market demand that solve critical problems, and are supported by fundamental business models. We succeed when our clients succeed.  In order to realize this success we operate with full transparency, ready and willing to deliver frank feedback toward the essence of getting it right every time.

Our Philosophy

Our clients are visionary executives with an entrepreneurial spirit. They are aggressively seeking growth to capitalize on winning opportunities and unique, paradigm-shifting ideas. We believe these solutions need the right mentorship beside a capital plan. Our team and board ensure that the entrepreneurs get the right exposure and feedback that can assist them in making them a formidable business concern.

We not only manage the funding and due diligence processes that enable our clients to stay focused on managing business operations, but also provide the feedback and projected market impact they seek when reaching a critical point of inflection on the path toward reaching both short term and long term goals.


Learn more about the sectors we specialize in

Progress Partners, Inc. © 2002-2019

50 Milk Street, 16th Floor, Boston, MA 02109  |  405 Lexington Avenue, Suite 805, New York, NY 10174

Securities related transactions are offered through a registered representative of an independent broker/dealer, Applied Capital, LLC. Member FINRA/SIPC. Testimonials contained in this site are not indicative of future results. Learn more by reading our Privacy Policy.