Bowstring advises Workforce Insight on its acquisition by members of the leadership team

March 26, 2019 | Atlanta, GA

Bowstring Advisors (“Bowstring”), a division of Citizens Capital Markets, served as the exclusive financial advisor to Workforce Insight (or the “Company”), a leading provider of workforce management (WFM) consulting, analytics and managed services and a portfolio company of Baird Capital, on its acquisition by members of the leadership team.

Workforce Insight provides WFM consulting and analytics services for enterprise clients in the healthcare, manufacturing & logistics, and retail & services sectors in the U.S. The Company advises clients throughout the entire WFM transformation process by building sustainable workforce operating models that leverage enterprise-level data to create significantly improved organizations. The Company offers a holistic suite of analytics, advisory and technology services provided by its highly experienced team of industry experts. The new investment group will lead Workforce Insight into the next stage of its growth, acting on a clear strategy to continue positive momentum in 2019 and beyond.

Tony Santora, CEO of Workforce Insight commented, “We are excited to begin the next chapter of growth as a company and appreciate the expert guidance, experience and professionalism that the Bowstring team added to this process.”

Michael Bernstein, Partner at Baird Capital added, “Bowstring was a great partner in the sale of WFI. They demonstrated perseverance and flexibility that made this transaction successful.”

Tom Donahue, Managing Director at Bowstring Advisors, said, “We were thrilled to have advised Workforce Insight on both its sale to Baird Capital in 2014 and now on this transaction. We are excited for the management team to execute on its growth strategy and look forward to their continued success.”

We are excited to begin the next chapter of growth as a company and appreciate the expert guidance, experience and professionalism that the Bowstring team added to this process.

Tony Santora
CEO
Workforce Insight