AGC Partners Advises InGenius on Its Acquisition by Upland Software

Transaction Details

AGC Partners is pleased to announce that its client, InGenius Software, Inc., a market leading Enterprise-class CTI platform, has been acquired by Upland Software, Inc., a leader in cloud-based enterprise work management software. With InGenius, Upland extends its leadership in Customer Experience Management (CXM) solutions and can now offer the first multi-channel, knowledge-driven contact center agent productivity solution suite that integrates leading CRM and contact center platforms enabling enterprises to offer a personalized, real-time customer experience. With a team led by Charlie Schopp, AGC Partners acted as sole financial advisor to InGenius. To view the announcement by Upland Software, click here.

AGC Partners Advises InGenius on Its Acquisition by Upland Software


"The team at AGC exceeded our expectations at every stage of this process, from first encounter to close. They truly invested in understanding our business and markets, and were able to generate multiple competitive proposals. The 24/7 commitment, creativity and energy that Charlie Schopp and team expended on our project was amazing. They drove continuous progress with impeccable project management, they kept communications flowing throughout the engagement, and were also particularly pleasant to work with. We are thrilled with the results, and should we have an opportunity to work together with Charlie and the AGC team again we would have no hesitation."

Dale Gantous, CEO, InGenius

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