Investment marks the first transaction for Shamrock’s recently launched small-cap fund
LOS ANGELES, May 7, 2025 /PRNewswire/ — Shamrock Capital, a Los Angeles-based investment firm specializing in the media, entertainment, communications, sports, marketing, education, and technology services sectors today announced an investment in Neocol, an industry-leading consulting firm focused on helping organizations streamline and organize their go-to-market sales functions. The investment from Shamrock represents the first transaction for Shamrock Capital Clover Fund I, LP (“Clover Fund”), Shamrock’s inaugural small-cap vehicle that recently held its final close in Q4 2024.
Founded in 2003 by Chief Executive Officer Ryan Lott, Neocol is a high growth consulting firm focused on helping organizations streamline and organize their go-to-market sales functions. Specifically, the company specializes in helping its clients implement and integrate complex technology systems by leveraging AI agents and the Salesforce product suite. Utilizing Neocol’s domain expertise, clients can realize efficiencies across their entire revenue lifecycle from sales (commission planning / configure price quote), operations (contract lifecycle / order management), and finance (billing / revenue recognition / churn management). The company services marquee clients across strategy consulting, implementation, and managed services. Well-regarded within the Salesforce partner ecosystem, Neocol has built a reputation as a leading player in its domain. The company is headquartered in Chicago with approximately 145 employees.
“Neocol is exactly the type of company we hoped to partner with when we formed the Clover Fund,” said Sam Halls, Partner, and Ryan Smiley, Partner, co-heads of Shamrock’s Clover Fund. “We believe Neocol is a best-in-class industry-leader with a differentiated strategy, a robust library of purpose-built IP and accelerators, and a compelling solution offering all overseen by a leading management team. We believe Neocol’s overall support and services will be in high demand as companies navigate the rapid changes in their internal sales and go-to-market functions, operations, and finance processes driven in part by the continued adoption of AI and agents moving forward. We are excited to work with Neocol’s exceptional management team to help build out capabilities and drive organic and inorganic growth initiatives.”
“We are thrilled to be partnering with Shamrock and their support is a testament to our market leading approach. We look forward to expanding our capabilities and continuing to equip the most innovative companies with the tools they need to solve their most pressing business objectives,” said Ryan Lott, Chief Executive Officer and Founder of Neocol.
Salesforce Ventures, which invested in Neocol in 2023, will continue to be a key shareholder in the business post-transaction.
Willkie Farr and Gallagher served as legal advisor to Shamrock Capital on the transaction. Koley Jessen served as legal advisor and Canaccord Genuity served as financial advisor to Neocol on the transaction.
About Neocol
Neocol helps the world’s most innovative companies scale and grow by solving their most pressing initiatives to ignite outpaced revenue performance. As one of the largest pure-play Salesforce partners, Neocol has created repeatable playbooks and assets that empower transformation at the highest level.
About Shamrock Capital
Shamrock Capital is a Los Angeles-based investment firm with approximately $6.6 billion of assets under management as of December 31, 2024. Shamrock Capital invests exclusively in media, entertainment, communications, and related sectors through a multi-fund strategy centered on private equity investments, as well as ownership and financing of content and media rights. The firm was originally founded in 1978 as the family investment company for the late Roy E. Disney and has since evolved into an institutionally backed firm with a leading group of investors, including endowments, foundations, and sovereign wealth and pension funds. Shamrock Capital partners with strong management teams and takes an active, collaborative approach to creating value in each investment. For more information, visit www.shamrockcap.com.
Contact Information
Investors:
Leah Hiraoka, Shamrock Capital
lhiraoka@shamrockcap.com
Media:
Prosek Partners
Pro-Shamrock@prosek.com
SOURCE Shamrock Capital Advisors, LLC