We have advised on dozens of successful M&A and capital raising transactions across the payments ecosystem. We understand both the operational complexity and the strategic value of businesses that sit at the core of money movement and we help companies optimally position their platforms with buyers and investors. Our experience spans a wide range of payments segments and technology layers, including:
- B2B payments
- Merchant acquiring
- Payment gateways and orchestration platforms
- Payment facilitators and ISV-led payment models
- Bill payment and recurring payments platforms
- Prepaid program managers and processors
- Cross-border payments and money transmitters
- ATM networks and related infrastructure
- Software-led and embedded payments providers
- Emerging PayTech and specialized payment platforms
The lines between software and financial services are rapidly blurring. Many B2B SaaS and ISV platforms now embed payments, lending and other financial capabilities directly into their offerings, creating powerful, vertically integrated and highly defensible business models. We advise software platforms at this convergence of SaaS and FinTech and we help management teams clearly articulate how embedded financial functionality enhances growth, margins, retention and strategic value in M&A and growth capital transactions. Our experience includes advising companies that offer:
- B2B and vertical SaaS solutions with embedded payments
- Billing, subscription and revenue management platforms
- Financial workflow, treasury and accounting automation
- Risk, fraud, identity and compliance solutions
We advise companies that power the underlying infrastructure of financial transactions. These platforms are mission-critical to financial institutions and increasingly central to digital transformation across the industry. We understand how scale, resiliency and long-term customer relationships drive value in transaction processing businesses. Our experience includes advising companies serving sectors such as:
- Bank core and account processing
- Mortgage and loan processing platforms
- Fund administration and investor servicing
- Securities and capital markets processing
- Specialized and niche financial transaction processors
Our broader FinTech advisory experience spans a range of FinTech businesses modernizing financial infrastructure, distribution and user experience, including:
- Digital lending and personal finance platforms
- Data, analytics and decisioning technology
- BankTech and MortgageTech
- RegTech and compliance automation
- WealthTech and digital investment platforms
- InsurTech and insurance technology
- Security, fraud prevention and risk management