Investment Banking | Mergers & Acquisitions

Financial Technology

The amalgamation of financial services and technology has created explosive growth worldwide. has in depth industry knowledge through both working in and advising companies in financial technology. Our team has developed a wealth of experience within multiple sub-sectors of this highly diverse industry including banking technology, transaction processing, payments, securities technology, exchanges, financial outsourcing, risk and analytics and insurance technology. We repetitively maximize outcomes for shareholders through leveraging our broad network of financial and strategic relationships in the US and internationally through many financial technology sub-sectors. 30 years of combined finance and banking experiences allows us to deliver sound judgment and critical insight to all our clients.

The explosive growth of the internet and IoT, mobile technologies and related technology infrastructures have allowed a large number of Financial Technology companies to enhance and stimulate traditional financial services on both business and consumer levels. The industry is marked by recurring revenue and high growth steady margins; the innovations in related companies have merged through private equity investment, venture capital and strategic acquisitions. has worked with the world’s foremost industry leaders in this sector – our global team is experienced in understanding all factors, global and local, that lend to the best solutions across any cultural or country line. We work closely with clients wherever they are based, as a trusted partner in M&A and capital raising solutions through maximizing value in sync with the changing industry landscape.

Financial Technology Capital Advisory

Maximizing seller value in mergers & acquisitions

Tell us about your M&A needs

1 Step 1

Our M&A Process

Mergers & Acquisitions Advisory
for the middle market.
  • Strategic Planning

  • Assess Financial Readiness

  • Align M&A Criteria

  • Research Target Industry

  • Target List Building

  • Target Outreach

  • Engage Targets

  • Letter of Intent (LOI)

  • Due Diligence

  • Closing

  • Target Integration

Financial Technology Investment Bank


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