FinTech

Top Global FinTech M&A Advisor

Sectors

We cover the entire spectrum of FinTech on a truly global basis. Our coverage is arranged around deep end-market expertise with dedicated senior-level financial professionals across every vertical of FinTech.

We are deeply experienced working with all types of FinTech businesses within each vertical, including software, data, marketplaces, tech-enabled services, transaction processing, and hybrid models.

Our comprehensive understanding of the industry’s financial, regulatory, and competitive dynamics helps us analyze a full range of strategic options for our clients. This includes mergers, acquisitions, recapitalizations, divestitures, capital raising, and asset-sale transactions.

  • B2B Wealth Tech (Advisor Tech)
  • B2C Wealth Tech (Personal Finance Tech)
  • Fund Administration and Asset Servicing
  • Investment Marketplaces and Distribution Platforms
  • Banking and Lending Software/Services
  • Core Processors and Banking-as-a-Service (BaaS)
  • Credit Marketing/Lead Gen and Price Comparison
  • Digital Lending (Tech-Enabled and P2P/Marketplace)
  • Loan Servicing, Collections Management, and BPO
  • Neobanks and Mobile Banking
  • Buyside/Sellside Workflow and Support Solutions
  • Crypto/DeFi/Web3
  • Exchanges and Trading Venues
  • Electronic Execution and Market Making
  • Online Retail Brokers
  • Post-Trade Processing
  • Private Markets Investment Technology
  • Trading Infrastructure and Connectivity
  • Corporate Governance, Risk, and Compliance (GRC)
  • Issuer-Facing Investor Relations Solutions
  • Finance, Tax, and Accounting Solutions
  • Payroll, HR, and Benefits
  • Asset and Wealth Management Data
  • Banking and Payments Data
  • Credit Information
  • Diversified Business and Consumer Intelligence
  • Capital Markets Data and Investment Research
  • Expert Networks
  • Insurance Data
  • Real Estate and Mortgage Data
  • Digital Insurance Carriers
  • Digital Insurance Distribution and Marketplaces
  • Insurance Software and Data/Analytics
  • Tech-Enabled Insurance Services/Outsourcing
  • B2B Payments
  • Card Networks
  • Consumer Payments (Digital Wallets, Remittance, P2P)
  • Cross-Border and FX Payments
  • Merchant Acceptance and Processing
  • Money Access and Buy Now, Pay Later (BNPL)
  • Online-Focused Payments
  • Payments and ATM Hardware
  • Prepaid Payments, Loyalty, and Rewards
  • Vertical Software and Integrated Payments
  • Digital Mortgage Lenders
  • Mortgage Software
  • PropTech Platforms (iBuyers, Marketplaces, and Portals)
  • PropTech Software and Point Solutions
  • Real Estate and Mortgage Services/BPO

Highlights

Uncategorized

Best upcoming IPOs in 2025 for traders to watch

This year could stand out, with several high-profile companies set to enter the public market. From fast-growing fintech startups to...
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Uncategorized

6 IPOs to Watch for in 2025

Investors could have a host of newly minted stocks to choose from in 2025 with the market for initial public...
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Uncategorized

8 Upcoming IPOs to Watch in 2025

The initial public offering market got back on its feet in 2024 and looks as if it will take some...
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