As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.
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Archive for: November 2019

Nov 25, 2019

Thanksgiving Thanks

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Dear Clients and Friends: As our Thanksgiving holiday approaches, we take the opportunity to say thank you for one of the best years we have had in our nearly 18 years (!) of advising buyers and sellers of middle-market firms that offer enterprise and vertical application software, services, data and analytics – including the many managers of firms operating in the broad b2b FinTech ecosystem. We thank you for your trust! 2019 has been one for our record books: 12 successfully closed m&a transactions to date (the year isn’t over yet); counterparties in five countries: US, UK, Australia, Canada, and Sweden…

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Nov 14, 2019

Staying Focused on the Prize: Our November Report on M&A in the FinTech, Data and Analytics Industry

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Dear Clients and Friends, The report found here shows recent m&a transactions, trends, and valuations in the seven segments of the FinTech, and Data and Analytics world that we follow and sometimes lead. As you will see, valuations and m&a trends in our industry remain strong, particularly for those who know how to stay focused on a clear long term strategic objective. See, for example, recent transactions involving our UK client StatPro and our Australian client GBST. (For the hard numbers, click here.) There is a well-accepted maxim in economics that rational people will do what is in their own economic…

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