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Archive for Category: Fintech

Apr 20, 2016

SaaS + Services: An Underappreciated Combination

Fintech, Startup , 0 Comments

We love to advise companies with high levels of recurring revenue, robust renewal rates and strong potential for profit. In many cases, this describes companies that deliver solutions through a centrally hosted Software as a Service (SaaS) model. Many founders and entrepreneurs believe that a pure SaaS model is one of the best ways to quickly create value. Sometimes that’s true; sometimes it’s a solution looking for a problem.

Apr 18, 2016

Fintech: It’s Changing Everything – M&A April Fintech Market Update

Award, Blockchain, Fintech, International, Newsletter, Startup , 0 Comments

It’s a busy time for fintech dealmakers. Not only are people investing in disruptive fintech companies in the US and the UK, but entrepreneurs with new approaches in China, Germany, Sweden, Singapore, India and a dozen other countries are also seeing massive action. We’ve always taken a global approach to advising clients and this week we were pleased that the M&A Advisor named us as the Boutique Investment Bank of the Year at their 8th Annual International M&A Awards fete.

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Apr 12, 2016

Young Guns vs. Megavendors – April 2016 M&A Market Update

Award, Fintech, Market Update, Newsletter , , 0 Comments

The press was filled this month with mega-deals such as Deutsche Börse coming together with the London Stock Exchange in a $30 billion merger; Markit and IHS merging in a $10 billion deal; and Nasdaq acquiring the ISE Options Exchange. But for us, it’s some of the smaller deals this past month that seem both interesting and particularly relevant in light of some of our recent blog pieces.

Apr 6, 2016

New Technologies are Accelerating Changes in the Wealth Management Industry

Fintech, In the News, Startup , , , 0 Comments

The wealth management industry is changing at a rapid pace due to the plethora of new technologies that have been introduced over the past five years or so. It is not the first time the industry has been shaken and improved by the birth of new technologies. Still, it is interesting to watch, and crucial to the state of m&a and our business as advisors.

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