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Archive for Category: Fintech

Mar 23, 2017

Where will the smart fintech money go next? Our March 2017 Fintech Market Update

Fintech, Market Update, New M&A Addition, Newsletter 0 Comments

Dear Clients and Friends: The Fintech M&A Report found here tracks deals and trends in the seven sectors of the fintech universe that we follow, and sometimes lead. Please find it here. If you are an avid reader of fintech m&a investment news and analyses as we are, you may have noticed an interesting shift in tone over the past year. (And I’m not referring to national politics.) For one, at a macro level, after seeing investments into fintech increase at dizzying rates between 2010 and 2015, the total amount invested into fintech in 2016 seems to have plateaued to…

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Feb 28, 2017

Timing – it’s not about luck. It’s about taking control. Our February 2017 Market Update

Fintech, In the News, Market Update 0 Comments

As you will see from our report found here, the m&a values and trends in the dozen+ sectors of the information technology industry that we follow and sometimes lead have remained at the relatively high levels that we’ve been seeing since about late 2014. I wrote a blog piece about the strong values and interest in the fintech sector last week – you can read it here. For some, the question has been: “When will it end?” For others: “Is this the right time to be a buyer – or a seller?” To this we have several responses. First: Don’t trust…

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Feb 24, 2017

B2B fintech m&a is alive and well in the middle market

Fintech, In the News, Press Release, Startups, Uncategorized 0 Comments

B2B fintech m&a is alive and well in the middle market. Values and volumes remain strong. Companies continue to innovate and grow. Interest from both strategics and financial sponsors remains high. Want evidence beyond what the industry rags are saying? We’ve already advised on four B2B fintech m&a transactions in these first two months of the year and our pipeline is strong. Buyer/investor interest is not limited to the US. Our four deals included a UK company, a Canadian, a Swiss buyer, and our second recent m&a transaction involving Japanese investors. We are seeing interest in B2B fintech from all…

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Jan 6, 2017

Five Fintech Trends for 2017: Our January 2017 Fintech Market Update

Fintech, In the News, Market Update, Report, Trends 0 Comments

Please find our first Fintech M&A Market Update of 2017, here. What a year we just had. I won’t try to summarize it; way too much happened from the rise of populism and Donald Trump, to Brexit, Syria and what may be the beginning of the end of a united Europe. After the Brexit vote, VC investment in Europe dropped by half. And of course, 2016 saw the publication of my book, The Marine Corps Way To Win on Wall Street. It’s not only about a better way to run a Wall Street business; it’s about a better, smarter, more…

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time kills all deals

Jan 3, 2017

Time kills all deals

Fintech, In the News, Startups, Trends, Uncategorized, Valuation 0 Comments

Woody Allen once famously had a character say: “A relationship, I think, is like a shark, you know? It has to constantly move forward or it dies.” In our world, the same can be said of m&a negotiations. In other words: “Time kills all deals”.  As an investment banker that has been involved with many mergers and acquisitions over the years – I’ve come to live and die by this mantra. We’ve seen it many times, the probability of a successful deal completion declines as time passes; if enough time passes before a deal closes, it will, most likely, die. So…

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