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Archive for Category: In the News

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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Dec 13, 2016

The Value of Predictability Combined with Growth

Fintech, In the News, Uncategorized 0 Comments

Most everyone understands that, all other things being equal, a business growing faster than another should be worth more. Similarly, all things being equal, a business that has more predictable revenue streams should be worth more than one that is less so. These are precisely the reasons why, in the tech world, so many businesses with highly recurring revenue models are valued at a premium to others that have similar top line growth rates (especially firms that rely primarily on one-time sales of software or services). In fact, in recent times in our m&a world, it’s become about more than…

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Nov 17, 2016

CFPB’s Future & Impact on Alternative Credit Scoring

Fintech, In the News, Trends, Uncategorized 0 Comments

There are more than 50 million Americans without a traditional credit score and 80 million unbanked and under-banked individuals in the United States. These individuals, more often than not, do not have access to traditional credit products. We recently attended the Money2020 conference in Las Vegas, where the Consumer Financial Protection Bureau released a report encouraging the use of non-traditional information and methods to enable better credit scoring and analysis for this large group. We applaud their efforts.   The CFPB launched Project Catalyst in 2012 to promote consumer-friendly innovation. Since its creation, the agency has collaborated with several FinTech…

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Nov 15, 2016

Deals and Trump keep moving forward. Our November 2016 General Market Update

In the News, Market Update, Newsletter, Uncategorized 0 Comments

Our November 2016 General Market Update found here is our latest update on the m&a values and trends in the dozen+ sectors of the information technology industry that we follow and sometimes lead. What a time in which we live. We’re busy – advising clients and closing deals; the Chicago Cubs became World Series Champions for the first time in 108 years; my Marines celebrated the Corp’s 241st birthday, while fighting in every clime and place they could; Bob Dylan won the Nobel Prize in literature (how cool!); Leonard Cohen died (he and Dylan have long been among my favorites); and in between, Donald Trump was elected President of the United States and to the further shock of…

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